MSCI INC (3HM.DE) Stock Fundamental Analysis
Europe - Frankfurt Stock Exchange - FRA:3HM - US55354G1004 - Common Stock
489.4 EUR
-3.9 (-0.79%)
We assign a fundamental rating of 5 out of 10 to 3HM. 3HM was compared to 117 industry peers in the Capital Markets industry. 3HM has an excellent profitability rating, but there are some minor concerns on its financial health. 3HM is quite expensive at the moment. It does show a decent growth rate.
1. Profitability
1.1 Basic Checks
3HM had positive earnings in the past year.
In the past year 3HM had a positive cash flow from operations.
Each year in the past 5 years 3HM has been profitable.
In the past 5 years 3HM always reported a positive cash flow from operatings.
1.2 Ratios
With an excellent Return On Assets value of 22.70%, 3HM belongs to the best of the industry, outperforming 98.29% of the companies in the same industry.
3HM's Return On Invested Capital of 35.11% is amongst the best of the industry. 3HM outperforms 99.15% of its industry peers.
3HM had an Average Return On Invested Capital over the past 3 years of 29.39%. This is significantly above the industry average of 8.62%.
The last Return On Invested Capital (35.11%) for 3HM is above the 3 year average (29.39%), which is a sign of increasing profitability.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 22.7% | ||
| ROE | N/A | ||
| ROIC | 35.11% |
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 40.03%, 3HM belongs to the top of the industry, outperforming 85.47% of the companies in the same industry.
In the last couple of years the Profit Margin of 3HM has remained more or less at the same level.
The Operating Margin of 3HM (54.17%) is better than 88.89% of its industry peers.
3HM's Operating Margin has improved in the last couple of years.
3HM has a Gross Margin of 82.37%. This is amongst the best in the industry. 3HM outperforms 81.20% of its industry peers.
In the last couple of years the Gross Margin of 3HM has remained more or less at the same level.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 54.17% | ||
| PM (TTM) | 40.03% | ||
| GM | 82.37% |
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 3HM has been reduced compared to 1 year ago.
The number of shares outstanding for 3HM has been reduced compared to 5 years ago.
The debt/assets ratio for 3HM is higher compared to a year ago.
2.2 Solvency
An Altman-Z score of 6.47 indicates that 3HM is not in any danger for bankruptcy at the moment.
With an excellent Altman-Z score value of 6.47, 3HM belongs to the best of the industry, outperforming 93.16% of the companies in the same industry.
The Debt to FCF ratio of 3HM is 3.97, which is a good value as it means it would take 3HM, 3.97 years of fcf income to pay off all of its debts.
3HM has a better Debt to FCF ratio (3.97) than 78.63% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | N/A | ||
| Debt/FCF | 3.97 | ||
| Altman-Z | 6.47 |
ROIC/WACCN/A
WACCN/A
2.3 Liquidity
A Current Ratio of 0.88 indicates that 3HM may have some problems paying its short term obligations.
With a Current ratio value of 0.88, 3HM perfoms like the industry average, outperforming 55.56% of the companies in the same industry.
A Quick Ratio of 0.88 indicates that 3HM may have some problems paying its short term obligations.
The Quick ratio of 3HM (0.88) is comparable to the rest of the industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 0.88 | ||
| Quick Ratio | 0.88 |
3. Growth
3.1 Past
3HM shows a strong growth in Earnings Per Share. In the last year, the EPS has been growing by 14.42%, which is quite good.
3HM shows quite a strong growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 18.74% yearly.
The Revenue has grown by 9.02% in the past year. This is quite good.
The Revenue has been growing by 12.89% on average over the past years. This is quite good.
EPS 1Y (TTM)14.42%
EPS 3Y15.17%
EPS 5Y18.74%
EPS Q2Q%15.8%
Revenue 1Y (TTM)9.02%
Revenue growth 3Y11.81%
Revenue growth 5Y12.89%
Sales Q2Q%9.48%
3.2 Future
3HM is expected to show quite a strong growth in Earnings Per Share. In the coming years, the EPS will grow by 13.18% yearly.
The Revenue is expected to grow by 8.67% on average over the next years. This is quite good.
EPS Next Y15.2%
EPS Next 2Y13.88%
EPS Next 3Y13.4%
EPS Next 5Y13.18%
Revenue Next Year9.53%
Revenue Next 2Y9.38%
Revenue Next 3Y8.94%
Revenue Next 5Y8.67%
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.
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
Based on the Price/Earnings ratio of 34.30, the valuation of 3HM can be described as expensive.
3HM's Price/Earnings ratio is in line with the industry average.
3HM is valuated rather expensively when we compare the Price/Earnings ratio to 26.92, which is the current average of the S&P500 Index.
A Price/Forward Earnings ratio of 29.26 indicates a quite expensive valuation of 3HM.
Compared to the rest of the industry, the Price/Forward Earnings ratio of 3HM is on the same level as its industry peers.
Compared to an average S&P500 Price/Forward Earnings ratio of 23.46, 3HM is valued a bit more expensive.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 34.3 | ||
| Fwd PE | 29.26 |
4.2 Price Multiples
61.54% of the companies in the same industry are more expensive than 3HM, based on the Enterprise Value to EBITDA ratio.
Based on the Price/Free Cash Flow ratio, 3HM is valued a bit cheaper than the industry average as 65.81% of the companies are valued more expensively.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 31.22 | ||
| EV/EBITDA | 26.24 |
4.3 Compensation for Growth
The high PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates 3HM does not grow enough to justify the current Price/Earnings ratio.
3HM has an outstanding profitability rating, which may justify a higher PE ratio.
3HM's earnings are expected to grow with 13.40% in the coming years. This may justify a more expensive valuation.
PEG (NY)2.26
PEG (5Y)1.83
EPS Next 2Y13.88%
EPS Next 3Y13.4%
5. Dividend
5.1 Amount
3HM has a Yearly Dividend Yield of 1.24%. Purely for dividend investing, there may be better candidates out there.
3HM's Dividend Yield is comparable with the industry average which is at 3.29.
3HM's Dividend Yield is slightly below the S&P500 average, which is at 2.00.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 1.24% |
5.2 History
On average, the dividend of 3HM grows each year by 19.73%, which is quite nice.
Dividend Growth(5Y)19.73%
Div Incr Years3
Div Non Decr Years3
5.3 Sustainability
44.68% of the earnings are spent on dividend by 3HM. This is a bit on the high side, but may be sustainable.
3HM's earnings are growing slower than its dividend. This means the dividend growth is not sustainable.
DP44.68%
EPS Next 2Y13.88%
EPS Next 3Y13.4%
FRA:3HM (12/23/2025, 7:00:00 PM)
489.4
-3.9 (-0.79%)
Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)
Earnings (Next)
Inst Owners94.17%
Inst Owner ChangeN/A
Ins Owners3.02%
Ins Owner ChangeN/A
Market Cap36.77B
Revenue(TTM)3.06B
Net Income(TTM)1.22B
Analysts77.69
Price Target563.13 (15.07%)
Short Float %N/A
Short RatioN/A
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 1.24% |
Yearly Dividend5.51
Dividend Growth(5Y)19.73%
DP44.68%
Div Incr Years3
Div Non Decr Years3
Ex-DateN/A
Surprises & Revisions
EPS beat(2)1
Avg EPS beat(2)-0.53%
Min EPS beat(2)-1.27%
Max EPS beat(2)0.2%
EPS beat(4)3
Avg EPS beat(4)0.71%
Min EPS beat(4)-1.27%
Max EPS beat(4)3.71%
EPS beat(8)7
Avg EPS beat(8)1.69%
EPS beat(12)11
Avg EPS beat(12)1.84%
EPS beat(16)14
Avg EPS beat(16)1.87%
Revenue beat(2)0
Avg Revenue beat(2)-1.79%
Min Revenue beat(2)-2.16%
Max Revenue beat(2)-1.41%
Revenue beat(4)0
Avg Revenue beat(4)-1.86%
Min Revenue beat(4)-2.16%
Max Revenue beat(4)-1.41%
Revenue beat(8)1
Avg Revenue beat(8)-1.12%
Revenue beat(12)2
Avg Revenue beat(12)-1.07%
Revenue beat(16)2
Avg Revenue beat(16)-1.25%
PT rev (1m)-1.81%
PT rev (3m)6.11%
EPS NQ rev (1m)0.1%
EPS NQ rev (3m)1.45%
EPS NY rev (1m)0.01%
EPS NY rev (3m)0.66%
Revenue NQ rev (1m)-0.06%
Revenue NQ rev (3m)0.74%
Revenue NY rev (1m)0%
Revenue NY rev (3m)0.25%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 34.3 | ||
| Fwd PE | 29.26 | ||
| P/S | 14.19 | ||
| P/FCF | 31.22 | ||
| P/OCF | 28.55 | ||
| P/B | N/A | ||
| P/tB | N/A | ||
| EV/EBITDA | 26.24 |
EPS(TTM)14.27
EY2.92%
EPS(NY)16.72
Fwd EY3.42%
FCF(TTM)15.68
FCFY3.2%
OCF(TTM)17.14
OCFY3.5%
SpS34.5
BVpS-21.63
TBVpS-64.23
PEG (NY)2.26
PEG (5Y)1.83
Graham NumberN/A
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 22.7% | ||
| ROE | N/A | ||
| ROCE | 42.39% | ||
| ROIC | 35.11% | ||
| ROICexc | 39.08% | ||
| ROICexgc | N/A | ||
| OM | 54.17% | ||
| PM (TTM) | 40.03% | ||
| GM | 82.37% | ||
| FCFM | 45.44% |
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%
ROICexgc growth 3YN/A
ROICexgc 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 Turnover0.57
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | N/A | ||
| Debt/FCF | 3.97 | ||
| Debt/EBITDA | 2.98 | ||
| Cap/Depr | 67.62% | ||
| Cap/Sales | 4.24% | ||
| Interest Coverage | 9.37 | ||
| Cash Conversion | 82.2% | ||
| Profit Quality | 113.51% | ||
| Current Ratio | 0.88 | ||
| Quick Ratio | 0.88 | ||
| Altman-Z | 6.47 |
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)14.42%
EPS 3Y15.17%
EPS 5Y18.74%
EPS Q2Q%15.8%
EPS Next Y15.2%
EPS Next 2Y13.88%
EPS Next 3Y13.4%
EPS Next 5Y13.18%
Revenue 1Y (TTM)9.02%
Revenue growth 3Y11.81%
Revenue growth 5Y12.89%
Sales Q2Q%9.48%
Revenue Next Year9.53%
Revenue Next 2Y9.38%
Revenue Next 3Y8.94%
Revenue Next 5Y8.67%
EBIT growth 1Y10.78%
EBIT growth 3Y12.53%
EBIT growth 5Y15.13%
EBIT Next Year22.07%
EBIT Next 3Y13.86%
EBIT Next 5Y12.56%
FCF growth 1Y29.39%
FCF growth 3Y16.55%
FCF growth 5Y16.15%
OCF growth 1Y30.58%
OCF growth 3Y17.06%
OCF growth 5Y16.18%
MSCI INC / 3HM.DE FAQ
What is the ChartMill fundamental rating of MSCI INC (3HM.DE) stock?
ChartMill assigns a fundamental rating of 5 / 10 to 3HM.DE.
What is the valuation status of MSCI INC (3HM.DE) stock?
ChartMill assigns a valuation rating of 3 / 10 to MSCI INC (3HM.DE). This can be considered as Overvalued.
Can you provide the profitability details for MSCI INC?
MSCI INC (3HM.DE) has a profitability rating of 8 / 10.
What are the PE and PB ratios of MSCI INC (3HM.DE) stock?
The Price/Earnings (PE) ratio for MSCI INC (3HM.DE) is 34.3 and the Price/Book (PB) ratio is -22.62.
Can you provide the expected EPS growth for 3HM stock?
The Earnings per Share (EPS) of MSCI INC (3HM.DE) is expected to grow by 15.2% in the next year.