Market Summary
USD539.67+1.62
Delayedas of 20 Sep 2023, 02:32 pm0.30%
MSCI Alerts
MSCI Stock Price
MSCI RSI Chart
MSCI Valuation
MSCI Price/Sales (Trailing)
MSCI Profitability
MSCI Fundamentals
MSCI Revenue
MSCI Earnings
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
MSCI Investor Care
Historical Charts for Stock Metrics
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Net sales
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Latest Insider Trading transactions for MSCI
Filter Transactions| Datesorted ascending | Name | Buy/Sell | $ Value | Avg. Price | # Shares | Title |
|---|---|---|---|---|---|---|
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 |
Which funds bought or sold MSCI recently?
View All Details| Datesorted ascending | Fund Name | Type | % 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% |
Latest Funds Activity
Calls
Puts
Net Call Options
No. of Funds
MSCI Alerts
Schedule 13G FIlings of MSCI
| Date Filed | Name of Filer | Percent of Class | No. of Shares | Form 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| Name | Mkt Capsorted ascending | Revenue | Price %, 1M | Returns, 1Y | P/E | P/S | Rev 1-Yr | Inc 1-Yr |
|---|---|---|---|---|---|---|---|---|
| LARGE-CAP | ||||||||
GS | 113.1B | 50.2B | 5.22% | 5.46% | 12.79 | 2.25 | 62.27% | -45.33% |
SCHW | 105.1B | 20.8B | -3.01% | -21.00% | 15.26 | 5.06 | 9.06% | 9.27% |
MCO | 62.5B | 5.5B | 4.18% | 22.95% | 43.81 | 11.31 | -7.36% | -17.32% |
MSCI | 42.6B | 2.4B | 3.44% | 19.52% | 46.42 | 18.11 | 7.87% | 14.25% |
FDS | 16.3B | 2.0B | -0.72% | -4.51% | 32.1 | 7.95 | 16.65% | 28.95% |
| MID-CAP | ||||||||
IBKR | 9.3B | 4.8B | -2.12% | 30.17% | 3.84 | 1.94 | 226.24% | 90.31% |
SEIC | 8.1B | 1.9B | 0.31% | 13.59% | 20.32 | 4.31 | -8.00% | -31.66% |
SF | 7.1B | 4.8B | 4.86% | 10.34% | 11.43 | 1.46 | 2.69% | -21.37% |
AMG | 4.8B | 2.1B | 2.40% | 8.02% | 4.21 | 2.26 | -13.32% | 104.61% |
JHG | 4.6B | 2.0B | 6.91% | 17.02% | 12.3 | 2.25 | -20.30% | -29.01% |
AMK | 2.0B | 678.6M | -5.00% | 33.05% | 18.66 | 2.91 | 16.44% | 46.62% |
| SMALL-CAP | ||||||||
DFIN | 1.5B | 797.1M | 12.31% | 31.78% | 18.26 | 1.91 | -16.77% | -40.37% |
RILY | 1.3B | 1.5B | -9.46% | -4.18% | 23.44 | 0.82 | 29.98% | 251.91% |
BCOR | 1.1B | 467.0M | 7.56% | 73.30% | 2.75 | 1.98 | 2.72% | 1458.70% |
GRNQ | 8.3M | 3.5M | -5.98% | -27.15% | 3.58 | 2.36 | 19.54% | 125.13% |
MSCI News
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) | |||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Description | (%) Q/Q | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 | 2018Q3 | 2018Q2 |
| Revenue | 3.0% | 2,350 | 2,281 | 2,249 | 2,222 | 2,179 | 2,125 | 2,044 | 1,937 | 1,846 | 1,757 | 1,695 | 1,658 | 1,627 | 1,603 | 1,558 | 1,513 | 1,477 | 1,454 | 1,434 | 1,407 | 1,371 |
| Cost Of Revenue | - | - | - | - | - | - | - | - | 339 | 320 | 303 | 292 | 286 | 286 | 287 | 295 | 299 | 299 | 298 | 287 | 283 | 280 |
| Costs and Expenses | 2.3% | 1,071 | 1,048 | 1,041 | 1,043 | 1,029 | 1,018 | 971 | 911 | 872 | 826 | 811 | 808 | 804 | 802 | 802 | 787 | 775 | 772 | 747 | 736 | 728 |
| S&GA Expenses | 2.6% | 272 | 265 | 265 | 261 | 256 | 253 | 243 | 231 | 224 | 217 | 216 | 219 | 219 | 219 | 219 | 213 | 207 | 203 | 193 | 188 | 186 |
| R&D Expenses | 5.6% | 116 | 110 | 107 | 109 | 111 | 115 | 112 | 108 | 104 | 99.00 | 101 | 101 | 101 | 102 | 98.00 | 92.00 | 88.00 | 84.00 | 81.00 | 82.00 | 79.00 |
| EBITDA | -100.0% | - | 1,274 | 1,242 | 1,219 | 1,148 | 1,082 | 1,047 | 992 | 977 | 922 | 872 | 827 | 805 | 820 | 781 | - | - | - | - | - | - |
| 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 Expenses | 3.1% | 183 | 177 | 172 | 166 | 164 | 163 | 160 | 157 | 152 | 154 | 156 | 159 | 158 | 152 | 148 | 144 | 144 | 139 | 133 | 126 | 119 |
| Earnings Before Taxes | 4.4% | 1,118 | 1,071 | 1,044 | 1,024 | 955 | 891 | 858 | 808 | 796 | 739 | 686 | 638 | 617 | 638 | 603 | 644 | 622 | 619 | 630 | 570 | 544 |
| 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 Income | 4.1% | 917 | 881 | 871 | 849 | 803 | 758 | 726 | 688 | 701 | 651 | 602 | 568 | 523 | 534 | 564 | 593 | 580 | 571 | 508 | 420 | 382 |
| 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% | - | 1,097 | 1,082 | 1,045 | 937 | 951 | 923 | 876 | 860 | 895 | 789 | 795 | 780 | 705 | 680 | - | - | - | - | - | - |
Balance Sheet(In Millions)
| Balance Sheet | (In Millions) | |||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Description | (%) Q/Q | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 | 2018Q3 | 2018Q2 |
| Assets | -5.8% | 4,763 | 5,059 | 4,998 | 4,778 | 4,833 | 4,692 | 5,507 | 5,143 | 4,791 | 4,566 | 4,199 | 4,112 | 4,187 | 3,912 | 4,204 | 3,480 | 3,425 | 3,296 | 3,388 | 3,806 | 3,786 |
| Current Assets | -15.8% | 1,524 | 1,811 | 1,748 | 1,527 | 1,489 | 1,332 | 2,143 | 1,847 | 2,559 | 2,307 | 1,926 | 1,843 | 1,910 | 1,620 | 2,082 | 1,386 | 1,323 | 1,178 | 1,435 | 1,857 | 1,819 |
| Cash Equivalents | -26.7% | 792 | 1,081 | 994 | 867 | 842 | 679 | 1,421 | 1,285 | 1,972 | 1,747 | 1,301 | 1,303 | 1,385 | 1,067 | 1,507 | 881 | 771 | 643 | 904 | 1,398 | 1,368 |
| Net PPE | 3.6% | 61.00 | 59.00 | 54.00 | 54.00 | 59.00 | 65.00 | 67.00 | 71.00 | 71.00 | 76.00 | 80.00 | 79.00 | 83.00 | 86.00 | 91.00 | 86.00 | 86.00 | 86.00 | 91.00 | 83.00 | 81.00 |
| Goodwill | 0.1% | 2,232 | 2,231 | 2,230 | 2,226 | 2,231 | 2,235 | 2,236 | 2,230 | 1,567 | 1,567 | 1,566 | 1,562 | 1,560 | 1,559 | 1,563 | 1,544 | 1,546 | 1,547 | 1,546 | 1,547 | 1,556 |
| Liabilities | -0.1% | 5,956 | 5,960 | 6,005 | 5,855 | 5,860 | 5,571 | 5,670 | 5,423 | 5,159 | 5,047 | 4,642 | 4,498 | 4,498 | 4,266 | 4,281 | 3,628 | 3,657 | 3,612 | 3,554 | 3,428 | 3,439 |
| Current Liabilities | 0.8% | 1,218 | 1,209 | 1,251 | 1,067 | 1,120 | 1,160 | 1,251 | 1,017 | 951 | 1,425 | 1,022 | 835 | 845 | 798 | 901 | 745 | 767 | 721 | 809 | 675 | 686 |
| LT Debt, Current | -0.2% | 9.00 | 9.00 | 9.00 | 9.00 | 7.00 | - | - | - | - | 496 | - | - | - | - | - | - | - | - | - | - | - |
| LT Debt, Non Current | 0.0% | 4,501 | 4,502 | 4,503 | 4,504 | 4,505 | 4,162 | 4,161 | 4,160 | 3,964 | 3,369 | 3,367 | 3,366 | 3,365 | 3,170 | 3,072 | 2,578 | 2,577 | 2,576 | 2,576 | 2,575 | 2,574 |
| Shareholder's Equity | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 378 | 346 |
| Retained Earnings | 3.8% | 3,736 | 3,600 | 3,473 | 3,359 | 3,244 | 3,118 | 2,977 | 2,869 | 2,786 | 2,685 | 2,554 | 2,463 | 2,347 | 2,289 | 2,199 | 2,135 | 2,056 | 1,980 | 1,857 | 1,756 | 1,684 |
| Additional Paid-In Capital | 1.1% | 1,553 | 1,537 | 1,516 | 1,504 | 1,492 | 1,480 | 1,458 | 1,446 | 1,434 | 1,421 | 1,403 | 1,392 | 1,381 | 1,366 | 1,351 | 1,338 | 1,328 | 1,317 | 1,306 | 1,295 | 1,285 |
| Accumulated Depreciation | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 196 | 190 | 186 | 179 | 183 |
| Shares Outstanding | -1.2% | 79.00 | 80.00 | 80.00 | 80.00 | 81.00 | 82.00 | 82.00 | 82.00 | 82.00 | 83.00 | 83.00 | 84.00 | 84.00 | 85.00 | 85.00 | 85.00 | 85.00 | 84.00 | 84.00 | 89.00 | 89.00 |
Cashflow (Last 12 Months)(In Millions)
| Cashflow (Last 12 Months) | (In Millions) | |||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Description | (%) Q/Q | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 | 2018Q3 | 2018Q2 |
| Cashflow From Operations | 7.1% | 1,194 | 1,115 | 1,095 | 1,060 | 952 | 965 | 936 | 892 | 876 | 914 | 811 | 819 | 808 | 734 | 710 | 639 | 594 | 612 | 613 | 583 | 541 |
| Share Based Compensation | 8.1% | 61.00 | 56.00 | 58.00 | 58.00 | 58.00 | 59.00 | 55.00 | 54.00 | 53.00 | 55.00 | 51.00 | 51.00 | 50.00 | 47.00 | 41.00 | 41.00 | 41.00 | 39.00 | 39.00 | 37.00 | 36.00 |
| 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 | -71.94 | 5.00 | 6.00 | 33.00 | 35.00 | -25.76 | -24.22 |
| Cashflow From Financing | -86.9% | -1,154 | -617 | -1,425 | -1,344 | -1,010 | -982 | 230 | 92.00 | -247 | -193 | -779 | -135 | 80.00 | -35.11 | -36.67 | -1,157 | -1,196 | -842 | -626 | 47.00 | 101 |
| Dividend Payments | 6.5% | 423 | 397 | 373 | 359 | 344 | 324 | 302 | 281 | 261 | 253 | 246 | 240 | 232 | 224 | 223 | 215 | 209 | 194 | 171 | 155 | 138 |
| Buy Backs | 28.5% | 724 | 564 | 1,398 | 1,333 | 1,169 | 889 | 198 | 358 | 562 | 593 | 779 | 619 | 411 | 381 | 292 | 943 | 988 | 1,143 | 950 | 293 | 256 |
MSCI Income Statement
2023-06-30CONDENSED CONSOLIDATED STATEMENTS OF INCOME - USD ($) shares in Thousands, $ in Thousands | 3 Months Ended | 6 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) | 110,066 | 100,768 | 218,713 | 203,539 |
| Selling and marketing | 67,988 | 61,073 | 134,463 | 127,126 |
| Research and development | 30,140 | 23,916 | 61,463 | 52,238 |
| General and administrative | 35,657 | 36,724 | 76,701 | 82,291 |
| Amortization of intangible assets | 26,154 | 22,179 | 50,821 | 43,899 |
| Depreciation and amortization of property, equipment and leasehold improvements | 5,199 | 6,765 | 10,659 | 13,299 |
| Total operating expenses | 275,204 | 251,425 | 552,820 | 522,392 |
| Operating income | 345,953 | 300,381 | 660,555 | 589,359 |
| Interest income | (10,403) | (924) | (20,765) | (1,222) |
| Interest expense | 46,617 | 41,085 | 92,823 | 81,799 |
| Other expense (income) | 2,581 | 188 | 4,967 | (193) |
| Other expense (income), net | 38,795 | 40,349 | 77,025 | 80,384 |
| Income before provision for income taxes | 307,158 | 260,032 | 583,530 | 508,975 |
| Provision for income taxes | 60,333 | 49,445 | 97,977 | 69,965 |
| 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) | 79,592 | 80,923 | 79,815 | 81,255 |
| Diluted (in USD per share) | 79,905 | 81,295 | 80,193 | 81,789 |
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.