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FactSet vs PassFort Limited
Structured technology and market comparison · 2026
Direct Feature Comparison
FactSet · vs · PassFort LimitedFinancial data, analytics and workflow software for investors.
Credit ratings, risk data and analytics for global financial institutions.
Analyze all overlapping signals and tech stacks for FactSet and PassFort Limited
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Comparison Analysis
What is the main difference between FactSet and PassFort Limited?
When comparing FactSet and PassFort Limited, both platforms operate within the Cloud Data Warehouse / Data Lake, B2B SaaS Provider, and Large Language Models (LLM) & AI ecosystem. FactSet is positioned as Financial data, analytics and workflow software for investors, whereas PassFort Limited focuses on Credit ratings, risk data and analytics for global financial institutions. Decision-makers evaluate both solutions when orchestrating their commercial monetization and technology stack.
What are the top alternatives to FactSet and PassFort Limited?
When evaluating FactSet and PassFort Limited, enterprise buyers also consider other platforms in Cloud Data Warehouse / Data Lake, B2B SaaS Provider, and Large Language Models (LLM) & AI. 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 PassFort Limited compare?
FactSet is headquartered in US (founded in 1978) with >5,000 employees. PassFort Limited is based in US (founding year unrecorded) with >5,000 employees. Complete ownership, subsidiary trees, and corporate affiliations are documented across Polaris7.
Market Signals
Recent Market Signals & Activity: FactSet vs PassFort Limited
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.
PassFort Limited
Recent Signals
- ·SEC APIfinancials
8-K/A Financial Filing Analysis for PassFort Limited (2026-10-15)
Moody's Corporation filed a Form 8-K/A on October 15, 2026, disclosing key changes to its Board of Directors and committee leadership. Director Jorge Bermudez, who served on the Board since April 2011, retired effective October 12, 2026, without any disagreement with the company. In recognition of his service, the Board accelerated the vesting of his February 2026 restricted stock unit (RSU) award by removing forfeiture restrictions. Following Bermudez's departure, Director Lisa Sawicki was appointed Chairman of the Audit Committee effective immediately. Additionally, Keith Demmings, previously elected to the Board with an effective date of November 1, 2026, was appointed to both the Governance & Nominating Committee and the Audit Committee. The total size of the Board remains unchanged at ten members.
- Director Jorge Bermudez retired from Moody's Board of Directors effective October 12, 2026, after serving since April 19, 2011, with the Board removing forfeiture requirements on his February 2026 RSU grant.
- Lisa Sawicki was appointed Chairman of the Audit Committee effective immediately following Bermudez's retirement.
- Keith Demmings, whose Board term commences November 1, 2026, was assigned to both the Governance & Nominating Committee and the Audit Committee, keeping total Board size at ten members.
- ·SEC APIfinancials
8-K Financial Filing Analysis for PassFort Limited (2026-10-21)
Moody's Corporation filed a Form 8-K under Items 2.02 and 7.01 on October 21, 2026, announcing its financial results for the third quarter ended September 30, 2026, along with its updated financial outlook for full-year 2026. The detailed earnings press release was furnished as Exhibit 99.1. As a standard furnishing under Regulation FD and Item 2.02, the filing serves as the regulatory notice for the company's Q3 quarterly performance disclosures to capital markets.
- Moody's Corporation released its operational and financial results for the third quarter ended September 30, 2026, on October 21, 2026.
- The filing includes an updated full-year 2026 financial guidance outlook furnished via Exhibit 99.1.
- The filing was executed by Elizabeth M. McCarroll, Managing Director – Corporate Governance, Securities and Corporate Secretary.
- ·SEC APIfinancials
8-K Financial Filing Analysis for REIS, Inc. (2026-08-12)
Moody's Corporation announced the election of Keith Demmings to its Board of Directors, effective November 1, 2026. Mr. Demmings, 54, currently serves as the President and Chief Executive Officer of Assurant, Inc., bringing nearly three decades of global operational, commercial, and executive leadership experience across North America, Asia, Europe, and Latin America. In connection with his appointment, Demmings will receive standard non-employee director compensation comprising an annual cash retainer of $120,000 paid quarterly and an annual restricted stock unit (RSU) award valued at $230,000 vesting after one year. Board committee assignments have not yet been determined.
- Keith Demmings, President and CEO of Assurant, Inc., was elected to Moody's Board of Directors effective November 1, 2026.
- Compensation includes an annual cash retainer of $120,000 paid quarterly and an annual RSU award valued at $230,000 vesting on the first anniversary of the grant date.
- Board committee assignments for Mr. Demmings have not yet been determined as of the filing date.
Compare their exact ecosystem overlaps.
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