MSCI INC (1MSCI.MI) Stock Fundamental Analysis
BIT:1MSCI - US55354G1004 - Common Stock
493.7 EUR
+3.7 (+0.76%)
Overall 1MSCI gets a fundamental rating of 5 out of 10. We evaluated 1MSCI against 107 industry peers in the Capital Markets industry. While 1MSCI has a great profitability rating, there are some minor concerns on its financial health. 1MSCI is quite expensive at the moment. It does show a decent growth rate.
1. Profitability
1.1 Basic Checks
1MSCI had positive earnings in the past year.
1MSCI had a positive operating cash flow in the past year.
Each year in the past 5 years 1MSCI has been profitable.
In the past 5 years 1MSCI always reported a positive cash flow from operatings.
1.2 Ratios
1MSCI has a better Return On Assets (21.93%) than 98.13% of its industry peers.
The Return On Invested Capital of 1MSCI (34.14%) is better than 98.13% of its industry peers.
Measured over the past 3 years, the Average Return On Invested Capital for 1MSCI is significantly above the industry average of 9.03%.
The 3 year average ROIC (29.39%) for 1MSCI is below the current ROIC(34.14%), indicating increased profibility in the last year.
| 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
1MSCI's Profit Margin of 39.46% is amongst the best of the industry. 1MSCI outperforms 81.31% of its industry peers.
1MSCI's Profit Margin has been stable in the last couple of years.
1MSCI's Operating Margin of 53.86% is amongst the best of the industry. 1MSCI outperforms 88.78% of its industry peers.
1MSCI's Operating Margin has improved in the last couple of years.
1MSCI has a better Gross Margin (82.18%) than 80.37% of its industry peers.
In the last couple of years the Gross Margin of 1MSCI has remained more or less at the same level.
| 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
The number of shares outstanding for 1MSCI has been reduced compared to 1 year ago.
The number of shares outstanding for 1MSCI has been reduced compared to 5 years ago.
The debt/assets ratio for 1MSCI is higher compared to a year ago.
2.2 Solvency
1MSCI has an Altman-Z score of 7.11. This indicates that 1MSCI is financially healthy and has little risk of bankruptcy at the moment.
1MSCI has a better Altman-Z score (7.11) than 92.52% 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.
The Debt to FCF ratio of 1MSCI (3.32) is better than 75.70% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | N/A | ||
| Debt/FCF | 3.32 | ||
| Altman-Z | 7.11 |
ROIC/WACCN/A
WACCN/A
2.3 Liquidity
1MSCI has a Current Ratio of 0.86. This is a bad value and indicates that 1MSCI is not financially healthy enough and could expect problems in meeting its short term obligations.
1MSCI's Current ratio of 0.86 is in line compared to the rest of the industry. 1MSCI outperforms 54.21% 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 in line with its industry peers.
| 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.
1MSCI shows quite a strong growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 18.74% yearly.
1MSCI shows quite a strong growth in Revenue. In the last year, the Revenue has grown by 10.48%.
Measured over the past years, 1MSCI shows a quite strong growth in Revenue. The Revenue has been growing by 12.89% on average per year.
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
Based on estimates for the next years, 1MSCI will show a quite strong growth in Earnings Per Share. The EPS will grow by 11.73% on average per year.
1MSCI is expected to show a small growth in Revenue. In the coming years, the Revenue will grow by 7.71% yearly.
EPS Next Y13.36%
EPS Next 2Y12.68%
EPS Next 3Y12.61%
EPS Next 5Y11.73%
Revenue Next Year8.95%
Revenue Next 2Y8.69%
Revenue Next 3Y8.57%
Revenue Next 5Y7.71%
3.3 Evolution
The estimated forward EPS growth is still strong, although it is decreasing when compared to the stronger growth in the past years.
When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is decreasing.
4. Valuation
4.1 Price/Earnings Ratio
With a Price/Earnings ratio of 35.62, 1MSCI can be considered very expensive at the moment.
Compared to the rest of the industry, the Price/Earnings ratio of 1MSCI is on the same level as its industry peers.
1MSCI's Price/Earnings ratio indicates a valuation a bit more expensive than the S&P500 average which is at 27.08.
The Price/Forward Earnings ratio is 29.92, which means the current valuation is very expensive for 1MSCI.
1MSCI's Price/Forward Earnings is on the same level as the industry average.
Compared to an average S&P500 Price/Forward Earnings ratio of 22.67, 1MSCI is valued a bit more expensive.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 35.62 | ||
| Fwd PE | 29.92 |
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 64.49% of the companies listed in the same industry.
Based on the Price/Free Cash Flow ratio, 1MSCI is valued a bit cheaper than 66.36% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 32.87 | ||
| EV/EBITDA | 27.14 |
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.
A more expensive valuation may be justified as 1MSCI's earnings are expected to grow with 12.61% in the coming years.
PEG (NY)2.67
PEG (5Y)1.9
EPS Next 2Y12.68%
EPS Next 3Y12.61%
5. Dividend
5.1 Amount
1MSCI has a Yearly Dividend Yield of 1.32%. Purely for dividend investing, there may be better candidates out there.
Compared to an average industry Dividend Yield of 6.04, 1MSCI has a dividend in line with its industry peers.
Compared to an average S&P500 Dividend Yield of 2.34, 1MSCI's dividend is way lower than the S&P500 average.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 1.32% |
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.
The dividend of 1MSCI is growing, but the earnings are growing slower. This means the dividend growth is not sustainable.
DP45.34%
EPS Next 2Y12.68%
EPS Next 3Y12.61%
BIT:1MSCI (8/22/2025, 7:00:00 PM)
493.7
+3.7 (+0.76%)
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 Cap38.20B
Analysts78.33
Price TargetN/A
Short Float %N/A
Short RatioN/A
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 1.32% |
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)N/A
EPS NQ rev (3m)N/A
EPS NY rev (1m)N/A
EPS NY rev (3m)N/A
Revenue NQ rev (1m)N/A
Revenue NQ rev (3m)N/A
Revenue NY rev (1m)N/A
Revenue NY rev (3m)N/A
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 35.62 | ||
| Fwd PE | 29.92 | ||
| P/S | 14.96 | ||
| P/FCF | 32.87 | ||
| P/OCF | 29.98 | ||
| P/B | N/A | ||
| P/tB | N/A | ||
| EV/EBITDA | 27.14 |
EPS(TTM)13.86
EY2.81%
EPS(NY)16.5
Fwd EY3.34%
FCF(TTM)15.02
FCFY3.04%
OCF(TTM)16.47
OCFY3.34%
SpS33
BVpS-9.79
TBVpS-51.72
PEG (NY)2.67
PEG (5Y)1.9
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 | 7.11 |
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 Y13.36%
EPS Next 2Y12.68%
EPS Next 3Y12.61%
EPS Next 5Y11.73%
Revenue 1Y (TTM)10.48%
Revenue growth 3Y11.81%
Revenue growth 5Y12.89%
Sales Q2Q%9.14%
Revenue Next Year8.95%
Revenue Next 2Y8.69%
Revenue Next 3Y8.57%
Revenue Next 5Y7.71%
EBIT growth 1Y11.25%
EBIT growth 3Y12.53%
EBIT growth 5Y15.13%
EBIT Next Year21.56%
EBIT Next 3Y13.22%
EBIT Next 5Y11.1%
FCF growth 1Y22.67%
FCF growth 3Y16.55%
FCF growth 5Y16.15%
OCF growth 1Y24.75%
OCF growth 3Y17.06%
OCF growth 5Y16.18%