B2B SaaS Provider · Data Provider / Broker · vs · Advertiser / Brand
FactSet vs State Street
Structured technology and market comparison · 2026
Direct Feature Comparison
FactSet · vs · State StreetFinancial data, analytics and workflow software for investors.
Institutional finance platform for servicing, markets, data and management.
Analyze all overlapping signals and tech stacks for FactSet and State Street
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Comparison Analysis
What is the main difference between FactSet and State Street?
When comparing FactSet and State Street, both platforms operate within the Cloud Data Warehouse / Data Lake and Measurement & Analytics Platform ecosystem. FactSet is positioned as Financial data, analytics and workflow software for investors, whereas State Street focuses on Institutional finance platform for servicing, markets, data and management. Decision-makers evaluate both solutions when orchestrating their commercial monetization and technology stack.
What are the top alternatives to FactSet and State Street?
When evaluating FactSet and State Street, enterprise buyers also consider other platforms in Cloud Data Warehouse / Data Lake and Measurement & Analytics Platform. 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 State Street compare?
FactSet is headquartered in US (founded in 1978) with >5,000 employees. State Street 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 State Street
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.
State Street
Recent Signals
- ·Cord Cutters NewsM&A
Roku & FOX Shareholders Vote on $22B Merger
Shareholders of Roku Inc. and Fox Corporation have approved the proposed acquisition of Roku by Fox, a cash-and-stock transaction valued at approximately $22 billion in enterprise value. Votes were cast at virtual special meetings, with Roku stockholders approving the merger agreement and Fox Class B shareholders approving the issuance of about 144 million Fox Class A shares as consideration. Each Roku share will be exchanged for $96 in cash and 0.9693 Fox Class A shares. Fox stockholders are expected to own about 73% of the combined company, with former Roku stockholders holding the rest. The deal combines Fox's content and Tubi's ad-supported streaming with Roku's platform reaching over 100 million households, targeting $400 million in annual cost synergies. The transaction still awaits regulatory approvals, including a DOJ second request, with completion targeted for the first half of 2027.
- Roku and Fox shareholders approved the $22 billion acquisition deal.
- Each Roku share will be exchanged for $96 in cash and 0.9693 Fox Class A shares.
- Fox stockholders will own about 73% of the combined company.
- ·SEC APIfinancials
8-K Financial Filing Analysis for State Street (2026-10-14)
State Street Corporation reported multiple corporate actions in its Form 8-K, including the election of Dr. Alexander Vollert to its Board of Directors effective October 9, 2026, where he will serve on both the Technology and Operations Committee and the Risk Committee. In addition to releasing its third-quarter 2026 financial results and related investor presentation on October 14, 2026, State Street issued a redemption notice for the entire $500,000,000 aggregate principal amount of its 1.684% Fixed-to-Floating Rate Senior Notes due 2027. The debt redemption is scheduled for November 18, 2026, at 100% of par plus accrued interest, funded entirely via cash on hand.
- Dr. Alexander Vollert was elected as an independent director effective October 9, 2026, joining the Technology and Operations and Risk committees, with compensation including a pro rata share of a $110,000 annual retainer and $235,000 common stock retainer.
- State Street notified holders of its full redemption of $500,000,000 aggregate principal amount of 1.684% Fixed-to-Floating Rate Senior Notes due 2027 on November 18, 2026, at 100% of par value using cash on hand.
- Furnished Q3 2026 financial results, earnings addendum, and investor conference call presentation slides under Items 2.02 and 7.01.
- ·SEC APIfinancials
8-K Financial Filing Analysis for State Street (2026-08-12)
On August 12, 2026, State Street Corporation completed the issuance and sale of 500,000 Depositary Shares, each representing a 1/100th ownership interest in a share of its Fixed Rate Reset Non-Cumulative Perpetual Preferred Stock, Series L, with a liquidation preference of $100,000 per preferred share ($1,000 per Depositary Share). The public offering was underwritten by Goldman Sachs & Co. LLC and Morgan Stanley & Co. LLC. State Street expects net proceeds of approximately $495.7 million after deducting underwriting discounts and estimated offering expenses, strengthening its Tier 1 regulatory capital structure and supporting general corporate operations.
- Issued 500,000 Depositary Shares representing Series L Preferred Stock at a liquidation preference of $1,000 per depositary share ($100,000 per preferred share).
- Net proceeds expected to reach approximately $495.7 million after underwriting discounts and estimated offering expenses.
- Offering executed via underwriting agreement with Goldman Sachs & Co. LLC and Morgan Stanley & Co. LLC, closing on August 12, 2026.
Compare their exact ecosystem overlaps.
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