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MSCI Inc Stock Research

MSCI

539.67USD+1.62(+0.30%)Delayedas of 20 Sep 2023, 02:32 pm
Watchlist

Market Summary

USD539.67+1.62
Delayedas of 20 Sep 2023, 02:32 pm
0.30%

MSCI Alerts

  • 1 major insider sales recently.

MSCI Stock Price

MSCI RSI Chart

MSCI Valuation

Market Cap

42.6B

Price/Earnings (Trailing)

46.42

Price/Sales (Trailing)

18.11

EV/EBITDA

31.53

Price/Free Cashflow

36.38

MSCI Price/Sales (Trailing)

MSCI Profitability

EBT Margin

46.97%

Return on Assets

17.41%

Free Cashflow Yield

2.75%

MSCI Fundamentals

MSCI Revenue

Revenue (TTM)

2.4B

Revenue Y/Y

12.57%

Revenue Q/Q

4.89%

MSCI Earnings

Earnings (TTM)

917.1M

Earnings Y/Y

17.21%

Earnings Q/Q

3.39%

Price Action

52 Week Range

383.97572.50
(Low)(High)

Last 7 days

2.3%

Last 30 days

3.4%

Last 90 days

13.4%

Trailing 12 Months

19.5%

MSCI Financial Health

Current Ratio

1.5

Debt/Cashflow

0.24

MSCI Investor Care

Dividend Yield

0.98%

Dividend/Share (TTM)

5.26

Buy Backs (1Y)

2.22%

Diluted EPS (TTM)

11.41

Historical Charts for Stock Metrics

Get all data in R, Python etc through our Historical Stock Data APIs
Net sales

Latest Insider Trading transactions for MSCI

Filter Transactions
Datesorted ascendingNameBuy/Sell$ ValueAvg. Price# SharesTitle
2023-08-31
Taneja Rajat
acquired
-
-
3.00
-
2023-08-31
RIEFLER LINDA H
acquired
-
-
1.00
-
2023-08-31
Kinney Catherine R
acquired
-
-
52.00
-
2023-08-18
Gutowski Robert J.
sold
-768,560
520
-1,478
general counsel
2023-07-27
Crum Scott A
sold
-1,000,600
555
-1,800
chief human resources officer
2023-05-31
RIEFLER LINDA H
acquired
-
-
3.00
-
2023-05-31
Matlock Robin
acquired
-
-
2.00
-
2023-05-31
Taneja Rajat
acquired
-
-
4.00
-
2023-05-31
Kinney Catherine R
acquired
-
-
60.00
-
2023-05-30
Crum Scott A
sold
-959,213
479
-2,000
chief human resources officer

1–10 of 50

Which funds bought or sold MSCI recently?

View All Details
Datesorted ascendingFund NameType% Chg$ Change$ Held% Portfolio
2023-09-12
Farther Finance Advisors, LLC
reduced
-34.54
-48,952
59,643
0.01%
2023-09-08
TUCKER ASSET MANAGEMENT LLC
unchanged
-
-1,537
7,978
-%
2023-09-05
Delos Wealth Advisors, LLC
unchanged
-
-90.00
470
-%
2023-08-29
EFG Asset Management (Americas) Corp.
reduced
-18.73
-840,621
1,798,320
0.42%
2023-08-24
ProVise Management Group, LLC
unchanged
-
-204,665
1,062,470
0.10%
2023-08-24
Alamar Capital Management, LLC
added
4.56
-261,793
1,861,670
1.37%
2023-08-24
Alberta Investment Management Corp
unchanged
-
-153,680
797,793
0.01%
2023-08-23
Stonebridge Capital Advisors LLC
new
-
5,631
5,631
-%
2023-08-23
Rehmann Capital Advisory Group
sold off
-100
-236,764
-
-%
2023-08-22
Segment Wealth Management, LLC
added
6.43
-110,417
916,054
0.09%

1–10 of 47

Latest Funds Activity

Are funds buying MSCI calls or puts?
Calls
Puts
No. of funds holding Calls - Puts
Net Call Options
No. of funds that own MSCI
No. of Funds

Schedule 13G FIlings of MSCI

Date FiledName of FilerPercent of ClassNo. of SharesForm Type
Feb 09, 2023
vanguard group inc
10.86%
8,680,812
SC 13G/A
Feb 03, 2023
blackrock inc.
8.2%
6,576,190
SC 13G/A
Feb 03, 2022
blackrock inc.
8.2%
6,730,522
SC 13G/A
Feb 10, 2021
vanguard group inc
10.42%
8,634,755
SC 13G/A
Jan 29, 2021
blackrock inc.
7.7%
6,410,861
SC 13G/A
Feb 12, 2020
vanguard group inc
11.11%
9,418,801
SC 13G/A
Feb 07, 2020
fmr llc
-
0
SC 13G/A
Feb 05, 2020
blackrock inc.
7.9%
6,681,359
SC 13G/A

Recent SEC filings of MSCI

View All Filings
Date Filed Form Type Document
Sep 05, 2023
4
Insider Trading
Sep 05, 2023
4
Insider Trading
Sep 05, 2023
4
Insider Trading
Aug 24, 2023
8-K
Current Report
Aug 18, 2023
4
Insider Trading
Aug 18, 2023
144
Notice of Insider Sale Intent
Aug 14, 2023
8-K
Current Report
Jul 28, 2023
4
Insider Trading
Jul 27, 2023
144
Notice of Insider Sale Intent
Jul 25, 2023
8-K
Current Report

Peers (Alternatives to MSCI)

View All Peers In Detail
NameMkt Capsorted ascendingRevenuePrice %, 1MReturns, 1YP/EP/SRev 1-YrInc 1-Yr
LARGE-CAP
113.1B
50.2B
5.22% 5.46%
12.79
2.25
62.27% -45.33%
105.1B
20.8B
-3.01% -21.00%
15.26
5.06
9.06% 9.27%
62.5B
5.5B
4.18% 22.95%
43.81
11.31
-7.36% -17.32%
42.6B
2.4B
3.44% 19.52%
46.42
18.11
7.87% 14.25%
16.3B
2.0B
-0.72% -4.51%
32.1
7.95
16.65% 28.95%
MID-CAP
9.3B
4.8B
-2.12% 30.17%
3.84
1.94
226.24% 90.31%
8.1B
1.9B
0.31% 13.59%
20.32
4.31
-8.00% -31.66%
7.1B
4.8B
4.86% 10.34%
11.43
1.46
2.69% -21.37%
4.8B
2.1B
2.40% 8.02%
4.21
2.26
-13.32% 104.61%
4.6B
2.0B
6.91% 17.02%
12.3
2.25
-20.30% -29.01%
2.0B
678.6M
-5.00% 33.05%
18.66
2.91
16.44% 46.62%
SMALL-CAP
1.5B
797.1M
12.31% 31.78%
18.26
1.91
-16.77% -40.37%
1.3B
1.5B
-9.46% -4.18%
23.44
0.82
29.98% 251.91%
1.1B
467.0M
7.56% 73.30%
2.75
1.98
2.72% 1458.70%
8.3M
3.5M
-5.98% -27.15%
3.58
2.36
19.54% 125.13%

MSCI News

Yahoo Finance
EMERGING MARKETS-Latam assets gain steam ahead of Fed, Brazil rate calls.
Yahoo Finance,
3 hours ago
Dividend Investor
ETF Trends
South China Morning Post

Returns for MSCI

Cumulative Returns on MSCI

30.8%


10-Year Cumulative Returns

31.2%


7-Year Cumulative Returns

26.0%


5-Year Cumulative Returns

16.7%


3-Year Cumulative Returns

Risks for MSCI

What is the probability of a big loss on MSCI?

70%


Probability that MSCI stock will be more than 20% underwater in next one year

18.1%


Probability that MSCI stock will be more than 30% underwater in next one year.

8.5%


Probability that MSCI stock will be more than 40% underwater in next one year.
*Calculated based on probability distribution of losses observed in actual data in the last 5 years.

How does MSCI drawdown profile look like?

Y-axis is the maximum loss one would have experienced if MSCI was unfortunately bought at previous high price.

Drawdowns

Financials for MSCI

Income Statement (Last 12 Months)
(In Millions)
Income Statement (Last 12 Months)
(In Millions)
(*) denotes actual numbers (not divided by Millions)
Description(%) Q/Q2023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q22019Q12018Q42018Q32018Q2
Revenue3.0%2,3502,2812,2492,2222,1792,1252,0441,9371,8461,7571,6951,6581,6271,6031,5581,5131,4771,4541,4341,4071,371
Cost Of Revenue--------339320303292286286287295299299298287283280
Costs and Expenses2.3%1,0711,0481,0411,0431,0291,018971911872826811808804802802787775772747736728
  S&GA Expenses2.6%272265265261256253243231224217216219219219219213207203193188186
  R&D Expenses5.6%11611010710911111511210810499.0010110110110298.0092.0088.0084.0081.0082.0079.00
EBITDA-100.0%-1,2741,2421,2191,1481,0821,047992977922872827805820781------
EBITDA Margin-100.0%-0.56*0.55*0.55*0.53*0.51*0.51*0.51*0.53*0.53*0.51*0.50*0.49*0.51*-------
Interest Expenses3.1%183177172166164163160157152154156159158152148144144139133126119
Earnings Before Taxes4.4%1,1181,0711,0441,024955891858808796739686638617638603644622619630570544
EBT Margin-100.0%-0.47*0.46*0.46*0.44*0.42*0.42*0.42*0.43*0.42*0.40*0.38*0.38*0.40*-------
Net Income4.1%917881871849803758726688701651602568523534564593580571508420382
Net Income Margin-100.0%-0.39*0.39*0.38*0.37*0.36*0.36*0.36*0.38*0.37*0.35*0.34*0.32*0.33*-------
Free Cashflow-100.0%-1,0971,0821,045937951923876860895789795780705680------
Balance Sheet
(In Millions)
Balance Sheet
(In Millions)
(*) denotes actual numbers (not divided by Millions)
Description(%) Q/Q2023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q22019Q12018Q42018Q32018Q2
Assets-5.8%4,7635,0594,9984,7784,8334,6925,5075,1434,7914,5664,1994,1124,1873,9124,2043,4803,4253,2963,3883,8063,786
  Current Assets-15.8%1,5241,8111,7481,5271,4891,3322,1431,8472,5592,3071,9261,8431,9101,6202,0821,3861,3231,1781,4351,8571,819
    Cash Equivalents-26.7%7921,0819948678426791,4211,2851,9721,7471,3011,3031,3851,0671,5078817716439041,3981,368
  Net PPE3.6%61.0059.0054.0054.0059.0065.0067.0071.0071.0076.0080.0079.0083.0086.0091.0086.0086.0086.0091.0083.0081.00
  Goodwill0.1%2,2322,2312,2302,2262,2312,2352,2362,2301,5671,5671,5661,5621,5601,5591,5631,5441,5461,5471,5461,5471,556
Liabilities-0.1%5,9565,9606,0055,8555,8605,5715,6705,4235,1595,0474,6424,4984,4984,2664,2813,6283,6573,6123,5543,4283,439
  Current Liabilities0.8%1,2181,2091,2511,0671,1201,1601,2511,0179511,4251,022835845798901745767721809675686
    LT Debt, Current-0.2%9.009.009.009.007.00----496-----------
    LT Debt, Non Current0.0%4,5014,5024,5034,5044,5054,1624,1614,1603,9643,3693,3673,3663,3653,1703,0722,5782,5772,5762,5762,5752,574
Shareholder's Equity--------------------378346
  Retained Earnings3.8%3,7363,6003,4733,3593,2443,1182,9772,8692,7862,6852,5542,4632,3472,2892,1992,1352,0561,9801,8571,7561,684
  Additional Paid-In Capital1.1%1,5531,5371,5161,5041,4921,4801,4581,4461,4341,4211,4031,3921,3811,3661,3511,3381,3281,3171,3061,2951,285
Accumulated Depreciation-----------------196190186179183
Shares Outstanding-1.2%79.0080.0080.0080.0081.0082.0082.0082.0082.0083.0083.0084.0084.0085.0085.0085.0085.0084.0084.0089.0089.00
Cashflow (Last 12 Months)
(In Millions)
Cashflow (Last 12 Months)
(In Millions)
Description(%) Q/Q2023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q22019Q12018Q42018Q32018Q2
Cashflow From Operations7.1%1,1941,1151,0951,060952965936892876914811819808734710639594612613583541
  Share Based Compensation8.1%61.0056.0058.0058.0058.0059.0055.0054.0053.0055.0051.0051.0050.0047.0041.0041.0041.0039.0039.0037.0036.00
Cashflow From Investing-8.8%-93.35-85.79-79.33-102-1,047-1,040-1,035-1,002-50.94-50.51-241-261-264-265-71.945.006.0033.0035.00-25.76-24.22
Cashflow From Financing-86.9%-1,154-617-1,425-1,344-1,010-98223092.00-247-193-779-13580.00-35.11-36.67-1,157-1,196-842-62647.00101
  Dividend Payments6.5%423397373359344324302281261253246240232224223215209194171155138
  Buy Backs28.5%7245641,3981,3331,1698891983585625937796194113812929439881,143950293256

MSCI Income Statement

2023-06-30
CONDENSED CONSOLIDATED STATEMENTS OF INCOME - USD ($)
shares in Thousands, $ in Thousands
3 Months Ended6 Months Ended
Jun. 30, 2023
Jun. 30, 2022
Jun. 30, 2023
Jun. 30, 2022
Income Statement [Abstract]    
Operating revenues$ 621,157$ 551,806$ 1,213,375$ 1,111,751
Operating expenses:    
Cost of revenues (exclusive of depreciation and amortization)110,066100,768218,713203,539
Selling and marketing67,98861,073134,463127,126
Research and development30,14023,91661,46352,238
General and administrative35,65736,72476,70182,291
Amortization of intangible assets26,15422,17950,82143,899
Depreciation and amortization of property, equipment and leasehold improvements5,1996,76510,65913,299
Total operating expenses275,204251,425552,820522,392
Operating income345,953300,381660,555589,359
Interest income(10,403)(924)(20,765)(1,222)
Interest expense46,61741,08592,82381,799
Other expense (income)2,5811884,967(193)
Other expense (income), net38,79540,34977,02580,384
Income before provision for income taxes307,158260,032583,530508,975
Provision for income taxes60,33349,44597,97769,965
Net income$ 246,825$ 210,587$ 485,553$ 439,010
Earnings per share:    
Basic (in USD per share)$ 3.10$ 2.60$ 6.08$ 5.40
Diluted (in USD per share)$ 3.09$ 2.59$ 6.05$ 5.37
Weighted average shares outstanding:    
Basic (in USD per share)79,59280,92379,81581,255
Diluted (in USD per share)79,90581,29580,19381,789
Henry A. Fernandez
3630
MSCI Inc., together with its subsidiaries, provides investment decision support tools for the clients to manage their investment processes worldwide. It operates through four segments: Index, Analytics, ESG and Climate, and All Other – Private Assets. The Index segment provides indexes for use in various areas of the investment process, including indexed product creation, such as ETFs, mutual funds, annuities, futures, options, structured products, 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, and service that provides an integrated view of risk and return, and an analysis of market, credit, liquidity, and counterparty risk across asset classes; managed services, including consolidation of client portfolio data from various sources, 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 ESG and Climate segment provides products and services that help institutional investors understand how ESG factors impact the long-term risk and return of their portfolio and individual security-level investments; and data, ratings, research, and tools to help investors navigate increasing regulation. The All Other – Private Assets segment includes real estate market and transaction data, benchmarks, return-analytics, climate assessments and market insights for funds, investors, and managers; business intelligence to real estate owners, managers, developers, and brokers; and offers investment decision support tools for private capital. It serves asset owners and managers, financial intermediaries, wealth managers, real estate professionals, and corporates. MSCI Inc. was incorporated in 1998 and is headquartered in New York, New York.