MSCI Inc. MSCI
Financial Services · Financial Data & Stock Exchanges · United States · S&P 500
Based on the available data, MSCI Inc. gets an algorithmic score of 60/100. It trades at 539.76 $, with a bearish technical trend (RSI 39.8) and 29.9% annual volatility.
Updated: 2026-09-30
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Strengths
- High net margin (40.7%): pricing power / competitive advantage.
- Sustained revenue growth (11.7% compound annual).
Weaknesses
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Fundamentals
| P/E | 29.48 |
| Forward P/E | 23.99 |
| PEG | 1.87 |
| P/B | -14.59 |
| EV/EBITDA | 23.15 |
| P/S | 11.77 |
| ROA % | 21.13 |
| Gross margin % | 82.97 |
| Operating margin % | 56.30 |
| Net margin % | 40.73 |
| Revenue growth % (y/y) | 12.20 |
| Earnings growth % (y/y) | 19.60 |
| Revenue CAGR % | 11.71 |
| Earnings CAGR % | 11.36 |
| Current ratio | 0.89 |
| FCF yield % | 3.72 |
| Dividend yield % | 1.52 |
| Payout % | 42.10 |
Returns
| 1 month | -5.4 % |
| 3 months | -3.3 % |
| 6 months | +2.2 % |
| YTD | -3.4 % |
| 1 year | -3.2 % |
| 3 years | +9.3 % |
| 5 years | -10.8 % |
Risk
| 1-year volatility | 29.9 % |
| Beta | 0.71 |
| 5-year max drawdown | -43.7 % |
| Sharpe 1A | -0.09 |
Macroeconomic context
Benefits from high rates and a positive curve (net interest margin). Sensitive to credit quality and the cycle: loan-loss provisions rise in recessions. As a US company, its valuation depends on the Fed, 10-year Treasury yields and the US earnings cycle.
How the score is calculated
The score combines profitability (ROE, ROA, net margin), growth (revenue and earnings), valuation (P/E, EV/EBITDA, free cash flow), financial strength (debt and liquidity; not applied to banks and insurers) and momentum (6 and 12-month returns and trend). It is an educational quantitative filter, not a buy or sell recommendation.