MSCI Stock Analysis: | NYSE
Financial Data & Stock Exchanges | NYSE, USA | Market Cap: 43.944m USD | 12M Return: 3.4% | US55354G1004 | Charts, Fundamentals & Technical Analysis
Avg Turnover: 336M
EPS Trend: 99.9%
Qual. Beats: 1
Rev. Trend: 99.8%
Qual. Beats: 0
Warnings
Tailwinds
No distinct edge detected
Seasonality 11.7 years of data
How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.
MSCI Inc. is a global provider of research-based data, analytics, and indexes used across the investment industry. The company operates through five segments: Index, Analytics, Sustainability and Climate, Private Assets, and Private Capital Solutions. Its Index segment licenses indexes that underpin financial products such as ETFs, mutual funds, and derivatives, and also licenses the widely adopted Global Industry Classification Standard (GICS). The Analytics segment offers risk management, performance attribution, and portfolio management tools, including managed services and the HedgePlatform for hedge fund risk monitoring.
The Sustainability and Climate segment provides ESG data, ratings, and research to help institutional investors assess long-term risk and return, while the Private Assets and Private Capital Solutions segments deliver data, benchmarks, return analytics, and decision-support tools for private credit, real estate, and infrastructure investments. Founded in 1998 and headquartered in New York, MSCI is classified within the Financials sector under the Financial Exchanges & Data sub-industry, reflecting its role as a key infrastructure provider for global capital markets rather than a traditional lender or asset manager.
- Index ETF AUM growth drives licensing fee revenue
- ESG regulation boosts Sustainability segment subscriptions
- Private Assets M&A accelerates recurring revenue growth
| Net Income: 1.38b TTM > 0 and > 6% of Revenue |
| FCF/TA: 0.27 > 0.02 and ΔFCF/TA 0.08 > 1.0 |
| NWC/Revenue: -8.04% < 20% (prev -5.74%; Δ -2.30% < -1%) |
| CFO/TA 0.29 > 3% & CFO 1.61b > Net Income 1.38b |
| Net Debt (6.77b) to EBITDA (2.12b): 3.19 < 3 |
| Current Ratio: 0.82 > 1.5 & < 3 |
| Outstanding Shares: last quarter (72.3m) vs 12m ago -6.46% < -2% |
| Gross Margin: 82.89% > 18% (prev 82.37%; Δ 0.52% > 0.5%) |
| Asset Turnover: 62.49% > 50% (prev 56.70%; Δ 5.80% > 0%) |
| Interest Coverage Ratio: 6.83 > 6 (EBIT TTM 1.90b / Interest Expense TTM 278.5m) |
| A: -0.05 (Total Current Assets 1.30b - Total Current Liabilities 1.57b) / Total Assets 5.60b |
| B: 1.09 (Retained Earnings 6.08b / Total Assets 5.60b) |
| C: 0.35 (EBIT TTM 1.90b / Avg Total Assets 5.49b) |
| D: -0.35 (Book Value of Equity -3.02b / Total Liabilities 8.61b) |
| Altman-Z'' = 5.18 = AAA |
| DSRI: 1.03 (Receivables 860.1m/745.9m, Revenue 3.43b/3.06b) |
| GMI: 0.99 (GM 82.37% / 82.89%) |
| AQI: 1.00 (AQ_t 0.72 / AQ_t-1 0.72) |
| SGI: 1.12 (Revenue 3.43b / 3.06b) |
| TATA: -0.04 (NI 1.38b - CFO 1.61b) / TA 5.60b) |
| Beneish M = -2.92 (Cap -4..+1) = A |
As of October 30, 2026, the stock is trading at USD 604.94 with a total of 381,915 shares traded. Over the past week, the price has changed by +0.08%, over one month by +11.46%, over three months by +4.78% and over the past year by +3.35%.
Current recommended Stop Loss: 587.20 (which is 2.9% or 1.2 ATR below the current price).
has received a consensus analysts rating of 4.50. Therefore, it is recommended to buy MSCI.
- StrongBuy: 12
- Buy: 4
- Hold: 1
- Sell: 1
- StrongSell: 0
| Analysts Target Price | 681.5 | 12.7% |
P/E Trailing = 33.0306
P/E Forward = 24.6914
P/S = 13.1816
P/B = 37.5687
P/EG = 1.866
Revenue TTM = 3.43b USD
EBIT TTM = 1.90b USD
EBITDA TTM = 2.12b USD
Long Term Debt = 6.20b USD (from longTermDebt, last fiscal year)
Short Term Debt = 24.4m USD (from shortTermDebt, last quarter)
Debt = 7.03b USD (from shortLongTermDebtTotal, last quarter) + Leases 138.9m
Net Debt = 6.77b USD (calculated: Debt 7.03b - CCE 261.0m)
Enterprise Value = 50.7b USD (43.9b + Debt 7.03b - CCE 261.0m)
Interest Coverage Ratio = 6.83 (Ebit TTM 1.90b / Interest Expense TTM 278.5m)
EV/FCF = 32.98x (Enterprise Value 50.7b / FCF TTM 1.54b)
FCF Yield = 3.03% (FCF TTM 1.54b / Enterprise Value 50.7b)
FCF Margin = 44.81% (FCF TTM 1.54b / Revenue TTM 3.43b)
Net Margin = 40.31% (Net Income TTM 1.38b / Revenue TTM 3.43b)
Gross Margin = 82.89% ((Revenue TTM 3.43b - Cost of Revenue TTM 587.3m) / Revenue TTM)
Gross Margin QoQ = 82.94% (prev 82.71%)
Tobins Q-Ratio = 9.06 (Enterprise Value 50.7b / Total Assets 5.60b)
Interest Expense / Debt = 3.96% (Interest Expense 278.5m / Debt 7.03b)
Taxrate = 14.76% (239.6m / 1.62b)
NOPAT = 1.62b (EBIT 1.90b * (1 - 14.76%))
Current Ratio = 0.82 (Total Current Assets 1.30b / Total Current Liabilities 1.57b)
Debt / Equity = -2.33 (negative equity) (Debt 7.03b / totalStockholderEquity, last quarter -3.02b)
Debt / EBITDA = 3.19 (Net Debt 6.77b / EBITDA 2.12b)
Debt / FCF = 4.40 (Net Debt 6.77b / FCF TTM 1.54b)
Total Stockholder Equity = -2.78b (last 4 quarters mean from totalStockholderEquity)
RoA = 25.19% (Net Income 1.38b / Total Assets 5.60b)
RoE = -49.71% (negative equity) (Net Income TTM 1.38b / Total Stockholder Equity -2.78b)
RoCE = 55.60% (EBIT 1.90b / Capital Employed (Equity -2.78b + L.T.Debt 6.20b))
RoIC = 41.84% (NOPAT 1.62b / Invested Capital 3.87b)
WACC = 7.10% (E(43.9b)/V(51.0b) * Re(7.69%) + D(7.03b)/V(51.0b) * Rd(3.96%) * (1-Tc(0.15)))
Discount Rate = 7.69% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: -92.29 | Cagr: -3.99%
[DCF] Terminal Value 75.97% ; FCFF base≈1.51b ; Y1≈1.57b ; Y5≈1.78b
[DCF] Fair Price = 285.4 (EV 27.5b - Net Debt 6.77b = Equity 20.7b / Shares 72.7m; r=8.35% [WACC [floored]]; 5y FCF grow 4.14% → 2.50% )
EPS Correlation: 99.90 | EPS CAGR: 13.76% | SUE: 2.07 | # QB: 1
Revenue Correlation: 99.78 | Revenue CAGR: 11.20% | SUE: 0.56 | # QB: 0
EPS current Quarter (2027-03-31): EPS=5.30 | Chg30d=-1.66% | Revisions=+44% | Analysts=13
EPS current Year (2026-12-31): EPS=19.66 | Chg30d=-0.28% | Revisions=+8% | GrowthEPS=+13.8% | GrowthRev=+12.4%
EPS next Year (2027-12-31): EPS=22.39 | Chg30d=-0.32% | Revisions=+8% | GrowthEPS=+13.9% | GrowthRev=+8.9%
[Analyst] Revisions Ratio: +22% (up=15, down=9)