(MSCI) - NYSE
Sector: Financial Services | Industry: Financial Data & Stock Exchanges | Exchange: NYSE (USA) | Market Cap: 42.269m USD | Total Return: 1.7% in 12m
Avg Turnover: 375M
EPS Trend: 99.3%
Qual. Beats: 1
Rev. Trend: 99.4%
Qual. Beats: 1
Warnings
Below Avwap Earnings
Tailwinds
No distinct edge detected
MSCI Inc. is a New York-based financial data and analytics company that provides research-based indexes, analytics tools, and ESG/sustainability products to institutional investors worldwide. The company operates through four main segments: Index (its core business, licensing index-linked products like ETFs and derivatives), Analytics (risk management and portfolio analytics), Sustainability and Climate (ESG data and ratings), and Private Assets (data and benchmarks for private credit, real estate, and infrastructure investments).
Founded in 1998 and listed on the NYSE since 2007, MSCI is widely recognized for creating the Global Industry Classification Standard (GICS), which is used to categorize companies across the financial industry. As a large-cap member of the Financials sector, MSCI operates a subscription- and licensing-based business model, generating recurring revenue as asset managers, pension funds, and other institutions use its benchmarks and data to construct portfolios, benchmark performance, and manage risk.
- Index licensing fees rise with global ETF AUM growth
- ESG disclosure mandates accelerate sustainability segment demand
- Private assets M&A broadens recurring revenue base
| Net Income: 1.32b TTM > 0 and > 6% of Revenue |
| FCF/TA: 0.28 > 0.02 and ΔFCF/TA 0.70 > 1.0 |
| NWC/Revenue: -6.76% < 20% (prev -7.90%; Δ 1.13% < -1%) |
| CFO/TA 0.29 > 3% & CFO 1.59b > Net Income 1.32b |
| Net Debt (6.33b) to EBITDA (2.00b): 3.17 < 3 |
| Current Ratio: 0.86 > 1.5 & < 3 |
| Outstanding Shares: last quarter (73.4m) vs 12m ago -5.66% < -2% |
| Gross Margin: 82.86% > 18% (prev 82.11%; Δ 0.74% > 0.5%) |
| Asset Turnover: 59.50% > 50% (prev 54.67%; Δ 4.82% > 0%) |
| Interest Coverage Ratio: 7.68 > 6 (EBIT TTM 1.78b / Interest Expense TTM 232.5m) |
| A: -0.04 (Total Current Assets 1.39b - Total Current Liabilities 1.61b) / Total Assets 5.55b |
| B: 1.03 (Retained Earnings 5.68b / Total Assets 5.55b) |
| C: 0.33 (EBIT TTM 1.78b / Avg Total Assets 5.44b) |
| D: -0.33 (Book Value of Equity -2.77b / Total Liabilities 8.32b) |
| Altman-Z'' = 4.94 = AAA |
| DSRI: 1.06 (Receivables 883.2m/749.2m, Revenue 3.24b/2.92b) |
| GMI: 0.99 (GM 82.11% / 82.86%) |
| AQI: 0.97 (AQ_t 0.71 / AQ_t-1 0.73) |
| SGI: 1.11 (Revenue 3.24b / 2.92b) |
| TATA: -0.05 (NI 1.32b - CFO 1.59b) / TA 5.55b) |
| Beneish M = -2.93 (Cap -4..+1) = A |
As of June 25, 2026, the stock is trading at USD 577.29 with a total of 688,585 shares traded. Over the past week, the price has changed by -5.08%, over one month by -1.91%, over three months by +7.76% and over the past year by +1.68%.
Current recommended Stop Loss: 557.70 (which is 3.4% or 1.2 ATR below the current price).
has received a consensus analysts rating of 3.95. Therefore, it is recommended to buy MSCI.
- StrongBuy: 7
- Buy: 5
- Hold: 6
- Sell: 1
- StrongSell: 0
| Analysts Target Price | 690.4 | 19.6% |
P/E Trailing = 33.2298
P/E Forward = 29.5858
P/S = 13.048
P/B = 37.5687
P/EG = 1.871
Revenue TTM = 3.24b USD
EBIT TTM = 1.78b USD
EBITDA TTM = 2.00b USD
Long Term Debt = 6.40b USD (from longTermDebt, last quarter)
Short Term Debt = 25.1m USD (from shortTermDebt, last quarter)
Debt = 6.72b USD (from shortLongTermDebtTotal, last quarter) + Leases 143.9m
Net Debt = 6.33b USD (calculated: Debt 6.72b - CCE 385.3m)
Enterprise Value = 48.6b USD (42.3b + Debt 6.72b - CCE 385.3m)
Interest Coverage Ratio = 7.68 (Ebit TTM 1.78b / Interest Expense TTM 232.5m)
EV/FCF = 31.62x (Enterprise Value 48.6b / FCF TTM 1.54b)
FCF Yield = 3.16% (FCF TTM 1.54b / Enterprise Value 48.6b)
FCF Margin = 47.44% (FCF TTM 1.54b / Revenue TTM 3.24b)
Net Margin = 40.74% (Net Income TTM 1.32b / Revenue TTM 3.24b)
Gross Margin = 82.86% ((Revenue TTM 3.24b - Cost of Revenue TTM 555.4m) / Revenue TTM)
Gross Margin QoQ = 83.33% (prev 82.57%)
Tobins Q-Ratio = 8.76 (Enterprise Value 48.6b / Total Assets 5.55b)
Interest Expense / Debt = 3.46% (Interest Expense 232.5m / Debt 6.72b)
Taxrate = 14.99% (232.7m / 1.55b)
NOPAT = 1.52b (EBIT 1.78b * (1 - 14.99%))
Current Ratio = 0.86 (Total Current Assets 1.39b / Total Current Liabilities 1.61b)
Debt / Equity = -2.42 (negative equity) (Debt 6.72b / totalStockholderEquity, last quarter -2.77b)
Debt / EBITDA = 3.17 (Net Debt 6.33b / EBITDA 2.00b)
Debt / FCF = 4.12 (Net Debt 6.33b / FCF TTM 1.54b)
Total Stockholder Equity = -2.06b (last 4 quarters mean from totalStockholderEquity)
RoA = 24.24% (Net Income 1.32b / Total Assets 5.55b)
RoE = -64.13% (negative equity) (Net Income TTM 1.32b / Total Stockholder Equity -2.06b)
RoCE = 41.07% (EBIT 1.78b / Capital Employed (Equity -2.06b + L.T.Debt 6.40b))
RoIC = 39.98% (NOPAT 1.52b / Invested Capital 3.80b)
WACC = 7.35% (E(42.3b)/V(49.0b) * Re(8.05%) + D(6.72b)/V(49.0b) * Rd(3.46%) * (1-Tc(0.15)))
Discount Rate = 8.05% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: -94.39 | Cagr: -3.49%
[DCF] Terminal Value 76.26% ; FCFF base≈1.50b ; Y1≈1.59b ; Y5≈1.87b
[DCF] Fair Price = 307.6 (EV 28.7b - Net Debt 6.33b = Equity 22.4b / Shares 72.7m; r=8.35% [WACC [floored]]; 5y FCF grow 6.47% → 2.50% )
EPS Correlation: 99.28 | EPS CAGR: 13.82% | SUE: 1.46 | # QB: 1
Revenue Correlation: 99.41 | Revenue CAGR: 12.02% | SUE: 1.42 | # QB: 1
EPS current Quarter (2026-06-30): EPS=4.86 | Chg30d=+0.26% | Revisions=+20% | Analysts=13
EPS next Quarter (2026-09-30): EPS=5.05 | Chg30d=+0.29% | Revisions=+20% | Analysts=13
EPS current Year (2026-12-31): EPS=19.68 | Chg30d=+0.26% | Revisions=+33% | GrowthEPS=+13.9% | GrowthRev=+11.4%
EPS next Year (2027-12-31): EPS=22.54 | Chg30d=+0.37% | Revisions=+14% | GrowthEPS=+14.5% | GrowthRev=+8.8%
[Analyst] Revisions Ratio: +33%