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Morningstar•September 19, 2024
Morningstar•September 19, 2024FactSet Research Systems Inc.: FactSet Earnings: Solid Finish to Fiscal 2024; Guidance Is Just OK
Summary
FactSet provides financial data and portfolio analytics to the global investment community. The company aggregates data from third-party data suppliers, news sources, exchanges, brokerages, and contributors into its workstations. In addition, it provides essential portfolio analytics that companies use to monitor portfolios and address reporting requirements. Buy-side clients account for 82% of FactSet's annual subscription value. In 2015, the company acquired Portware, a provider of trade
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Rajiv Bhatia
Equity AnalystRajiv Bhatia is an equity analyst on the financials team for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. His areas of focus include custody banks, credit bureaus, and life insurers.Before joining Morningstar in 2019, Bhatia spent four years analyzing financial technology stocks for clients at Raymond James.Bhatia holds a bachelor's degree in applied mathematics and economics from Northwestern University as well as a master's degree in finance from Washington University in Saint Louis. He also holds the Chartered Financial Analyst® designation.