MSCI Résultats passés
Passé contrôle des critères 4/6
MSCI a connu une croissance annuelle moyenne de ses bénéfices de 13.5%, tandis que le secteur Capital Markets a vu ses bénéfices augmenter de en hausse à 4.5% par an. Les revenus ont augmenté de en hausse à un taux moyen de 11.4% par an.
Informations clés
13.53%
Taux de croissance des bénéfices
15.17%
Taux de croissance du BPA
| Capital Markets Croissance de l'industrie | 10.26% |
| Taux de croissance des recettes | 11.41% |
| Rendement des fonds propres | n/a |
| Marge nette | 40.74% |
| Prochaine mise à jour des résultats | 21 Jul 2026 |
Mises à jour récentes des performances passées
Recent updates
MSCI: Limited AI Risk And Sales Momentum Will Support Premium Multiple
MSCI's updated analyst price target framework now points to a fair value of about $684, up from roughly $672. Analysts tie the change to modestly higher margin expectations, a slightly higher discount rate, and lower assumed future P/E alongside reduced revenue growth assumptions, supported by a recent cluster of upward and a few downward price target revisions across major firms.MSCI: Record Sales And High Retention Prove This Compounder Is A Buy
Apr 21
MSCI 04-2026
MSCI is a Wide Moat compounding machine whose index benchmarks serve as the institutional standard for $16.5 trillion in global AUM, generating 75%+ recurring revenue at 93-95% retention rates and approximately 50% FCF margins. The investment thesis rests on three durable pillars: (1) permanent switching costs in the Index segment, where fund mandate rewrites, LP notifications, and derivative contract renegotiations make benchmark migration prohibitively costly for all but the most determined sponsors; (2) secular tailwinds from the continued growth of passive investing and the institutionalization of private markets, which expand MSCI's AUM-linked revenue with zero incremental cost; and (3) an emerging private assets franchise replicating the Index playbook in a $10 trillion+ private equity and credit market that currently lacks institutional-grade benchmarks.MSCI: Benchmark Data Strength And ETF Inflows Will Support Future Premium Multiple
MSCI's analyst price target edges lower by about $6 to reflect modest tweaks to discount rate, revenue growth, profit margin and future P/E assumptions, as analysts balance earlier target increases from several firms with more recent cuts tied to updated views on the information services group. Analyst Commentary Recent research on MSCI shows a mix of confidence in the business model and caution around valuation, reflected in both target price increases and reductions over the past few months.MSCI: ETF Inflows And Benchmark Data Strength Will Sustain Future Premium Multiple
MSCI's updated analyst price target edges higher to $710, supported by analysts citing improving sales momentum, healthy ETF inflows and limited AI risk, while still viewing the current P/E as only marginally above the wider market. Analyst Commentary Recent research points to a generally constructive stance on MSCI, with several firms adjusting ratings and targets while highlighting both upside drivers and areas to watch.MSCI: Pricing Power And Data Assets Will Support Future Premium Multiple
The updated analyst price target for MSCI edges down by about $1 as analysts balance slightly softer fair value, revenue growth, and profit margin assumptions with ongoing support from recent target raises and constructive views on the company’s pricing power and data assets. Analyst Commentary Recent Street research on MSCI is broadly constructive, with several firms lifting price targets and one large bank reinstating coverage with a positive stance.MSCI: Pricing Power And ETF Inflows Will Support Future Premium Multiple
Narrative update on MSCI price targets Our fair value estimate for MSCI has inched higher by about $1 to $679.56, reflecting analysts' higher price targets and their view that the company still supports a premium P/E multiple, supported by resilient fee trends, healthy ETF inflows and strong pricing power. Analyst Commentary Recent Street research on MSCI centers on how much of a premium valuation is justified, given its fee model, pricing power and exposure to passive investing and ETFs. While most recent moves have been supportive of higher targets, views still hinge on the company continuing to execute against these advantages.MSCI: Pricing Power And ETF Inflows Will Support Premium Multiple
Analysts have lifted their price targets for MSCI, with our updated fair value estimate moving from US$659.40 to US$678.20 as they point to healthy ETF inflows, asset based fee support, and traits they say justify a premium P/E multiple. Analyst Commentary Recent Street research has clustered around upward price target revisions for MSCI, with several firms citing similar drivers for their updated views.MSCI: Pricing Power And Passive Tailwinds Will Sustain Premium Multiple
Narrative Update on MSCI The updated analyst price target for MSCI moves to about US$659 from roughly US$657, with analysts pointing to factors such as MSCI's pricing power, proprietary benchmarks, passive investing tailwinds and recent support from equity markets and ETF inflows as reasons for maintaining a premium valuation framework. Analyst Commentary Recent Street commentary around MSCI centers on whether its current share price still makes sense given the company’s pricing power, benchmark assets and exposure to passive investing trends.MSCI: High Recurring Revenue Will Support Premium Multiple Despite Sustainability Headwinds
Analysts have trimmed their fair value estimate for MSCI by a small amount to about US$657, reflecting slightly lower modeled revenue growth and P/E assumptions. They still acknowledge the company's high recurring revenue and margins, as well as the recent moderation in Sustainability product growth highlighted in recent research.MSCI: Recurring Revenue Will Sustain Premium Multiple Despite Sustainability Slowdown
Analysts have modestly reduced their MSCI price target by $0.00, citing the combination of still-strong recurring, high-margin revenue and a sustained premium multiple, tempered by a slowdown in Sustainability product growth and sector-wide concerns that they view as somewhat overdone. Analyst Commentary Recent Street commentary on MSCI highlights a balanced view, with recognition of the company’s high-quality fundamentals alongside emerging concerns around specific growth drivers and sector sentiment.MSCI: Recurring Revenue Strength Will Support Margin Stability And Buyback Upside
MSCI's analyst price target has been raised slightly, from $655.06 to $657.56. Analysts cite steady recurring revenue growth and healthy margins, despite some moderation in sustainability product momentum.MSCI: Recurring Revenue And Buybacks Will Drive Premium Performance Ahead
Analysts have reaffirmed their price target for MSCI at $655.06, citing strong recurring revenue and healthy margins. Recent updates reflect only minor changes to key financial assumptions and acknowledge a moderating revenue growth rate in certain segments.MSCI: Improved Margins And Share Buybacks Will Drive Stock Momentum
Analysts have raised their price target on MSCI from $627.81 to $655.06, reflecting improved profit margins and a premium valuation. This comes despite moderating revenue growth and a cautious outlook on Sustainability product momentum.MSCI Inc. (NYSE:MSCI) Third-Quarter Results Just Came Out: Here's What Analysts Are Forecasting For Next Year
Oct 31
Global ETF Demand And ESG Mandates Will Reshape Asset Allocation
The analyst price target for MSCI has increased slightly by $4 to $627.81, as analysts cite ongoing growth in target markets and a favorable long-term outlook, despite recent margin and subscription growth concerns. Analyst Commentary Recent street research highlights a mix of optimism and concern among analysts following MSCI's latest earnings and developments.Global ETF Demand And ESG Mandates Will Reshape Asset Allocation
The analyst price target for MSCI has increased slightly to $623.81 from $619.07. Analysts cite continued growth potential and recent buy ratings despite moderate output from recent earnings and mixed sector sentiment.Earnings Not Telling The Story For MSCI Inc. (NYSE:MSCI)
Jun 25
MSCI: Fairly Priced, But Will Wait For A Better Entry Point
Apr 06MSCI Earnings: Solid 2024, But Investors May Reprice The Stock Lower Against Organic Growth
Jan 29Unlocking Value From MSCI, The Index Fund Powerhouse
Dec 25MSCI: Quality Business At A Decent Valuation
Dec 04MSCI: It'll Take A Little Longer For Fundamentals To Catch Up
Nov 10MSCI: Reiterate Buy Rating On Positive Demand Recovery Trend
Oct 30MSCI: Dividend Yield On Cost Might Surprise You
Oct 09MSCI: How 'The Customer Is Always Right' Leads To Shareholder Returns
Aug 21MSCI: Valuation Is Still Cheap And Business Growth Remains Robust
Jul 24Ventilation des recettes et des dépenses
Ventilation des recettes et des dépenses
Comment MSCI gagne et dépense de l'argent. Sur la base des derniers bénéfices déclarés, sur une base LTM.
Historique des gains et des recettes
| Date | Recettes | Les revenus | Dépenses G+A | Dépenses de R&D |
|---|---|---|---|---|
| 31 Mar 26 | 3,239 | 1,320 | 522 | 180 |
| 31 Dec 25 | 3,134 | 1,202 | 504 | 178 |
| 30 Sep 25 | 3,055 | 1,223 | 507 | 175 |
| 30 Jun 25 | 2,987 | 1,179 | 495 | 169 |
| 31 Mar 25 | 2,922 | 1,142 | 483 | 166 |
| 31 Dec 24 | 2,856 | 1,109 | 475 | 159 |
| 30 Sep 24 | 2,803 | 1,207 | 460 | 159 |
| 30 Jun 24 | 2,703 | 1,186 | 453 | 152 |
| 31 Mar 24 | 2,617 | 1,166 | 448 | 141 |
| 31 Dec 23 | 2,529 | 1,149 | 431 | 132 |
| 30 Sep 23 | 2,415 | 960 | 420 | 122 |
| 30 Jun 23 | 2,350 | 917 | 413 | 116 |
| 31 Mar 23 | 2,281 | 881 | 406 | 110 |
| 31 Dec 22 | 2,249 | 871 | 408 | 107 |
| 30 Sep 22 | 2,222 | 849 | 408 | 109 |
| 30 Jun 22 | 2,179 | 803 | 405 | 111 |
| 31 Mar 22 | 2,125 | 758 | 397 | 115 |
| 31 Dec 21 | 2,044 | 726 | 378 | 112 |
| 30 Sep 21 | 1,937 | 688 | 358 | 108 |
| 30 Jun 21 | 1,846 | 701 | 346 | 104 |
| 31 Mar 21 | 1,757 | 651 | 337 | 99 |
| 31 Dec 20 | 1,695 | 602 | 333 | 101 |
| 30 Sep 20 | 1,658 | 568 | 336 | 101 |
| 30 Jun 20 | 1,627 | 523 | 335 | 101 |
| 31 Mar 20 | 1,603 | 534 | 333 | 102 |
| 31 Dec 19 | 1,558 | 564 | 322 | 98 |
| 30 Sep 19 | 1,513 | 593 | 310 | 92 |
| 30 Jun 19 | 1,477 | 580 | 302 | 88 |
| 31 Mar 19 | 1,454 | 571 | 296 | 84 |
| 31 Dec 18 | 1,434 | 508 | 293 | 81 |
| 30 Sep 18 | 1,407 | 420 | 287 | 82 |
| 30 Jun 18 | 1,371 | 382 | 283 | 79 |
| 31 Mar 18 | 1,324 | 346 | 274 | 78 |
| 31 Dec 17 | 1,274 | 304 | 265 | 76 |
| 30 Sep 17 | 1,232 | 308 | 257 | 74 |
| 30 Jun 17 | 1,199 | 288 | 253 | 75 |
| 31 Mar 17 | 1,173 | 273 | 254 | 75 |
| 31 Dec 16 | 1,151 | 261 | 254 | 75 |
| 30 Sep 16 | 1,131 | 253 | 254 | 74 |
| 30 Jun 16 | 1,111 | 252 | 250 | 71 |
| 31 Mar 16 | 1,091 | 241 | 250 | 73 |
| 31 Dec 15 | 1,075 | 230 | 248 | 77 |
| 30 Sep 15 | 1,053 | 213 | 245 | 77 |
| 30 Jun 15 | 1,036 | 201 | 227 | 115 |
Des revenus de qualité: MSCI a des bénéfices de haute qualité.
Augmentation de la marge bénéficiaire: Les marges bénéficiaires nettes actuelles de MSCI sont plus élevées que l'année dernière MSCI. (40.7%) sont plus élevées que l'année dernière (39.1%).
Analyse des flux de trésorerie disponibles par rapport aux bénéfices
Analyse de la croissance passée des bénéfices
Tendance des revenus: Les bénéfices de MSCI ont augmenté de 13.5% par an au cours des 5 dernières années.
Accélération de la croissance: La croissance des bénéfices de MSCI au cours de l'année écoulée ( 15.6% ) dépasse sa moyenne sur 5 ans ( 13.5% par an).
Bénéfices par rapport au secteur d'activité: La croissance des bénéfices MSCI au cours de l'année écoulée ( 15.6% ) n'a pas surpassé celle du secteur Capital Markets 20.2%.
Rendement des fonds propres
ROE élevé: Le passif MSCI dépasse son actif, il est donc difficile de calculer son rendement des capitaux propres.
Rendement des actifs
Rendement des capitaux employés
Découvrir des entreprises performantes dans le passé
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/04/30 15:11 |
| Cours de l'action en fin de journée | 2026/04/30 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
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| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
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* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
MSCI Inc. est couverte par 29 analystes. 14 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Manav Patnaik | Barclays |
| Arnaud Maurice Giblat | BNP Paribas |
| Gregory Simpson | BNP Paribas |