Too much data to verify.
Rating: 6 out of 10
May 26, 2025
Vetted Review
Verified User
3 years of experience
Financial estimates from analyst estimates, screening for M&A transactions and capital raises, screening for shareholder rights plans and being able to use the date to complete various analyses. Using FactSet to check financials. We use FactSet often to complete public company analyses is our most likely use cases and is able to quickly do calendar figures even if the company is on an off calendar fiscal year.
- Market Figures (Stock Price, Ent Value, Equity Value)
- Rights Plan Data
- Screening for Selected Data
Cons
- Often unclear where estimates come from
- Excel popup for formulas is often difficult to use and glitchy
- Providing source of data
33.63636363636364%
3.4
- improved time to complete an analysis
- Often data is incorrect or no source provided
- Only source we've found to support a rights plan and takeover defense analysis
- PitchBook and AlphaSense
PitchBook is better for private company data and getting contacts. It is also more useful for capital raises and data
AlphaSense is great for more targeted searches which FactSet is very bad at. FactSet often makes it hard to do searches and then once you get to a specific company you need to continue searching through all of the tabs
AlphaSense is great for more targeted searches which FactSet is very bad at. FactSet often makes it hard to do searches and then once you get to a specific company you need to continue searching through all of the tabs
75
We use FactSet for a number of different purposes: quick and easy public data pulls, market information, and other KPI / financial statistics in excel. We use Factset in PowerPoint as well for active graphs and other shortcuts. FactSet is a great centralized source for all financial information, earnings dates, and even the most random requests that we get, such as doing righs plan analyses
N/A
- Real time data
- Active graph charting
- M&A / Financial buyer screens
- Rights Plan Data
- KPI pulls
- News alerts
- More robust financial screening
No
- Scalability
- Ease of Use
Scalability -- analysts across offices can utilize the same workstation and formulas across desks, workbooks and project and be able to seamlessly collaborate on things. It is fairly easy to use once you get the hang of it, so our older employees are also able to dabble in the workstation when they want to
Would not change. Did not switch from anything... Factset was already in use when i joined the organization