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MSCI vs. UBS: MSCI vs. UBS Stock Comparison

How do MSCI (MSCI) and UBS (UBS) 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 UBS (UBS) both belong to the Capital Markets industry, though MSCI is classified under Financial Exchanges & Data while UBS falls under Diversified Capital Markets.

Company profile comparison for MSCI (MSCI) and UBS (UBS)
Profile ItemMSCIUBS
NameMSCI Inc.UBS Group AG
Country/RegionUnited StatesSwitzerland
GICS SectorFinancialsFinancials
GICS Industry GroupFinancial ServicesFinancial Services
GICS IndustryCapital MarketsCapital Markets
GICS Sub-IndustryFinancial Exchanges & DataDiversified Capital Markets
Market Capitalization46.60 billion USD144.79 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateNovember 15, 2007May 16, 2000
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

MSCI
UBS
GSPC
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MSCI (MSCI) vs. UBS (UBS), 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 UBS (UBS). Returns over one year are annualized.

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for MSCI (MSCI) and UBS (UBS)
MetricMSCIUBS
Total Return (1Y)12.76%30.78%
Total Return (3Y, Annualized)9.86%29.39%
Total Return (5Y, Annualized)1.00%25.00%

Risk Profile

Drawdown History

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

Risk Metrics

Risk profile metrics for MSCI (MSCI) and UBS (UBS)
MetricMSCIUBS
Volatility (1Y, Annualized)29.82%27.78%
Beta (5Y)1.171.15
Max Drawdown (5Y)-43.74%-32.48%
Avg. Volume (3M)590.34K1.93M

Risk-Adjusted Performance

Risk-Return Positioning

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MSCI and UBS 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 UBS (UBS)
MetricMSCIUBS
Sharpe Ratio (1Y)0.280.95
Sortino Ratio (1Y)0.401.44

Profitability

ROE (TTM)

Neither MSCI (MSCI) nor UBS (UBS) reports a ROE value for this period, so a direct comparison isn’t possible.

MSCI

Financial Services industry group

--

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

UBS

Financial Services industry group

--

Max
44.78%
Q3
21.85%
Median
12.91%
Q1
4.48%
Min
-18.71%
UBS
--
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MSCI (MSCI) vs. UBS (UBS): Neither stock reports ROE, so the chart shows available benchmark boxes without value markers.

Net Margin (TTM)

MSCI (MSCI) at 40.31% retains a top-quartile share of revenue as profit, ahead of UBS (UBS) at 18.18%, 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%

UBS

Financial Services industry group

18.18%

Max
62.84%
Q3
28.05%
UBS
18.18%
Median
15.36%
Q1
4.82%
Min
-28.52%
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MSCI (MSCI) vs. UBS (UBS): 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 UBS (UBS) at 27.10%, 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%

UBS

Financial Services industry group

27.10%

Max
107.33%
Q3
55.90%
Median
30.09%
UBS
27.10%
Q1
14.60%
Min
-44.34%
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MSCI (MSCI) vs. UBS (UBS): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for MSCI (MSCI) and UBS (UBS)
MetricMSCIUBS
ROE (TTM)----
ROA (TTM)21.75%--
Net Margin (TTM)40.31%18.18%
Operating Margin (TTM)56.41%27.10%
Gross Margin (TTM)----

Growth

Revenue Growth

Both MSCI (MSCI) at 9.75% and UBS (UBS) at 4.30% 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. UBS (UBS): A comparison of their Revenue Growth across different time periods.

EPS Growth

UBS (UBS) at 55.26% 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 UBS.

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

Growth Metrics

Growth metrics for MSCI (MSCI) and UBS (UBS)
MetricMSCIUBS
Revenue Growth (YoY)9.75%4.30%
Revenue Growth (3Y CAGR)11.71%12.44%
EPS Growth (YoY)11.67%55.26%
EPS Growth (3Y CAGR)13.54%1.60%

Financial Strength

Current Ratio (MRQ)

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

Dividends

Dividend Yield (TTM)

UBS (UBS) 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.

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%

UBS

Financial Services industry group

0.00%

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

Dividend Payout Ratio (TTM)

Both MSCI (MSCI) at 42.04% and UBS (UBS) at 36.30% 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%

UBS

Financial Services industry group

36.30%

Max
241.07%
Q3
97.36%
UBS
36.30%
Median
25.77%
Q1
0.00%
Min
0.00%
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MSCI (MSCI) vs. UBS (UBS): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for MSCI (MSCI) and UBS (UBS)
MetricMSCIUBS
Dividend Yield (TTM)1.21%0.00%
Dividend Payout Ratio (TTM)42.04%36.30%

Valuation

P/E Ratio (TTM)

UBS (UBS) at 15.77 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

UBS

Financial Services industry group

15.77

Max
45.85
Q3
24.64
UBS
15.77
Median
15.37
Q1
9.68
Min
0.16
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MSCI (MSCI) vs. UBS (UBS): A comparison of their P/E ratio against the Financial Services industry group benchmark.

P/S Ratio (TTM)

UBS (UBS) at 2.71 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

UBS

Financial Services industry group

2.71

Max
9.23
Q3
4.57
Median
2.72
UBS
2.71
Q1
1.28
Min
-0.55
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MSCI (MSCI) vs. UBS (UBS): 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 UBS (UBS) reports 1.64, 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

UBS

Financial Services industry group

1.64

Max
7.79
Q3
3.63
UBS
1.64
Median
1.57
Q1
0.81
Min
-0.39
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MSCI (MSCI) vs. UBS (UBS): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for MSCI (MSCI) and UBS (UBS)
MetricMSCIUBS
P/E Ratio (TTM)33.9015.77
P/S Ratio (TTM)13.582.71
P/B Ratio (MRQ)-15.241.64
Free Cash Flow Yield (TTM)----