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Upturn AI SWOT - About
MSCI 
MSCI Inc (MSCI)
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Upturn Advisory Summary
10/14/2025: 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 $627
1 Year Target Price $627
| 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 10/14/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 42.83B USD | Price to earnings Ratio 36.37 | 1Y Target Price 627 |
Price to earnings Ratio 36.37 | 1Y Target Price 627 | ||
Volume (30-day avg) 19 | Beta 1.33 | 52 Weeks Range 483.67 - 636.39 | Updated Date 10/14/2025 |
52 Weeks Range 483.67 - 636.39 | Updated Date 10/14/2025 | ||
Dividends yield (FY) 1.24% | Basic EPS (TTM) 15.22 |
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 36.37 | Forward PE 29.15 | Enterprise Value 47668848830 | Price to Sales(TTM) 14.34 |
Enterprise Value 47668848830 | Price to Sales(TTM) 14.34 | ||
Enterprise Value to Revenue 15.96 | Enterprise Value to EBITDA 26.04 | Shares Outstanding 77365235 | Shares Floating 74699229 |
Shares Outstanding 77365235 | Shares Floating 74699229 | ||
Percent Insiders 3.33 | Percent Institutions 94.15 |
Upturn AI SWOT
MSCI Inc
Company Overview
History and Background
MSCI Inc. was originally founded as a research department within Capital Group in 1969. In 1986, it was spun off as Morgan Stanley Capital International (MSCI). It became an independent company in 2007 through an IPO and has grown through acquisitions and organic expansion.
Core Business Areas
- Index: MSCI's core business involves creating and maintaining a wide range of equity, fixed income, and multi-asset class indexes. These indexes are used by investors globally as benchmarks for portfolio performance and as the basis for investment products like ETFs.
- Analytics: MSCI provides risk management, performance attribution, and portfolio construction tools to institutional investors. These tools help investors analyze their portfolios, manage risk, and make informed investment decisions.
- ESG & Climate: MSCI offers ESG (Environmental, Social, and Governance) ratings, data, and research to help investors integrate ESG factors into their investment processes. They also provide climate risk assessment tools.
- Real Estate: MSCI provides real estate data, benchmarks, analytics, and indices for real estate investment management.
Leadership and Structure
Henry Fernandez is the Chairman and CEO of MSCI Inc. The company has a typical corporate structure with various departments and divisions reporting to the CEO and a board of directors overseeing the company's strategy and governance.
Top Products and Market Share
Key Offerings
- MSCI ACWI Index: A global equity index that tracks stocks from both developed and emerging markets. It's widely used as a benchmark for global equity portfolios. MSCI is a dominant player in equity indexation, but competitors include FTSE Russell and S&P Dow Jones Indices. Estimated Revenue from this product: $1B
- MSCI Barra Portfolio Manager: A portfolio construction and risk management platform used by institutional investors. This product helps with portfolio analysis, risk assessment, and compliance. Competitors include FactSet, Bloomberg PORT, and Aladdin (BlackRock). Estimated Revenue from this product: $500M
- MSCI ESG Ratings: Evaluates companies on their environmental, social, and governance (ESG) performance. Competitors include Sustainalytics (Morningstar), ISS, and Refinitiv (LSEG). Market Share is approximately 45%. Estimated Revenue from this product: $200M
Market Dynamics
Industry Overview
The investment decision support tools industry is experiencing growth due to increasing demand for sophisticated analytics, ESG integration, and global investment strategies. Technological advancements and data availability are key drivers.
Positioning
MSCI Inc. is a leading provider of investment decision support tools, particularly in the areas of indexing and analytics. The company has a strong brand reputation, a global presence, and a diversified product portfolio, giving it a competitive edge.
Total Addressable Market (TAM)
The TAM for investment decision support tools is estimated to be $30 billion annually. MSCI is well-positioned to capture a significant share of this market given its leading brand, comprehensive suite of products and services and global footprint.
Upturn SWOT Analysis
Strengths
- Strong brand recognition
- Global presence
- Diversified product portfolio
- High recurring revenue
- Established relationships with institutional investors
Weaknesses
- Reliance on financial market performance
- Exposure to regulatory changes
- Potential for increased competition
- Dependence on key personnel
Opportunities
- Growth in ESG investing
- Expansion into new markets
- Development of innovative products
- Increased demand for risk management tools
- Strategic acquisitions
Threats
- Economic downturns
- Increased competition from established players
- Disruptive technologies
- Cybersecurity risks
- Changes in regulatory landscape
Competitors and Market Share
Key Competitors
- SPGI
- FDS
- LSEG
Competitive Landscape
MSCI has a strong position in indexing and ESG, while SPGI leads in credit ratings. FactSet and LSEG (Refinitiv) compete in analytics and data. Each company has strengths in different areas, making the competitive landscape dynamic.
Major Acquisitions
Real Capital Analytics
- Year: 2021
- Acquisition Price (USD millions): 950
- Strategic Rationale: Expanded MSCI's real estate data and analytics capabilities.
Burgiss
- Year: 2023
- Acquisition Price (USD millions): 913
- Strategic Rationale: Advanced capabilities in private asset data and analytics.
Growth Trajectory and Initiatives
Historical Growth: MSCI has experienced strong revenue and earnings growth over the past decade, driven by increasing demand for its products and services and strategic acquisitions.
Future Projections: Analysts project continued revenue growth in the range of 8-12% annually, driven by expansion in ESG investing and analytics. Earnings growth is expected to be slightly higher due to operating leverage.
Recent Initiatives: Recent initiatives include expanding ESG data coverage, developing climate risk assessment tools, and enhancing analytics platforms.
Summary
MSCI is a fundamentally strong company with a leading position in the investment decision support tools industry. Its diversified product portfolio, global presence, and high recurring revenue provide a stable base for growth. While reliance on financial market performance and increased competition pose challenges, MSCI is well-positioned to capitalize on opportunities in ESG investing and analytics.
Peer Comparison
Sources and Disclaimers
Data Sources:
- MSCI Inc. Investor Relations
- SEC Filings
- Analyst Reports
- FactSet
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Market conditions and company performance are 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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