(MSCI) MSCI - Overview

Sector: Financial Services | Industry: Financial Data & Stock Exchanges | Exchange: NYSE (USA) | Market Cap: 40.108m USD | Total Return: 1.6% in 12m

Indexes, Analytics, Data, Research, Tools
Total Rating 60
Safety 88
Buy Signal 0.71
Financial Data & Stock Exchanges
Industry Rotation: -10.9
Market Cap: 40.1B
Avg Turnover: 242M USD
ATR: 2.67%
Peers RS (IBD): 55.9
Risk 5d forecast
Volatility28.6%
Rel. Tail Risk-9.81%
Reward TTM
Sharpe Ratio0.20
Alpha-15.40
Character TTM
Beta0.590
Beta Downside0.574
Drawdowns 3y
Max DD25.99%
CAGR/Max DD0.08
EPS (Earnings per Share) EPS (Earnings per Share) of MSCI over the last years for every Quarter: "2021-03": 2.46, "2021-06": 2.45, "2021-09": 2.53, "2021-12": 2.51, "2022-03": 2.98, "2022-06": 2.78, "2022-09": 2.85, "2022-12": 2.84, "2023-03": 3.14, "2023-06": 3.26, "2023-09": 3.45, "2023-12": 3.68, "2024-03": 3.52, "2024-06": 3.64, "2024-09": 3.86, "2024-12": 4.18, "2025-03": 4, "2025-06": 4.17, "2025-09": 4.47, "2025-12": 4.66,
EPS CAGR: 12.66%
EPS Trend: 97.0%
Last SUE: 0.93
Qual. Beats: 2
Revenue Revenue of MSCI over the last years for every Quarter: 2021-03: 478.423, 2021-06: 498.18, 2021-09: 517.099, 2021-12: 549.842, 2022-03: 559.945, 2022-06: 551.806, 2022-09: 560.639, 2022-12: 576.208, 2023-03: 592.218, 2023-06: 621.157, 2023-09: 625.439, 2023-12: 690.106, 2024-03: 679.965, 2024-06: 707.949, 2024-09: 724.705, 2024-12: 743.509, 2025-03: 745.826, 2025-06: 772.679, 2025-09: 793.426, 2025-12: 822.528,
Rev. CAGR: 10.80%
Rev. Trend: 98.8%
Last SUE: -0.16
Qual. Beats: 0

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Description: MSCI MSCI

MSCI Inc. provides financial data, analytics, and indexes globally. The company operates in the financial data and analytics sector, a segment characterized by recurring revenue models through subscriptions and licensing.

Its Index segment offers data for financial products like ETFs and for portfolio management. The Analytics segment provides risk management and performance attribution tools across various asset classes.

The Sustainability and Climate segment focuses on ESG (Environmental, Social, and Governance) data and tools for institutional investors. This area of finance is experiencing significant growth due to increasing regulatory pressure and investor demand for sustainable investments.

MSCIs Private Assets and Private Capital Solutions segments offer data, analytics, and tools for private credit, real estate, infrastructure, and other private capital investments. Private markets have become increasingly important for institutional investors seeking diversification and higher potential returns.

Further research on ValueRay can provide deeper insights into MSCIs financial performance and valuation.

Headlines to Watch Out For
  • ETF growth drives demand for MSCIs index licensing
  • Institutional investor ESG adoption boosts sustainability product revenue
  • Global economic uncertainty impacts client risk management spending
  • Regulatory changes in financial markets create new data opportunities
Piotroski VR‑10 (Strict) 6.5
Net Income: 1.20b TTM > 0 and > 6% of Revenue
FCF/TA: 0.27 > 0.02 and ΔFCF/TA 0.92 > 1.0
NWC/Revenue: -5.90% < 20% (prev -8.46%; Δ 2.56% < -1%)
CFO/TA 0.28 > 3% & CFO 1.59b > Net Income 1.20b
Net Debt (5.79b) to EBITDA (1.92b): 3.03 < 3
Current Ratio: 0.90 > 1.5 & < 3
Outstanding Shares: last quarter (77.3m) vs 12m ago -1.37% < -2%
Gross Margin: 82.44% > 18% (prev 0.82%; Δ 8.16k% > 0.5%)
Asset Turnover: 56.23% > 50% (prev 52.45%; Δ 3.78% > 0%)
Interest Coverage Ratio: 8.12 > 6 (EBITDA TTM 1.92b / Interest Expense TTM 209.9m)
Altman Z'' 5.62
A: -0.03 (Total Current Assets 1.64b - Total Current Liabilities 1.83b) / Total Assets 5.70b
B: 0.95 (Retained Earnings 5.43b / Total Assets 5.70b)
C: 0.31 (EBIT TTM 1.70b / Avg Total Assets 5.57b)
D: 0.64 (Book Value of Equity 5.38b / Total Liabilities 8.36b)
Altman-Z'' Score: 5.62 = AAA
Beneish M -2.99
DSRI: 1.10 (Receivables 986.7m/820.7m, Revenue 3.13b/2.86b)
GMI: 0.99 (GM 82.44% / 81.99%)
AQI: 0.94 (AQ_t 0.68 / AQ_t-1 0.72)
SGI: 1.10 (Revenue 3.13b / 2.86b)
TATA: -0.07 (NI 1.20b - CFO 1.59b) / TA 5.70b)
Beneish M-Score: -2.99 (Cap -4..+1) = A
What is the price of MSCI shares? As of April 14, 2026, the stock is trading at USD 552.75 with a total of 414,694 shares traded.
Over the past week, the price has changed by +1.10%, over one month by +0.89%, over three months by -5.53% and over the past year by +1.62%.
Is MSCI a buy, sell or hold? MSCI 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
What are the forecasts/targets for the MSCI price?
Analysts Target Price 672.3 21.6%
MSCI (MSCI) - Fundamental Data Overview as of 11 April 2026
P/E Trailing = 34.7473
P/E Forward = 27.8552
P/S = 12.7958
P/B = 37.5687
P/EG = 1.8702
Revenue TTM = 3.13b USD
EBIT TTM = 1.70b USD
EBITDA TTM = 1.92b USD
Long Term Debt = 6.20b USD (from longTermDebt, last quarter)
Short Term Debt = 27.7m USD (from shortTermDebt, two quarters ago)
Debt = 6.31b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 5.79b USD (from netDebt column, last quarter)
Enterprise Value = 45.90b USD (40.11b + Debt 6.31b - CCE 515.3m)
Interest Coverage Ratio = 8.12 (Ebit TTM 1.70b / Interest Expense TTM 209.9m)
EV/FCF = 29.63x (Enterprise Value 45.90b / FCF TTM 1.55b)
FCF Yield = 3.37% (FCF TTM 1.55b / Enterprise Value 45.90b)
FCF Margin = 49.42% (FCF TTM 1.55b / Revenue TTM 3.13b)
Net Margin = 38.36% (Net Income TTM 1.20b / Revenue TTM 3.13b)
Gross Margin = 82.44% ((Revenue TTM 3.13b - Cost of Revenue TTM 550.4m) / Revenue TTM)
Gross Margin QoQ = 82.57% (prev 83.30%)
Tobins Q-Ratio = 8.05 (Enterprise Value 45.90b / Total Assets 5.70b)
Interest Expense / Debt = 1.01% (Interest Expense 63.6m / Debt 6.31b)
Taxrate = 26.79% (104.2m / 388.8m)
NOPAT = 1.25b (EBIT 1.70b * (1 - 26.79%))
Current Ratio = 0.90 (Total Current Assets 1.64b / Total Current Liabilities 1.83b)
 Debt / Equity = -2.38 (negative equity) (Debt 6.31b / totalStockholderEquity, last quarter -2.65b)
 Debt / EBITDA = 3.03 (Net Debt 5.79b / EBITDA 1.92b)
Debt / FCF = 3.74 (Net Debt 5.79b / FCF TTM 1.55b)
Total Stockholder Equity = -1.60b (last 4 quarters mean from totalStockholderEquity)
RoA = 21.57% (Net Income 1.20b / Total Assets 5.70b)
 RoE = -74.96% (negative equity) (Net Income TTM 1.20b / Total Stockholder Equity -1.60b)
 RoCE = 37.06% (EBIT 1.70b / Capital Employed (Equity -1.60b + L.T.Debt 6.20b))
RoIC = 34.77% (NOPAT 1.25b / Invested Capital 3.59b)
WACC = 7.06% (E(40.11b)/V(46.42b) * Re(8.06%) + D(6.31b)/V(46.42b) * Rd(1.01%) * (1-Tc(0.27)))
Discount Rate = 8.06% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: -100.0 | Cagr: -1.40%
[DCF] Terminal Value 83.45% ; FCFF base≈1.50b ; Y1≈1.69b ; Y5≈2.28b
[DCF] Fair Price = 594.9 (EV 49.29b - Net Debt 5.79b = Equity 43.50b / Shares 73.1m; r=7.06% [WACC]; 5y FCF grow 14.83% → 3.0% )
EPS Correlation: 96.98 | EPS CAGR: 12.66% | SUE: 0.93 | # QB: 2
Revenue Correlation: 98.82 | Revenue CAGR: 10.80% | SUE: -0.16 | # QB: 0
EPS next Quarter (2026-06-30): EPS=4.84 | Chg7d=+0.014 | Chg30d=+0.014 | Revisions Net=+1 | Analysts=13
EPS current Year (2026-12-31): EPS=19.46 | Chg7d=+0.010 | Chg30d=+0.010 | Revisions Net=+1 | Growth EPS=+12.6% | Growth Revenue=+10.4%
EPS next Year (2027-12-31): EPS=22.03 | Chg7d=-0.008 | Chg30d=+0.010 | Revisions Net=+2 | Growth EPS=+13.2% | Growth Revenue=+8.5%
[Analyst] Revisions Ratio: +1.00 (1 Up / 0 Down within 30d for Next Quarter)
[Growth] Implied Growth Rate = 5.2% (Discount Rate 8.1% - Earnings Yield 2.9%)
[Growth] Growth Spread = +5.9% (Analyst 11.1% - Implied 5.2%)
External Resources
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