B2B SaaS Provider · Data Provider / Broker · vs · Data Provider / Broker
FactSet vs S&P Global
Structured technology and market comparison · 2026
Direct Feature Comparison
FactSet · vs · S&P GlobalFinancial data, analytics and workflow software for investors.
B2B financial, commodity and mobility data analytics provider.
Analyze all overlapping signals and tech stacks for FactSet and S&P Global
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 S&P Global?
When comparing FactSet and S&P Global, both platforms operate within the Measurement & Analytics Platform and Data Provider / Broker ecosystem. FactSet is positioned as Financial data, analytics and workflow software for investors, whereas S&P Global focuses on B2B financial, commodity and mobility data analytics provider. Decision-makers evaluate both solutions when orchestrating their commercial monetization and technology stack.
What are the top alternatives to FactSet and S&P Global?
When evaluating FactSet and S&P Global, enterprise buyers also consider other platforms in Measurement & Analytics Platform 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 S&P Global compare?
FactSet is headquartered in US (founded in 1978) with >5,000 employees. S&P Global is based in US (founded in 1860) with >5,000 employees. Complete ownership, subsidiary trees, and corporate affiliations are documented across Polaris7.
Market Signals
Recent Market Signals & Activity: FactSet vs S&P Global
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.
S&P Global
Recent Signals
- ·ExchangeWireIndustry News
Netflix Cuts 6% Staff; UK Marketing Budgets Hit Two-Year High
Today's ad tech news digest covers three major stories: Netflix is laying off about 6% of its workforce (around 1,000 jobs) due to slower growth and engagement, marking its largest cuts since 2022. The IPA Bellwether Report shows UK marketing budgets increased at the fastest pace in over two years in Q3, with a net balance of +14.3% and all categories growing, led by PR. A federal judge granted Apple early access to OpenAI's hiring records in its trade secrets lawsuit, including interviews with former Apple employees, and allowed early depositions. The digest also notes S&P Global raised its 2026 UK GDP and adspend forecasts.
- Netflix is laying off about 6% of its workforce, roughly 1,000 jobs, its largest cuts since 2022.
- UK marketing budgets rose at the fastest pace in over two years in Q3, with a net balance of +14.3%.
- A federal judge granted Apple early access to OpenAI's hiring records in its trade secrets lawsuit.
- ·VideoWeekFinancials
UK Marketing Budgets Rise Across All Categories in Q3
The IPA Bellwether Report for Q3 2026 indicates a broad recovery in UK marketing budgets, with a net balance of +14.3% of marketers increasing spend—the highest in nine quarters and the third consecutive quarterly growth. All main media subcategories saw upward revisions for the first time, including main media (+9.8%) and 'other online' (+17.2%). PR (+15.3%) and events (+15.1%) led growth, followed by sales promotions (+13.1%). Despite this, industry and company-level financial confidence remain negative, though improved from Q2. S&P Global raised UK GDP growth forecasts for 2026 to 1.2%, supported by events like the FIFA World Cup, but risks from geopolitical tensions and high fuel prices persist. Ad spend forecasts were revised up for 2026 to 2.8% but down for 2027 to 1.3%. Industry experts offer mixed reactions, highlighting opportunities in creator marketing, out-of-home, audio, and video, while cautioning about walled gardens and the need for data quality and attention measurement as AI becomes more prevalent.
- Net balance of +14.3% of UK marketers increased budgets in Q3 2026, marking the third consecutive quarterly growth and the strongest since Q2 2024.
- All main media subcategories saw upward revisions for the first time; main media budgets rose by +9.8%, with online, video, and OOH leading.
- PR budgets experienced the highest increase at +15.3%, continuing 13 consecutive quarters of growth, followed by events (+15.1%) and sales promotions (+13.1%).
- ·SEC APIfinancials
10-Q Financial Filing Analysis for S&P Global (2026-07-28)
S&P Global reported strong financial performance for the second quarter of 2026, with consolidated revenue rising 10% year-over-year to $4.15 billion and operating profit growing 17% to $1.81 billion. Net income attributable to the company rose 14% to $1.22 billion, yielding diluted EPS of $4.12. Growth was broad-based across segments, highlighted by a 17% revenue increase in Ratings driven by strong investment-grade issuance and a 20% surge in Indices supported by higher ETF and mutual fund AUM and robust derivative trading volumes. In addition, the effective tax-free spin-off of Mobility Global (MBGL) on July 1, 2026, marks a pivotal strategic realignment to focus exclusively on capital, energy, and commodity intelligence.
- Consolidated Q2 2026 revenue grew 10% YoY to $4,146 million, and operating profit rose 17% YoY to $1,812 million.
- The separation and 100% spin-off distribution of Mobility Global Inc. (MBGL) to shareholders became effective on July 1, 2026, shifting Mobility to discontinued operations starting Q3 2026.
- Ratings revenue grew 17% YoY to $1,339 million on a 25% surge in billed issuance ($1,268 billion), while Indices revenue jumped 20% to $534 million.
Compare their exact ecosystem overlaps.
Explore all deep relationships in Polaris7. Discover exactly which mutual clients, integrated technologies, and overlapping partners FactSet and S&P Global share across the market ecosystem.