MSCI INC (1MSCI.MI) Stock Fundamental Analysis
Europe - BIT:1MSCI - US55354G1004 - Common Stock
487.7 EUR
-6 (-1.22%)
Taking everything into account, 1MSCI scores 5 out of 10 in our fundamental rating. 1MSCI was compared to 116 industry peers in the Capital Markets industry. While 1MSCI belongs to the best of the industry regarding profitability, there are some minor concerns on its financial health. 1MSCI is valied quite expensively at the moment, while it does show a decent growth rate.
1. Profitability
1.1 Basic Checks
In the past year 1MSCI was profitable.
In the past year 1MSCI had a positive cash flow from operations.
Each year in the past 5 years 1MSCI has been profitable.
Each year in the past 5 years 1MSCI had a positive operating cash flow.
1.2 Ratios
Looking at the Return On Assets, with a value of 21.93%, 1MSCI belongs to the top of the industry, outperforming 98.28% of the companies in the same industry.
Looking at the Return On Invested Capital, with a value of 34.14%, 1MSCI belongs to the top of the industry, outperforming 98.28% of the companies in the same industry.
The Average Return On Invested Capital over the past 3 years for 1MSCI is significantly above the industry average of 8.51%.
The last Return On Invested Capital (34.14%) for 1MSCI is above the 3 year average (29.39%), which is a sign of increasing profitability.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 21.93% | ||
| ROE | N/A | ||
| ROIC | 34.14% |
ROA(3y)19.53%
ROA(5y)17.22%
ROE(3y)N/A
ROE(5y)N/A
ROIC(3y)29.39%
ROIC(5y)26.42%
1.3 Margins
Looking at the Profit Margin, with a value of 39.46%, 1MSCI belongs to the top of the industry, outperforming 82.76% of the companies in the same industry.
In the last couple of years the Profit Margin of 1MSCI has remained more or less at the same level.
1MSCI has a Operating Margin of 53.86%. This is amongst the best in the industry. 1MSCI outperforms 90.52% of its industry peers.
In the last couple of years the Operating Margin of 1MSCI has grown nicely.
1MSCI has a better Gross Margin (82.18%) than 80.17% of its industry peers.
1MSCI's Gross Margin has been stable in the last couple of years.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 53.86% | ||
| PM (TTM) | 39.46% | ||
| GM | 82.18% |
OM growth 3Y0.65%
OM growth 5Y1.98%
PM growth 3Y3.01%
PM growth 5Y1.42%
GM growth 3Y-0.19%
GM growth 5Y0.23%
2. Health
2.1 Basic Checks
1MSCI has less shares outstanding than it did 1 year ago.
Compared to 5 years ago, 1MSCI has less shares outstanding
Compared to 1 year ago, 1MSCI has a worse debt to assets ratio.
2.2 Solvency
1MSCI has an Altman-Z score of 7.07. This indicates that 1MSCI is financially healthy and has little risk of bankruptcy at the moment.
1MSCI's Altman-Z score of 7.07 is amongst the best of the industry. 1MSCI outperforms 93.10% of its industry peers.
The Debt to FCF ratio of 1MSCI is 3.32, which is a good value as it means it would take 1MSCI, 3.32 years of fcf income to pay off all of its debts.
1MSCI's Debt to FCF ratio of 3.32 is fine compared to the rest of the industry. 1MSCI outperforms 74.14% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | N/A | ||
| Debt/FCF | 3.32 | ||
| Altman-Z | 7.07 |
ROIC/WACCN/A
WACCN/A
2.3 Liquidity
A Current Ratio of 0.86 indicates that 1MSCI may have some problems paying its short term obligations.
1MSCI has a Current ratio of 0.86. This is comparable to the rest of the industry: 1MSCI outperforms 52.59% of its industry peers.
A Quick Ratio of 0.86 indicates that 1MSCI may have some problems paying its short term obligations.
1MSCI has a Quick ratio (0.86) which is comparable to the rest of the industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 0.86 | ||
| Quick Ratio | 0.86 |
3. Growth
3.1 Past
The Earnings Per Share has grown by an nice 13.44% over the past year.
Measured over the past years, 1MSCI shows a quite strong growth in Earnings Per Share. The EPS has been growing by 18.74% on average per year.
Looking at the last year, 1MSCI shows a quite strong growth in Revenue. The Revenue has grown by 10.48% in the last year.
1MSCI shows quite a strong growth in Revenue. Measured over the last years, the Revenue has been growing by 12.89% yearly.
EPS 1Y (TTM)13.44%
EPS 3Y15.17%
EPS 5Y18.74%
EPS Q2Q%14.56%
Revenue 1Y (TTM)10.48%
Revenue growth 3Y11.81%
Revenue growth 5Y12.89%
Sales Q2Q%9.14%
3.2 Future
1MSCI is expected to show quite a strong growth in Earnings Per Share. In the coming years, the EPS will grow by 12.18% yearly.
The Revenue is expected to grow by 8.15% on average over the next years. This is quite good.
EPS Next Y14.52%
EPS Next 2Y13.49%
EPS Next 3Y12.88%
EPS Next 5Y12.18%
Revenue Next Year9.26%
Revenue Next 2Y8.89%
Revenue Next 3Y8.62%
Revenue Next 5Y8.15%
3.3 Evolution
Although the future EPS growth is still strong, it is not able to hold up the even more excellent growth rate of the past years.
The Revenue growth rate is decreasing: in the next years the growth will be less than in the last years.
4. Valuation
4.1 Price/Earnings Ratio
A Price/Earnings ratio of 35.26 indicates a quite expensive valuation of 1MSCI.
Compared to the rest of the industry, the Price/Earnings ratio of 1MSCI is on the same level as its industry peers.
The average S&P500 Price/Earnings ratio is at 27.86. 1MSCI is valued slightly more expensive when compared to this.
1MSCI is valuated quite expensively with a Price/Forward Earnings ratio of 29.20.
1MSCI's Price/Forward Earnings is on the same level as the industry average.
When comparing the Price/Forward Earnings ratio of 1MSCI to the average of the S&P500 Index (23.29), we can say 1MSCI is valued slightly more expensively.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 35.26 | ||
| Fwd PE | 29.2 |
4.2 Price Multiples
Compared to the rest of the industry, the Enterprise Value to EBITDA ratio of 1MSCI indicates a somewhat cheap valuation: 1MSCI is cheaper than 65.52% of the companies listed in the same industry.
Based on the Price/Free Cash Flow ratio, 1MSCI is valued a bit cheaper than the industry average as 64.66% of the companies are valued more expensively.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 32.55 | ||
| EV/EBITDA | 26.9 |
4.3 Compensation for Growth
The high PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates an expensive valuation of the company.
1MSCI has an outstanding profitability rating, which may justify a higher PE ratio.
1MSCI's earnings are expected to grow with 12.88% in the coming years. This may justify a more expensive valuation.
PEG (NY)2.43
PEG (5Y)1.88
EPS Next 2Y13.49%
EPS Next 3Y12.88%
5. Dividend
5.1 Amount
With a Yearly Dividend Yield of 1.27%, 1MSCI has a reasonable but not impressive dividend return.
1MSCI's Dividend Yield is comparable with the industry average which is at 5.80.
With a Dividend Yield of 1.27, 1MSCI pays less dividend than the S&P500 average, which is at 2.41.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 1.27% |
5.2 History
The dividend of 1MSCI is nicely growing with an annual growth rate of 19.73%!
Dividend Growth(5Y)19.73%
Div Incr YearsN/A
Div Non Decr YearsN/A
5.3 Sustainability
45.34% of the earnings are spent on dividend by 1MSCI. This is a bit on the high side, but may be sustainable.
1MSCI's earnings are growing slower than its dividend. This means the dividend growth is not sustainable.
DP45.34%
EPS Next 2Y13.49%
EPS Next 3Y12.88%
BIT:1MSCI (9/26/2025, 7:00:00 PM)
487.7
-6 (-1.22%)
Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)
Earnings (Next)
Inst Owners93.23%
Inst Owner ChangeN/A
Ins Owners2.94%
Ins Owner ChangeN/A
Market Cap37.73B
Analysts78.33
Price TargetN/A
Short Float %N/A
Short RatioN/A
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 1.27% |
Yearly Dividend5.57
Dividend Growth(5Y)19.73%
DP45.34%
Div Incr YearsN/A
Div Non Decr YearsN/A
Ex-DateN/A
Surprises & Revisions
EPS beat(2)1
Avg EPS beat(2)-0.54%
Min EPS beat(2)-1.27%
Max EPS beat(2)0.18%
EPS beat(4)3
Avg EPS beat(4)0.75%
Min EPS beat(4)-1.27%
Max EPS beat(4)3.71%
EPS beat(8)7
Avg EPS beat(8)1.9%
EPS beat(12)11
Avg EPS beat(12)2.08%
EPS beat(16)14
Avg EPS beat(16)2.04%
Revenue beat(2)0
Avg Revenue beat(2)-1.58%
Min Revenue beat(2)-1.75%
Max Revenue beat(2)-1.41%
Revenue beat(4)0
Avg Revenue beat(4)-1.5%
Min Revenue beat(4)-2.13%
Max Revenue beat(4)-0.72%
Revenue beat(8)1
Avg Revenue beat(8)-1.11%
Revenue beat(12)2
Avg Revenue beat(12)-1.03%
Revenue beat(16)2
Avg Revenue beat(16)-1.14%
PT rev (1m)N/A
PT rev (3m)N/A
EPS NQ rev (1m)-0.02%
EPS NQ rev (3m)N/A
EPS NY rev (1m)1.03%
EPS NY rev (3m)N/A
Revenue NQ rev (1m)0.01%
Revenue NQ rev (3m)N/A
Revenue NY rev (1m)0.28%
Revenue NY rev (3m)N/A
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 35.26 | ||
| Fwd PE | 29.2 | ||
| P/S | 14.81 | ||
| P/FCF | 32.55 | ||
| P/OCF | 29.69 | ||
| P/B | N/A | ||
| P/tB | N/A | ||
| EV/EBITDA | 26.9 |
EPS(TTM)13.83
EY2.84%
EPS(NY)16.7
Fwd EY3.42%
FCF(TTM)14.98
FCFY3.07%
OCF(TTM)16.43
OCFY3.37%
SpS32.93
BVpS-9.77
TBVpS-51.6
PEG (NY)2.43
PEG (5Y)1.88
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 21.93% | ||
| ROE | N/A | ||
| ROCE | 41.21% | ||
| ROIC | 34.14% | ||
| ROICexc | 37.44% | ||
| ROICexgc | N/A | ||
| OM | 53.86% | ||
| PM (TTM) | 39.46% | ||
| GM | 82.18% | ||
| FCFM | 45.51% |
ROA(3y)19.53%
ROA(5y)17.22%
ROE(3y)N/A
ROE(5y)N/A
ROIC(3y)29.39%
ROIC(5y)26.42%
ROICexc(3y)35.12%
ROICexc(5y)35.16%
ROICexgc(3y)N/A
ROICexgc(5y)N/A
ROCE(3y)35.48%
ROCE(5y)31.9%
ROICexcg growth 3YN/A
ROICexcg growth 5YN/A
ROICexc growth 3Y5.35%
ROICexc growth 5Y1.03%
OM growth 3Y0.65%
OM growth 5Y1.98%
PM growth 3Y3.01%
PM growth 5Y1.42%
GM growth 3Y-0.19%
GM growth 5Y0.23%
F-Score7
Asset Turnover0.56
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | N/A | ||
| Debt/FCF | 3.32 | ||
| Debt/EBITDA | 2.51 | ||
| Cap/Depr | 68.54% | ||
| Cap/Sales | 4.39% | ||
| Interest Coverage | 8.99 | ||
| Cash Conversion | 82.79% | ||
| Profit Quality | 115.31% | ||
| Current Ratio | 0.86 | ||
| Quick Ratio | 0.86 | ||
| Altman-Z | 7.07 |
F-Score7
WACCN/A
ROIC/WACCN/A
Cap/Depr(3y)64.16%
Cap/Depr(5y)61.27%
Cap/Sales(3y)3.62%
Cap/Sales(5y)3.37%
Profit Quality(3y)114.05%
Profit Quality(5y)117.82%
High Growth Momentum
Growth
EPS 1Y (TTM)13.44%
EPS 3Y15.17%
EPS 5Y18.74%
EPS Q2Q%14.56%
EPS Next Y14.52%
EPS Next 2Y13.49%
EPS Next 3Y12.88%
EPS Next 5Y12.18%
Revenue 1Y (TTM)10.48%
Revenue growth 3Y11.81%
Revenue growth 5Y12.89%
Sales Q2Q%9.14%
Revenue Next Year9.26%
Revenue Next 2Y8.89%
Revenue Next 3Y8.62%
Revenue Next 5Y8.15%
EBIT growth 1Y11.25%
EBIT growth 3Y12.53%
EBIT growth 5Y15.13%
EBIT Next Year21.56%
EBIT Next 3Y13.22%
EBIT Next 5Y11.59%
FCF growth 1Y22.67%
FCF growth 3Y16.55%
FCF growth 5Y16.15%
OCF growth 1Y24.75%
OCF growth 3Y17.06%
OCF growth 5Y16.18%