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MSCI Inc. MSCI SPX

Financial Services · Financial Data & Stock Exchanges · United States
https://www.msci.com
Company Profile ↓
$611.43
+8.64% 1Y
Mkt Cap$44.47B
P/E34.96
P/B-15.74
Div. Yield1.37%
52W High$643.83
52W Low$508.00
Book Value$-38.05
EPS (TTM)$17.49

Company Overview

MSCI Inc., together with its subsidiaries, provides research-based data, analytics, and indexes, supported by advanced technology worldwide. The Index segment provides indexes for use in various areas of the investment process, including indexed financial products, such as ETFs, mutual funds, annuities, futures, options, structured products, and over-the-counter derivatives; performance benchmarking; portfolio construction and rebalancing; and asset allocation, as well as licenses GICS and GICS Direct. The Analytics segment offers risk management, performance attribution and portfolio management content, application, an integrated view of risk and return service, and an analysis of market, credit, liquidity, counterparty, and climate risk across asset classes; managed services, including consolidation of client portfolio data, review and reconciliation of input data and results, and customized reporting; and HedgePlatform to measure, evaluate, and monitor the risk of hedge fund investments. The Sustainability and Climate segment provides products and services that help institutional investors understand how ESG impacts the long-term risk and return of their portfolio and individual security-level investments; and data, ratings, research, and tools to assist investors navigate increasing regulation. The All Other – Private Assets segment comprises private credit, real estate and infrastructure data, benchmarks, return-analytics, climate assessments and market insights; business intelligence to real estate owners, managers, developers, and brokers; and offers investment decision support tools for private capital. The Private Capital Solutions segment offers tools to help private asset investors across mission-critical workflows, such as sourcing terms and conditions, evaluating operating performance, managing risk and other activities supporting private capital investment. MSCI Inc. was incorporated in 1998 and is based in New York, New York.

Why Investors Should Care

Healthy Capital Returns

Return on capital employed stands at 44.2%.

Consistent Profit Growth

Net profit has compounded at 11.4% per year over the last five years.

Steady Revenue Expansion

Revenue has grown at a 11.7% CAGR over the past five years.

Healthy Margins

Maintains a net profit margin of 40.7%.

Positive Free Cash Flow

Generates positive free cash flow, funding growth and shareholder returns internally.

Recent Developments

  • Dec 2025 Revenue of $3.13B (+9.7% YoY); net profit $1.20B.
  • Trailing 12 Months Year-on-year growth — revenue +14.1%, earnings +49.1%.
  • 5-Year Trend Long-term compounding — revenue CAGR 11.7%, profit CAGR 11.4%.

Growth & Price Performance

Compounded Sales Growth

5 Years:11.71%
1 Year:14.10%

Compounded Profit Growth

5 Years:11.36%
1 Year:49.10%

Stock Price Performance

1 Year:+8.64%
6 Months:+6.00%
3 Months:+11.02%
1 Month:+2.88%

Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.

Technical Snapshot Bullish
52-Week Range 76% of range
$508.00 $643.83
Trend Signals
  • Price vs 50-DMAAbove
  • Price vs 200-DMAAbove
  • RSI (14)56.97 · Neutral
Price Performance
1M+2.88%
3M+11.02%
6M+6.00%
1Y+8.64%
Valuation vs Sector

P/E of 34.96 is above the sector median of 13.30 — pricier than peers.

Auto-generated from price history and fundamentals; not investment advice.

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Price Chart

Robinhood TradingView

Fundamental Growth Charts

Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.

PROS

  • Healthy ROCE of 44.2%.
  • Excellent profit margin of 40.7%.
  • Compounding revenue at 11.7% over 5 years.
  • Profit CAGR of 11.4% over 5 years.
  • Generates positive free cash flow.
  • In a confirmed uptrend (50-DMA above 200-DMA).

CONS

No notable concerns flagged.

* The pros and cons are auto-generated from financial metrics.

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Valuation

Stock P/E
34.96
Industry PE
13.30
Forward P/E
27.17
PEG Ratio
1.93
Book Value
$-38.05
Price to Book
-15.74
P/S
13.45
EV/EBITDA
26.23
Dividend Yield
1.37%

Growth (CAGR)

Revenue 5Y
11.71%
Profit 5Y
11.36%
Revenue (YoY)
14.10%
Earnings (YoY)
49.10%

Profitability & Returns

ROCE
44.25%
ROE
-45.29%
ROA
20.55%
Profit Margin
40.74%
Op Margin
53.70%
Gross Margin
82.86%
EPS (Latest Qtr)
$5.53
EPS (TTM)
$17.49

Balance Sheet & Liquidity

Debt/Equity
-
Quick Ratio
0.78
Current Ratio
0.86
Debt
$6.57B
Total Assets
$5.55B
Current Assets
-
Working Capital
-

Ownership

Promoter Holding
3.59%
Chg in Prom Hold
-0.00%
FII / Inst Holding
93.74%
Chg in FII Hold
-0.18%

Financial Snapshot

Enterprise Value
$44.47B
Total Revenue (TTM)
$3.24B
EBITDA
$1.90B
Free Cash Flow
$1.21B
Operating Cash Flow
$1.59B
Shares Outstanding
72.73M
Gross Margin
82.86%
Payout Ratio
42.55%

Peer comparison

Peer companies in the same sector (Financial Services).

#NameCMP $P/E Mkt CapDiv Yld % ROCE %ROE % Rev CAGR 5Y %Profit CAGR 5Y %
1 MSCI MSCI Inc. SPX 611.43 34.96 $44.47B 1.37% 44.25% -45.29% 11.71% 11.36%
2 JPM JPMorgan Chase & Co. SPX 342.89 16.42 $918.78B 1.87% - 16.47% 5.35% 7.56%
3 BRK-B Berkshire Hathaway Inc. SPX 491.09 14.61 $686.70B 0.00% - 10.50% 4.18% 9.44%
4 V Visa Inc. SPX 356.02 31.01 $590.89B 0.83% 37.15% 60.35% 14.33% 13.04%
5 MA Mastercard Incorporated SPX 538.02 31.10 $471.86B 0.71% 60.19% - 12.29% 19.21%
6 BAC Bank of America Corporation SPX 60.62 15.04 $430.20B 2.00% - 10.64% 6.00% 3.49%
7 MS Morgan Stanley SPX 227.67 20.62 $359.10B 1.87% - 16.39% 3.76% 9.66%
8 GS The Goldman Sachs Group, Inc. SPX 1,140.00 20.83 $336.31B 1.69% - 14.55% - 2.21%
9 WFC Wells Fargo & Company SPX 85.29 13.18 $261.00B 2.11% - 12.03% 4.02% 15.98%
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios

Quarterly Results

Figures in USD.

Metric Sep 2015Dec 2015Mar 2016Jun 2016Sep 2016Dec 2016Mar 2017Jun 2017Sep 2017Dec 2017Mar 2018Jun 2018Sep 2018Dec 2018Mar 2019Jun 2019Sep 2019Dec 2019Mar 2020Jun 2020Sep 2020Dec 2020Mar 2021Jun 2021Sep 2021Dec 2021Mar 2022Jun 2022Sep 2022Mar 2023Jun 2023Sep 2023Mar 2024Jun 2024Sep 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026
Revenue ------301.21M316.09M322.10M334.78M351.32M363.05M357.93M361.69M371.38M385.56M394.25M406.61M416.78M409.62M425.33M443.66M478.42M498.18M517.10M549.84M559.95M551.81M560.64M592.22M621.16M625.44M679.97M707.95M724.71M745.80M772.68M793.43M822.53M850.80M
Cost of Revenue -----------------------------------136.80M137.67M132.53M143.38M141.80M
Gross Profit -----------------------------------609.00M635.01M660.90M679.15M709.00M
Operating Expenses -----------------------------------232.00M209.78M213.21M215.53M252.10M
Operating Income 109.10M107.54M113.14M125.69M123.26M126.01M130.73M146.10M148.80M154.14M167.17M173.51M176.40M169.82M162.68M192.38M201.22M199.43M207.88M215.18M227.62M234.09M254.38M257.53M280.23M280.59M288.98M300.38M309.53M314.60M345.95M353.31M339.38M382.61M401.33M377.00M425.23M447.69M463.62M456.90M
EBITDA -----------------------------------432.10M479.40M503.22M508.03M512.90M
Interest Expense -----------------------------------46.50M46.18M53.62M63.59M69.10M
Pretax Income -----------------------------------331.10M377.84M396.51M388.84M389.20M
Tax Provision -----------------------------------42.50M74.19M71.12M104.17M-16.80M
Net Income 64.40M59.41M60.37M66.96M65.28M68.25M72.95M81.27M85.15M64.60M115.09M116.83M123.83M152.13M178.19M125.69M136.98M122.78M148.12M115.12M182.36M156.22M196.82M165.42M169.88M193.87M228.42M210.59M216.59M238.73M246.82M259.66M255.95M266.76M280.90M288.60M303.65M325.39M284.67M406.00M
Diluted EPS 0.590.570.600.690.680.730.800.890.930.701.241.281.361.702.081.471.601.441.731.362.161.872.361.992.032.322.782.592.682.973.093.273.223.373.573.713.924.253.815.53
R&D Expense 15.55M17.78M18.93M18.57M18.75M18.96M18.97M18.20M17.97M20.71M20.71M19.80M20.59M20.31M23.17M23.75M24.31M27.10M26.56M22.53M24.90M27.06M24.86M27.53M28.35M30.82M28.32M23.92M25.94M31.32M30.14M31.44M40.52M41.07M38.58M47.60M44.07M44.81M-49.60M

Profit & Loss (Annual)

Figures in USD.

Metric Nov 2008Nov 2009Nov 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Revenue 430.96M442.95M662.90M900.94M826.99M913.36M996.68M1.08B1.15B1.27B1.43B1.56B1.70B-2.25B2.53B2.86B3.13B
Cost of Revenue --------------404.34M446.58M514.38M550.37M
Gross Profit --------------1.84B2.08B2.34B2.58B
Operating Expenses --------------636.62M697.73M813.23M870.53M
Operating Income 135.79M150.99M206.12M322.00M318.24M340.33M337.17M403.90M488.10M579.77M686.90M755.70M884.76M-1.21B1.38B1.53B1.71B
EBITDA --------------1.36B1.71B1.75B1.92B
Interest Expense --------------171.57M186.68M185.50M209.89M
Pretax Income --------------1.04B1.37B1.36B1.49B
Tax Provision --------------173.27M220.47M247.04M291.95M
Net Income 68.27M81.80M92.17M173.45M184.24M222.56M284.11M223.65M260.86M303.97M507.88M563.65M601.82M-870.57M1.15B1.11B1.20B
Diluted EPS 0.660.800.811.411.481.832.432.032.703.315.666.597.12-10.7214.3914.0515.69
R&D Expense -----61.00M71.09M77.32M75.20M75.85M81.41M98.33M101.05M111.56M107.20M132.12M158.65M177.60M

Balance Sheet (Annual)

Figures in USD.

Metric Nov 2007Nov 2008Nov 2009Nov 2010Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Total Assets --1.20B3.02B3.06B3.09B3.02B3.14B2.88B3.15B3.08B3.28B3.39B4.20B4.20B5.51B5.00B5.52B5.45B5.70B
Total Equity 200.02M286.38M507.06M1.08B1.10B1.29B1.41B1.56B1.43B901.49M317.61M401.01M-166.49M-76.71M-443.23M-163.47M-1.01B-739.76M-940.00M-2.65B
Cash & Equivalents 33.82M268.08M176.02M226.57M269.42M252.21M183.31M358.43M508.80M777.71M791.83M889.50M904.18M1.51B1.30B1.42B993.56M461.69M409.35M515.33M
Long Term Debt --337.62M1.21B1.21B1.07B811.62M788.01M788.36M1.58B2.08B2.08B2.58B3.07B3.37B4.16B4.50B4.50B4.51B6.20B
Total Liabilities --693.21M1.94B1.96B1.79B1.59B1.57B1.45B2.25B2.76B2.87B3.55B4.28B4.64B5.67B6.01B6.26B6.39B8.36B
Current Liabilities --292.50M466.92M466.08M452.81M509.94M503.04M472.91M498.12M536.57M607.67M809.01M900.79M1.02B1.25B1.25B1.52B1.59B1.83B

Cash Flows (Annual)

Figures in USD.

Metric Nov 2008Nov 2009Nov 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Operating Cash Flow 155.08M130.94M183.35M255.00M347.07M321.18M305.67M321.25M442.36M404.16M612.76M709.52M811.11M936.07M1.10B1.24B1.50B1.59B
Investing Cash Flow 112.07M-308.22M-892.28M-90.61M-94.36M4.12M297.04M-48.86M-42.03M-48.05M34.87M-71.94M-241.79M-1.04B-79.33M-819.38M-144.25M-130.06M
Financing Cash Flow -22.95M82.54M758.06M-177.99M-322.98M-146.58M-442.33M4.70M-372.90M-267.54M-626.48M-36.67M-779.04M229.50M-1.43B-953.93M-1.40B-1.36B
Capital Expenditure -25.56M-13.41M-13.19M-23.11M-44.88M-40.26M-42.66M-40.65M-32.28M-33.18M-30.26M-29.12M-21.83M-13.51M-13.62M-22.76M-33.76M-39.32M
Free Cash Flow 129.53M117.53M170.16M231.89M302.19M280.93M263.01M280.60M410.08M370.98M582.50M680.41M789.28M922.56M1.08B1.21B1.47B1.55B
Share Buybacks 681.00K18.49M14.15M14.63M105.99M112.18M409.65M700.72M774.57M150.46M949.89M292.07M778.52M198.37M1.40B504.19M885.27M2.48B
Dividends Paid -------87.80M96.26M119.80M171.03M-------

Ratios (Annual)

Figures in %.

Metric Nov 2008Nov 2009Nov 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Gross Margin % --------------82.0%82.3%82.0%82.4%
Operating Margin % 31.5%34.1%31.1%35.7%38.5%37.3%33.8%37.6%42.4%45.5%47.9%48.5%52.2%-53.7%54.8%53.5%54.7%
Net Margin % 15.8%18.5%13.9%19.3%22.3%24.4%28.5%20.8%22.7%23.9%35.4%36.2%35.5%-38.7%45.4%38.8%38.4%
ROE % 23.8%16.1%8.5%13.4%13.0%14.2%19.8%24.8%82.1%75.8%-305.0%-734.7%-135.8%--86.4%-155.3%-118.0%-45.3%
ROCE % -16.6%8.1%12.2%12.7%12.9%14.0%15.2%19.2%21.7%26.6%22.9%27.9%-32.2%34.6%39.6%44.2%

Shareholding Pattern

Insiders
3.59%
Institutions
93.74%
Public Float
97.23%

Top Institutional Holders

#Holder% HeldSharesValue
1 Blackrock Inc. 7.89% 5.74M $3.49B
2 Vanguard Capital Management LLC 6.39% 4.65M $2.83B
3 Vanguard Portfolio Management LLC 5.53% 4.02M $2.45B
4 State Street Corporation 4.28% 3.11M $1.89B
5 BAMCO Inc. 3.71% 2.70M $1.64B
6 Morgan Stanley 3.08% 2.24M $1.36B
7 Geode Capital Management, LLC 2.75% 2.00M $1.22B
8 T. Rowe Price Investment Management, Inc. 2.07% 1.51M $916.12M
9 Edgewood Management Llc 1.93% 1.40M $852.18M
10 Principal Financial Group, Inc. 1.85% 1.35M $818.78M

Analyst View

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Latest News

Recent headlines for MSCI

Google News ue, 14 Jul 2026

MSCI Inc. stock underperforms Tuesday when compared to competitors - MarketWatch

<a href="https://news.google.com/rss/articles/CBMiwwFBVV95cUxORWN6SnhzaFhXTUpEakMwY0FoOWpsek50QjlWZE9URmlsWWNvZW1GcGNzMWNERi1pWHBUWFpKMTZGWXpHZkdvamhPdmJuMVRwV3FwWFA3WHZ0UXFDUmUySFJCYUNGUXAtY3ZlWEp1SE1WLWx1TnNhSkdGeDZORDVWRERJVXAyRmRaVXdVZF…

Google News ue, 14 Jul 2026

MSCI stock may move 4.2% on July 21 earnings release By Investing.com - Investing.com Canada

<a href="https://news.google.com/rss/articles/CBMisAFBVV95cUxPb01NQkpmNnROdmNMQlRYWWVGc2lvWHVrd1FFMENXTkZ5V09nUnAwR1duQ1Y5VlVSZUw5TlBPYjJScDJzZUNIeXJzd2VsdDFUSmFWUE9YelBUS2ZzdWtfRVFERUhFSURuTmtlTjNJS0ZaMkdIYWlYSjZVX09td2RmMWlJT1pZSGF3eDB1S3…

Google News Wed, 08 Jul 2026

MSCI (MSCI) Stock Looks Near Fair Value While Earnings Seem Rich - Yahoo Finance

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Google News Fri, 03 Jul 2026

SpaceX stock falls after MSCI gives lowest ESG rating - qz.com

<a href="https://news.google.com/rss/articles/CBMia0FVX3lxTFA3eGtQSVh1aUJqYjRIRWkyQURMWjlPX3ZmdllPc0QzSERhcjhtX2NSZ2htODlUTkZ3cWMwbUVEZkRkV2xVQW9aUmoxNUJIRFVmNThTWUlqemRfaVhEUS16M2d5OFp1Qi0xcWlN?oc=5" target="_blank">SpaceX stock falls afte…

Google News Fri, 10 Jul 2026

MSCI (MSCI) Expands Private Markets Partnerships, Is The Stock Expensive? - simplywall.st

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Google News ue, 23 Jun 2026

Indonesia clings to emerging markets mantle as MSCI extends review - Reuters

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MSCI — Frequently Asked Questions

What is the current share price of MSCI Inc. (MSCI)?

As of 2026-07-14 21:23 PDT, MSCI Inc. (MSCI) trades at $611.43 on NYSE. Its 52-week range is $508.00 to $643.83.

What is the market capitalisation of MSCI?

MSCI Inc. (MSCI) has a market capitalisation of $44.47B on NYSE.

What is the P/E ratio of MSCI?

MSCI trades at a trailing price-to-earnings (P/E) ratio of 34.96. The industry average P/E is 13.30. Its price-to-book (P/B) ratio is -15.74.

Does MSCI pay a dividend?

MSCI Inc. (MSCI) currently offers a dividend yield of 1.37%.

What is the return on equity (ROE) of MSCI?

MSCI has a return on equity (ROE) of -45.29%. Its return on capital employed (ROCE) is 44.25%.

Is MSCI a good stock to buy?

This page provides a data-driven analysis of MSCI Inc. (MSCI), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.

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