MSCI INC (MSCI) Stock Fundamental Analysis
USA • New York Stock Exchange • NYSE:MSCI • US55354G1004
511.84 USD
-3.82 (-0.74%)
At close: Feb 11, 2026
511.84 USD
0 (0%)
After Hours: 2/11/2026, 7:00:00 PM
We assign a fundamental rating of 5 out of 10 to MSCI. MSCI was compared to 238 industry peers in the Capital Markets industry. While MSCI has a great profitability rating, there are quite some concerns on its financial health. While showing a medium growth rate, MSCI is valued expensive at the moment.
1. Profitability
1.1 Basic Checks
- In the past year MSCI was profitable.
- 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.
1.2 Ratios
- MSCI has a better Return On Assets (21.08%) than 97.48% of its industry peers.
- 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 7.22%.
- 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 Rank | Sector 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%
1.3 Margins
- MSCI has a Profit Margin of 38.36%. This is amongst the best in the industry. MSCI outperforms 84.03% 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 92.86% of its industry peers.
- MSCI's Operating Margin has been stable in the last couple of years.
- MSCI has a Gross Margin of 82.44%. This is amongst the best in the industry. MSCI outperforms 87.39% of its industry peers.
- MSCI's Gross Margin has been stable in the last couple of years.
| Industry Rank | Sector 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%
2. Health
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.
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.
- Looking at the Debt to FCF ratio, with a value of 4.25, MSCI is in the better half of the industry, outperforming 73.95% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | N/A | ||
| Debt/FCF | 4.25 | ||
| Altman-Z | N/A |
ROIC/WACCN/A
WACCN/A
2.3 Liquidity
- MSCI has a Current 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 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.
- MSCI has a Quick ratio (0.90) which is in line with its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 0.9 | ||
| Quick Ratio | 0.9 |
3. Growth
3.1 Past
- MSCI shows a strong growth in Earnings Per Share. In the last year, the EPS has been growing by 13.82%, which is quite good.
- 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%.
- MSCI shows quite a strong growth in Revenue. Measured over the last years, the Revenue has been growing by 13.08% yearly.
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 13.03% on average over the next years. This is quite good.
- MSCI is expected to show a small growth in Revenue. In the coming years, the Revenue will grow by 6.49% yearly.
EPS Next Y14.8%
EPS Next 2Y13.87%
EPS Next 3Y13.64%
EPS Next 5Y13.03%
Revenue Next Year10.19%
Revenue Next 2Y9.31%
Revenue Next 3Y8.98%
Revenue Next 5Y6.49%
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
- With a Price/Earnings ratio of 29.59, MSCI can be considered very expensive at the moment.
- Based on the Price/Earnings ratio, MSCI is valued a bit more expensive than the industry average as 74.79% of the companies are valued more cheaply.
- The average S&P500 Price/Earnings ratio is at 28.23. MSCI is around the same levels.
- A Price/Forward Earnings ratio of 25.77 indicates a quite expensive valuation of MSCI.
- MSCI's Price/Forward Earnings ratio is a bit more expensive when compared to the industry. MSCI is more expensive than 65.13% of the companies in the same industry.
- Compared to an average S&P500 Price/Forward Earnings ratio of 28.01, MSCI is valued at the same level.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 29.59 | ||
| Fwd PE | 25.77 |
4.2 Price Multiples
- Based on the Enterprise Value to EBITDA ratio, MSCI is valued a bit cheaper than the industry average as 67.65% of the companies are valued more expensively.
- MSCI's Price/Free Cash Flow is on the same level as the industry average.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 26.37 | ||
| EV/EBITDA | 23.31 |
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 13.64% in the coming years. This may justify a more expensive valuation.
PEG (NY)2
PEG (5Y)1.72
EPS Next 2Y13.87%
EPS Next 3Y13.64%
5. Dividend
5.1 Amount
- MSCI has a Yearly Dividend Yield of 1.45%. Purely for dividend investing, there may be better candidates out there.
- Compared to an average industry Dividend Yield of 6.12, MSCI is paying slightly less dividend.
- MSCI's Dividend Yield is comparable with the S&P500 average which is at 1.79.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 1.45% |
5.2 History
- The dividend of MSCI is nicely growing with an annual growth rate of 20.09%!
- 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
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 2Y13.87%
EPS Next 3Y13.64%
511.84
-3.82 (-0.74%)
Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)01-28 2026-01-28/bmo
Earnings (Next)04-20 2026-04-20/bmo
Inst Owners94.12%
Inst Owner Change-2.17%
Ins Owners3.03%
Ins Owner Change0.62%
Market Cap38.46B
Revenue(TTM)3.13B
Net Income(TTM)1.20B
Analysts78.33
Price Target678.71 (32.6%)
Short Float %2.31%
Short Ratio2.91
Dividend
| Industry Rank | Sector 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 2026-02-13 (2.05)
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)2.63%
PT rev (3m)8.06%
EPS NQ rev (1m)-0.86%
EPS NQ rev (3m)-0.66%
EPS NY rev (1m)0.75%
EPS NY rev (3m)1.24%
Revenue NQ rev (1m)1.51%
Revenue NQ rev (3m)2.45%
Revenue NY rev (1m)0.97%
Revenue NY rev (3m)1.29%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 29.59 | ||
| Fwd PE | 25.77 | ||
| P/S | 12.27 | ||
| P/FCF | 26.37 | ||
| P/OCF | 24.21 | ||
| P/B | N/A | ||
| P/tB | N/A | ||
| EV/EBITDA | 23.31 |
EPS(TTM)17.3
EY3.38%
EPS(NY)19.86
Fwd EY3.88%
FCF(TTM)19.41
FCFY3.79%
OCF(TTM)21.14
OCFY4.13%
SpS41.71
BVpS-35.33
TBVpS-85.31
PEG (NY)2
PEG (5Y)1.72
Graham NumberN/A
Profitability
| Industry Rank | Sector 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 Rank | Sector 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 Y14.8%
EPS Next 2Y13.87%
EPS Next 3Y13.64%
EPS Next 5Y13.03%
Revenue 1Y (TTM)9.75%
Revenue growth 3Y11.71%
Revenue growth 5Y13.08%
Sales Q2Q%10.63%
Revenue Next Year10.19%
Revenue Next 2Y9.31%
Revenue Next 3Y8.98%
Revenue Next 5Y6.49%
EBIT growth 1Y12.11%
EBIT growth 3Y12.37%
EBIT growth 5Y14.13%
EBIT Next Year20.46%
EBIT Next 3Y12.94%
EBIT Next 5Y12.58%
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 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.
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 29.59 and the Price/Book (PB) ratio is -14.49.
Can you provide the expected EPS growth for MSCI stock?
The Earnings per Share (EPS) of MSCI INC (MSCI) is expected to grow by 14.8% in the next year.