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MSCI 
MSCI Inc (MSCI)
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Upturn Advisory Summary
11/28/2025: 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 $657.56
1 Year Target Price $657.56
| 7 | Strong Buy |
| 5 | Buy |
| 6 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -9.41% | Avg. Invested days 57 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 11/28/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 42.36B USD | Price to earnings Ratio 35.72 | 1Y Target Price 657.56 |
Price to earnings Ratio 35.72 | 1Y Target Price 657.56 | ||
Volume (30-day avg) 19 | Beta 1.31 | 52 Weeks Range 482.15 - 634.40 | Updated Date 11/30/2025 |
52 Weeks Range 482.15 - 634.40 | Updated Date 11/30/2025 | ||
Dividends yield (FY) 1.24% | Basic EPS (TTM) 15.78 |
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 40.03% | Operating Margin (TTM) 56.43% |
Management Effectiveness
Return on Assets (TTM) 19.15% | Return on Equity (TTM) - |
Valuation
Trailing PE 35.72 | Forward PE 29.24 | Enterprise Value 47580740925 | Price to Sales(TTM) 13.86 |
Enterprise Value 47580740925 | Price to Sales(TTM) 13.86 | ||
Enterprise Value to Revenue 15.57 | Enterprise Value to EBITDA 25.36 | Shares Outstanding 75139539 | Shares Floating 71182691 |
Shares Outstanding 75139539 | Shares Floating 71182691 | ||
Percent Insiders 3.43 | Percent Institutions 94.99 |
Upturn AI SWOT
MSCI Inc
Company Overview
History and Background
MSCI Inc. was founded in 1969 as a research department within Morgan Stanley Capital International (MSCI). In 2007, it became an independent company through an IPO. Over the years, MSCI has evolved into a leading provider of investment decision support tools, including indexes, portfolio construction and risk management analytics, and ESG research.
Core Business Areas
- Index: MSCI's flagship product line includes a wide range of equity, fixed income, and alternative asset indexes. These indexes serve as benchmarks for investors and are used as the basis for ETFs and other investment products.
- Analytics: MSCI provides portfolio construction, risk management, and performance attribution analytics. These tools help investors understand and manage risk, optimize portfolio construction, and evaluate investment performance.
- ESG: MSCI ESG Research provides ratings, data, and analysis on environmental, social, and governance (ESG) factors. These resources help investors integrate ESG considerations into their investment decisions.
- Real Estate: MSCI offers real estate portfolio management tools and analytics for property investors. This includes benchmarks, risk measurement, and portfolio performance data.
Leadership and Structure
MSCI Inc. is led by Henry Fernandez (Chairman and CEO). The company has a board of directors and a structured management team overseeing various business segments and corporate functions.
Top Products and Market Share
Key Offerings
- MSCI ACWI Index: A widely used global equity index representing large and mid-cap equity performance across 23 developed and 24 emerging markets. Competitors: FTSE Global All Cap Index (FTSE). Market share estimated at 40% based on AUM benchmarked to the index. Revenues are derived from licensing fees and data subscriptions.
- MSCI ESG Ratings: Provides ESG ratings and research on companies worldwide. Competitors: Sustainalytics (owned by Morningstar), S&P Global (SPGI), ISS. Revenue is subscription based. There is not a reliable marketshare for ESG ratings as it is an immature marketplace with fast growth.
- Barra Portfolio Manager: A suite of portfolio risk management tools. Competitors: BlackRock (BLK) Aladdin, FactSet (FDS) Portfolio Analysis. Revenue is subscription based. There is not a reliable marketshare as it is an immature marketplace with fast growth.
Market Dynamics
Industry Overview
The investment decision support industry is characterized by increasing demand for data, analytics, and ESG solutions. Growth is driven by the rising complexity of financial markets and the growing emphasis on sustainable investing.
Positioning
MSCI Inc. holds a leading position in the industry due to its established brand, comprehensive product suite, and global reach. Its competitive advantages include its extensive database, sophisticated analytics, and strong relationships with institutional investors.
Total Addressable Market (TAM)
The TAM for investment decision support tools is estimated at over $30 billion. MSCI is well-positioned to capture a significant share of this market through its diverse product offerings and strong client relationships.
Upturn SWOT Analysis
Strengths
- Strong brand recognition
- Comprehensive product suite
- Global reach
- Extensive database
- Established client relationships
- Diversified revenues
Weaknesses
- High dependence on financial market performance
- Potential for disruption from new technologies
- Complexity of product offerings
- Pricey compared to open-source alternatives
Opportunities
- Growing demand for ESG solutions
- Expansion into new asset classes
- Development of new analytics tools
- Strategic acquisitions
- Increased adoption of cloud-based solutions
Threats
- Increased competition
- Regulatory changes
- Economic downturns
- Technological disruption
- Data security breaches
Competitors and Market Share
Key Competitors
- MORN
- SPGI
- FDS
Competitive Landscape
MSCI benefits from a recognized brand and a wide range of products. Competitors like Morningstar and S&P Global also have robust product lines and strong market positions. FactSet is competitive in analytics.
Major Acquisitions
Real Capital Analytics
- Year: 2021
- Acquisition Price (USD millions): 185
- Strategic Rationale: Expanded MSCI's capabilities in real estate data and analytics, providing clients with more comprehensive investment solutions.
Growth Trajectory and Initiatives
Historical Growth: MSCI has experienced strong growth in recent years, driven by increasing demand for its products and services. The company has successfully expanded into new markets and developed new product offerings.
Future Projections: Analysts project continued growth for MSCI, driven by the increasing complexity of financial markets and the growing emphasis on sustainable investing. Revenue is expected to grow at a rate of 8-12% per year.
Recent Initiatives: MSCI has recently focused on expanding its ESG offerings, developing new analytics tools, and increasing its presence in emerging markets.
Summary
MSCI is a robust company with a strong position in the investment decision support industry, benefiting from increased demand for data, analytics, and ESG solutions. Its diversified revenue and global reach are crucial. While it faces competition and depends on market performance, its focus on ESG and expansion efforts position it well for sustained growth. The company must watch for technological disruptions.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company Filings (SEC)
- Analyst Reports (Yahoo Finance, Bloomberg)
- Industry Reports (e.g., from IBISWorld)
- MSCI Investor Relations
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Market data can change, and past performance is not indicative of future results. Actual financial figures may vary. Verify all data independently before making financial 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 6253 | Website https://www.msci.com |
Full time employees 6253 | 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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