Factset Beats - But Whats Next

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Factset reported their Q1 2025 earnings and this is something I watch closely given Social Leverage is an investor in and around the Fintech & Data/Information Services industry. How do I track whats going on during earnings season? Finchat.io and my trusted copilot that now has access to web sources as well!

When diving into Finchat about Factset, I can quickly listen to the earnings call and look at the deck. This slide jumped out at me.

Solid user counts, client retention, and ASV retention. As well as Factset continues to do, I think they are leaving a lot of opportunity on the table. The stock hasn’t performed as well as I would think it should in this data-hungry world, and I wake up every day hoping they would get more aggressive on their data acquisition strategy. It pains me to see Global Data announcing raising debt for more data acquisitions, but Factset isn’t being more aggressive. Don’t get me wrong, I love that Global Data is getting aggressive but it just makes me think, why not Factset? I read through the Terminalist post recently, and he does a good job of really comparing Factset to other players in the ecosystem that are getting better multiples and income per employee.

Overall Factset continues to chug along, and it’s a great product. But with AI and Data moving at the speed of light, I regularly wonder what they look like 5-10 years from now.

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