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FRHC vs. MSCI: Freedom vs. MSCI Stock Comparison

How do Freedom (FRHC) and MSCI (MSCI) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.

Company Profile

Freedom (FRHC) and MSCI (MSCI) both belong to the Capital Markets industry, though FRHC is classified under Investment Banking & Brokerage while MSCI falls under Financial Exchanges & Data.

Company profile comparison for Freedom (FRHC) and MSCI (MSCI)
Profile ItemFRHCMSCI
NameFreedom Holding Corp.MSCI Inc.
Country/RegionUnited StatesUnited States
GICS SectorFinancialsFinancials
GICS Industry GroupFinancial ServicesFinancial Services
GICS IndustryCapital MarketsCapital Markets
GICS Sub-IndustryInvestment Banking & BrokerageFinancial Exchanges & Data
Market Capitalization11.41 billion USD46.60 billion USD
CurrencyUSDUSD
ExchangeNasdaqNYSE
Listing DateFebruary 7, 2018November 15, 2007
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

FRHC
MSCI
GSPC
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Freedom (FRHC) vs. MSCI (MSCI), with S&P 500 (GSPC) for reference: 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 Freedom (FRHC) and MSCI (MSCI). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for Freedom (FRHC) and MSCI (MSCI). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for Freedom (FRHC) and MSCI (MSCI)
MetricFRHCMSCI
Total Return (1Y)18.04%12.76%
Total Return (3Y, Annualized)28.04%9.86%
Total Return (5Y, Annualized)18.95%1.00%

Risk Profile

Drawdown History

FRHC
MSCI
GSPC
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Freedom (FRHC) vs. MSCI (MSCI), with S&P 500 (GSPC) for reference: 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 Freedom (FRHC) and MSCI (MSCI). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Freedom (FRHC) and MSCI (MSCI)
MetricFRHCMSCI
Volatility (1Y, Annualized)47.01%29.82%
Beta (5Y)0.711.17
Max Drawdown (5Y)-45.80%-43.74%
Avg. Volume (3M)108.35K590.34K

Risk-Adjusted Performance

Risk-Return Positioning

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FRHC and MSCI are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for Freedom (FRHC) and MSCI (MSCI)
MetricFRHCMSCI
Sharpe Ratio (1Y)0.290.28
Sortino Ratio (1Y)0.450.40

Profitability

ROE (TTM)

Capital efficiency shows on one side only: Freedom (FRHC) earns 10.68% on shareholders’ equity, ranked against its industry; MSCI (MSCI) has no ROE this period.

FRHC

Financial Services industry group

10.68%

Max
44.78%
Q3
21.85%
Median
12.91%
FRHC
10.68%
Q1
4.48%
Min
-18.71%

MSCI

Financial Services industry group

--

Max
44.78%
Q3
21.85%
Median
12.91%
Q1
4.48%
Min
-18.71%
MSCI
--
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Freedom (FRHC) vs. MSCI (MSCI): MSCI does not report ROE, so it has no value marker; FRHC is benchmarked against the Financial Services industry group.

Net Margin (TTM)

MSCI (MSCI) at 40.31% retains a top-quartile share of revenue as profit, ahead of Freedom (FRHC) at 8.43%, which keeps about the industry-typical share.

FRHC

Financial Services industry group

8.43%

Max
62.84%
Q3
28.05%
Median
15.36%
FRHC
8.43%
Q1
4.82%
Min
-28.52%

MSCI

Financial Services industry group

40.31%

Max
62.84%
MSCI
40.31%
Q3
28.05%
Median
15.36%
Q1
4.82%
Min
-28.52%
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Freedom (FRHC) vs. MSCI (MSCI): A comparison of their net margin against the Financial Services industry group benchmark.

Operating Margin (TTM)

MSCI (MSCI) at 56.41% carries a top-quartile operating margin, while Freedom (FRHC) at 5.01% operates in the bottom quartile.

FRHC

Financial Services industry group

5.01%

Max
107.33%
Q3
55.90%
Median
30.09%
Q1
14.60%
FRHC
5.01%
Min
-44.34%

MSCI

Financial Services industry group

56.41%

Max
107.33%
MSCI
56.41%
Q3
55.90%
Median
30.09%
Q1
14.60%
Min
-44.34%
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Freedom (FRHC) vs. MSCI (MSCI): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for Freedom (FRHC) and MSCI (MSCI)
MetricFRHCMSCI
ROE (TTM)10.68%--
ROA (TTM)1.24%21.75%
Net Margin (TTM)8.43%40.31%
Operating Margin (TTM)5.01%56.41%
Gross Margin (TTM)----

Growth

Revenue Growth

Both Freedom (FRHC) at 8.97% and MSCI (MSCI) at 9.75% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.

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Freedom (FRHC) vs. MSCI (MSCI): A comparison of their Revenue Growth across different time periods.

EPS Growth

Freedom (FRHC) at 98.93% sits in the top EPS growth quartile, while MSCI (MSCI) at 11.67% is closer to the peer norm — faster per-share earnings growth for FRHC.

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Freedom (FRHC) vs. MSCI (MSCI): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Freedom (FRHC) and MSCI (MSCI)
MetricFRHCMSCI
Revenue Growth (YoY)8.97%9.75%
Revenue Growth (3Y CAGR)39.61%11.71%
EPS Growth (YoY)98.93%11.67%
EPS Growth (3Y CAGR)-10.08%13.54%

Financial Strength

Current Ratio (MRQ)

current ratio doesn’t apply on either side: Freedom (FRHC) in Financial Services and MSCI (MSCI) in Financial Services both report balance sheets without a current/non-current split, so their short-term liquidity is better judged through regulatory and funding measures.

Debt / Equity (MRQ)

debt-to-equity ratio is set aside for both: Freedom (FRHC) in Financial Services and MSCI (MSCI) in Financial Services run businesses where balance-sheet leverage is part of the model, so capital-adequacy and funding measures are the better gauges of balance-sheet risk.

Financial Strength Metrics

Financial strength metrics for Freedom (FRHC) and MSCI (MSCI)
MetricFRHCMSCI
Current Ratio (MRQ)----
Debt / Equity (MRQ)----
Net Debt / EBITDA----

Dividends

Dividend Yield (TTM)

Freedom (FRHC) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile MSCI (MSCI) reports a yield of 1.21%, ranking against industry peers normally.

FRHC

Financial Services industry group

0.00%

Max
9.77%
Q3
3.92%
Median
1.09%
FRHC
0.00%
Q1
0.00%
Min
0.00%

MSCI

Financial Services industry group

1.21%

Max
9.77%
Q3
3.92%
MSCI
1.21%
Median
1.09%
Q1
0.00%
Min
0.00%
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Freedom (FRHC) vs. MSCI (MSCI): A comparison of their dividend yield against the Financial Services industry group benchmark.

Dividend Payout Ratio (TTM)

Freedom (FRHC) pays no dividend (payout 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile MSCI (MSCI) reports a payout of 42.04%, ranking against industry peers normally.

FRHC

Financial Services industry group

0.00%

Max
241.07%
Q3
97.36%
Median
25.77%
FRHC
0.00%
Q1
0.00%
Min
0.00%

MSCI

Financial Services industry group

42.04%

Max
241.07%
Q3
97.36%
MSCI
42.04%
Median
25.77%
Q1
0.00%
Min
0.00%
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Freedom (FRHC) vs. MSCI (MSCI): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for Freedom (FRHC) and MSCI (MSCI)
MetricFRHCMSCI
Dividend Yield (TTM)0.00%1.21%
Dividend Payout Ratio (TTM)0.00%42.04%

Valuation

P/E Ratio (TTM)

Both look expensive on trailing earnings: MSCI (MSCI) at 33.90 sits in the richer P/E ratio quartile, and Freedom (FRHC) at 70.97 is richer still, above its industry range.

FRHC

Financial Services industry group

70.97

FRHC
70.97
Max
45.85
Q3
24.64
Median
15.37
Q1
9.68
Min
0.16

MSCI

Financial Services industry group

33.90

Max
45.85
MSCI
33.90
Q3
24.64
Median
15.37
Q1
9.68
Min
0.16
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Freedom (FRHC) vs. MSCI (MSCI): A comparison of their P/E ratio against the Financial Services industry group benchmark.

P/S Ratio (TTM)

Both look expensive on sales: Freedom (FRHC) at 6.51 sits in the upper P/S ratio quartile, and MSCI (MSCI) at 13.58 prices even higher, above its industry range.

FRHC

Financial Services industry group

6.51

Max
9.23
FRHC
6.51
Q3
4.57
Median
2.72
Q1
1.28
Min
-0.55

MSCI

Financial Services industry group

13.58

MSCI
13.58
Max
9.23
Q3
4.57
Median
2.72
Q1
1.28
Min
-0.55
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Freedom (FRHC) vs. MSCI (MSCI): A comparison of their P/S ratio against the Financial Services industry group benchmark.

P/B Ratio (MRQ)

MSCI (MSCI) reports a negative P/B ratio of -15.24, meaning negative book equity — the multiple itself is not meaningful for valuation. Meanwhile Freedom (FRHC) reports 7.16, ranking against industry peers normally.

FRHC

Financial Services industry group

7.16

Max
7.79
FRHC
7.16
Q3
3.63
Median
1.57
Q1
0.81
Min
-0.39

MSCI

Financial Services industry group

-15.24

Max
7.79
Q3
3.63
Median
1.57
Q1
0.81
Min
-0.39
MSCI
-15.24
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Freedom (FRHC) vs. MSCI (MSCI): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for Freedom (FRHC) and MSCI (MSCI)
MetricFRHCMSCI
P/E Ratio (TTM)70.9733.90
P/S Ratio (TTM)6.5113.58
P/B Ratio (MRQ)7.16-15.24
Free Cash Flow Yield (TTM)----