B2B SaaS Provider · Data Provider / Broker
FactSet vs Flywheel
Structured technology and market comparison · 2026
Direct Feature Comparison
FactSet · vs · FlywheelFinancial data, analytics and workflow software for investors.
Imaging data platform for regulated healthcare and life sciences research.
Analyze all overlapping signals and tech stacks for FactSet and Flywheel
Compare mutual enterprise clients, monetization models, live market signals, and partner networks directly in the interactive Knowledge Graph.
Comparison Analysis
What is the main difference between FactSet and Flywheel?
When comparing FactSet and Flywheel, both platforms operate within the Cloud Data Warehouse / Data Lake, B2B SaaS Provider, and Data Provider / Broker ecosystem. FactSet is positioned as Financial data, analytics and workflow software for investors, whereas Flywheel focuses on Imaging data platform for regulated healthcare and life sciences research. Decision-makers evaluate both solutions when orchestrating their commercial monetization and technology stack.
What are the top alternatives to FactSet and Flywheel?
When evaluating FactSet and Flywheel, enterprise buyers also consider other platforms in Cloud Data Warehouse / Data Lake, B2B SaaS Provider, and Data Provider / Broker. You can discover the full competitive landscape and evaluate other alternatives by viewing their respective footprint profiles on Polaris7.
How do the corporate scale, structure, and headquarters of FactSet and Flywheel compare?
FactSet is headquartered in US (founded in 1978) with >5,000 employees. Flywheel is based in US (founded in 2015) with 50–200 employees. Complete ownership, subsidiary trees, and corporate affiliations are documented across Polaris7.
Market Signals
Recent Market Signals & Activity: FactSet vs Flywheel
Documented market movements, strategic partnerships, product releases, and regulatory developments mapped across Polaris7.
FactSet
Recent Signals
- ·SEC APIfinancials
10-K Financial Filing Analysis for FactSet (2026-10-20)
FactSet Research Systems Inc. reported its fiscal year 2026 financial results (period ended August 31, 2026), generating total revenues of $2,476.3 million, up 6.7% year-over-year from $2,321.7 million in fiscal 2025. Organic Annual Subscription Value (ASV) expanded by 7.0% to $2,568.2 million, driven by demand for data solutions and workstations. Operating income contracted 6.5% to $700.0 million, resulting in an operating margin compression of 390 basis points to 28.3%, weighed down by $46.2 million in restructuring costs, higher variable compensation, and executive onboarding expenses. Net income declined 10.6% to $533.5 million, with diluted EPS decreasing 6.3% to $14.57, cushioned by share buybacks reducing share count. Operating cash flows improved to $822.2 million, yielding free cash flow of $707.5 million, supporting $808.1 million in total capital returns through share repurchases and dividends.
- Revenues rose 6.7% to $2,476.3 million, while Organic ASV climbed 7.0% to $2,568.2 million as client count grew 2.9% to 9,258 and user count expanded 9.8% to 260,671.
- Operating margin declined from 32.2% to 28.3%, primarily due to $46.2 million in severance/restructuring expenses, executive onboarding compensation of $19.5 million, and higher merit/cloud hosting costs.
- Capital return totaled $808.1 million in fiscal 2026, comprising $644.0 million in share repurchases (2,608,284 shares) and $164.2 million in cash dividends, with the quarterly dividend raised to $1.16 per share.
- ·SEC APIfinancials
8-K Financial Filing Analysis for FactSet (2026-08-31)
On August 28, 2026, FactSet Research Systems Inc. entered into Amendment No. 1 to its credit agreement with PNC Bank, National Association, as administrative agent, and participating lenders. The amendment increases the aggregate commitments under its senior unsecured revolving credit facility by $500 million, bringing the total revolving capacity to $1.5 billion, while extending its maturity date to August 28, 2031. Additionally, the amendment extends the final maturity of its $375 million senior unsecured term loan facility to August 28, 2029, eliminates scheduled term loan amortization, and removes the 0.10% credit spread adjustment on Term SOFR and Daily Simple SONIA borrowings.
- Expanded the senior unsecured revolving credit facility commitment by $500M to $1.5B and extended maturity to August 28, 2031.
- Extended the $375M senior unsecured term loan maturity to August 28, 2029, and eliminated scheduled amortization payments.
- Removed the 0.10% credit spread adjustment for Term SOFR and Daily Simple SONIA borrowings.
- ·SEC APIfinancials
8-K Financial Filing Analysis for FactSet (2026-09-30)
FactSet Research Systems Inc. filed a Form 8-K reporting two primary events: the issuance of its fourth-quarter and full-year earnings press release for the period ended August 31, 2026, and the adoption of amendments to its Amended and Restated By-laws, effective September 24, 2026. The by-law amendments enhance the Board's authority to delegate powers to Board committees in accordance with Delaware General Corporation Law, update advance notice requirements and procedural disclosures for shareholder nominations and business proposals, and implement clarifying revisions regarding officer appointments and standardized definitions.
- On September 30, 2026, FactSet furnished its financial results for the three and twelve months ended August 31, 2026 (Item 2.02, Exhibit 99.1).
- On September 24, 2026, the Board approved Amended and Restated By-laws, effective immediately, enabling broader Board committee delegation under Delaware law and refining advance notice procedures for shareholder meetings (Item 5.03, Exhibit 3.1).
- The filing was executed by Executive Vice President and Chief Financial Officer Joshua Warren on September 30, 2026.
Flywheel
Recent Signals
- ·The DrumRetail Media
Amazon AI Tools Launch, Brands Cheer Review Requests
Amazon's unBoxed event showcased AI-driven advertising tools like Amazon Ads Agent, Full-Funnel Campaigns, and conversational analytics, but advertisers were more excited about Review Requests, which tripled product reviews in testing. Amazon also launched Branded Conversations within Alexa for Shopping and rebranded its DSP to DVA+. Meanwhile, industry developments include Apple's stricter tracking protections in WebKit, blocking The Trade Desk's domain and affecting ad delivery, and OpenWeb's receivership due to a $20 million loan default. These events highlight a trend towards onsite ad formats and the rise of AI chat interfaces as ad surfaces. Bain & Company and eMarketer survey confirms onsite formats as top growth drivers for retail media networks.
- Amazon launched Review Requests, which generated three times more product reviews in testing, and opens in US beta in late October 2026.
- Amazon rebranded its DSP as DVA+ and introduced Branded Conversations for advertising in Alexa for Shopping.
- Apple blocked The Trade Desk's ad serving domain in WebKit, affecting 34% of US web traffic and 21.7% worldwide.
Compare their exact ecosystem overlaps.
Explore all deep relationships in Polaris7. Discover exactly which mutual clients, integrated technologies, and overlapping partners FactSet and Flywheel share across the market ecosystem.
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