MSCI Inc., together with its subsidiaries, provides investment decision support tools for the clients to manage their investment processes worldwide.
No risks detected for MSCI from our risk checks.
Proven track record with limited growth.
Share Price & News
How has MSCI's share price performed over time and what events caused price changes?
Latest Share Price and Events
Stable Share Price: MSCI has not had significant price volatility in the past 3 months.
7 Day Return
US Capital Markets
1 Year Return
US Capital Markets
Return vs Industry: MSCI exceeded the US Capital Markets industry which returned 17.8% over the past year.
Return vs Market: MSCI exceeded the US Market which returned 19.4% over the past year.
Price Volatility Vs. Market
How volatile is MSCI's share price compared to the market and industry in the last 5 years?
Simply Wall St News
4 days ago | Simply Wall StIs It Smart To Buy MSCI Inc. (NYSE:MSCI) Before It Goes Ex-Dividend?
2 weeks ago | Simply Wall StUS$291 - That's What Analysts Think MSCI Inc. Is Worth After These Results
4 weeks ago | Simply Wall StAre Insiders Selling MSCI Inc. (NYSE:MSCI) Stock?
Is MSCI undervalued compared to its fair value and its price relative to the market?
Price to Earnings (PE) ratio
Share Price vs. Fair Value
Below Fair Value: MSCI ($327.09) is trading above our estimate of fair value ($185.13)
Significantly Below Fair Value: MSCI is trading above our estimate of fair value.
Price To Earnings Ratio
PE vs Industry: MSCI is poor value based on its PE Ratio (49.1x) compared to the Capital Markets industry average (36x).
PE vs Market: MSCI is poor value based on its PE Ratio (49.1x) compared to the US market (18.3x).
Price to Earnings Growth Ratio
PEG Ratio: MSCI is poor value based on its PEG Ratio (4.5x)
Price to Book Ratio
PB vs Industry: MSCI has negative assets, so we can't compare its PB Ratio to the US Capital Markets industry average.
How is MSCI forecast to perform in the next 1 to 3 years based on estimates from 9 analysts?
Forecasted annual earnings growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: MSCI's forecast earnings growth (10.9% per year) is above the savings rate (1.7%).
Earnings vs Market: MSCI's earnings (10.9% per year) are forecast to grow slower than the US market (14.2% per year).
High Growth Earnings: MSCI's earnings are forecast to grow, but not significantly.
Revenue vs Market: MSCI's revenue (8.9% per year) is forecast to grow faster than the US market (7.6% per year).
High Growth Revenue: MSCI's revenue (8.9% per year) is forecast to grow slower than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: Insufficient data to determine if MSCI's Return on Equity is forecast to be high in 3 years time
How has MSCI performed over the past 5 years?
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: MSCI has high quality earnings.
Growing Profit Margin: MSCI's current net profit margins (36.2%) are higher than last year (35.4%).
Past Earnings Growth Analysis
Earnings Trend: MSCI's earnings have grown significantly by 24.6% per year over the past 5 years.
Accelerating Growth: MSCI's earnings growth over the past year (11%) is below its 5-year average (24.6% per year).
Earnings vs Industry: MSCI earnings growth over the past year (11%) exceeded the Capital Markets industry 8.4%.
Return on Equity
High ROE: MSCI's liabilities exceed its assets, so it is difficult to calculate its Return on Equity.
Return on Assets
Return on Capital Employed
How is MSCI's financial position? (This company is analysed differently as a bank or financial institution)
Financial Position Analysis
Debt to Equity History and Analysis
Inventory Level: MSCI has a low level of unsold assets or inventory.
Debt Coverage by Assets: MSCI has negative shareholder equity (liabilities exceed assets) therefore debt is not covered by short term assets.
Financial Institutions Analysis
Asset Level: MSCI's level of assets compared to its equity is low.
Allowance for Bad Loans: Insufficient data to determine if MSCI has a sufficient allowance for bad loans.
Low Risk Liabilities: MSCI reports no customer deposits, loans are made up entirely of externally borrowed funds.
Loan Level: Insufficient data to determine if MSCI has an acceptable proportion of non-loan assets held.
Low Risk Deposits: MSCI has advanced significantly more loans than the customer deposits it holds.
Level of Bad Loans: Insufficient data to determine if MSCI has an appropriate level of bad loans.
What is MSCI's current dividend yield, its reliability and sustainability?
Current Dividend Yield
Dividend Yield vs Market
Current dividend yield vs market & industry
Notable Dividend: MSCI's dividend (0.83%) isn’t notable compared to the bottom 25% of dividend payers in the US market (1.43%).
High Dividend: MSCI's dividend (0.83%) is low compared to the top 25% of dividend payers in the US market (3.7%).
Stability and Growth of Payments
Stable Dividend: Whilst dividend payments have been stable, MSCI has been paying a dividend for less than 10 years.
Growing Dividend: MSCI's dividend payments have increased, but the company has only paid a dividend for 5 years.
Current Payout to Shareholders
Dividend Coverage: With its reasonably low payout ratio (37.8%), MSCI's dividend payments are well covered by earnings.
Future Payout to Shareholders
Future Dividend Coverage: MSCI's dividends in 3 years are forecast to be well covered by earnings (37.8% payout ratio).
How experienced are the management team and are they aligned to shareholders interests?
Average management tenure
Henry Fernandez (61yo)
Mr. Henry A. Fernandez has been the Chairman of the Board at MSCI Inc. since October 2007 and has been its Chief Executive Officer since 1998. Mr. Fernandez has been the President and Chief Executive Offic ...
CEO Compensation Analysis
Compensation vs Market: Henry's total compensation ($USD2.98M) is below average for companies of similar size in the US market ($USD10.78M).
Compensation vs Earnings: Henry's compensation has increased by more than 20% in the past year.
|Chairman & CEO||22.1yrs||US$2.98m||2.38% $649.9m|
|President & COO||2.3yrs||US$2.86m||0.34% $93.6m|
|CTO & Head of Engineering||1.6yrs||US$6.29m||no data|
|Managing Director||0.08yrs||US$2.16m||0.11% $29.0m|
|Chief Financial Officer||0.8yrs||no data||no data|
|Principal Accounting Officer||1.5yrs||no data||0.010% $2.8m|
|Head of Investor Relations & Treasurer||0.4yrs||no data||no data|
|General Counsel||0yrs||no data||0.0098% $2.7m|
|MD & Chief Human Resources Officer||5.8yrs||US$2.07m||0.034% $9.3m|
|Global Head of Research & Product Development||8.5yrs||US$3.23m||no data|
Experienced Management: MSCI's management team is not considered experienced ( 1.6 years average tenure), which suggests a new team.
|Chairman & CEO||22.1yrs||US$2.98m||2.38% $649.9m|
|Lead Director||1.8yrs||US$322.58k||0.016% $4.4m|
|Independent Director||10.2yrs||US$247.04k||0.034% $9.3m|
|Independent Director||10.4yrs||US$282.18k||0.0051% $1.4m|
|Independent Director||4.9yrs||US$277.04k||0.0081% $2.2m|
|Independent Director||12yrs||US$252.99k||0.014% $3.8m|
|Independent Director||10.2yrs||US$296.05k||0.0086% $2.4m|
|Independent Director||2.9yrs||US$267.04k||0.0032% $863.4k|
|Independent Director||13.1yrs||US$272.04k||0.020% $5.6m|
|Independent Director||2.3yrs||US$259.23k||0.0019% $532.8k|
Experienced Board: MSCI's board of directors are seasoned and experienced ( 10.2 years average tenure).
Who are the major shareholders and have insiders been buying or selling?
Insider Trading Volume
Insider Buying: MSCI insiders have only sold shares in the past 3 months.
Recent Insider Transactions
Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.
MSCI Inc.'s company bio, employee growth, exchange listings and data sources
- Name: MSCI Inc.
- Ticker: MSCI
- Exchange: NYSE
- Founded: 1998
- Industry: Financial Exchanges and Data
- Sector: Diversified Financials
- Market Cap: US$27.323b
- Shares outstanding: 84.71m
- Website: https://www.msci.com
Number of Employees
- MSCI Inc.
- 7 World Trade Center
- 49th Floor
- New York
- New York
- United States
|Ticker||Exchange||Primary Security||Security Type||Country||Currency||Listed on|
|MSCI||NYSE (New York Stock Exchange)||Yes||New Common Stock||US||USD||Nov 2007|
|3HM||DB (Deutsche Boerse AG)||Yes||New Common Stock||DE||EUR||Nov 2007|
|MSCI *||BMV (Bolsa Mexicana de Valores)||Yes||New Common Stock||MX||MXN||Nov 2007|
|M1SC34||BOVESPA (Bolsa de Valores de Sao Paulo)||BDR EACH 4 REPR 1 COM||BR||BRL||Jan 2020|
MSCI Inc., together with its subsidiaries, provides investment decision support tools for the clients to manage their investment processes worldwide. The company operates through four segments: Index, Analytics, ESG, and Real Estate. The Index segment primarily provides equity indexes for use in various areas of the investment process, including index-linked product creation and performance benchmarking, as well as portfolio construction and rebalancing, and asset allocation. The Analytics segment offers risk management, performance attribution and portfolio management content, applications, and services that provide clients with an integrated view of risk and return, and an analysis of market, credit, liquidity, and counterparty risk across various asset classes, spanning short, medium, and long-term time horizons; and various managed services for clients to address the needs of various specialized areas of the investment community by providing a reporting service and performance reporting tools to institutional consultants and investors in hedge funds. The ESG segment provides products and services that help institutional investors understand how environmental, social, and governance (ESG) factors impact the long-term risk of their investments; and data and ratings products for use in the construction of equity and fixed income indexes to help institutional investors benchmark ESG investment performance and issue index-based investment products, as well as manage, measure, and report on ESG mandates. The Real Estate segment offers real estate performance analysis for funds, investors, managers, and lenders. This segment provides products and services that include research, reporting, and benchmarking; and business intelligence to real estate owners, managers, developers, and brokers. MSCI Inc. was founded in 1998 and is headquartered in New York, New York.
Company Analysis and Financial Data Status
|Data||Last Updated (UTC time)|
|Company Analysis||2020/02/19 00:30|
|End of Day Share Price||2020/02/18 00:00|
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.