MSCI Stock Insights

MSCI price $603.58 +1.83 +0.30%

Ticker
MSCI
Price
$603.58
Change
+1.83 +0.30%
Market cap ?
$43.88B
P/E ?
32.85
Forward P/E ?
30.67
Dividend yield ?
1.29%
Sector
Financial Services
Industry
Financial - Data & Stock Exchanges
Stocklytics score
53
Value
23
Quality
81
Growth
55

Stocklytics score rationale: value 23, quality 81, growth 55.

Financials

2016201720182019202020212022202320242025
1150669000127417200014339840001557796000169539000020435440002248598000252892000028561280003134459000

MSCI Inc., alongside its subsidiaries, offers sophisticated tools and services to support global investment decision-making and process management for its clients. The company is structured into four key segments: Index, Analytics, ESG and Climate, and Private Assets. The Index division furnishes benchmarks employed across diverse investment applications, including the creation of indexed financial products such as…

Fair value

MSCI fair value $369.08. Price $603.58. Price is 64% above fair value.

Above fair value, but less expensive than usual. A smaller premium than on 93% of days in the past 5 years.

Fair value is an estimate of what one share is worth if future cash flows arrive as modeled. It is not a forecast of the share price. How discounted cash flow works.

Calculated with a 10-year free-cash-flow discount. Starting free cash flow 1.54B. Growth 12.23%. When analyst earnings forecasts are available, free cash flow in those years is forecast earnings times the company's usual conversion of earnings into free cash flow, kept between 60% and 130%. Years with fewer than 3 analyst estimates are left out. Growth then fades in a straight line to terminal growth by year 10, starting from the last well-covered year's growth, or from the pace across those years when the final year slows sharply, kept between 0% and 20%. Without those forecasts, year-1 growth is analyst revenue growth for the next full fiscal year, or 5-year historical revenue growth when that forecast is missing, held for five years, then fading in a straight line to terminal growth by year 10. Terminal growth 3.00%. Discount rate 11.10% (beta 1.2). Beta is kept between 0.8 and 2.0, which on its own would make the discount rate 8.7% to 15.3%. The rate is then capped at 12%. A cap is used because a discount above 12% pushes higher-beta stocks further from the price. The discount rate stays at least 5 percentage points above terminal growth. Shares 72.70M. Net debt 5.82B. The earnings value is next-12-months earnings per share, or trailing earnings when that forecast is missing, times the median P/E of the company's industry. That median uses listed stocks worth at least $10 billion with a positive P/E of 100 or below, and the industry needs at least eight of them. Otherwise the sector median is used when that group also has at least eight, then the market median of those large companies. The multiple used is the lower of that median and 1.25 times the stock's own 10-year median P/E, then kept between 8 and 30. If the stock has no 10-year median, the peer median is kept between 8 and 30. Fair value is the average of the cash-flow value and the earnings value when both exist. Card and credit companies use the earnings value only, because changes in customer receivables distort free cash flow. Model uncertainty is high when fair value is more than 60% from the price, or when most of the cash-flow value sits after year 10.

Model uncertainty high for this stock

Compare MSCI

Earnings

DateEPS actualEPS estimateRevenueRevenue estimate
2027-01-27—5.09—913.60M
2026-10-205.115.03892.00M887.83M
2026-07-214.944.99867.00M870.71M
2026-04-214.554.44850.80M838.02M
2026-01-284.664.60822.53M822.43M
2025-10-284.474.38793.43M797.19M
2025-07-224.174.15772.68M770.40M
2025-04-224.003.92745.83M743.44M
2025-01-294.183.95743.51M745.44M
2024-10-293.863.77724.71M716.15M
2024-07-233.643.55707.95M696.41M
2024-04-233.523.45679.97M685.47M
2024-01-303.683.29690.11M662.73M
2023-10-313.453.32625.44M625.67M
2023-07-253.263.11621.16M602.44M
2023-04-253.142.99592.22M593.82M
2023-01-312.842.76576.21M568.58M
2022-10-252.852.71560.64M558.75M
2022-07-262.782.68551.81M558.97M
2022-04-262.982.80559.95M562.10M
2022-01-272.512.49549.84M539.73M
2021-10-262.532.41517.10M506.26M
2021-07-272.452.30498.18M505.58M
2021-04-272.462.26478.42M469.85M
2021-01-281.961.95443.66M441.39M
2020-10-272.201.81425.33M349.93M
2020-07-281.771.68409.62M388.79M
2020-04-281.901.68416.78M368.52M
2020-01-301.671.61406.61M392.00M
2019-10-311.681.59394.25M375.48M
2019-08-011.541.51385.56M378.05M
2019-05-021.551.41371.38M337.84M
2019-01-311.311.30361.69M358.93M
2018-11-011.351.29357.93M342.03M
2018-08-021.301.28363.05M357.46M
2018-05-031.311.26351.32M337.91M
2018-02-011.150.99334.78M291.11M
2017-11-021.000.97322.10M312.43M
2017-08-030.950.90316.09M299.45M
2017-05-040.880.85301.21M290.94M

Dividends

Yield 1.32%. Payout ratio 42.13%. Frequency Quarterly.

Safety score 86/100 · Safe. Payout ratio is 42% of earnings. Dividends use less than 40% of free cash flow. Dividends were paid in 13 separate years. Yield is 1.3%, which is modest.

Ex-dateDividendRecordPaymentFrequency
2026-11-13$2.052026-11-132026-11-27Quarterly
2026-08-14$2.052026-08-142026-08-28Quarterly
2026-05-15$2.052026-05-152026-05-29Quarterly
2026-02-13$2.052026-02-132026-02-27Quarterly
2025-11-14$1.802025-11-142025-11-28Quarterly
2025-08-15$1.802025-08-152025-08-29Quarterly
2025-05-16$1.802025-05-162025-05-30Quarterly
2025-02-14$1.802025-02-142025-02-28Quarterly
2024-11-15$1.602024-11-152024-11-29Quarterly
2024-08-16$1.602024-08-162024-08-30Quarterly
2024-05-16$1.602024-05-172024-05-31Quarterly
2024-02-15$1.602024-02-162024-02-29Quarterly
2023-11-08$1.382023-11-092023-11-30Quarterly
2023-08-10$1.382023-08-112023-08-31Quarterly
2023-05-11$1.382023-05-122023-05-31Quarterly
2023-02-16$1.382023-02-172023-02-28Quarterly
2022-11-09$1.252022-11-102022-11-30Quarterly
2022-08-11$1.252022-08-122022-08-31Quarterly
2022-05-12$1.042022-05-132022-05-31Quarterly
2022-02-17$1.042022-02-182022-02-28Quarterly
2021-11-10$1.042021-11-122021-11-30Quarterly
2021-08-12$1.042021-08-132021-08-31Quarterly
2021-05-13$0.782021-05-142021-05-28Quarterly
2021-02-18$0.782021-02-192021-02-26Quarterly
2020-11-12$0.782020-11-132020-11-30Quarterly
2020-08-13$0.782020-08-142020-08-31Quarterly
2020-05-14$0.682020-05-152020-05-29Quarterly
2020-02-20$0.682020-02-212020-03-06Quarterly
2019-11-14$0.682019-11-152019-11-27Quarterly
2019-08-15$0.682019-08-162019-08-30Quarterly
2019-05-16$0.582019-05-172019-05-31Quarterly
2019-02-21$0.582019-02-222019-03-15Quarterly
2018-11-15$0.582018-11-162018-11-30Quarterly
2018-08-16$0.582018-08-172018-08-31Quarterly
2018-05-17$0.382018-05-182018-05-31Quarterly
2018-02-15$0.382018-02-162018-03-15Quarterly
2017-11-16$0.382017-11-172017-11-30Quarterly
2017-08-16$0.382017-08-182017-08-31Quarterly
2017-05-17$0.282017-05-192017-05-31Quarterly
2017-02-15$0.282017-02-172017-03-15Quarterly
2016-11-09$0.282016-11-142016-11-30Quarterly
2016-08-11$0.282016-08-152016-08-31Quarterly
2016-05-11$0.222016-05-132016-05-27Quarterly
2016-02-17$0.222016-02-192016-03-11Quarterly
2015-11-10$0.222015-11-132015-11-30Quarterly
2015-08-13$0.222015-08-172015-08-31Quarterly
2015-05-13$0.182015-05-152015-05-29Quarterly
2015-02-18$0.182015-02-202015-03-13Quarterly
2014-10-10$0.182014-10-152014-10-31Quarterly

Insider trades

DateInsiderActionSharesPriceValue
2026-10-22Gutowski Robert J.Sell2.38K$623.661.48M
2026-10-12Wiechmann Andrew C.Sell450$570.00256.50K
2026-09-02Taneja RajatBuy1.79K$560.001.00M
2026-08-28Yang JuneBuy2——
2026-08-28RIEFLER LINDA HBuy8——
2026-08-28Matlock RobinBuy6——
2026-06-10Wiechmann Andrew C.Sell450$604.56272.05K
2026-06-02Taneja RajatBuy42——
2026-05-29Yang JuneBuy2——
2026-05-29Matlock RobinBuy6——
2026-05-29RIEFLER LINDA HBuy7——
2026-05-15Fernandez Henry ABuy80$565.1745.21K
2026-05-15Fernandez Henry ABuy400$564.42225.77K
2026-05-15Fernandez Henry ABuy800$563.39450.71K
2026-05-15Fernandez Henry ABuy1.12K$562.47631.09K
2026-05-15Fernandez Henry ABuy1.24K$561.56695.21K
2026-05-15Fernandez Henry ABuy240$560.28134.47K
2026-05-15Fernandez Henry ABuy120$559.4067.13K
2026-05-01Volent PaulaBuy388——
2026-05-01RIEFLER LINDA HBuy388——
2026-05-01Perold Jacques PBuy388——
2026-05-01Smith Marcus L.Buy388——
2026-05-01Yang JuneBuy388——
2026-05-01Rattray Sandy C.Buy388——
2026-05-01Rattray Sandy C.Sell32——
2026-05-01Taneja RajatBuy177——
2026-05-01Taneja RajatBuy388——
2026-05-01Matlock RobinBuy388——
2026-05-01Seitz MichelleBuy388——
2026-05-01Ashe Robert G.Buy202——
2026-05-01Ashe Robert G.Buy490——
2026-04-28Fernandez Henry ABuy75.71K——
2026-04-28Fernandez Henry ASell75.71K——
2026-04-24Munari Alvise J.Sell9.96K$592.035.90M
2026-04-24Munari Alvise J.Sell40$593.3123.73K
2026-03-17Wiechmann Andrew C.Sell450$560.00252.00K
2026-02-27Yang JuneBuy1——
2026-02-27RIEFLER LINDA HBuy6——
2026-02-27Matlock RobinBuy5——
2026-02-18Ashe Robert G.Buy3.68K$543.212.00M
2026-02-17Fernandez Henry ABuy200$520.00104.00K
2026-02-17Fernandez Henry ABuy360$519.45187.00K
2026-02-17Fernandez Henry ABuy240$517.32124.16K
2026-02-13Fernandez Henry ABuy6.00K$524.183.15M
2026-02-02Wiechmann Andrew C.Sell470$624.75293.63K
2026-02-02Munari Alvise J.Sell438$624.75273.64K
2026-02-02Gutowski Robert J.Sell276$624.75172.43K
2026-02-02Crum Scott ASell548$624.75342.36K
2026-01-30Wiechmann Andrew C.Buy1.82K——
2026-01-30Read Craig JackBuy790——
2026-01-30Munari Alvise J.Buy3.16K——
2026-01-30Gutowski Robert J.Buy1.09K——
2026-01-30Crum Scott ABuy1.55K——
2026-01-26Gutowski Robert J.Buy3.62K$554.522.01M
2026-01-26Crum Scott ABuy4.97K$554.522.75M
2026-01-26Munari Alvise J.Buy6.04K$554.523.35M
2026-01-26Pettit CD BaerBuy23.78K$554.5213.19M
2026-01-26Wiechmann Andrew C.Buy5.64K$554.523.13M
2026-01-26Fernandez Henry ABuy42.19K$554.5223.40M
2025-12-11Wiechmann Andrew C.Sell450$550.00247.50K
2025-12-05Fernandez Henry ABuy80$541.2343.30K
2025-12-05Fernandez Henry ABuy480$540.46259.42K
2025-12-05Fernandez Henry ABuy1.11K$539.57596.76K
2025-12-05Fernandez Henry ABuy504$538.77271.54K
2025-12-05Fernandez Henry ABuy431$537.31231.58K
2025-12-05Fernandez Henry ABuy1.89K$536.341.01M
2025-12-05Fernandez Henry ABuy3.19K$535.511.71M
2025-12-05Fernandez Henry ABuy1.04K$534.55557.54K
2025-12-05Fernandez Henry ABuy1.12K$533.12599.23K
2025-12-05Fernandez Henry ABuy360$531.98191.51K
2025-12-05Fernandez Henry ABuy40$541.9021.68K
2025-12-05Fernandez Henry ABuy240$540.37129.69K
2025-12-05Fernandez Henry ABuy114$539.3561.49K
2025-12-05Fernandez Henry ABuy80$537.7543.02K
2025-12-05Fernandez Henry ABuy317$536.90170.20K
2025-12-05Fernandez Henry ABuy552$536.02295.88K
2025-12-05Fernandez Henry ABuy547$535.10292.70K
2025-12-05Fernandez Henry ABuy260$533.22138.64K
2025-12-05Fernandez Henry ABuy140$532.3774.53K
2025-12-01Gutowski Robert J.Sell90——
2025-11-28Yang JuneBuy1——
2025-11-28RIEFLER LINDA HBuy6——
2025-11-28Matlock RobinBuy4——
2025-11-25Gutowski Robert J.Sell180——
2025-11-24Gutowski Robert J.Sell624$558.42348.45K
2025-11-17Munari Alvise J.Other0——
2025-08-29RIEFLER LINDA HBuy6——
2025-08-29Yang JuneBuy1——
2025-08-29Matlock RobinBuy4——
2025-07-25Fernandez Henry ABuy43$550.4123.67K
2025-07-25Fernandez Henry ABuy18$547.499.85K
2025-07-25Fernandez Henry ABuy23$546.4012.57K
2025-07-24Fernandez Henry ABuy9.92K$544.705.40M
2025-07-24Fernandez Henry ABuy2.40K$535.111.28M
2025-06-05Pettit CD BaerSell1.33K$562.35747.93K
2025-06-05Pettit CD BaerSell2.15K$563.271.21M
2025-06-05Pettit CD BaerSell1.11K$564.17625.66K
2025-06-05Pettit CD BaerSell100$565.5356.55K
2025-06-05Pettit CD BaerSell1$566.32566
2025-06-05Pettit CD BaerSell309$568.93175.80K

Institutional holders

Latest filed quarter: Q2 2026.

Institutions holding: 1.11K, holders +11 vs prior quarter. Ownership 93.11%.

HolderSharesChangeChange %Value
BLACKROCK, INC.5.47M-272.22K-4.74%3.06B
VANGUARD CAPITAL MANAGEMENT LLC4.64M-8.31K-0.18%2.60B
VANGUARD PORTFOLIO MANAGEMENT LLC4.16M139.21K+3.46%2.33B
BAMCO INC /NY/3.21M512.36K+18.98%1.80B
STATE STREET CORP3.19M79.99K+2.57%1.79B
MORGAN STANLEY2.13M-116.24K-5.18%1.19B
T. ROWE PRICE INVESTMENT MANAGEMENT, INC.2.05M542.24K+35.98%1.15B
GEODE CAPITAL MANAGEMENT, LLC1.95M-49.52K-2.48%1.09B
VIKING GLOBAL INVESTORS LP1.16M1.16MNew650.03M
PRINCIPAL FINANCIAL GROUP INC1.13M-219.77K-16.32%631.33M
PINESTONE ASSET MANAGEMENT INC.943.55K-33.22K-3.40%528.43M
FIERA CAPITAL CORP864.98K-116.72K-11.89%484.42M
NORGES BANK859.81K859.81KNew481.53M
MITSUBISHI UFJ ASSET MANAGEMENT CO., LTD.858.18K1.48K+0.17%480.61M
INVESCO LTD.807.86K146.28K+22.11%452.44M
BAILLIE GIFFORD & CO796.25K-56.11K-6.58%445.93M
MILLENNIUM MANAGEMENT LLC741.93K129.77K+21.20%415.51M
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP724.06K98.61K+15.77%405.50M
POLEN CAPITAL MANAGEMENT LLC671.80K-257.71K-27.73%376.23M
NORTHERN TRUST CORP671.62K-15.39K-2.24%376.13M
EDGEWOOD MANAGEMENT LLC664.10K-737.89K-52.63%371.92M
AQR CAPITAL MANAGEMENT LLC658.43K5.40K+0.83%364.12M
SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P.597.88K597.88KNew334.83M
CHARLES SCHWAB INVESTMENT MANAGEMENT INC597.88K32.02K+5.66%334.83M
GOLDMAN SACHS GROUP INC584.12K126.67K+27.69%327.13M

Insights

Revenue by product
PeriodValue
FY2012Governance: 123151000.0
FY2013Governance: 122303000.0
FY2015All Other Segments: 82625000.0, Analytics: 433424000.0, Index: 558964000.0
FY2016All Other Segments: 88765000.0, Analytics: 448353000.0, Index: 613551000.0
FY2017All Other Segments: 96944000.0, Analytics: 458269000.0, Index: 718959000.0
FY2018All Other Segments: 118570000.0, Analytics: 479939000.0, Index: 835475000.0
FY2019All Other Segments: 139934000.0, Analytics: 496925000.0, Index: 920937000.0
FY2020All Other Segments: 165087000.0, Analytics: 513808000.0, Index: 1016495000.0
FY2021All Other Segments: 81289000.0, Analytics: 544299000.0, E S G And Climate Segment: 166192000.0, Index: 1251764000.0
FY2022All Other Segments: 140971000.0, Analytics: 576107000.0, E S G And Climate Segment: 228311000.0, Index: 1303209000.0
FY2023All Other Segments: 173581000.0, Analytics: 615956000.0, E S G And Climate Segment: 287568000.0, Index: 1451815000.0
FY2024All Other Segments: 258293000.0, Analytics: 675089000.0, E S G And Climate Segment: 326601000.0, Index: 1596145000.0
FY2025All Other - Private Assets: 279339000.0, Analytics: 714397000.0, Index: 1786808000.0, Sustainability and Climate: 353915000.0
Revenue by region
PeriodValue
FY2011Americas: 489779000.0, Asia And Australia: 123914000.0, Other America Countries: 32188000.0, Other Asia And Australia Countries: 65891000.0, Other Europe Middle East And Africa Countries: 180600000.0
FY2012Americas: 517532000.0, Asia And Australia: 124317000.0, JAPAN: 57419000.0, Other America Countries: 31929000.0, Other Asia And Australia Countries: 66898000.0, Other Europe Middle East And Africa Countries: 189465000.0, UNITED KINGDOM: 118827000.0, UNITED STATES: 485603000.0
FY2013Americas: 545045000.0, Asia And Australia: 123592000.0, E M E A: 367030000.0, JAPAN: 50701000.0, Other America Countries: 38653000.0, Other Asia And Australia Countries: 72891000.0, Other Europe Middle East And Africa Countries: 214316000.0, UNITED KINGDOM: 152714000.0, UNITED STATES: 506392000.0
FY2014Americas: 508334000.0, Asia And Australia: 124145000.0, E M E A: 364201000.0, JAPAN: 46642000.0, Other America Countries: 37189000.0, Other Asia And Australia Countries: 77503000.0, Other Europe Middle East And Africa Countries: 209893000.0, UNITED KINGDOM: 154308000.0, UNITED STATES: 471145000.0
FY2015Americas: 560981000.0, Asia And Australia: 132821000.0, JAPAN: 45371000.0, Other America Countries: 41552000.0, Other Asia And Australia Countries: 87450000.0, Other Europe Middle East And Africa Countries: 215192000.0, UNITED KINGDOM: 166019000.0, UNITED STATES: 519429000.0
FY2016Americas: 601962000.0, Asia And Australia: 143948000.0, JAPAN: 52161000.0, Other America Countries: 45185000.0, Other Asia And Australia Countries: 91787000.0, Other Europe Middle East And Africa Countries: 229010000.0, UNITED KINGDOM: 175749000.0, UNITED STATES: 556777000.0
FY2017Americas: 670271000.0, Asia And Australia: 159803000.0, JAPAN: 54351000.0, Other America Countries: 48139000.0, Other Asia And Australia Countries: 105452000.0, Other Europe Middle East And Africa Countries: 250267000.0, UNITED KINGDOM: 193831000.0, UNITED STATES: 622132000.0
FY2018Americas: 720410000.0, Asia And Australia: 206118000.0, E M E A: 507456000.0, JAPAN: 67100000.0, Other America Countries: 58065000.0, Other Asia And Australia Countries: 139018000.0, Other Europe Middle East And Africa Countries: 293252000.0, UNITED KINGDOM: 214204000.0, UNITED STATES: 662345000.0
FY2019Americas: 764102000.0, Asia And Australia: 233547000.0, E M E A: 560147000.0, JAPAN: 71629000.0, Other America Countries: 65997000.0, Other Asia And Australia Countries: 161918000.0, Other Europe Middle East And Africa Countries: 325221000.0, UNITED KINGDOM: 234926000.0, UNITED STATES: 698105000.0
FY2020Americas: 795370000.0, Asia And Australia: 273285000.0, E M E A: 626735000.0, JAPAN: 80591000.0, Other America Countries: 71408000.0, Other Asia And Australia Countries: 192694000.0, Other Europe Middle East And Africa Countries: 364547000.0, UNITED KINGDOM: 262188000.0, UNITED STATES: 723962000.0
FY2021Americas: 922624000.0, Asia And Australia: 321705000.0, E M E A: 799215000.0, JAPAN: 91419000.0, Other America Countries: 85744000.0, Other Asia And Australia Countries: 230286000.0, Other Europe Middle East And Africa Countries: 454239000.0, UNITED KINGDOM: 344976000.0, UNITED STATES: 836880000.0
FY2022Americas: 1030485000.0, Asia And Australia: 354870000.0, E M E A: 863243000.0, JAPAN: 91263000.0, Other America Countries: 96023000.0, Other Asia And Australia Countries: 263607000.0, Other Europe Middle East And Africa Countries: 512018000.0, UNITED KINGDOM: 351225000.0, UNITED STATES: 934462000.0
FY2023Americas: 1155981000.0, Asia And Australia: 395820000.0, E M E A: 977119000.0, JAPAN: 100823000.0, Other America Countries: 111965000.0, Other Asia And Australia Countries: 294997000.0, Other Europe Middle East And Africa Countries: 569032000.0, UNITED KINGDOM: 408087000.0, UNITED STATES: 1044016000.0
FY2024Americas: 1297948000.0, Asia And Australia: 446373000.0, E M E A: 1111807000.0, JAPAN: 114157000.0, Other America Countries: 128950000.0, Other Asia And Australia Countries: 332216000.0, Other Europe Middle East And Africa Countries: 632133000.0, UNITED KINGDOM: 479674000.0, UNITED STATES: 1168998000.0
FY2025Americas: 1408108000.0, Asia And Australia: 484372000.0, E M E A: 1241979000.0, JAPAN: 127611000.0, Other America Countries: 140702000.0, Other Asia And Australia Countries: 356761000.0, Other Europe Middle East And Africa Countries: 698498000.0, UNITED KINGDOM: 543481000.0, UNITED STATES: 1267406000.0

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MSCI Stock Insights

MSCI$603.58+1.83 +0.30%

$43.88B

Market Cap

32.85

P/E

30.67

Forward P/E

53

Score

Price History