MSCI Inc. — Financial Overview, Stock Price, Market Cap

Financial Performance

5Y price score: 30

10Y return: 680.9%

DATE RANGE:

US$ Per
Share

Earnings per share
Free cash flow per share
Stock price

By default your notes are visible only to you.

501.0

52-week range

626.2

536.48

Your model inputs


Required return / cost of capital
FCFF terminal growth rate

Your fair value & Margin of safety

To calculate fair value based on cost of capital and terminal growth assumptions above, please select free cash flow forecast.

Forecast:

Valuation

Free Cash Flow Yield

FCF Yield TTM = Trailing Twelve Months free cash flow per share / current market price per share

3.7 %

Dividend Yield TTM

1.4 %

Market cap $

$ 39,417.4

Price / Earnings TTM

P/E TTM = current market price per share / Trailing Twelve Months diluted earnings per share

34.5

Price / Book TTM

(15.6)

PEG TTM

Price/Earnings-to-Growth ratio = P/E TTM divided by most recent annual diluted earnings per share growth rate

3.2

Earnings growth and return

LTM

5YR

10YR

Total return (price & dividends)

3 %

25.7 %

680.9 %

Free cash flow per share growth

7.8 %

122.9 %

757.8 %

Earnings per share growth

10.7 %

118.5 %

666.5 %

Founded: 1,968

Employees: 6,059

Business Summary: MSCI Inc., together with its subsidiaries, provides investment decision support tools for the clients to manage their investment processes worldwide. It operates through four segments: Index, Analytics, ESG and Climate, and All Other Private Assets. The Index segment provides indexes for use in various areas of the investment process, including indexed product creation, such as ETFs, mutual funds, annuities, futures, options, structured products, 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, and service that provides an integrated view of risk and return, and an analysis of market, credit, liquidity, and counterparty risk across asset classes; managed services, including consolidation of client portfolio data from various sources, 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 factors impact 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 includes real estate market and transaction data, benchmarks, return-analytics, climate assessments and market insights for funds, investors, and managers; business intelligence to real estate owners, managers, developers, and brokers; and offers investment decision support tools for private capital. It serves asset owners and managers, financial intermediaries, wealth managers, real estate professionals, and corporates. MSCI Inc. was incorporated in 1998 and is headquartered in New York, New York.

Financials

all figures in USD Millions except per share data

Periods:

View:

Forecast:

Averages

based on historical growth rates (CAGR) and average margins for last 10 or max, available and up to 10 years.

Analysts

Average Revenue and Net Income forecast estimates from analysts who cover the stock.

Custom

you can edit default forecast based on averages or analysts consensus and use it to calculate fair value based on your assumptions.

ㅤ

Actual

10 year gagr

Estimated

Projected

Fiscal

FISCAL PERIOD END DATES

01Earnings per share

Diluted EPS

02FCF per share

03Dividends per share

Adjusted for splits

04Dividends payout, %

05Revenue

06ㅤ% Change

07Net Income

08ㅤ% Margin

09CFO

10ㅤ% Of revenue

11CAPEX

12ㅤ% Change

13FCFF

Free Cash Flow to the Firm = Cash Flows from Operating Activities (09) – Capital Expenditures (11)

14Total assets

15ㅤ% Change

16Total liabilities

17ㅤ% Of assets

18Shareholders Equity

19Net Debt

20Shares Outstanding

Diluted Weighted-average Shares Outstanding

21ㅤ% Change

22ROA

23ROE

24Interest coverage

25Dividend Yield

26P/E Ratio

27Stock price range

28Market Cap

End of Period Market Cap

29FCF Yield

30Average stock price

31 CEO

Fair Value Reference Estimate

Increase
Decrease
Total


Required return / cost of capital
FCFF terminal growth rate
Free cash flow forecast
Terminal value
ㅤPV breakdown
Enterprise value / PV of FCF
ㅤPlus / (Less): Net Debt
ㅤLess: preferred stock
ㅤLess: minority interest
Market cap
ㅤNumber of shares
Price per share

Latest Earnings Call Takeaways

2025 Q4 (Jan 28, 2026)

1) Strategy & Leadership - MSCI continues to demonstrate strong momentum across product lines and client segments, achieving organic revenue growth of over 10% in Q4 2025. - The company has a long-term growth target, aiming for low double-digit revenue growth and low to mid-teens adjusted EBITDA growth, supported by a strong focus on innovation and client-centricity. - Baer Pettit, President, announced his retirement effective March 1, 2026, with Henry Fernandez expressing confidence in the leadership transition to Alvise Munari and Jorge Mina.

2) Financial & Segment Results - Q4 highlights include: - Adjusted EBITDA growth of over 13% and adjusted EPS growth of almost 12%. - Total run rate exceeded $3.3 billion, growing 13% YoY. - Recurring subscription run rate surpassed $2.4 billion, up over 9%. - Key client segments showed strong performance: - Hedge funds: 13% subscription run rate growth, 26% recurring net new sales growth. - Wealth managers: Nearly 11% subscription run rate growth, 15% recurring sales growth. - Private Capital Solutions: 86% recurring sales growth, driven by new product rollouts.

3) Problems / Headwinds - The Sustainability and Climate segment faced challenges, with lower new subscription sales compared to the previous year, particularly in the Americas. - Retention rates showed slight declines in certain segments, especially in Sustainability and Climate, and among asset managers in Europe, attributed to ongoing market pressures and regulatory uncertainties.

4) Operational or Product Plans - MSCI is leveraging AI to enhance operational efficiencies and product offerings, with over 120 AI projects underway to improve data processing and client insights. - The company is focusing on expanding its capabilities in private markets and sustainability, with new products aimed at addressing emerging risks such as AI impacts and supply chain disruptions. - The index product ecosystem is being enhanced to support custom indices and basket trading, responding to client demand for personalized investment solutions.

5) Guidance & Outlook / Investor Angle - For 2026, MSCI anticipates continued strong cash flow growth despite expected increases in cash taxes and interest expenses. - The company is optimistic about the pipeline of new product innovations and enhancements, which are expected to drive future sales and pricing power. - MSCI remains committed to maintaining transparency in its financial reporting while focusing on integrated product line growth.

Bottom line: MSCI's strong Q4 results and strategic focus on innovation position the company well for continued growth, despite some headwinds in specific segments. The leadership transition and ongoing investments in AI and product development are expected to enhance shareholder value moving forward.