MSCI INC (MSCI) Fundamental Analysis & Valuation

NYSE:MSCI • US55354G1004

542.08 USD
+5.73 (+1.07%)
Last: Mar 13, 2026, 11:59 AM
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This MSCI fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.

Fundamental Rating

5

We assign a fundamental rating of 5 out of 10 to MSCI. MSCI was compared to 242 industry peers in the Capital Markets industry. MSCI has an excellent profitability rating, but there are concerns on its financial health. MSCI is quite expensive at the moment. It does show a decent growth rate.


Dividend Valuation Growth Profitability Health

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.
  • 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

  • MSCI's Return On Assets of 21.08% is amongst the best of the industry. MSCI outperforms 97.52% 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.
  • MSCI had an Average Return On Invested Capital over the past 3 years of 32.03%. This 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.
  • In the last couple of years the Profit Margin of MSCI has grown nicely.
  • MSCI's Operating Margin of 54.67% is amongst the best of the industry. MSCI outperforms 93.39% of its industry peers.
  • 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.
  • 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.
  • MSCI has a Debt to FCF ratio of 4.25. This is in the better half of the industry: MSCI outperforms 72.73% 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.
  • MSCI has a Current ratio of 0.90. This is comparable to the rest of the industry: MSCI outperforms 40.50% of its industry peers.
  • 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.
  • Looking at the Quick ratio, with a value of 0.90, MSCI is in line with its industry, outperforming 40.91% 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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6

3. MSCI Growth Analysis

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.
  • 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

  • MSCI is expected to show quite a strong growth in Earnings Per Share. In the coming years, the EPS will grow by 13.25% yearly.
  • 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.
  • 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

  • With a Price/Earnings ratio of 31.33, MSCI can be considered very expensive at the moment.
  • 76.45% of the companies in the same industry are cheaper than MSCI, based on the Price/Earnings ratio.
  • MSCI is valuated rather expensively when we compare the Price/Earnings ratio to 25.71, which is the current average of the S&P500 Index.
  • Based on the Price/Forward Earnings ratio of 27.32, the valuation of MSCI can be described as expensive.
  • 66.94% of the companies in the same industry are cheaper than MSCI, based on the Price/Forward Earnings ratio.
  • When comparing the Price/Forward Earnings ratio of MSCI to the average of the S&P500 Index (23.82), we can say MSCI is valued inline with the index average.
Industry RankSector Rank
PE 31.33
Fwd PE 27.32
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 66.12% 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 27.3
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 MSCI does not grow enough to justify the current Price/Earnings ratio.
  • The excellent profitability rating of MSCI 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)2.13
PEG (5Y)1.82
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 1.45%.
  • MSCI's Dividend Yield is slightly below the industry average, which is at 6.63.
  • MSCI's Dividend Yield is slightly below the S&P500 average, which is at 1.82.
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

  • MSCI pays out 46.29% of its income as dividend. 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, 11:59:55 AM)

542.08

+5.73 (+1.07%)

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 Cap39.83B
Revenue(TTM)3.13B
Net Income(TTM)1.20B
Analysts79.2
Price Target682.51 (25.91%)
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 31.33
Fwd PE 27.32
P/S 12.71
P/FCF 27.3
P/OCF 25.07
P/B N/A
P/tB N/A
EV/EBITDA 23.65
EPS(TTM)17.3
EY3.19%
EPS(NY)19.84
Fwd EY3.66%
FCF(TTM)19.85
FCFY3.66%
OCF(TTM)21.62
OCFY3.99%
SpS42.66
BVpS-36.13
TBVpS-87.25
PEG (NY)2.13
PEG (5Y)1.82
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 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 31.33 and the Price/Book (PB) ratio is -15.


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.