MSCI INC (MSCI) Stock Fundamental Analysis

NYSE:MSCI • US55354G1004

545.25 USD
+23.92 (+4.59%)
At close: Feb 18, 2026
545.25 USD
0 (0%)
After Hours: 2/18/2026, 8:04:00 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Analyst Ratings Earnings Estimates Financials Ownership News
Fundamental Rating

5

MSCI gets a fundamental rating of 5 out of 10. The analysis compared the fundamentals against 237 industry peers in the Capital Markets industry. While MSCI belongs to the best of the industry regarding profitability, there are concerns on its financial health. MSCI is valied quite expensively at the moment, while it does show a decent growth rate.


Dividend Valuation Growth Profitability Health

8

1. Profitability

1.1 Basic Checks

  • In the past year MSCI was profitable.
  • MSCI had a positive operating cash flow in the past year.
  • In the past 5 years MSCI has always been profitable.
  • 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 97.47% of its industry peers.
  • MSCI has a Return On Invested Capital of 35.89%. This is amongst the best in the industry. MSCI outperforms 100.00% of its industry peers.
  • Measured over the past 3 years, the Average Return On Invested Capital for MSCI is significantly above the industry average of 7.29%.
  • 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

  • MSCI has a Profit Margin of 38.36%. This is amongst the best in the industry. MSCI outperforms 84.39% of its industry peers.
  • MSCI's Profit Margin has improved in the last couple of years.
  • MSCI's Operating Margin of 54.67% is amongst the best of the industry. MSCI outperforms 92.83% 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 87.34% 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

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ROAROEROICOperating and Profit MarginShow most profitable peers

3

2. Health

2.1 Basic Checks

  • The number of shares outstanding for MSCI has been reduced compared to 1 year ago.
  • Compared to 5 years ago, MSCI has less shares outstanding
  • 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

  • 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.
  • MSCI has a Debt to FCF ratio of 4.25. This is in the better half of the industry: MSCI outperforms 73.42% of its industry peers.
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.
  • The Current ratio of MSCI (0.90) 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.
  • With a Quick ratio value of 0.90, MSCI perfoms like the industry average, outperforming 41.35% of the companies in the same 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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WACCDebt/EquityHow to determine the health of a companyAltman-Z scoreShow peers with great health

6

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 13.25% 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 Y14.8%
EPS Next 2Y13.87%
EPS Next 3Y13.64%
EPS Next 5Y13.25%
Revenue Next Year10.19%
Revenue Next 2Y9.31%
Revenue Next 3Y8.98%
Revenue Next 5Y8.56%

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.
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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Find the best growth stocksShow best growing peers

3

4. Valuation

4.1 Price/Earnings Ratio

  • With a Price/Earnings ratio of 31.52, MSCI can be considered very expensive at the moment.
  • Compared to the rest of the industry, the Price/Earnings ratio of MSCI indicates a slightly more expensive valuation: MSCI is more expensive than 73.42% of the companies listed in the same industry.
  • Compared to an average S&P500 Price/Earnings ratio of 27.27, MSCI is valued at the same level.
  • MSCI is valuated quite expensively with a Price/Forward Earnings ratio of 27.45.
  • 65.40% of the companies in the same industry are cheaper than MSCI, based on the Price/Forward Earnings ratio.
  • MSCI's Price/Forward Earnings ratio indicates a similar valuation than the S&P500 average which is at 28.16.
Industry RankSector Rank
PE 31.52
Fwd PE 27.45
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

  • Based on the Enterprise Value to EBITDA ratio, MSCI is valued a bit cheaper than the industry average as 67.93% of the companies are valued more expensively.
  • MSCI's Price/Free Cash Flow ratio is in line with the industry average.
Industry RankSector Rank
P/FCF 27.46
EV/EBITDA 23.08
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 13.64% in the coming years. This may justify a more expensive valuation.
PEG (NY)2.13
PEG (5Y)1.83
EPS Next 2Y13.87%
EPS Next 3Y13.64%

More info and screens

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

5

5. Dividend

5.1 Amount

  • MSCI has a Yearly Dividend Yield of 1.57%. Purely for dividend investing, there may be better candidates out there.
  • Compared to an average industry Dividend Yield of 6.04, MSCI has a dividend in line with its industry peers.
  • Compared to an average S&P500 Dividend Yield of 1.85, MSCI has a dividend comparable with the average S&P500 company.
Industry RankSector Rank
Dividend Yield 1.57%

5.2 History

  • The dividend of MSCI is nicely growing with an annual growth rate of 20.09%!
  • MSCI has paid a dividend for at least 10 years, which is 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

  • 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%
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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Find the best dividend stocksShow peers with best dividend

MSCI INC

NYSE:MSCI (2/18/2026, 8:04:00 PM)

After market: 545.25 0 (0%)

545.25

+23.92 (+4.59%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)01-28
Earnings (Next)04-20
Inst Owners94.12%
Inst Owner Change-3.71%
Ins Owners3.03%
Ins Owner Change0.62%
Market Cap40.06B
Revenue(TTM)3.13B
Net Income(TTM)1.20B
Analysts78.33
Price Target678.71 (24.48%)
Short Float %2.15%
Short Ratio2.28
Dividend
Industry RankSector Rank
Dividend Yield 1.57%
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)2.63%
PT rev (3m)8.06%
EPS NQ rev (1m)-0.93%
EPS NQ rev (3m)-1.89%
EPS NY rev (1m)0.56%
EPS NY rev (3m)0.81%
Revenue NQ rev (1m)1.6%
Revenue NQ rev (3m)1.46%
Revenue NY rev (1m)0.86%
Revenue NY rev (3m)1.03%
Valuation
Industry RankSector Rank
PE 31.52
Fwd PE 27.45
P/S 12.78
P/FCF 27.46
P/OCF 25.22
P/B N/A
P/tB N/A
EV/EBITDA 23.08
EPS(TTM)17.3
EY3.17%
EPS(NY)19.86
Fwd EY3.64%
FCF(TTM)19.85
FCFY3.64%
OCF(TTM)21.62
OCFY3.97%
SpS42.66
BVpS-36.13
TBVpS-87.25
PEG (NY)2.13
PEG (5Y)1.83
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 Y14.8%
EPS Next 2Y13.87%
EPS Next 3Y13.64%
EPS Next 5Y13.25%
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 5Y8.56%
EBIT growth 1Y12.11%
EBIT growth 3Y12.37%
EBIT growth 5Y14.13%
EBIT Next Year20.46%
EBIT Next 3Y12.94%
EBIT Next 5Y12.04%
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 31.52 and the Price/Book (PB) ratio is -15.09.


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.