MSCI$593.1
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AI MSCI Summary
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Powered by LiveAIOverall Analysis
BuyMSCI exhibits strong fundamental performance and positive thematic alignment, though current technical indicators suggest a cautious approach due to short-term overbought conditions. Suitable for investors with a long-term perspective.
Thematic
MSCI is well-positioned to benefit from secular growth trends in financial data, analytics, and ESG/Climate investing. Its essential role in the investment process provides a durable competitive advantage.
Fundamental
MSCI demonstrates robust profitability, strong revenue growth, and a healthy balance sheet with manageable debt. The company exhibits consistent performance and effective revenue-to-profit conversion.
Technical
MSCI is trading in a broad range, with short-term indicators showing mixed signals. Momentum is weakening, and the price is approaching resistance, suggesting a need for caution for short-term traders.
| Factor | Score |
|---|---|
| Financial Data & Analytics Demand | 92 |
| ESG & Climate Investing Growth | 90 |
| Index Licensing & Product Development | 88 |
| Private Assets Data & Analytics | 80 |
| Regulatory Compliance & Reporting | 75 |
| Factor | Score |
|---|---|
| Valuation | 60 |
| Profitability | 95 |
| Growth | 80 |
| Balance Sheet Health | 70 |
| Cash Flow | 85 |
| Factor | Score |
|---|---|
| Trend Analysis | 40 |
| Momentum | 50 |
| Volume Confirmation | 60 |
| Support & Resistance | 45 |
AI Investing Checklist
Powered by LiveAIBullish Points (7)
Consistent Earnings Beat
MSCI Inc. has consistently beaten EPS estimates for the past several quarters, with a positive surprise ranging from 2.10% to 11.85%. This demonstrates a track record of exceeding analyst expectations.
Reasonable P/E for Growth
The TTM P/E ratio of 35.7, while seemingly high, should be considered in conjunction with the company's net income growth. For the period ending 2024Q4, the P/E ratio was 41.6, indicating that investors are willing to pay a premium for its earnings, likely due to its strong market position and growth prospects.
Bearish Points (7)
High Forward P/E Ratios
The forward P/E ratios for 2025Q1 (151.1) and 2025Q2 (146.9) are exceptionally high. This suggests that the current stock price is trading at a significant premium to its future earnings expectations, potentially indicating overvaluation.
Slowing Revenue Growth
While net income has shown growth, revenue growth for the periods available (e.g., 2024Q4 revenue of $2.86 billion) indicates a moderating growth trajectory compared to prior years. Detailed year-over-year revenue growth percentages are not directly provided, but the trend in revenue figures suggests slower expansion.
Calendar
May 2025
30
Next Dividend Date
July 2025
22
Next Earnings Date
H: $4.51
A: $4.37
L: $4.23
H: 813.00M
A: 792.13M
L: 776.20M
August 2025
15
Ex-Dividend Date
Profile
MSCI Inc., together with its subsidiaries, provides critical decision support tools and solutions for the investment community to manage investment processes worldwide. The Index segment provides indexes for use in various areas of the investment process, including indexed financial product, 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 ESG 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 help investors navigate increasing regulation. The All Other Private Assets segment comprising 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 investing. MSCI Inc. was incorporated in 1998 and is headquartered in New York, New York.
Seasonals
Price Target
611.40 USD
The 39 analysts offering 1 year price forecasts for MSCI have a max estimate of 700.00 and a min estimate of 520.00.
Debt Level and Coverage
Financial Position Analysis
Ownership
Capital Structure
Valuation - Summary
Valuation - Ratios
Revenue to Profit Conversion
Balance Sheet
Income Statement
Cash Flow
Related Companies
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Largest user of MSCI indices for iShares ETFs; deep, strategic relationship, making them highly interdependent in the passive investment space.
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Primary direct competitor to MSCI via S&P Dow Jones Indices, offering a wide range of benchmarks across asset classes.
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Owns FTSE Russell (a major global index competitor) and Refinitiv (a key financial data and analytics provider, competing with MSCI's data offerings).
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Owns the New York Stock Exchange, provides vast market data, and has its own index offerings (e.g., ICE BofA indices) for fixed income and other assets.