MSCI INC (MSCI) Fundamental Analysis & Valuation

NYSE:MSCI • US55354G1004

Current stock price

547.9 USD
+11.55 (+2.15%)
At close:
547.9 USD
0 (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

  • MSCI had positive earnings in the past year.
  • MSCI had a positive operating cash flow in the past year.
  • MSCI had positive earnings in each of the past 5 years.
  • MSCI had a positive operating cash flow in each of the past 5 years.
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 97.52% of its industry peers.
  • Looking at the Return On Invested Capital, with a value of 35.89%, MSCI belongs to the top of the industry, outperforming 100.00% of the companies in the same industry.
  • Measured over the past 3 years, the Average Return On Invested Capital for MSCI is significantly above the industry average of 7.06%.
  • The 3 year average ROIC (32.03%) for MSCI is below the current ROIC(35.89%), indicating increased profibility in the last year.
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

  • The Profit Margin of MSCI (38.36%) is better than 82.64% of its industry peers.
  • MSCI's Profit Margin has improved in the last couple of years.
  • With an excellent Operating Margin value of 54.67%, MSCI belongs to the best of the industry, outperforming 93.39% of the companies in the same industry.
  • MSCI's Operating Margin has been stable in the last couple of years.
  • MSCI's Gross Margin of 82.44% is amongst the best of the industry. MSCI outperforms 88.02% of its industry peers.
  • In the last couple of years the Gross Margin of MSCI has remained more or less at the same level.
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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3

2. MSCI Health Analysis

2.1 Basic Checks

  • MSCI has less shares outstanding than it did 1 year ago.
  • MSCI has less shares outstanding than it did 5 years ago.
  • Compared to 1 year ago, MSCI has a worse debt to assets ratio.
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

  • The Debt to FCF ratio of MSCI is 4.25, which is a neutral value as it means it would take MSCI, 4.25 years of fcf income to pay off all of its debts.
  • With a decent Debt to FCF ratio value of 4.25, MSCI is doing good in the industry, outperforming 72.73% 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.
  • MSCI has a Current ratio (0.90) which is comparable to the rest of the 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.
  • The Quick ratio of MSCI (0.90) is comparable to the rest of the industry.
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.
  • The Earnings Per Share has been growing by 17.18% on average over the past years. This is quite good.
  • The Revenue has grown by 9.75% in the past year. This is quite good.
  • The Revenue has been growing by 13.08% on average over the past years. This is quite good.
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.
  • The Revenue is expected to grow by 8.56% on average over the next years. This is quite good.
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.
  • 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.
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 31.67 indicates a quite expensive valuation of MSCI.
  • MSCI's Price/Earnings ratio is a bit more expensive when compared to the industry. MSCI is more expensive than 76.45% of the companies in the same industry.
  • MSCI's Price/Earnings ratio indicates a valuation a bit more expensive than the S&P500 average which is at 25.70.
  • Based on the Price/Forward Earnings ratio of 27.62, the valuation of MSCI can be described as expensive.
  • Based on the Price/Forward Earnings ratio, MSCI is valued a bit more expensive than the industry average as 66.94% of the companies are valued more cheaply.
  • MSCI is valuated at similar levels of the S&P average when we compare the Price/Forward Earnings ratio to 23.84, which is the current average of the S&P500 Index.
Industry RankSector Rank
PE 31.67
Fwd PE 27.62
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

  • 66.12% of the companies in the same industry are more expensive than MSCI, based on the Enterprise Value to EBITDA ratio.
  • The rest of the industry has a similar Price/Free Cash Flow ratio as MSCI.
Industry RankSector Rank
P/FCF 27.6
EV/EBITDA 23.65
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.
  • MSCI's earnings are expected to grow with 13.67% in the coming years. This may justify a more expensive valuation.
PEG (NY)2.16
PEG (5Y)1.84
EPS Next 2Y13.94%
EPS Next 3Y13.67%

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Price/EarningsPrice/FCFFCF per shareEV/EBITDAPEG RATIOShow best valued peers

5

5. MSCI Dividend Analysis

5.1 Amount

  • MSCI has a Yearly Dividend Yield of 1.45%. Purely for dividend investing, there may be better candidates out there.
  • MSCI's Dividend Yield is slightly below the industry average, which is at 6.83.
  • Compared to the average S&P500 Dividend Yield of 1.89, MSCI is paying slightly less dividend.
Industry RankSector Rank
Dividend Yield 1.45%

5.2 History

  • On average, the dividend of MSCI grows each year by 20.09%, which is quite nice.
  • MSCI has paid a dividend for at least 10 years, which is a reliable track record.
  • MSCI has not decreased its dividend for at least 10 years, so it has a reliable track record of non decreasing dividend.
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 (3/13/2026, 8:04:00 PM)

After market: 547.9 0 (0%)

547.9

+11.55 (+2.15%)

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 Change0.87%
Market Cap40.25B
Revenue(TTM)3.13B
Net Income(TTM)1.20B
Analysts79.2
Price Target682.51 (24.57%)
Short Float %2.15%
Short Ratio2.36
Dividend
Industry RankSector Rank
Dividend Yield 1.45%
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)-0.45%
EPS NQ rev (3m)-2.02%
EPS NY rev (1m)-0.1%
EPS NY rev (3m)0.59%
Revenue NQ rev (1m)0.15%
Revenue NQ rev (3m)1.51%
Revenue NY rev (1m)0.09%
Revenue NY rev (3m)1.03%
Valuation
Industry RankSector Rank
PE 31.67
Fwd PE 27.62
P/S 12.84
P/FCF 27.6
P/OCF 25.34
P/B N/A
P/tB N/A
EV/EBITDA 23.65
EPS(TTM)17.3
EY3.16%
EPS(NY)19.84
Fwd EY3.62%
FCF(TTM)19.85
FCFY3.62%
OCF(TTM)21.62
OCFY3.95%
SpS42.66
BVpS-36.13
TBVpS-87.25
PEG (NY)2.16
PEG (5Y)1.84
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 31.67 and the Price/Book (PB) ratio is -15.16.


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.