MSCI Inc

MSCI Inc

MSCI · NYSE · Financial Services / Financial Data & Stock Exchanges

658.17USD+6.66 (+1.02%)

Price History

Full chart

Market Stats

Previous Close651.51
Open656.09
Day Range651.72 – 659.80
52-Week Range495.54 – 642.47
Volume408.90K
Market Cap44.97B
P/E (TTM)32.71
Forward P/E27.25
EPS18.91
Dividend Yield1.36%
Beta1.24
50-Day Avg565.96
200-Day Avg573.33

About

MSCI Inc., together with its subsidiaries, provides research-based data, analytics, and indexes, supported by advanced technology worldwide. The Index segment provides indexes for use in various areas of the investment process, including indexed financial products, 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 Sustainability 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 assist investors navigate increasing regulation. The All Other " Private Assets segment comprises private credit, 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 investment. MSCI Inc. was incorporated in 1998 and is based in New York, New York.

Company Details

  • SectorFinancial Services
  • IndustryFinancial Data & Stock Exchanges
  • CEOMr. Henry A. Fernandez
  • Employees6.26K
  • Headquarters7 World Trade Center, New York, NY, United States, 10007, USA
  • Websitehttps://www.msci.com

Leadership

  • Mr. Henry A. FernandezChairman, CEO & President · b. 1958
  • Mr. Andrew Craig WiechmannCFO & Interim Principal Accounting Officer · b. 1980
  • Mr. Scott A. CrumChief Human Resources Officer · b. 1957
  • Mr. Alvise J. MunariHead of Client Segments & Chief Product Officer
  • Mr. Jorge MinaCOO, Chief Transformation Officer & Head of Analytics · b. 1975
  • Mr. Kashi KakarlaCTO & Head of Product Engineering
  • Mr. Jeremy Harris UlanHead of Investor Relations & Treasurer
  • Mr. Robert J Gutowski J.D.General Counsel and Head of Corporate Affairs · b. 1969
  • Ms. Cristina BondolowskiChief Marketing & Communications Officer
  • Mr. Theodore NiggliManaging Director

Financials

Income Statement

Currency: USD2003-12-312004-12-312005-12-312006-12-312007-12-312008-12-312009-12-312010-12-312011-12-312012-12-312013-12-312014-12-312015-12-312016-12-312017-12-312018-12-312019-12-312020-12-312021-12-312022-12-312023-12-312024-12-312025-12-31
Total Revenue91.28M178.45M278.47M310.70M369.89M430.96M442.95M662.90M900.94M950.14M1.04B996.68M1.08B1.15B1.27B1.43B1.56B1.70B2.04B2.25B2.53B2.86B3.13B
Growth (%)-+95.50%+56.06%+11.57%+19.05%+16.51%+2.78%+49.66%+35.91%+5.46%+9.00%-3.76%+7.86%+7.04%+10.73%+12.54%+8.63%+8.83%+20.54%+10.03%+12.47%+12.94%+9.75%
Cost of Revenue--106.60M115.43M121.71M124.67M118.67M198.63M277.15M288.07M328.31M308.57M267.69M252.11M273.91M287.33M294.96M291.70M358.68M404.34M446.58M514.38M550.37M
Gross Profit91.28M178.45M171.88M195.27M248.18M306.29M324.28M464.27M623.79M662.07M707.36M688.11M807.32M898.56M1.00B1.15B1.26B1.40B1.68B1.84B2.08B2.34B2.58B
Gross Margin100.00%100.00%61.72%62.85%67.09%71.07%73.21%70.04%69.24%69.68%68.30%69.04%75.10%78.09%78.50%79.96%81.07%82.79%82.45%82.02%82.34%81.99%82.44%
Operating Expense74.75M098.25M111.98M118.83M170.50M173.29M258.15M301.80M315.13M335.85M350.94M403.42M410.46M420.49M459.75M507.13M518.92M612.13M636.62M697.73M813.23M870.53M
Operating Income16.52M178.45M73.63M83.30M129.34M135.79M150.99M206.12M322.00M346.94M371.51M337.17M403.90M488.10M579.77M686.90M755.70M884.76M1.07B1.21B1.38B1.53B1.71B
Operating Margin18.10%100.00%26.44%26.81%34.97%31.51%34.09%31.09%35.74%36.51%35.87%33.83%37.57%42.42%45.50%47.90%48.51%52.19%52.49%53.71%54.75%53.52%54.67%
EBITDA91.28M178.45M105.70M112.95M170.71M170.04M188.91M263.84M402.40M430.27M420.84M414.70M489.74M568.94M661.14M848.54M853.26M953.34M1.15B1.36B1.71B1.75B1.93B
EBITDA Margin100.00%100.00%37.96%36.35%46.15%39.46%42.65%39.80%44.66%45.29%40.63%41.61%45.56%49.44%51.89%59.17%54.77%56.23%56.37%60.39%67.81%61.20%61.64%
Net Income11.40M20.85M54.55M71.44M81.11M68.27M81.80M92.17M173.45M184.24M222.56M284.11M223.65M260.86M303.97M507.88M563.65M601.82M725.98M870.57M1.15B1.11B1.20B
Net Income Margin12.49%11.69%19.59%22.99%21.93%15.84%18.47%13.90%19.25%19.39%21.49%28.51%20.80%22.67%23.86%35.42%36.18%35.50%35.53%38.72%45.42%38.83%38.36%
R&D---55.36M57.00M56.50M53.00M73.20M90.30M95.50M61.00M71.09M77.32M75.20M75.88M81.41M98.33M101.05M111.56M107.20M132.12M158.65M177.60M
R&D as % of Total Revenue---17.82%15.41%13.11%11.97%11.04%10.02%10.05%5.89%7.13%7.19%6.54%5.96%5.68%6.31%5.96%5.46%4.77%5.22%5.55%5.67%
Interest Expense00009.59M26.93M19.68M51.34M55.82M56.43M26.27M31.82M62.39M101.65M116.10M133.11M148.04M156.32M159.61M171.57M186.68M185.50M209.89M
Interest Expense % of Total Revenue0.00%0.00%0.00%0.00%2.59%6.25%4.44%7.74%6.20%5.94%2.54%3.19%5.80%8.83%9.11%9.28%9.50%9.22%7.81%7.63%7.38%6.49%6.70%

Balance Sheet

Currency: USD2003-12-312004-12-312005-12-312006-12-312007-12-312008-12-312009-12-312010-12-312011-12-312012-12-312013-12-312014-12-312015-12-312016-12-312017-12-312018-12-312019-12-312020-12-312021-12-312022-12-312023-12-312024-12-312025-12-31
Total Assets123.10M-1.05B1.11B904.68M1.02B1.20B3.02B3.09B3.02B3.13B2.89B3.15B3.08B3.28B3.39B4.20B4.20B5.51B5.00B5.52B5.45B5.70B
Total Liabilities86.48M-290.30M287.06M704.66M728.67M693.21M1.94B1.79B1.59B1.56B1.46B2.25B2.76B2.87B3.55B4.28B4.64B5.67B6.01B6.26B6.39B8.36B
Total Equity36.62M-757.22M825.71M200.02M286.38M507.06M1.08B1.31B1.43B1.58B1.43B901.49M317.61M401.01M-166.49M-76.71M-443.23M-163.47M-1.01B-739.76M-940.00M-2.65B
Cash5.74M-23.41M24.36M33.82M268.08M176.02M226.57M252.21M183.31M358.43M508.80M777.71M791.83M889.50M904.18M1.51B1.30B1.42B993.20M457.81M405.85M515.33M
Total Debt----425.00M401.80M379.71M1.26B1.08B854.72M807.78M800.00M1.58B2.08B2.08B2.58B3.24B3.52B4.33B4.64B4.63B4.66B6.34B
Net Debt-5.74M--23.41M-24.36M391.18M133.72M203.69M1.04B824.68M671.41M449.35M291.20M801.70M1.28B1.19B1.67B1.73B2.22B2.91B3.65B4.17B4.25B5.82B

Cash Flow

Currency: USD2004-12-312005-12-312006-12-312007-12-312008-12-312009-12-312010-12-312011-12-312012-12-312013-12-312014-12-312015-12-312016-12-312017-12-312018-12-312019-12-312020-12-312021-12-312022-12-312023-12-312024-12-312025-12-31
Operating Cash Flow22.08M59.88M83.67M110.22M155.08M130.94M183.35M255.00M347.07M320.45M305.67M305.99M434.74M404.16M612.76M709.52M811.11M936.07M1.10B1.24B1.50B1.59B
Investing Cash Flow135.13M-63.71M-79.76M192.07M112.07M-308.22M-892.28M-90.61M-94.36M4.12M297.04M-48.86M-42.03M-48.05M34.87M-71.94M-241.79M-1.04B-79.33M-819.38M-144.25M-130.06M
Financing Cash Flow-131.48M--5.00M-292.06M-22.95M82.54M758.06M-177.99M-322.98M-145.85M-442.33M19.95M-365.27M-267.54M-626.48M-36.67M-779.04M229.50M-1.43B-953.93M-1.40B-1.36B
Capital Expenditure2.06M346.00K2.44M535.00K25.56M13.41M13.19M23.11M44.88M43.54M50.88M49.15M42.63M48.82M48.96M53.77M50.98M52.79M72.89M90.85M33.76M39.32M
Free Cash Flow20.02M59.53M81.23M109.69M129.53M117.53M170.16M231.89M302.19M276.91M254.80M256.84M392.11M355.34M563.80M655.75M760.13M883.27M1.02B1.15B1.47B1.55B
Dividends Paid177.50M-5.00M973.00M-597.00K920.25M00020.39M87.74M96.19M119.72M170.94M222.92M246.44M302.45M372.92M440.99M509.11M556.52M
FCF to OCF90.68%99.42%97.09%99.51%83.52%89.76%92.81%90.94%87.07%86.41%83.36%83.94%90.19%87.92%92.01%92.42%93.72%94.36%93.35%92.65%97.75%97.52%
Dividend Paid to FCF886.44%-6.16%887.05%-0.51%540.80%0.00%0.00%0.00%8.00%34.16%24.53%33.69%30.32%33.99%32.42%34.24%36.47%38.51%34.68%35.92%

Earnings

Report DateJan 10, 2008Apr 9, 2008Jul 2, 2008Oct 2, 2008Jan 9, 2009Apr 2, 2009Jul 2, 2009Oct 1, 2009Jan 7, 2010Apr 8, 2010Jul 1, 2010Sep 30, 2010Jan 13, 2011May 5, 2011Aug 4, 2011Nov 2, 2011Feb 2, 2012May 2, 2012Aug 2, 2012Nov 6, 2012Feb 7, 2013May 1, 2013Aug 1, 2013Oct 31, 2013Feb 6, 2014Apr 30, 2014Jul 31, 2014Oct 30, 2014Feb 5, 2015Apr 30, 2015Jul 30, 2015Oct 29, 2015Feb 4, 2016Apr 28, 2016Jul 28, 2016Oct 27, 2016Feb 2, 2017May 4, 2017Aug 3, 2017Nov 2, 2017Feb 1, 2018May 3, 2018Aug 2, 2018Nov 1, 2018Jan 31, 2019May 2, 2019Aug 1, 2019Oct 31, 2019Jan 30, 2020Apr 28, 2020Jul 28, 2020Oct 27, 2020Jan 28, 2021Apr 27, 2021Jul 27, 2021Oct 26, 2021Jan 27, 2022Apr 26, 2022Jul 26, 2022Oct 25, 2022Jan 31, 2023Apr 25, 2023Jul 25, 2023Oct 31, 2023Jan 30, 2024Apr 23, 2024Jul 23, 2024Oct 29, 2024Jan 29, 2025Apr 22, 2025Jul 22, 2025Oct 28, 2025Jan 28, 2026Apr 21, 2026Jul 21, 2026Oct 20, 2026
EPS Estimate0.200.150.180.260.240.210.240.290.300.310.35-0.350.380.430.440.440.470.490.500.520.530.530.530.530.510.500.490.480.500.550.540.590.630.720.730.750.850.900.971.001.261.281.291.301.401.511.591.611.691.681.821.942.262.312.432.492.792.672.712.763.003.113.313.293.473.553.773.953.904.154.374.594.464.904.98
EPS Actual0.350.180.180.260.240.210.280.280.310.270.320.090.360.430.470.490.450.440.500.490.520.570.580.530.480.460.550.500.490.500.560.600.660.680.770.770.810.880.951.001.151.311.301.351.311.551.541.681.671.901.772.201.962.462.452.532.512.982.782.852.843.143.263.453.683.523.643.864.184.004.174.474.664.554.945.11
Surprise75.00%20.00%0.00%0.00%0.00%0.00%16.67%-3.45%3.33%-12.90%-8.57%-2.86%13.16%9.30%11.36%2.27%-6.38%2.04%-2.00%0.00%7.55%9.43%0.00%-9.43%-9.80%10.00%2.04%2.08%0.00%1.82%11.11%11.86%7.94%6.94%5.48%8.00%3.53%5.56%3.09%15.00%3.97%1.56%4.65%0.77%10.71%1.99%5.66%3.73%12.43%5.36%20.88%1.03%8.85%6.06%4.12%0.80%6.81%4.12%5.17%2.90%4.67%4.82%4.23%11.85%1.44%2.54%2.39%5.82%2.56%0.48%2.29%1.53%2.02%0.82%2.61%
Timing-Pre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-market--Pre-market-Pre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-market

Key Statistics & Ratios

Market Cap44.97B
Enterprise Value50.59B
Trailing P/E32.71
Forward P/E27.25
PEG Ratio1.85
Price / Sales13.10
Price / Book37.57
EPS18.91
Book Value-42.07
Revenue (TTM)3.43B
Gross Profit (TTM)2.85B
EBITDA2.02B
Profit Margin40.31%
Operating Margin56.41%
Return on Equity0.00%
Return on Assets21.75%
Shares Outstanding72.70M
Shares Float67.82M
Beta1.24
Dividend Yield1.36%
Dividend Rate8.20
Payout Ratio34.56%

Analyst Ratings

Strong Buy
Based on 18 analystsTarget 684.12
  • Strong Buy
    12
  • Buy
    4
  • Hold
    1
  • Sell
    1

Ownership Breakdown

Institutions
96.97%
Insiders
3.65%
Retail / Other
0.00%

Top Institutional Holders

  • BlackRock Inc
    5.47M7.52%
  • Vanguard Capital Management, LLC
    4.64M6.39%
  • Vanguard Portfolio Management, LLC
    4.16M5.73%
  • BAMCO Inc
    3.21M4.42%
  • State Street Corp
    3.19M4.39%
  • Morgan Stanley - Brokerage Accounts
    2.13M2.93%
  • T. Rowe Price Investment Management,Inc.
    2.05M2.82%
  • Geode Capital Management, LLC
    1.95M2.68%
  • Viking Global Investors LP
    1.16M1.60%
  • Principal Financial Group Inc
    1.13M1.55%
  • StonePine Asset Management Inc.
    891.11K1.23%
  • Fiera Capital Corporation
    864.98K1.19%

Top Fund Holders

  • Vanguard MStar Total Stk Mkt Idx Invest
    2.08M2.86%
  • Vanguard 500 Index Investor
    1.91M2.63%
  • Vanguard MStar Mid Cap Index Instl
    1.40M1.93%
  • Baron Partners Retail
    1.33M1.82%
  • T. Rowe Price Capital Appreciation
    1.06M1.46%
  • iShares Core S&P 500 ETF
    968.59K1.33%
  • Fidelity 500 Index
    945.01K1.30%
  • State Street® SPDR® S&P 500® ETF
    895.62K1.23%

Dividends

20261×
2.05Nov 13, 2026