MSCI INC (MSCI) Fundamental Analysis & Valuation

NYSE:MSCI • US55354G1004

Current stock price

598.01 USD
-10.03 (-1.65%)
At close:
598.01 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

  • In the past year MSCI was profitable.
  • MSCI had a positive operating cash flow in the past year.
  • Each year in the past 5 years MSCI has been profitable.
  • In the past 5 years MSCI always reported a positive cash flow from operatings.
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.
  • The Return On Invested Capital of MSCI (35.89%) is better than 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 7.28%.
  • 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 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 better Profit Margin (38.36%) than 84.17% of its industry peers.
  • In the last couple of years the Profit Margin of MSCI has grown nicely.
  • The Operating Margin of MSCI (54.67%) is better than 93.33% of its industry peers.
  • MSCI's Operating Margin has been stable in the last couple of years.
  • MSCI has a better Gross Margin (82.44%) than 87.92% 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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2

2. MSCI Health Analysis

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.
  • The debt/assets ratio for MSCI is higher compared to a year ago.
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.
  • Looking at the Debt to FCF ratio, with a value of 4.25, MSCI is in the better half of 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

  • 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.
  • Looking at the Current ratio, with a value of 0.90, MSCI is doing worse than 60.83% of the companies in the same industry.
  • A Quick Ratio of 0.90 indicates that MSCI may have some problems paying its short term obligations.
  • Looking at the Quick ratio, with a value of 0.90, MSCI is doing worse than 60.42% 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

  • The Earnings Per Share has grown by an nice 13.84% 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)13.84%
EPS 3Y14.75%
EPS 5Y17.18%
EPS Q2Q%13.75%
Revenue 1Y (TTM)9.75%
Revenue growth 3Y11.71%
Revenue growth 5Y13.08%
Sales Q2Q%14.07%

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 13.43% yearly.
  • The Revenue is expected to grow by 8.63% on average over the next years. This is quite good.
EPS Next Y14.71%
EPS Next 2Y13.94%
EPS Next 3Y13.67%
EPS Next 5Y13.43%
Revenue Next Year10.32%
Revenue Next 2Y9.35%
Revenue Next 3Y9%
Revenue Next 5Y8.63%

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.
  • 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

  • MSCI is valuated quite expensively with a Price/Earnings ratio of 33.50.
  • Compared to the rest of the industry, the Price/Earnings ratio of MSCI indicates a slightly more expensive valuation: MSCI is more expensive than 76.67% of the companies listed in the same industry.
  • MSCI is valuated rather expensively when we compare the Price/Earnings ratio to 27.47, which is the current average of the S&P500 Index.
  • A Price/Forward Earnings ratio of 26.63 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 67.50% of the companies in the same industry.
  • When comparing the Price/Forward Earnings ratio of MSCI to the average of the S&P500 Index (22.62), we can say MSCI is valued inline with the index average.
Industry RankSector Rank
PE 33.5
Fwd PE 26.63
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

  • Compared to the rest of the industry, the Enterprise Value to EBITDA ratio of MSCI indicates a somewhat cheap valuation: MSCI is cheaper than 65.83% of the companies listed in the same industry.
  • Compared to the rest of the industry, the Price/Free Cash Flow ratio of MSCI is on the same level as its industry peers.
Industry RankSector Rank
P/FCF 29.98
EV/EBITDA 26.31
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)2.28
PEG (5Y)1.95
EPS Next 2Y13.94%
EPS Next 3Y13.67%

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5

5. MSCI Dividend Analysis

5.1 Amount

  • With a Yearly Dividend Yield of 1.37%, MSCI has a reasonable but not impressive dividend return.
  • MSCI's Dividend Yield is slightly below the industry average, which is at 6.46.
  • MSCI's Dividend Yield is slightly below the S&P500 average, which is at 1.81.
Industry RankSector Rank
Dividend Yield 1.37%

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 their dividend for at least 10 years, which is a reliable track record.
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.
  • 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 (4/23/2026, 8:29:08 PM)

After market: 598.01 0 (0%)

598.01

-10.03 (-1.65%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)04-21
Earnings (Next)07-21
Inst Owners94.64%
Inst Owner Change-0.17%
Ins Owners3.14%
Ins Owner Change0.88%
Market Cap43.73B
Revenue(TTM)3.13B
Net Income(TTM)1.20B
Analysts80
Price Target675.11 (12.89%)
Short Float %1.69%
Short Ratio1.79
Dividend
Industry RankSector Rank
Dividend Yield 1.37%
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)-1.08%
PT rev (3m)2.2%
EPS NQ rev (1m)0.24%
EPS NQ rev (3m)-0.92%
EPS NY rev (1m)0.03%
EPS NY rev (3m)0.48%
Revenue NQ rev (1m)0.78%
Revenue NQ rev (3m)2.44%
Revenue NY rev (1m)0.03%
Revenue NY rev (3m)0.97%
Valuation
Industry RankSector Rank
PE 33.5
Fwd PE 26.63
P/S 13.95
P/FCF 29.98
P/OCF 27.53
P/B N/A
P/tB N/A
EV/EBITDA 26.31
EPS(TTM)17.85
EY2.98%
EPS(NY)22.46
Fwd EY3.76%
FCF(TTM)19.95
FCFY3.34%
OCF(TTM)21.72
OCFY3.63%
SpS42.87
BVpS-36.3
TBVpS-87.67
PEG (NY)2.28
PEG (5Y)1.95
Graham Number0 (-100%)
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)13.84%
EPS 3Y14.75%
EPS 5Y17.18%
EPS Q2Q%13.75%
EPS Next Y14.71%
EPS Next 2Y13.94%
EPS Next 3Y13.67%
EPS Next 5Y13.43%
Revenue 1Y (TTM)9.75%
Revenue growth 3Y11.71%
Revenue growth 5Y13.08%
Sales Q2Q%14.07%
Revenue Next Year10.32%
Revenue Next 2Y9.35%
Revenue Next 3Y9%
Revenue Next 5Y8.63%
EBIT growth 1Y12.11%
EBIT growth 3Y12.37%
EBIT growth 5Y14.13%
EBIT Next Year22.3%
EBIT Next 3Y13.63%
EBIT Next 5Y12.06%
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.


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 33.5 and the Price/Book (PB) ratio is -16.47.


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%.