Factset Research Systems annual return on assets (roa)
2010
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2025
Factset Research Systems Return on Assets (ROA) Growth & History (FDS)
Factset Research Systems's return on assets (roa) was 14.28% for fiscal 2025.
View full Factset Research Systems company overviewFactset Research Systems annual return on assets (roa) history
| Fiscal year | Period ended | Return on assets (ROA) | Change (percentage points) |
|---|---|---|---|
| 2025 | 2025-08-31 | 14.28% | +0.89 pp |
| 2024 | 2024-08-31 | 13.40% | +1.66 pp |
| 2023 | 2023-08-31 | 11.74% | −0.99 pp |
| 2022 | 2022-08-31 | 12.72% | −5.83 pp |
| 2021 | 2021-08-31 | 18.55% | −1.92 pp |
| 2020 | 2020-08-31 | 20.47% | −3.21 pp |
| 2019 | 2019-08-31 | 23.68% | +4.82 pp |
| 2018 | 2018-08-31 | 18.86% | −2.38 pp |
| 2017 | 2017-08-31 | 21.23% | −17.36 pp |
| 2016 | 2016-08-31 | 38.59% | +4.15 pp |
| 2015 | 2015-08-31 | 34.44% | +3.18 pp |
| 2014 | 2014-08-31 | 31.26% | +2.56 pp |
| 2013 | 2013-08-31 | 28.70% | +0.76 pp |
| 2012 | 2012-08-31 | 27.94% | +1.67 pp |
| 2011 | 2011-08-31 | 26.27% | +2.78 pp |
| 2010 | 2010-08-31 | 23.50% | — |
Factset Research Systems quarterly return on assets (roa)
Q4.11
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Q3.26
| Fiscal quarter | Period ended | Return on assets (ROA) | Change (percentage points) |
|---|---|---|---|
| Q3 2026 | 2026-05-31 | 13.27% | +0.55 pp |
| Q2 2026 | 2026-02-28 | 13.89% | +0.71 pp |
| Q1 2026 | 2025-11-30 | 14.50% | +1.04 pp |
| Q4 2025 | 2025-08-31 | 14.28% | +0.89 pp |
| Q3 2025 | 2025-05-31 | 12.72% | −0.04 pp |
| Q2 2025 | 2025-02-28 | 13.18% | +0.94 pp |
| Q1 2025 | 2024-11-30 | 13.47% | +1.36 pp |
| Q4 2024 | 2024-08-31 | 13.40% | +1.66 pp |
| Q3 2024 | 2024-05-31 | 12.76% | +0.18 pp |
| Q2 2024 | 2024-02-29 | 12.24% | −1.80 pp |
| Q1 2024 | 2023-11-30 | 12.11% | −1.57 pp |
| Q4 2023 | 2023-08-31 | 11.74% | −0.99 pp |
| Q3 2023 | 2023-05-31 | 12.58% | +0.06 pp |
| Q2 2023 | 2023-02-28 | 14.05% | −4.44 pp |
| Q1 2023 | 2022-11-30 | 13.67% | −4.98 pp |
| Q4 2022 | 2022-08-31 | 12.72% | −5.83 pp |
| Q3 2022 | 2022-05-31 | 12.52% | −6.09 pp |
| Q2 2022 | 2022-02-28 | 18.48% | −0.96 pp |
| Q1 2022 | 2021-11-30 | 18.65% | −1.04 pp |
| Q4 2021 | 2021-08-31 | 18.55% | −1.92 pp |
| Q3 2021 | 2021-05-31 | 18.61% | −3.09 pp |
| Q2 2021 | 2021-02-28 | 19.45% | −2.81 pp |
| Q1 2021 | 2020-11-30 | 19.69% | −3.48 pp |
| Q4 2020 | 2020-08-31 | 20.47% | −3.21 pp |
| Q3 2020 | 2020-05-31 | 21.70% | −0.91 pp |
| Q2 2020 | 2020-02-29 | 22.25% | +0.97 pp |
| Q1 2020 | 2019-11-30 | 23.17% | +3.08 pp |
| Q4 2019 | 2019-08-31 | 23.68% | +4.82 pp |
| Q3 2019 | 2019-05-31 | 22.62% | +3.97 pp |
| Q2 2019 | 2019-02-28 | 21.28% | +1.67 pp |
| Q1 2019 | 2018-11-30 | 20.10% | −1.06 pp |
| Q4 2018 | 2018-08-31 | 18.86% | −2.38 pp |
| Q3 2018 | 2018-05-31 | 18.65% | −9.97 pp |
| Q2 2018 | 2018-02-28 | 19.61% | −13.45 pp |
| Q1 2018 | 2017-11-30 | 21.16% | −12.31 pp |
| Q4 2017 | 2017-08-31 | 21.23% | −17.36 pp |
| Q3 2017 | 2017-05-31 | 28.62% | −0.43 pp |
| Q2 2017 | 2017-02-28 | 33.06% | +4.02 pp |
| Q1 2017 | 2016-11-30 | 33.47% | +5.09 pp |
| Q4 2016 | 2016-08-31 | 38.59% | +4.15 pp |
| Q3 2016 · May 31 | 2016-05-31 | 29.05% | −4.71 pp |
| Q2 2016 | 2016-02-29 | 29.03% | −3.88 pp |
| Q1 2016 | 2015-11-30 | 28.39% | −2.79 pp |
| Q4 2015 | 2015-08-31 | 34.44% | +3.18 pp |
| Q3 2015 · May 31 | 2015-05-31 | 33.76% | +2.61 pp |
| Q2 2015 | 2015-02-28 | 32.91% | +2.32 pp |
| Q1 2015 | 2014-11-30 | 31.18% | +1.72 pp |
| Q4 2014 | 2014-08-31 | 31.26% | +1.92 pp |
| Q3 2014 | 2014-05-31 | 31.15% | — |
| Q2 2014 | 2014-02-28 | 30.59% | +1.97 pp |
| Q1 2014 | 2013-11-30 | 29.45% | +1.26 pp |
| Q4 2013 | 2013-08-31 | 29.34% | +1.95 pp |
| Q2 2013 | 2013-02-28 | 28.62% | +2.42 pp |
| Q1 2013 | 2012-11-30 | 28.19% | +1.74 pp |
| Q4 2012 | 2012-08-31 | 27.39% | +1.11 pp |
| Q2 2012 | 2012-02-29 | 26.21% | — |
| Q1 2012 | 2011-11-30 | 26.46% | — |
| Q4 2011 | 2011-08-31 | 26.27% | — |
Factset Research Systems return on assets (roa) trends
Over the last five fiscal years, Factset Research Systems's return on assets (roa) decreased from 20.47% to 14.28%, a change of −6.19 percentage points. The latest reported quarter, Q3 2026, shows 13.27%.
About the metric
What return on assets means
Return on assets measures profit relative to the assets used to generate it. It can help compare operating efficiency over time, although normal ROA differs substantially between asset-light and asset-intensive industries.
Calculation and source
How return on assets is calculated
TickerStat calculates annual ROA as reported net income divided by average total assets. Quarterly observations use trailing-12-month net income and average assets over the corresponding one-year period. Fiscal periods can differ from calendar years, so exact period-end dates are included.
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