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MSCI vs. STT: MSCI vs. State Street Stock Comparison

How do MSCI (MSCI) and State Street (STT) 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

MSCI (MSCI) and State Street (STT) both belong to the Capital Markets industry, though MSCI is classified under Financial Exchanges & Data while STT falls under Asset Management & Custody Banks.

Company profile comparison for MSCI (MSCI) and State Street (STT)
Profile ItemMSCISTT
NameMSCI Inc.State Street Corporation Common Stock
Country/RegionUnited StatesUnited States
GICS SectorFinancialsFinancials
GICS Industry GroupFinancial ServicesFinancial Services
GICS IndustryCapital MarketsCapital Markets
GICS Sub-IndustryFinancial Exchanges & DataAsset Management & Custody Banks
Market Capitalization46.60 billion USD45.05 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateNovember 15, 2007March 17, 1980
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

MSCI
STT
GSPC
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MSCI (MSCI) vs. State Street (STT), 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 MSCI (MSCI) and State Street (STT). Returns over one year are annualized.

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for MSCI (MSCI) and State Street (STT)
MetricMSCISTT
Total Return (1Y)12.76%49.16%
Total Return (3Y, Annualized)9.86%41.54%
Total Return (5Y, Annualized)1.00%16.00%

Risk Profile

Drawdown History

MSCI
STT
GSPC
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MSCI (MSCI) vs. State Street (STT), 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 MSCI (MSCI) and State Street (STT). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for MSCI (MSCI) and State Street (STT)
MetricMSCISTT
Volatility (1Y, Annualized)29.82%25.01%
Beta (5Y)1.171.36
Max Drawdown (5Y)-43.74%-41.45%
Avg. Volume (3M)590.34K1.85M

Risk-Adjusted Performance

Risk-Return Positioning

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MSCI and STT 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 MSCI (MSCI) and State Street (STT)
MetricMSCISTT
Sharpe Ratio (1Y)0.281.79
Sortino Ratio (1Y)0.402.61

Profitability

ROE (TTM)

Capital efficiency shows on one side only: State Street (STT) earns 13.08% on shareholders’ equity, ranked against its industry; MSCI (MSCI) has no ROE this period.

MSCI

Financial Services industry group

--

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

STT

Financial Services industry group

13.08%

Max
44.78%
Q3
21.85%
STT
13.08%
Median
12.91%
Q1
4.48%
Min
-18.71%
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MSCI (MSCI) vs. State Street (STT): MSCI does not report ROE, so it has no value marker; STT 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 State Street (STT) at 23.78%, which keeps about the industry-typical share.

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%

STT

Financial Services industry group

23.78%

Max
62.84%
Q3
28.05%
STT
23.78%
Median
15.36%
Q1
4.82%
Min
-28.52%
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MSCI (MSCI) vs. State Street (STT): A comparison of their net margin against the Financial Services industry group benchmark.

Operating Margin (TTM)

MSCI (MSCI) at 56.41% operates in the top operating margin quartile, ahead of State Street (STT) at 34.63%, which runs around its industry’s norm.

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%

STT

Financial Services industry group

34.63%

Max
107.33%
Q3
55.90%
STT
34.63%
Median
30.09%
Q1
14.60%
Min
-44.34%
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MSCI (MSCI) vs. State Street (STT): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for MSCI (MSCI) and State Street (STT)
MetricMSCISTT
ROE (TTM)--13.08%
ROA (TTM)21.75%0.95%
Net Margin (TTM)40.31%23.78%
Operating Margin (TTM)56.41%34.63%
Gross Margin (TTM)----

Growth

Revenue Growth

Both MSCI (MSCI) at 9.75% and State Street (STT) at 8.10% 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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MSCI (MSCI) vs. State Street (STT): A comparison of their Revenue Growth across different time periods.

EPS Growth

Both MSCI (MSCI) at 11.67% and State Street (STT) at 14.49% land near their industries' usual EPS growth ranges, so bottom-line momentum looks broadly in line with peers on both sides.

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MSCI (MSCI) vs. State Street (STT): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for MSCI (MSCI) and State Street (STT)
MetricMSCISTT
Revenue Growth (YoY)9.75%8.10%
Revenue Growth (3Y CAGR)11.71%4.82%
EPS Growth (YoY)11.67%14.49%
EPS Growth (3Y CAGR)13.54%9.35%

Financial Strength

Current Ratio (MRQ)

current ratio doesn’t apply on either side: MSCI (MSCI) in Financial Services and State Street (STT) 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: MSCI (MSCI) in Financial Services and State Street (STT) 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 MSCI (MSCI) and State Street (STT)
MetricMSCISTT
Current Ratio (MRQ)----
Debt / Equity (MRQ)----
Net Debt / EBITDA----

Dividends

Dividend Yield (TTM)

Both MSCI (MSCI) at 1.21% and State Street (STT) at 2.08% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.

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%

STT

Financial Services industry group

2.08%

Max
9.77%
Q3
3.92%
STT
2.08%
Median
1.09%
Q1
0.00%
Min
0.00%
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MSCI (MSCI) vs. State Street (STT): A comparison of their dividend yield against the Financial Services industry group benchmark.

Dividend Payout Ratio (TTM)

Both MSCI (MSCI) at 42.04% and State Street (STT) at 28.10% keep payout ratio within their industries’ typical mid-ranges — dividend policies that share earnings without consuming too much of them.

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%

STT

Financial Services industry group

28.10%

Max
241.07%
Q3
97.36%
STT
28.10%
Median
25.77%
Q1
0.00%
Min
0.00%
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MSCI (MSCI) vs. State Street (STT): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for MSCI (MSCI) and State Street (STT)
MetricMSCISTT
Dividend Yield (TTM)1.21%2.08%
Dividend Payout Ratio (TTM)42.04%28.10%

Valuation

P/E Ratio (TTM)

State Street (STT) at 13.53 is near its industry’s usual P/E ratio, while MSCI (MSCI) at 33.90 sits in the richer quartile — MSCI needs stronger growth or earnings quality to justify the premium.

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

STT

Financial Services industry group

13.53

Max
45.85
Q3
24.64
Median
15.37
STT
13.53
Q1
9.68
Min
0.16
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MSCI (MSCI) vs. State Street (STT): A comparison of their P/E ratio against the Financial Services industry group benchmark.

P/S Ratio (TTM)

State Street (STT) at 2.91 prices around its industry’s typical P/S ratio, while MSCI (MSCI) at 13.58 clears its benchmark range — MSCI looks notably rich on sales.

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

STT

Financial Services industry group

2.91

Max
9.23
Q3
4.57
STT
2.91
Median
2.72
Q1
1.28
Min
-0.55
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MSCI (MSCI) vs. State Street (STT): 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 State Street (STT) reports 1.83, ranking against industry peers normally.

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

STT

Financial Services industry group

1.83

Max
7.79
Q3
3.63
STT
1.83
Median
1.57
Q1
0.81
Min
-0.39
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MSCI (MSCI) vs. State Street (STT): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for MSCI (MSCI) and State Street (STT)
MetricMSCISTT
P/E Ratio (TTM)33.9013.53
P/S Ratio (TTM)13.582.91
P/B Ratio (MRQ)-15.241.83
Free Cash Flow Yield (TTM)----