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Upturn AI SWOT - About
MSCI 
MSCI Inc (MSCI)
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Upturn Advisory Summary
08/28/2025: MSCI (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
19 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $619.07
1 Year Target Price $619.07
| 7 | Strong Buy |
| 5 | Buy |
| 6 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -6.63% | Avg. Invested days 65 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/28/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 43.99B USD | Price to earnings Ratio 37.6 | 1Y Target Price 619.07 |
Price to earnings Ratio 37.6 | 1Y Target Price 619.07 | ||
Volume (30-day avg) 19 | Beta 1.29 | 52 Weeks Range 483.67 - 636.39 | Updated Date 08/29/2025 |
52 Weeks Range 483.67 - 636.39 | Updated Date 08/29/2025 | ||
Dividends yield (FY) 1.20% | Basic EPS (TTM) 15.1 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 39.46% | Operating Margin (TTM) 54.55% |
Management Effectiveness
Return on Assets (TTM) 18.55% | Return on Equity (TTM) - |
Valuation
Trailing PE 37.6 | Forward PE 33.33 | Enterprise Value 48270750359 | Price to Sales(TTM) 14.73 |
Enterprise Value 48270750359 | Price to Sales(TTM) 14.73 | ||
Enterprise Value to Revenue 16.16 | Enterprise Value to EBITDA 26.37 | Shares Outstanding 77365200 | Shares Floating 74699229 |
Shares Outstanding 77365200 | Shares Floating 74699229 | ||
Percent Insiders 3.33 | Percent Institutions 94.55 |
Upturn AI SWOT
MSCI Inc
Company Overview
History and Background
MSCI Inc. was founded in 1969 as Capital International Perspective (CIP), a research department within Capital Group. In 1986, Morgan Stanley acquired CIP and rebranded it as MSCI. It was spun off as an independent, publicly traded company in 2009. Significant milestones include the development of the MSCI Emerging Markets Index and expansion into ESG ratings and analytics.
Core Business Areas
- Index: Provides equity, fixed income, and multi-asset class indexes used for benchmarking and investment strategies.
- Analytics: Offers portfolio construction, risk management, and performance attribution tools.
- ESG: Provides ESG ratings, data, and research to help investors integrate environmental, social, and governance factors into their investment processes.
- Real Estate: Offers real estate investment management tools.
Leadership and Structure
Henry Fernandez serves as Chairman and CEO. The company operates with a functional structure, including departments for Index, Analytics, ESG, Sales, Technology, and Finance.
Top Products and Market Share
Key Offerings
- MSCI ACWI Index: A widely used global equity index covering both developed and emerging markets. Market share is difficult to pinpoint exactly, but it's a leading global equity benchmark. Competitors include FTSE Russell and S&P Dow Jones Indices.
- MSCI ESG Ratings: Provides ESG ratings for companies. While market share data is less transparent, MSCI is considered a leading provider in ESG data and ratings. Competitors include Sustainalytics (Morningstar), ISS, and S&P Global.
- RiskManager: A portfolio risk management tool. MSCI's RiskManager is a significant player in the market. Competitors include FactSet, Bloomberg, and Axioma (now part of Qontigo).
Market Dynamics
Industry Overview
The investment decision support tools industry is experiencing growth driven by increasing demand for sophisticated analytics, ESG data, and index-based investing.
Positioning
MSCI is a leading provider of investment decision support tools, with a strong brand reputation and a comprehensive suite of products. It has a competitive advantage in its established indexes and increasing focus on ESG.
Total Addressable Market (TAM)
Estimates vary, but the TAM for investment decision support tools is estimated to be several tens of billions of dollars annually. MSCI is well-positioned to capture a significant portion of this market.
Upturn SWOT Analysis
Strengths
- Strong brand recognition
- Comprehensive suite of products
- Established relationships with institutional investors
- Leading position in ESG data and ratings
- High recurring revenue
Weaknesses
- High valuation
- Reliance on financial market performance
- Potential for disruption from new technologies
- Customer concentration with large financial institutions
Opportunities
- Growing demand for ESG investing
- Expansion into new markets and asset classes
- Development of new analytics and data products
- Increased adoption of index-based investing
- Strategic acquisitions
Threats
- Increased competition from existing players
- Emergence of new competitors with innovative technologies
- Regulatory changes
- Economic downturns
- Data breaches and cyberattacks
Competitors and Market Share
Key Competitors
- MORN
- SPGI
- FDS
Competitive Landscape
MSCI competes with other financial data and analytics providers. It has a strong position in indexes and ESG, but faces competition in other areas such as analytics and risk management. MSCI's primary advantage is its brand and existing client base.
Major Acquisitions
Burgiss
- Year: 2023
- Acquisition Price (USD millions): 913
- Strategic Rationale: Enhance its private asset capabilities and expand its client base.
Growth Trajectory and Initiatives
Historical Growth: MSCI has experienced significant growth over the past decade, driven by increased demand for its products and services.
Future Projections: Analysts project continued growth for MSCI, driven by the increasing adoption of index-based investing, ESG, and analytics. Revenue growth is expected to be in the high single digits to low double digits.
Recent Initiatives: Recent strategic initiatives include acquisitions to expand its ESG capabilities and investments in new technology platforms.
Summary
MSCI is a strong company with a leading position in the investment decision support tools industry. It benefits from increasing demand for indexes, ESG data, and analytics. While the valuation is high, the company's strong growth prospects and recurring revenue make it an attractive investment. MSCI needs to watch out for competition, economic downturns and data breaches.
Peer Comparison
Sources and Disclaimers
Data Sources:
- MSCI Investor Relations
- Company Filings (SEC)
- Third-party financial data providers (e.g., Yahoo Finance, Bloomberg)
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Market share data is based on estimates and may vary. Financial data is subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About MSCI Inc
Exchange NYSE | Headquaters New York, NY, United States | ||
IPO Launch date 2007-11-15 | Chairman & CEO Mr. Henry A. Fernandez | ||
Sector Financial Services | Industry Financial Data & Stock Exchanges | Full time employees 6208 | Website https://www.msci.com |
Full time employees 6208 | Website https://www.msci.com | ||
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.
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