MSCI INC (MSCI) Fundamental Analysis & Valuation

NYSE:MSCI • US55354G1004

Current stock price

552.63 USD
-3.64 (-0.65%)
At close:
552.64 USD
0.01 (0%)
After Hours:

This MSCI fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.

8

1. MSCI Profitability Analysis

1.1 Basic Checks

  • In the past year MSCI was profitable.
  • In the past year MSCI had a positive cash flow from operations.
  • In the past 5 years MSCI has always been profitable.
  • In the past 5 years MSCI always reported a positive cash flow from operatings.
MSCI Yearly Net Income VS EBIT VS OCF VS FCFMSCI Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 500M 1B 1.5B

1.2 Ratios

  • The Return On Assets of MSCI (21.08%) is better than 97.49% of its industry peers.
  • With an excellent Return On Invested Capital value of 35.89%, MSCI belongs to the best of the industry, outperforming 100.00% of the companies in the same industry.
  • The Average Return On Invested Capital over the past 3 years for MSCI is significantly above the industry average of 7.27%.
  • The last Return On Invested Capital (35.89%) for MSCI is above the 3 year average (32.03%), which is a sign of increasing profitability.
Industry RankSector Rank
ROA 21.08%
ROE N/A
ROIC 35.89%
ROA(3y)20.76%
ROA(5y)18.57%
ROE(3y)N/A
ROE(5y)N/A
ROIC(3y)32.03%
ROIC(5y)28.54%
MSCI Yearly ROA, ROE, ROICMSCI Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 -200 -400 -600

1.3 Margins

  • MSCI's Profit Margin of 38.36% is amongst the best of the industry. MSCI outperforms 84.10% of its industry peers.
  • MSCI's Profit Margin has improved in the last couple of years.
  • MSCI has a Operating Margin of 54.67%. This is amongst the best in the industry. MSCI outperforms 93.31% of its industry peers.
  • MSCI's Operating Margin has been stable in the last couple of years.
  • Looking at the Gross Margin, with a value of 82.44%, MSCI belongs to the top of the industry, outperforming 87.87% of the companies in the same industry.
  • MSCI's Gross Margin has been stable in the last couple of years.
Industry RankSector Rank
OM 54.67%
PM (TTM) 38.36%
GM 82.44%
OM growth 3Y0.59%
OM growth 5Y0.93%
PM growth 3Y-0.31%
PM growth 5Y1.56%
GM growth 3Y0.17%
GM growth 5Y-0.09%
MSCI Yearly Profit, Operating, Gross MarginsMSCI Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 20 40 60 80

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2

2. MSCI Health Analysis

2.1 Basic Checks

  • MSCI has less shares outstanding than it did 1 year ago.
  • The number of shares outstanding for MSCI has been reduced compared to 5 years ago.
  • MSCI has a worse debt/assets ratio than last year.
MSCI Yearly Shares OutstandingMSCI Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 20M 40M 60M 80M
MSCI Yearly Total Debt VS Total AssetsMSCI Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2B 4B 6B

2.2 Solvency

  • MSCI has a debt to FCF ratio of 4.25. This is a neutral value as MSCI would need 4.25 years to pay back of all of its debts.
  • Looking at the Debt to FCF ratio, with a value of 4.25, MSCI is in the better half of the industry, outperforming 72.38% of the companies in the same industry.
Industry RankSector Rank
Debt/Equity N/A
Debt/FCF 4.25
Altman-Z N/A
ROIC/WACCN/A
WACCN/A
MSCI Yearly LT Debt VS Equity VS FCFMSCI Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 2B -2B 4B 6B

2.3 Liquidity

  • A Current Ratio of 0.90 indicates that MSCI may have some problems paying its short term obligations.
  • Looking at the Current ratio, with a value of 0.90, MSCI is doing worse than 60.25% of the companies in the same industry.
  • MSCI has a Quick Ratio of 0.90. This is a bad value and indicates that MSCI is not financially healthy enough and could expect problems in meeting its short term obligations.
  • MSCI has a Quick ratio (0.90) which is in line with its industry peers.
Industry RankSector Rank
Current Ratio 0.9
Quick Ratio 0.9
MSCI Yearly Current Assets VS Current LiabilitesMSCI Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 500M 1B 1.5B 2B

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6

3. MSCI Growth Analysis

3.1 Past

  • The Earnings Per Share has grown by an nice 13.82% over the past year.
  • Measured over the past years, MSCI shows a quite strong growth in Earnings Per Share. The EPS has been growing by 17.18% on average per year.
  • The Revenue has grown by 9.75% in the past year. This is quite good.
  • Measured over the past years, MSCI shows a quite strong growth in Revenue. The Revenue has been growing by 13.08% on average per year.
EPS 1Y (TTM)13.82%
EPS 3Y14.75%
EPS 5Y17.18%
EPS Q2Q%11.48%
Revenue 1Y (TTM)9.75%
Revenue growth 3Y11.71%
Revenue growth 5Y13.08%
Sales Q2Q%10.63%

3.2 Future

  • The Earnings Per Share is expected to grow by 13.25% on average over the next years. This is quite good.
  • MSCI is expected to show quite a strong growth in Revenue. In the coming years, the Revenue will grow by 8.56% yearly.
EPS Next Y14.68%
EPS Next 2Y13.94%
EPS Next 3Y13.67%
EPS Next 5Y13.25%
Revenue Next Year10.29%
Revenue Next 2Y9.38%
Revenue Next 3Y9.02%
Revenue Next 5Y8.56%

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.
MSCI Yearly Revenue VS EstimatesMSCI Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 1B 2B 3B 4B
MSCI Yearly EPS VS EstimatesMSCI Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 10 20 30

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2

4. MSCI Valuation Analysis

4.1 Price/Earnings Ratio

  • A Price/Earnings ratio of 31.94 indicates a quite expensive valuation of MSCI.
  • Based on the Price/Earnings ratio, MSCI is valued a bit more expensive than the industry average as 76.57% of the companies are valued more cheaply.
  • MSCI's Price/Earnings ratio indicates a valuation a bit more expensive than the S&P500 average which is at 25.23.
  • Based on the Price/Forward Earnings ratio of 27.85, the valuation of MSCI can be described as expensive.
  • Compared to the rest of the industry, the Price/Forward Earnings ratio of MSCI indicates a slightly more expensive valuation: MSCI is more expensive than 67.36% of the companies listed in the same industry.
  • MSCI's Price/Forward Earnings ratio indicates a valuation a bit more expensive than the S&P500 average which is at 22.42.
Industry RankSector Rank
PE 31.94
Fwd PE 27.85
MSCI Price Earnings VS Forward Price EarningsMSCI Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 10 20 30 40

4.2 Price Multiples

  • MSCI's Enterprise Value to EBITDA ratio is a bit cheaper when compared to the industry. MSCI is cheaper than 65.27% of the companies in the same industry.
  • MSCI's Price/Free Cash Flow is on the same level as the industry average.
Industry RankSector Rank
P/FCF 27.7
EV/EBITDA 24.18
MSCI Per share dataMSCI EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 0 20 -20 40 -40 -60 -80

4.3 Compensation for Growth

  • The high PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates an expensive valuation of the company.
  • MSCI has an outstanding profitability rating, which may justify a higher PE ratio.
  • A more expensive valuation may be justified as MSCI's earnings are expected to grow with 13.67% in the coming years.
PEG (NY)2.18
PEG (5Y)1.86
EPS Next 2Y13.94%
EPS Next 3Y13.67%

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5

5. MSCI Dividend Analysis

5.1 Amount

  • MSCI has a Yearly Dividend Yield of 1.47%.
  • MSCI's Dividend Yield is slightly below the industry average, which is at 6.72.
  • Compared to the average S&P500 Dividend Yield of 1.89, MSCI is paying slightly less dividend.
Industry RankSector Rank
Dividend Yield 1.47%

5.2 History

  • On average, the dividend of MSCI grows each year by 20.09%, which is quite nice.
  • MSCI has been paying a dividend for at least 10 years, so it has a reliable track record.
  • MSCI has not decreased their dividend for at least 10 years, which is a reliable track record.
Dividend Growth(5Y)20.09%
Div Incr Years10
Div Non Decr Years10
MSCI Yearly Dividends per shareMSCI Yearly Dividends per shareYearly Dividends per share 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2 4 6

5.3 Sustainability

  • 46.29% of the earnings are spent on dividend by MSCI. This is a bit on the high side, but may be sustainable.
  • The dividend of MSCI is growing, but the earnings are growing slower. This means the dividend growth is not sustainable.
DP46.29%
EPS Next 2Y13.94%
EPS Next 3Y13.67%
MSCI Yearly Income VS Free CF VS DividendMSCI Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 500M 1B
MSCI Dividend Payout.MSCI Dividend Payout, showing the Payout Ratio.MSCI Dividend Payout.PayoutRetained Earnings

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MSCI Fundamentals: All Metrics, Ratios and Statistics

MSCI INC

NYSE:MSCI (3/20/2026, 8:11:17 PM)

After market: 552.64 0.01 (0%)

552.63

-3.64 (-0.65%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)01-28
Earnings (Next)04-20
Inst Owners93.97%
Inst Owner Change-3.47%
Ins Owners3.12%
Ins Owner Change0.88%
Market Cap40.41B
Revenue(TTM)3.13B
Net Income(TTM)1.20B
Analysts79.2
Price Target682.51 (23.5%)
Short Float %1.85%
Short Ratio1.99
Dividend
Industry RankSector Rank
Dividend Yield 1.47%
Yearly Dividend7.35
Dividend Growth(5Y)20.09%
DP46.29%
Div Incr Years10
Div Non Decr Years10
Ex-Date02-13
Surprises & Revisions
EPS beat(2)1
Avg EPS beat(2)0.08%
Min EPS beat(2)-0.04%
Max EPS beat(2)0.2%
EPS beat(4)2
Avg EPS beat(4)-0.23%
Min EPS beat(4)-1.27%
Max EPS beat(4)0.2%
EPS beat(8)6
Avg EPS beat(8)0.48%
EPS beat(12)10
Avg EPS beat(12)1.76%
EPS beat(16)14
Avg EPS beat(16)1.95%
Revenue beat(2)0
Avg Revenue beat(2)-2%
Min Revenue beat(2)-2.16%
Max Revenue beat(2)-1.84%
Revenue beat(4)0
Avg Revenue beat(4)-1.79%
Min Revenue beat(4)-2.16%
Max Revenue beat(4)-1.41%
Revenue beat(8)0
Avg Revenue beat(8)-1.61%
Revenue beat(12)2
Avg Revenue beat(12)-1.17%
Revenue beat(16)2
Avg Revenue beat(16)-1.37%
PT rev (1m)0.56%
PT rev (3m)3.2%
EPS NQ rev (1m)-0.23%
EPS NQ rev (3m)-1.58%
EPS NY rev (1m)-0.1%
EPS NY rev (3m)0.65%
Revenue NQ rev (1m)0.04%
Revenue NQ rev (3m)1.66%
Revenue NY rev (1m)0.09%
Revenue NY rev (3m)1.06%
Valuation
Industry RankSector Rank
PE 31.94
Fwd PE 27.85
P/S 12.89
P/FCF 27.7
P/OCF 25.44
P/B N/A
P/tB N/A
EV/EBITDA 24.18
EPS(TTM)17.3
EY3.13%
EPS(NY)19.84
Fwd EY3.59%
FCF(TTM)19.95
FCFY3.61%
OCF(TTM)21.72
OCFY3.93%
SpS42.87
BVpS-36.3
TBVpS-87.67
PEG (NY)2.18
PEG (5Y)1.86
Graham NumberN/A
Profitability
Industry RankSector Rank
ROA 21.08%
ROE N/A
ROCE 44.25%
ROIC 35.89%
ROICexc 41.36%
ROICexgc N/A
OM 54.67%
PM (TTM) 38.36%
GM 82.44%
FCFM 46.53%
ROA(3y)20.76%
ROA(5y)18.57%
ROE(3y)N/A
ROE(5y)N/A
ROIC(3y)32.03%
ROIC(5y)28.54%
ROICexc(3y)36.32%
ROICexc(5y)35.05%
ROICexgc(3y)N/A
ROICexgc(5y)N/A
ROCE(3y)39.48%
ROCE(5y)35.18%
ROICexgc growth 3YN/A
ROICexgc growth 5YN/A
ROICexc growth 3Y5.14%
ROICexc growth 5Y1.57%
OM growth 3Y0.59%
OM growth 5Y0.93%
PM growth 3Y-0.31%
PM growth 5Y1.56%
GM growth 3Y0.17%
GM growth 5Y-0.09%
F-Score8
Asset Turnover0.55
Health
Industry RankSector Rank
Debt/Equity N/A
Debt/FCF 4.25
Debt/EBITDA 3.25
Cap/Depr 67.33%
Cap/Sales 4.14%
Interest Coverage 250
Cash Conversion 83.32%
Profit Quality 121.32%
Current Ratio 0.9
Quick Ratio 0.9
Altman-Z N/A
F-Score8
WACCN/A
ROIC/WACCN/A
Cap/Depr(3y)66%
Cap/Depr(5y)62.98%
Cap/Sales(3y)3.92%
Cap/Sales(5y)3.59%
Profit Quality(3y)115.34%
Profit Quality(5y)116.82%
High Growth Momentum
Growth
EPS 1Y (TTM)13.82%
EPS 3Y14.75%
EPS 5Y17.18%
EPS Q2Q%11.48%
EPS Next Y14.68%
EPS Next 2Y13.94%
EPS Next 3Y13.67%
EPS Next 5Y13.25%
Revenue 1Y (TTM)9.75%
Revenue growth 3Y11.71%
Revenue growth 5Y13.08%
Sales Q2Q%10.63%
Revenue Next Year10.29%
Revenue Next 2Y9.38%
Revenue Next 3Y9.02%
Revenue Next 5Y8.56%
EBIT growth 1Y12.11%
EBIT growth 3Y12.37%
EBIT growth 5Y14.13%
EBIT Next Year22.3%
EBIT Next 3Y13.62%
EBIT Next 5Y12.02%
FCF growth 1Y5.2%
FCF growth 3Y12.57%
FCF growth 5Y13.92%
OCF growth 1Y5.78%
OCF growth 3Y13.19%
OCF growth 5Y14.39%

MSCI INC / MSCI Fundamental Analysis FAQ

Can you provide the ChartMill fundamental rating for MSCI INC?

ChartMill assigns a fundamental rating of 5 / 10 to MSCI.


What is the valuation status of MSCI INC (MSCI) stock?

ChartMill assigns a valuation rating of 2 / 10 to MSCI INC (MSCI). This can be considered as Overvalued.


What is the profitability of MSCI stock?

MSCI INC (MSCI) has a profitability rating of 8 / 10.


What is the valuation of MSCI INC based on its PE and PB ratios?

The Price/Earnings (PE) ratio for MSCI INC (MSCI) is 31.94 and the Price/Book (PB) ratio is -15.22.


Can you provide the expected EPS growth for MSCI stock?

The Earnings per Share (EPS) of MSCI INC (MSCI) is expected to grow by 14.68% in the next year.