MSCI (MSCI) Stock Analysis

November 11, 2026

This is a peer-relative look at MSCI (MSCI): its performance, risk, profitability, growth, financial strength, dividend, and valuation are each measured against its Financial Services peers, so every number reads in context rather than in isolation.

Company Profile

Company profile fields for MSCI (MSCI)
Profile Item	MSCI
Name	MSCI Inc.
Country/Region	United States
GICS Sector	Financials
GICS Industry Group	Financial Services
GICS Industry	Capital Markets
GICS Sub-Industry	Financial Exchanges & Data
Market Capitalization	46.60 billion USD
Currency	USD
Exchange	NYSE
Listing Date	November 15, 2007
Security Type	Common Stock

Price Performance

Cumulative Growth

MSCI

GSPC

MSCI (MSCI) vs. S&P 500 (GSPC): Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for MSCI (MSCI) and S&P 500 (GSPC). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for MSCI (MSCI) and S&P 500 (GSPC). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

MSCI (MSCI) metric values compared with Financial Services industry-group medians
Metric	Current stock: MSCI	Industry group median
Total Return (1Y)	12.76%	1.90%
Total Return (3Y, Annualized)	9.86%	12.71%
Total Return (5Y, Annualized)	1.00%	2.81%

Risk Profile

Drawdown History

MSCI

GSPC

MSCI (MSCI) vs. S&P 500 (GSPC): Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for MSCI (MSCI) and S&P 500 (GSPC). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

MSCI (MSCI) metric values compared with Financial Services industry-group medians
Metric	Current stock: MSCI	Industry group median
Volatility (1Y, Annualized)	29.82%	36.24%
Beta (5Y)	1.17	1.04
Max Drawdown (5Y)	-43.74%	-48.56%

Risk-Adjusted Performance

Risk-Return Positioning

Each dot is a stock plotted by 1-year volatility (risk) and 1-year return. MSCI is highlighted; the dashed line is the Capital Allocation Line from the risk-free rate through the industry median — dots above it are stronger on a risk-adjusted basis.

Risk-Adjusted Metrics

MSCI (MSCI) metric values compared with Financial Services industry-group medians
Metric	Current stock: MSCI	Industry group median
Sharpe Ratio (1Y)	0.28	-0.09
Sortino Ratio (1Y)	0.40	-0.13

Profitability

ROE (TTM)

No usable ROE is available for MSCI (MSCI) this period, so the shareholder-equity return read is skipped.

MSCI

Financial Services industry group

Group distribution

Max: 44.78%
Q3: 21.85%
Median: 12.91%
Q1: 4.48%
Min: -18.71%
MSCI: --

Largest peers

MA: 231.37%
V: 63.51%
MS: 18.04%
GS: 17.71%
BRK.A: 12.12%
BRK.B: 12.12%
MSCI: --

MSCI (MSCI) doesn’t report ROE this period; the box shows the Financial Services group’s distribution and the dots its largest members.

Net Margin (TTM)

MSCI (MSCI) keeps 40.31% of revenue as net profit, putting net margin in the upper peer quartile. After operating costs, interest, and taxes, more of each sales dollar reaches shareholders than it does at most industry peers.

MSCI

Financial Services industry group

40.31%

Group distribution

Max: 62.84%
MSCI: 40.31%
Q3: 28.05%
Median: 15.36%
Q1: 4.82%
Min: -28.52%

Largest peers

V: 51.20%
MA: 46.73%
MSCI: 40.31%
GS: 31.21%
MS: 25.63%
BRK.A: 22.30%
BRK.B: 22.30%

Where MSCI (MSCI) stands on net margin within its Financial Services peer group — the box is the group’s distribution and the dots its largest members.

Operating Margin (TTM)

MSCI (MSCI) turns 56.41% of revenue into operating profit, putting operating margin in the upper peer quartile. Before financing and taxes enter the picture, the day-to-day business keeps more of each sales dollar than most industry peers.

MSCI

Financial Services industry group

56.41%

Group distribution

Max: 107.33%
MSCI: 56.41%
Q3: 55.90%
Median: 30.09%
Q1: 14.60%
Min: -44.34%

Largest peers

V: 63.73%
MA: 60.53%
MSCI: 56.41%
MS: 39.00%
GS: 38.37%
BRK.A: 32.56%
BRK.B: 32.56%

Where MSCI (MSCI) stands on operating margin within its Financial Services peer group — the box is the group’s distribution and the dots its largest members.

Profitability Metrics

MSCI (MSCI) metric values compared with Financial Services industry-group medians
Metric	Current stock: MSCI	Industry group median
ROE (TTM)	--	12.91%
ROA (TTM)	21.75%	3.60%
Net Margin (TTM)	40.31%	15.36%
Operating Margin (TTM)	56.41%	30.09%
Gross Margin (TTM)	--	--

Growth

Revenue Growth

MSCI (MSCI) grew revenue 9.75%, roughly around the peer group's normal range. Top-line momentum looks broadly typical for the industry.

MSCI (MSCI): Revenue Growth across different time periods, set against Financial Services industry-group medians.

EPS Growth

MSCI (MSCI) grew earnings per share 11.67%, roughly around the peer group's normal range. Bottom-line momentum looks broadly typical for the industry.

MSCI (MSCI): EPS Growth across different time periods, set against Financial Services industry-group medians.

Growth Metrics

MSCI (MSCI) metric values compared with Financial Services industry-group medians
Metric	Current stock: MSCI	Industry group median
Revenue Growth (YoY)	9.75%	9.46%
Revenue Growth (3Y CAGR)	11.71%	10.90%
EPS Growth (YoY)	11.67%	7.46%
EPS Growth (3Y CAGR)	13.54%	13.04%

Financial Strength

Current Ratio (MRQ)

current ratio is set aside for MSCI (MSCI) in Financial Services: these balance sheets are not best read through a current/non-current split, so regulatory, funding, or liquidity-coverage measures usually matter more.

Debt / Equity (MRQ)

debt-to-equity ratio is set aside for MSCI (MSCI) in Financial Services: leverage is part of the business model itself, so capital adequacy, funding mix, and regulatory measures are usually better risk gauges.

Financial Strength Metrics

MSCI (MSCI) metric values compared with Financial Services industry-group medians
Metric	Current stock: MSCI	Industry group median
Current Ratio (MRQ)	--	--
Debt / Equity (MRQ)	--	--
Net Debt / EBITDA	--	--

Dividends

Dividend Yield (TTM)

MSCI (MSCI) has dividend yield of 1.21%, in the industry’s normal income range. It provides a meaningful dividend without the red flag of an unusually high headline yield.

MSCI

Financial Services industry group

1.21%

Group distribution

Max: 9.77%
Q3: 3.92%
MSCI: 1.21%
Median: 1.09%
Q1: 0.00%
Min: 0.00%

Largest peers

MS: 2.40%
GS: 2.07%
MSCI: 1.21%
V: 0.66%
MA: 0.53%
BRK.A: 0.00%
BRK.B: 0.00%

Where MSCI (MSCI) stands on dividend yield within its Financial Services peer group — the box is the group’s distribution and the dots its largest members.

Dividend Payout Ratio (TTM)

MSCI (MSCI) has payout ratio of 42.04%, within the industry’s typical payout band. The dividend shares profits with investors while leaving earnings coverage that looks normal for the peer group.

MSCI

Financial Services industry group

42.04%

Group distribution

Max: 241.07%
Q3: 97.36%
MSCI: 42.04%
Median: 25.77%
Q1: 0.00%
Min: 0.00%

Largest peers

MSCI: 42.04%
MS: 32.91%
GS: 25.88%
V: 21.75%
MA: 17.63%
BRK.A: 0.00%
BRK.B: 0.00%

Where MSCI (MSCI) stands on payout ratio within its Financial Services peer group — the box is the group’s distribution and the dots its largest members.

Dividend Metrics

MSCI (MSCI) metric values compared with Financial Services industry-group medians
Metric	Current stock: MSCI	Industry group median
Dividend Yield (TTM)	1.21%	1.09%
Dividend Payout Ratio (TTM)	42.04%	25.77%

Valuation

P/E Ratio (TTM)

MSCI (MSCI) trades at P/E ratio of 33.90, in the richer earnings-multiple quartile for its industry. That premium needs support from growth, durable earnings, or stronger business quality.

MSCI

Financial Services industry group

33.90

Group distribution

Max: 45.85
MSCI: 33.90
Q3: 24.64
Median: 15.37
Q1: 9.68
Min: 0.16

Largest peers

V: 34.31
MA: 34.15
MSCI: 33.90
MS: 14.39
BRK.A: 14.36
BRK.B: 14.36
GS: 12.45

Where MSCI (MSCI) stands on P/E ratio within its Financial Services peer group — the box is the group’s distribution and the dots its largest members.

P/S Ratio (TTM)

MSCI (MSCI) trades at 13.58 on P/S ratio, above the industry benchmark range. The stock is being valued at an unusually rich price per dollar of trailing revenue.

MSCI

Financial Services industry group

13.58

Group distribution

MSCI: 13.58
Max: 9.23
Q3: 4.57
Median: 2.72
Q1: 1.28
Min: -0.55

Largest peers

V: 17.18
MA: 15.67
MSCI: 13.58
MS: 3.55
GS: 3.52
BRK.A: 3.18
BRK.B: 3.18

Where MSCI (MSCI) stands on P/S ratio within its Financial Services peer group — the box is the group’s distribution and the dots its largest members.

P/B Ratio (MRQ)

MSCI (MSCI) has negative P/B ratio of -15.24, which means reported book equity is negative. Price-to-book breaks down in this situation and should not be used as a valuation signal.

MSCI

Financial Services industry group

-15.24

Group distribution

Max: 7.79
Q3: 3.63
Median: 1.57
Q1: 0.81
Min: -0.39
MSCI: -15.24

Largest peers

MA: 84.30
V: 22.05
MS: 2.65
GS: 2.36
BRK.A: 1.72
BRK.B: 0.00
MSCI: -15.24

Where MSCI (MSCI) stands on P/B ratio within its Financial Services peer group — the box is the group’s distribution and the dots its largest members.

Valuation Metrics

MSCI (MSCI) metric values compared with Financial Services industry-group medians
Metric	Current stock: MSCI	Industry group median
P/E Ratio (TTM)	33.90	15.37
P/S Ratio (TTM)	13.58	2.72
P/B Ratio (MRQ)	-15.24	1.57
Free Cash Flow Yield (TTM)	--	--