Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial - Chart
- Upturn Summary
- Highlights
- Revenue
- Valuation
- About
MSCI 
MSCI Inc (MSCI)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- 1Y
- 1M
- 1W
Upturn Advisory Summary
01/09/2026: 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 $657.4
1 Year Target Price $657.4
| 7 | Strong Buy |
| 5 | Buy |
| 6 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -12.9% | Avg. Invested days 50 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 01/09/2026 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 44.96B USD | Price to earnings Ratio 36.9 | 1Y Target Price 657.4 |
Price to earnings Ratio 36.9 | 1Y Target Price 657.4 | ||
Volume (30-day avg) 19 | Beta 1.3 | 52 Weeks Range 482.15 - 627.03 | Updated Date 01/9/2026 |
52 Weeks Range 482.15 - 627.03 | Updated Date 01/9/2026 | ||
Dividends yield (FY) 1.20% | Basic EPS (TTM) 15.75 |
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 36.9 | Forward PE 30.03 | Enterprise Value 48903948206 | Price to Sales(TTM) 14.72 |
Enterprise Value 48903948206 | Price to Sales(TTM) 14.72 | ||
Enterprise Value to Revenue 16.01 | Enterprise Value to EBITDA 26.06 | Shares Outstanding 75139539 | Shares Floating 71140613 |
Shares Outstanding 75139539 | Shares Floating 71140613 | ||
Percent Insiders 3.48 | Percent Institutions 94.75 |
Upturn AI SWOT
MSCI Inc
Company Overview
History and Background
MSCI Inc. was founded in 1969 as Capital Growth Company, which later became MSCI. It evolved from providing index calculation services to becoming a global leader in providing critical decision-support tools and services for investors. Key milestones include the launch of the MSCI World Index, its initial public offering (IPO) in 2007, and strategic acquisitions that expanded its capabilities in ESG, real estate, and risk management.
Core Business Areas
- Index Business: Develops and maintains a broad range of global equity, fixed income, and multi-asset class indexes. These indexes are widely used as benchmarks for investment portfolios, for the creation of index funds and ETFs, and as the basis for derivatives.
- Analytics Business: Offers a suite of risk management, performance attribution, ESG (Environmental, Social, and Governance) analysis, and regulatory reporting solutions. These tools help investors understand and manage portfolio risk, measure performance, and integrate ESG factors into their investment decisions.
- ESG and Climate Business: Provides comprehensive ESG ratings, research, and data, as well as climate solutions. This segment helps investors integrate sustainability considerations into their investment processes and comply with growing regulatory demands.
- Real Estate Business: Offers a suite of benchmarking, performance measurement, and market data services for the global real estate investment industry.
Leadership and Structure
MSCI Inc. is a publicly traded company led by a Board of Directors and a senior management team. Henry A. Fernandez serves as Chairman and CEO. The company operates through its various business segments, with a global presence and a decentralized operational structure for its various service offerings.
Top Products and Market Share
Key Offerings
- MSCI Global Indexes: MSCI's flagship product suite, including the MSCI World Index, MSCI Emerging Markets Index, and MSCI ACWI. These are the most widely used benchmarks globally. Market share is dominant in the index provider space, with many asset managers and ETF providers basing their products on MSCI indexes. Competitors include S&P Dow Jones Indices and FTSE Russell.
- MSCI Barra Risk Analytics: A leading suite of portfolio risk and performance analytics tools used by institutional investors to understand, measure, and manage risk. Competitors include BlackRock (Aladdin), FactSet, and Moody's Analytics.
- MSCI ESG Ratings and Research: Provides ESG scores, research, and data for over 10,000 companies globally. This is a rapidly growing area with significant demand from investors. Competitors include Sustainalytics (Morningstar), ISS ESG, and S&P Global.
Market Dynamics
Industry Overview
The financial data, analytics, and index provision industry is characterized by increasing demand for sophisticated tools, data, and insights. Key trends include the growth of passive investing, the rising importance of ESG investing, increased regulatory scrutiny, and the digitization of financial services. The industry is competitive and requires continuous innovation and investment in technology.
Positioning
MSCI is a leading player in its core markets, benefiting from its established brand, extensive index methodologies, robust analytics platforms, and comprehensive ESG data. Its competitive advantages lie in its scale, breadth of offerings, deep client relationships, and reputation for quality and reliability. The company is well-positioned to capitalize on the growth in passive investing and ESG integration.
Total Addressable Market (TAM)
The TAM for MSCI's services is substantial and spans across asset management, investment banking, and institutional investing. While precise TAM figures are dynamic and depend on the specific service, the global market for investment data, analytics, and benchmarking is estimated to be in the tens of billions of dollars. MSCI's position is that of a market leader, capturing a significant portion of this TAM through its diverse product suite.
Upturn SWOT Analysis
Strengths
- Strong brand recognition and established reputation
- Dominant position in global indexing
- Comprehensive suite of analytics and ESG solutions
- Sticky client relationships and recurring revenue model
- Global reach and diverse client base
Weaknesses
- Reliance on major index families for revenue
- Potential for disruption from new technologies or competitors
- Complexity of product offerings can be a barrier to entry for some
- Dependence on a highly regulated industry
Opportunities
- Continued growth of passive investing and ETFs
- Increasing demand for ESG and sustainable investing solutions
- Expansion into new asset classes and geographies
- Leveraging AI and machine learning for enhanced analytics
- Further consolidation within the financial data and analytics sector
Threats
- Competition from other index providers and analytics firms
- Changes in regulatory landscape
- Economic downturns impacting investment activity
- Cybersecurity risks and data breaches
- Technological advancements by competitors
Competitors and Market Share
Key Competitors
- S&P Global Inc. (SPGI)
- FactSet Research Systems Inc. (FDS)
- Moody's Corporation (MCO)
Competitive Landscape
MSCI's competitive advantages lie in its dominant position in global indexing, its comprehensive ESG offerings, and its sophisticated analytics platforms. However, it faces strong competition from S&P Dow Jones Indices in the benchmarking space and from firms like FactSet and Moody's in the broader data and analytics market. MSCI's ability to innovate and adapt to evolving investor needs, particularly in ESG, is crucial for maintaining its leadership.
Major Acquisitions
Real Capital Analytics (RCA)
- Year: 2021
- Acquisition Price (USD millions): 1100
- Strategic Rationale: To significantly expand MSCI's real estate data and analytics capabilities, providing investors with comprehensive insights into the commercial real estate market.
Ebiquity's ESG business
- Year: 2022
- Acquisition Price (USD millions): 30
- Strategic Rationale: To enhance MSCI's ESG ratings and data offerings, particularly in the area of marketing effectiveness and brand impact.
Growth Trajectory and Initiatives
Historical Growth: MSCI has experienced consistent historical growth, fueled by the expansion of its index business, the increasing adoption of its analytics tools, and the rapid growth in demand for ESG solutions. Strategic acquisitions have also played a role in diversifying its revenue streams and expanding its capabilities.
Future Projections: Analyst projections generally indicate continued growth for MSCI, driven by ongoing trends in passive investing, ESG integration, and the demand for data and analytics. Growth is expected to be driven by both recurring revenue from its existing client base and expansion into new markets and product areas.
Recent Initiatives: Recent initiatives include expanding its ESG and climate solutions offerings, enhancing its analytics platforms with AI and machine learning capabilities, and making strategic acquisitions to strengthen its position in key growth areas.
Summary
MSCI Inc. is a strong player in the financial data and analytics sector, with a dominant position in global indexing and significant growth in ESG solutions. Its recurring revenue model and sticky client base provide stability, while continuous innovation in analytics and strategic acquisitions fuel its growth trajectory. The company's primary challenge is to maintain its competitive edge against well-funded rivals and adapt to rapid changes in the financial technology landscape.
Similar Stocks
Sources and Disclaimers
Data Sources:
- MSCI Inc. Investor Relations
- SEC Filings (10-K, 10-Q)
- Financial News Outlets (e.g., Wall Street Journal, Bloomberg)
- Third-party Financial Data Providers
Disclaimers:
This JSON output is for informational purposes only and does not constitute investment advice. Financial data and market share figures are estimates and subject to change. Users should conduct their own due diligence 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 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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.