MSCI Inc. (MSCI)$588.55
Market Cap: 42.59 BCurrency: USD
Research Snapshot
Static fundamentals, valuation context, and investor signals for MSCI Inc. (MSCI).
FINANCIAL
FINANCIAL DATA & STOCK EXCHANGES
DCF ready
Valuation
31.2x
EV/FCF, 3.2% FCF yield
Quality
33.9%
ROIC, 49.4% FCF margin
Growth
13.1%
5Y sales (revenue) CAGR
Balance sheet
-2.3x
Debt/equity, 0.9x current ratio
Superinvestors
6
Top: Polen Capital Management (3.5%)
Strengths to research
- Revenue compounded at 13.1% over five years.
- Free cash flow compounded at 14.4% over five years.
- ROIC is strong at 33.9%.
- Free cash flow margin is healthy at 49.4%.
Watchouts
- Current ratio is below 1 at 0.9x.
Annual data: 10 periods
Quarterly data: 24 periods
Stock snapshot: May 25, 2026
Static dataset: May 25, 2026
Quality Scorecard
Build-time composite score for MSCI.
Grade B
75
/ 100
Peer Comparison
Target stock against 8 market-cap comparable peers.
Heat map: red worst to green best
| MSCI Target | MSCI Inc. | $42.6B | 37.5x | 31.2x | 33.9% | 13.1% | 49.4% | N/A | 3.3x | N/A |
| NDAQ | Nasdaq Inc. | $44.9B | 29.5x | 26.6x | 8.6% | 8.0% | 24.1% | 63.5% | 3.2x | N/A |
| COIN | Coinbase Global Inc. | $50.8B | 41.6x | 19.2x | 5.9% | 41.2% | 33.8% | N/A | -2.5x | N/A |
| CBOE | Cboe Global Markets, Inc. | $24.3B | 34.3x | 14.0x | 16.7% | N/A | N/A | N/A | -0.5x | N/A |
| MCO | Moody's Corp. | $83.6B | 32.9x | 34.3x | 22.3% | 7.5% | 33.4% | N/A | 1.4x | N/A |
| ICE | Intercontinental Exchange Inc. | $100.0B | 26.5x | 23.1x | 11.5% | 8.9% | 33.9% | N/A | -0.2x | N/A |
| CME | CME Group | $101.8B | 26.1x | 23.2x | 14.2% | 6.0% | 64.3% | N/A | -1.0x | N/A |
| TRU | TransUnion | $16.5B | 30.5x | 31.4x | 4.8% | 12.6% | 14.5% | N/A | 4.4x | N/A |
| FDS | FactSet Research Systems | $16.4B | 14.9x | 28.3x | 16.8% | 9.2% | 26.6% | N/A | 1.1x | N/A |
Financial Charts
No financial data available for MSCI (annual).
6 superinvestors own MSCI
Current quarter ownership and quarter-over-quarter share changes.
Superinvestor ownership
| Fund | Shares | Value | % Portfolio | QoQ Change |
|---|---|---|---|---|
| Polen Capital Management Polen Capital Management | 929,509 | $501M | 3.47% | 0.0% |
| Thomas Gayner Markel Group | 142,850 | $77M | 0.64% | 0.0% |
| Terry Smith Fundsmith | 64,788 | $35M | 0.27% | 0.0% |
| Li Lu Himalaya Capital Management | 18,939 | $10M | 0.32% | 0.0% |
| Yacktman Asset Management Yacktman Asset Management | 10,900 | $6M | 0.08% | 0.0% |
| Jensen Investment Management Jensen Investment Management | 7,750 | $4M | 0.08% | 0.0% |