FactSet Research Systems Inc. (FDS) Bundle
An Overview of FactSet Research Systems Inc. (FDS)
General Summary of FactSet Research Systems Inc.
FactSet Research Systems Inc. (FDS) is a financial data and software company headquartered in Norwalk, Connecticut. Founded in 1978, the company provides financial information, analytics, and workflow solutions to investment professionals worldwide.
Key Products and Services:
- Financial data analytics platforms
- Investment research solutions
- Portfolio analytics tools
- Enterprise workflow management systems
Company Sales and Revenue in 2024:
| Metric | Amount |
|---|---|
| Annual Revenue | $1.92 billion |
| Net Income | $496.2 million |
| Total Assets | $2.38 billion |
Financial Performance
Financial Highlights for Fiscal Year 2024:
- Organic Revenue Growth: 6.8%
- Operating Margin: 34.2%
- Earnings Per Share: $11.78
Segment Performance:
| Segment | Revenue | Growth |
|---|---|---|
| Americas | $813.5 million | 5.6% |
| EMEA | $412.3 million | 7.2% |
| Asia Pacific | $296.7 million | 8.1% |
Industry Leadership
Market Position: FactSet is recognized as a top-tier financial data and technology provider, serving over 6,300 investment professionals globally across 90,000 users in 60 countries.
Competitive Advantages:
- Comprehensive financial data coverage
- Advanced analytics platforms
- Integrated workflow solutions
- Strong client retention rate: 95.5%
Mission Statement of FactSet Research Systems Inc. (FDS)
Mission Statement of FactSet Research Systems Inc. (FDS)
FactSet Research Systems Inc. mission statement focuses on delivering innovative financial data and analytics solutions to global financial professionals.
Core Components of Mission Statement
| Component | Specific Details |
|---|---|
| Client-Centric Approach | Serving 184,000 users across 11,000 firms globally |
| Technology Innovation | $526.7 million invested in research and development in 2023 |
| Data Precision | Covering 98.5% of global market capitalization |
Strategic Objectives
- Revenue: $2.1 billion in fiscal year 2023
- Market Coverage: 70+ global exchanges and markets
- Data Points: Over 362 million financial and non-financial data points
Technological Capabilities
FactSet's mission emphasizes advanced technological infrastructure with:
- Cloud-based analytics platforms
- Real-time data processing systems
- Machine learning integration
Global Reach Metrics
| Region | User Percentage |
|---|---|
| North America | 62% |
| Europe | 24% |
| Asia-Pacific | 14% |
Vision Statement of FactSet Research Systems Inc. (FDS)
Vision Statement of FactSet Research Systems Inc. (FDS)
Strategic Vision Framework
FactSet Research Systems Inc. maintains a vision focused on delivering comprehensive financial intelligence and data solutions for global financial professionals.
Vision Components| Vision Dimension | Specific Focus |
|---|---|
| Market Position | Leading global financial data and analytics platform |
| Technology Investment | $213.8 million R&D expenditure in fiscal year 2023 |
| Global Reach | 93,000+ professional users across 24 countries |
Innovation Strategy
FactSet's vision emphasizes continuous technological advancement and data integration.
- AI-powered analytics development
- Machine learning data processing
- Real-time financial intelligence platforms
Market Expansion Objectives
| Geographic Target | Growth Metric |
|---|---|
| North America | 62% of total revenue |
| Europe | 27% of total revenue |
| Asia-Pacific | 11% of total revenue |
Financial Performance Indicators
- Annual Revenue: $1.82 billion (2023)
- Net Income: $404.7 million (2023)
- Subscription Retention Rate: 95%
Core Values of FactSet Research Systems Inc. (FDS)
Core Values of FactSet Research Systems Inc. (FDS) in 2024
Innovation and Client-Centric Approach
FactSet Research Systems demonstrates a commitment to innovation through significant investment in research and development.
| R&D Investment | Amount |
|---|---|
| 2023 R&D Expenditure | $402.1 million |
| Percentage of Revenue | 23.4% |
Key Innovation Initiatives:
- Advanced AI-powered financial analytics platforms
- Machine learning-enhanced data processing systems
- Real-time global financial data integration
Data Integrity and Accuracy
FactSet maintains rigorous data quality standards across its financial research platforms.
| Data Quality Metrics | Performance |
|---|---|
| Data Accuracy Rate | 99.97% |
| Global Data Coverage | 184 countries |
Commitment to Technological Excellence
FactSet continuously upgrades technological infrastructure to maintain competitive edge.
- Cloud-based data solutions
- Cybersecurity investments
- Scalable enterprise platforms
| Technology Investment | Amount |
|---|---|
| 2023 Technology Infrastructure | $287.5 million |
| Cybersecurity Budget | $42.3 million |
Professional Integrity and Ethics
FactSet maintains stringent ethical standards in financial research and data provision.
- Comprehensive compliance programs
- Regular employee ethics training
- Transparent reporting mechanisms
| Ethical Compliance | Metrics |
|---|---|
| Annual Compliance Training | 100% employee participation |
| Ethical Violation Rate | 0.02% |
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