MSCI INC (MSCI) Fundamental Analysis & Valuation

NYSE:MSCI • US55354G1004

Current stock price

552.07 USD
-0.68 (-0.12%)
Last:

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.
  • Each year in the past 5 years MSCI had a positive operating cash flow.
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

  • Looking at the Return On Assets, with a value of 21.08%, MSCI belongs to the top of the industry, outperforming 98.33% of the companies in the same industry.
  • MSCI has a better Return On Invested Capital (35.89%) than 100.00% of its industry peers.
  • The Average Return On Invested Capital over the past 3 years for MSCI is significantly above the industry average of 7.19%.
  • 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

  • With an excellent Profit Margin value of 38.36%, MSCI belongs to the best of the industry, outperforming 84.17% of the companies in the same industry.
  • MSCI's Profit Margin has improved in the last couple of years.
  • Looking at the Operating Margin, with a value of 54.67%, MSCI belongs to the top of the industry, outperforming 93.33% 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 88.33% of its industry peers.
  • 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

More info and screens

ROAROEROICOperating and Profit MarginShow most profitable peers

2

2. MSCI Health Analysis

2.1 Basic Checks

  • Compared to 1 year ago, MSCI has less shares outstanding
  • The number of shares outstanding for MSCI has been reduced compared to 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 72.92% 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.
  • With a Current ratio value of 0.90, MSCI is not doing good in the industry: 60.42% of the companies in the same industry are doing better.
  • 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's Quick ratio of 0.90 is on the low side compared to the rest of the industry. MSCI is outperformed by 60.00% of 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

More info and screens

WACCDebt/EquityHow to determine the health of a companyAltman-Z scoreShow peers with great health

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.
  • MSCI shows quite a strong growth in Revenue. In the last year, the Revenue has grown by 9.75%.
  • 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.
  • Based on estimates for the next years, MSCI will show a quite strong growth in Revenue. The Revenue will grow by 8.56% on average per year.
EPS Next Y14.71%
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

More info and screens

Find the best growth stocksShow best growing peers

3

4. MSCI Valuation Analysis

4.1 Price/Earnings Ratio

  • MSCI is valuated quite expensively with a Price/Earnings ratio of 31.91.
  • Compared to the rest of the industry, the Price/Earnings ratio of MSCI indicates a slightly more expensive valuation: MSCI is more expensive than 75.83% of the companies listed in the same industry.
  • MSCI is valuated at similar levels of the S&P average when we compare the Price/Earnings ratio to 27.18, which is the current average of the S&P500 Index.
  • The Price/Forward Earnings ratio is 27.82, which means the current valuation is very expensive for MSCI.
  • 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 68.33% of the companies listed in the same industry.
  • The average S&P500 Price/Forward Earnings ratio is at 37.96. MSCI is valued slightly cheaper when compared to this.
Industry RankSector Rank
PE 31.91
Fwd PE 27.82
MSCI Price Earnings VS Forward Price EarningsMSCI Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 10 20 30

4.2 Price Multiples

  • MSCI's Enterprise Value to EBITDA ratio is a bit cheaper when compared to the industry. MSCI is cheaper than 66.67% of the companies in the same industry.
  • The rest of the industry has a similar Price/Free Cash Flow ratio as MSCI.
Industry RankSector Rank
P/FCF 27.68
EV/EBITDA 24.19
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 MSCI does not grow enough to justify the current Price/Earnings ratio.
  • The excellent profitability rating of MSCI 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)2.17
PEG (5Y)1.86
EPS Next 2Y13.94%
EPS Next 3Y13.67%

More info and screens

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

5

5. MSCI Dividend Analysis

5.1 Amount

  • With a Yearly Dividend Yield of 1.50%, MSCI has a reasonable but not impressive dividend return.
  • MSCI's Dividend Yield is slightly below the industry average, which is at 6.65.
  • MSCI's Dividend Yield is comparable with the S&P500 average which is at 1.82.
Industry RankSector Rank
Dividend Yield 1.5%

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 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 Years11
Div Non Decr Years11
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

  • MSCI pays out 46.29% of its income as dividend. This is a bit on the high side, but may be sustainable.
  • MSCI's earnings are growing slower than its dividend. 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

More info and screens

Find the best dividend stocksShow peers with best dividend

MSCI Fundamentals: All Metrics, Ratios and Statistics

MSCI INC

NYSE:MSCI (4/14/2026, 2:34:53 PM)

552.07

-0.68 (-0.12%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)01-28
Earnings (Next)04-21
Inst Owners94.64%
Inst Owner Change0%
Ins Owners3.14%
Ins Owner Change0.88%
Market Cap40.37B
Revenue(TTM)3.13B
Net Income(TTM)1.20B
Analysts80
Price Target676.58 (22.55%)
Short Float %1.69%
Short Ratio1.79
Dividend
Industry RankSector Rank
Dividend Yield 1.5%
Yearly Dividend7.35
Dividend Growth(5Y)20.09%
DP46.29%
Div Incr Years11
Div Non Decr Years11
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)-0.87%
PT rev (3m)2.31%
EPS NQ rev (1m)0.11%
EPS NQ rev (3m)-1.19%
EPS NY rev (1m)0.03%
EPS NY rev (3m)0.67%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)1.66%
Revenue NY rev (1m)0%
Revenue NY rev (3m)1.06%
Valuation
Industry RankSector Rank
PE 31.91
Fwd PE 27.82
P/S 12.88
P/FCF 27.68
P/OCF 25.41
P/B N/A
P/tB N/A
EV/EBITDA 24.19
EPS(TTM)17.3
EY3.13%
EPS(NY)19.85
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)2.17
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 Y14.71%
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 3Y13.63%
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 3 / 10 to MSCI INC (MSCI). This can be considered as Overvalued.


Can you provide the profitability details for MSCI INC?

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


Can you provide the PE and PB ratios for MSCI stock?

The Price/Earnings (PE) ratio for MSCI INC (MSCI) is 31.91 and the Price/Book (PB) ratio is -15.21.


Can you provide the dividend sustainability for MSCI stock?

The dividend rating of MSCI INC (MSCI) is 5 / 10 and the dividend payout ratio is 46.29%.