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Upturn AI SWOT - About
MSCI Inc (MSCI)
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Upturn Advisory Summary
07/14/2025: MSCI (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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 $614.53
1 Year Target Price $614.53
| 7 | Strong Buy |
| 5 | Buy |
| 6 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -1.93% | Avg. Invested days 64 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 07/14/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 44.15B USD | Price to earnings Ratio 39.22 | 1Y Target Price 614.53 |
Price to earnings Ratio 39.22 | 1Y Target Price 614.53 | ||
Volume (30-day avg) 19 | Beta 1.33 | 52 Weeks Range 485.22 - 638.43 | Updated Date 07/14/2025 |
52 Weeks Range 485.22 - 638.43 | Updated Date 07/14/2025 | ||
Dividends yield (FY) 1.25% | Basic EPS (TTM) 14.55 |
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 2025-07-21 | When Before Market | Estimate 4.1 | Actual - |
Profitability
Profit Margin 39.08% | Operating Margin (TTM) 50.55% |
Management Effectiveness
Return on Assets (TTM) 18.14% | Return on Equity (TTM) - |
Valuation
Trailing PE 39.22 | Forward PE 33.33 | Enterprise Value 48066421712 | Price to Sales(TTM) 15.11 |
Enterprise Value 48066421712 | Price to Sales(TTM) 15.11 | ||
Enterprise Value to Revenue 16.45 | Enterprise Value to EBITDA 26.87 | Shares Outstanding 77371504 | Shares Floating 74716879 |
Shares Outstanding 77371504 | Shares Floating 74716879 | ||
Percent Insiders 3.31 | Percent Institutions 94.08 |
Upturn AI SWOT
MSCI Inc
Company Overview
History and Background
MSCI Inc. was founded in 1969 as a research department within Capital Group. It spun off as an independent company in 2007. Initially focused on global equity indices, MSCI expanded into portfolio construction tools, risk management, and ESG research.
Core Business Areas
- Index: Provides equity, fixed income, and alternative indexes used for benchmarking and investment strategies.
- Analytics: Offers portfolio construction, risk management, and performance attribution tools.
- ESG: Provides ESG ratings, data, and research for sustainable investing.
- Real Estate: Offers real estate data, analytics, and benchmarks.
Leadership and Structure
Henry Fernandez is the Chairman and CEO. The organizational structure includes various business units focused on specific product lines and geographic regions. The board comprises experienced executives and industry leaders.
Top Products and Market Share
Key Offerings
- MSCI ACWI Index: A global equity index covering both developed and emerging markets. It is widely used as a benchmark for global equity portfolios. MSCI's market share of global equity benchmarks is estimated to be over 50%. Competitors include FTSE Russell, S&P Dow Jones Indices.
- MSCI ESG Ratings: Provides ESG ratings for companies and investment portfolios. It is used by investors to integrate ESG factors into their investment decisions. Market share is significant in the ESG ratings space, competing with Sustainalytics (Morningstar) and S&P Global.
- Barra Portfolio Manager: A portfolio construction and risk management tool. Competitors include FactSet and Bloomberg.
Market Dynamics
Industry Overview
The industry is characterized by increasing demand for sophisticated investment tools, data, and analytics. The rise of passive investing and ESG integration is driving growth.
Positioning
MSCI Inc. is a leading provider of investment decision support tools, with a strong brand and a comprehensive product suite. Its competitive advantage lies in its established reputation, extensive data coverage, and global reach.
Total Addressable Market (TAM)
The TAM for investment decision support tools is estimated to be in the tens of billions of dollars. MSCI is well-positioned to capture a significant share of this market.
Upturn SWOT Analysis
Strengths
- Strong brand recognition
- Global reach
- Comprehensive product suite
- Large data library
- High switching costs for clients
Weaknesses
- Dependence on financial market performance
- Exposure to regulatory changes
- Potential for disruption from new technologies
- Relatively high product pricing compared to competitors
Opportunities
- Expansion into new asset classes
- Growth in ESG investing
- Increased demand for risk management tools
- Penetration of emerging markets
- Strategic acquisitions
Threats
- Increased competition from other index providers
- Economic downturns
- Technological disruption
- Data security breaches
- Changing regulatory landscape
Competitors and Market Share
Key Competitors
- SPGI
- FTSE
- BLK
Competitive Landscape
MSCI is a leading player in the investment decision support industry. It competes with other index providers, data vendors, and analytics firms. Its strengths include its brand, global reach, and comprehensive product suite.
Major Acquisitions
Burgiss
- Year: 2023
- Acquisition Price (USD millions): 913
- Strategic Rationale: Expanded MSCI's private asset capabilities, adding Burgiss's data and analytics for institutional investors.
Growth Trajectory and Initiatives
Historical Growth: MSCI has experienced significant revenue and earnings growth, driven by the increasing demand for passive investing, ESG, and risk management solutions.
Future Projections: Analysts expect MSCI to continue to grow at a healthy pace, driven by its strong market position and favorable industry trends. Expected growth rates depend on the source and period and should be checked on credible financial websites.
Recent Initiatives: Recent initiatives include the launch of new ESG indexes, the expansion of its analytics platform, and strategic acquisitions.
Summary
MSCI is a strong company with a leading position in the investment decision support industry. Its growth is driven by trends like passive investing and ESG. It needs to watch out for competition and the impact of economic downturns, but is well positioned to capitalize on future opportunities.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings
- Analyst Reports
- Industry Publications
- Financial News Outlets
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Market data and estimates are subject to change. Consult with a financial advisor before making any investment decisions.
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 6184 | Website https://www.msci.com |
Full time employees 6184 | 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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