Capital-light financial infrastructure and information-services companies that monetize recurring data, analytics, index, rating, listing, and transaction tolls. Revenue is earned from per-contract or per-notional exchange fees, clearing fees, market-data subscriptions, index licensing, ratings issuance and surveillance, listings, workflow software, and value-added risk / security / analytics prod
| Ticker | Company | Their metric | Period | YoY | A year ago |
|---|---|---|---|---|---|
| FICO | Fair Isaac Corporation | FICO Platform Dollar-Based Net Retention Rate | FY2026-Q3 | +33.0 pts | -9.0 pts |
| VRSN | VeriSign, Inc. | Domain name base | FY2026-Q2 | +5.0% | -0.1% |
| MCO | Moody's Corporation | Annual Recurring Revenue | FY2026-Q2 | +11.5% | +6.5% |
| SPGI | S&P Global Inc. | Vitality revenue share | FY2025-Q4 | +1.0 pts | -1.0 pts |
| NDAQ | Nasdaq, Inc. | Annual Recurring Revenue (total annualized recurring revenue) | FY2026-Q2 | +11.2% | +9.9% |
| MSCI | MSCI Inc. | Total run rate | FY2026-Q2 | +12.0% | +10.8% |
| CBOE | Cboe Global Markets, Inc. | Total Options Market Share | FY2026-Q2 | -0.2 pts | -1.0 pts |
| EFX | Equifax Inc. | New product vitality index | FY2026-Q2 | +2.0 pts | +1.5 pts |
| FDS | FactSet Research Systems Inc. | Annual Subscription Value Retention | FY2026-Q3 | +0.0 pts | +0.0 pts |
| CME | CME Group Inc. | Average Daily Volume | FY2026-Q2 | -1.3% | +16.6% |
A side-by-side appears only when three or more companies report the same metric in the same unit under their own definition. Companies are listed in value order, not ranked: whether a higher number is better is not asserted.