Is MSCI Stock a Good Investment?

MSCI Investment Advice

MSCI

To provide specific investment advice or recommendations on MSCI Inc stock, we recommend investors consider the following general factors when evaluating MSCI Inc. This will help you to make an informed decision on whether to include MSCI in one of your diversified portfolios:

Examine MSCI's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
Research MSCI's leadership team and their track record. Good management can help MSCI navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
Consider the overall health of the Financial Exchanges & Data space and any emerging trends that could impact MSCI's business and its evolving consumer preferences.
Compare MSCI's performance and market position to its competitors. Analyze how MSCI is positioned in terms of product offerings, innovation, and market share.
Check if MSCI pays a dividend and its dividend yield and payout ratio.
Review what financial analysts are saying about MSCI's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.

It's important to note that investing in MSCI Inc stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if MSCI Inc is a good investment.

Sell

Buy

Hold

Macroaxis provides trade advice on MSCI Inc to complement and cross-verify current analyst consensus on MSCI. Our advice engine determines the firm's potential to grow exclusively from the perspective of an investor's current risk tolerance and investing horizon. To make sure MSCI Inc is not overpriced, please verify all MSCI Inc fundamentals, including its cash and equivalents, earnings per share, and the relationship between the revenue and current ratio . Given that MSCI Inc has a price to sales of 16.26 X, we recommend you to check MSCI market performance and probability of bankruptcy to ensure the company can sustain itself next year given your latest risk tolerance and investing horizon.

Market Performance	Weak	Details
Volatility	Very steady	Details
Hype Condition	Low key	Details
Current Valuation	Fairly Valued	Details
Odds Of Distress	Very Low	Details
Economic Sensitivity	Slowly supersedes the market	Details
Investor Sentiment	Interested	Details
Analyst Consensus	Buy	Details
Financial Strenth (F Score)	Healthy	Details
Financial Leverage	Not Rated	Details
Reporting Quality (M-Score)	Unlikely Manipulator	Details

Examine MSCI Stock

Researching MSCI's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 92.0% of the company shares are owned by institutional investors. The company has Price/Earnings (P/E) ratio of 544.96. MSCI Inc recorded earning per share (EPS) of 15.25. The entity last dividend was issued on the 15th of November 2024.

To determine if MSCI is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding MSCI's research are outlined below:

	MSCI Inc has high financial leverage indicating that it may have difficulties to generate enough cash to satisfy its financial obligations
	Over 92.0% of the company shares are owned by institutional investors
	Latest headline from news.google.com: Massachusetts Financial Services Co. MA Boosts Holdings in MSCI Inc. - MarketBeat

MSCI Quarterly Liabilities And Stockholders Equity

5.41 Billion

MSCI uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in MSCI Inc. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to MSCI's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.

	30th of January 2024 Upcoming Quarterly Report	View
	23rd of April 2024 Next Financial Report	View
	31st of December 2023 Next Fiscal Quarter End	View
	30th of January 2024 Next Fiscal Year End	View
	30th of September 2023 Last Quarter Report	View
	31st of December 2022 Last Financial Announcement	View

Earnings surprises can significantly impact MSCI's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises MSCI's investors have experienced.

Reported	Fiscal Date	Estimated EPS	Reported EPS	Surprise
2010-01-07	2009-12-31	0.29	0.32	0.03	10
2009-04-02	2009-03-31	0.21	0.24	0.03	14
2009-07-02	2009-06-30	0.24	0.28	0.04	16
2014-07-31	2014-06-30	0.5	0.55	0.05	10
2011-11-02	2011-09-30	0.44	0.49	0.05	11
2011-05-05	2011-03-31	0.38	0.43	0.05	13
2015-10-29	2015-09-30	0.54	0.6	0.06	11
2013-08-01	2013-06-30	0.52	0.58	0.06	11

Know MSCI's Top Institutional Investors

Have you ever been surprised when a price of an equity instrument such as MSCI is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading MSCI Inc backward and forwards among themselves. MSCI's institutional investor refers to the entity that pools money to purchase MSCI's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.

		Shares
Sustainable Growth Advisers, Lp	2024-09-30	1.1 M
Fiera Capital Corporation	2024-06-30	1.1 M
American Century Companies Inc	2024-09-30	1.1 M
Nordea Investment Mgmt Bank Demark A/s	2024-09-30	1 M
Norges Bank	2024-06-30	972.7 K
Brown Advisory Holdings Inc	2024-09-30	902.2 K
Fmr Inc	2024-09-30	828.1 K
Northern Trust Corp	2024-09-30	736 K
Franklin Resources Inc	2024-06-30	688.1 K
Vanguard Group Inc	2024-09-30	8.8 M
Blackrock Inc	2024-06-30	6.8 M

Note, although MSCI's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

MSCI's market capitalization trends

The company currently falls under 'Large-Cap' category with a current market capitalization of 45.56 B.

Market Cap

47.77 Billion

MSCI's profitablity analysis

	Last Reported	Projected for Next Year
Return On Tangible Assets	0.69	0.72
Return On Capital Employed	0.35	0.36
Return On Assets	0.21	0.22
Return On Equity	(1.55)	(1.63)

The company has Profit Margin (PM) of 0.43 %, which maeans that even a very small decline in it revenue will erase profits resulting in a net loss. This is way below average. Similarly, it shows Operating Margin (OM) of 0.56 %, which suggests for every 100 dollars of sales, it generated a net operating income of $0.56.

Determining MSCI's profitability involves analyzing its financial statements and using various financial metrics to determine if MSCI is a good buy. For example, gross profit margin measures MSCI's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of MSCI's profitability and make more informed investment decisions.

MSCI's Earnings Breakdown by Geography

Evaluate MSCI's management efficiency

MSCI Inc has return on total asset (ROA) of 0.1828 % which means that it generated a profit of $0.1828 on every $100 spent on assets. This is way below average. MSCI's management efficiency ratios could be used to measure how well MSCI manages its routine affairs as well as how well it operates its assets and liabilities. As of now, MSCI's Return On Tangible Assets are increasing as compared to previous years. The MSCI's current Return On Capital Employed is estimated to increase to 0.36, while Return On Equity is projected to decrease to (1.63). As of now, MSCI's Return On Assets are increasing as compared to previous years.

	Last Reported	Projected for Next Year
Book Value Per Share	(9.31)	(8.84)
Tangible Book Value Per Share	(57.68)	(54.80)
Enterprise Value Over EBITDA	28.64	16.63
Price Book Value Ratio	(60.76)	(63.80)
Enterprise Value Multiple	28.64	16.63
Price Fair Value	(60.76)	(63.80)
Enterprise Value	48.1 B	50.5 B

MSCI showcases strong leadership that adapts to market changes and drives innovation. Our analysis explores how this adaptability affects the stock's investment appeal.

Dividend Yield

0.011

Forward Dividend Yield

0.011

Forward Dividend Rate

6.4

Beta

1.11

Basic technical analysis of MSCI Stock

As of the 22nd of November, MSCI owns the Market Risk Adjusted Performance of 0.2546, semi deviation of 1.14, and Mean Deviation of 0.9327. In relation to fundamental indicators, the technical analysis model lets you check practical technical drivers of MSCI Inc, as well as the relationship between them.

MSCI's insider trading activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific MSCI insiders, such as employees or executives, is commonly permitted as long as it does not rely on MSCI's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases MSCI insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

		Read Craig Jack over three months ago Insider Trading
		Matlock Robin over three months ago Acquisition by Matlock Robin of tradable shares of MSCI subject to Rule 16b-3
		Linda Riefler over three months ago Acquisition by Linda Riefler of tradable shares of MSCI subject to Rule 16b-3
		Matlock Robin over three months ago Acquisition by Matlock Robin of 450 shares of MSCI subject to Rule 16b-3
		Linda Riefler over six months ago Acquisition by Linda Riefler of tradable shares of MSCI subject to Rule 16b-3
		Desai Chirantan Jitendra over six months ago Acquisition by Desai Chirantan Jitendra of tradable shares of MSCI subject to Rule 16b-3
		Catherine Kinney over six months ago Acquisition by Catherine Kinney of tradable shares of MSCI subject to Rule 16b-3
		Peter Zangari over a year ago Payment of 3651 shares by Peter Zangari of MSCI subject to Rule 16b-3

MSCI's Outstanding Corporate Bonds

MSCI issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. MSCI Inc uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most MSCI bonds can be classified according to their maturity, which is the date when MSCI Inc has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

	Boeing Co 2196 Corp Bond US097023DG73	View
	HSBC Holdings PLC Corp Bond US404280DR76	View
	MSCI 4 percent Corp Bond US55354GAH39	View
	US55354GAM24 Corp Bond US55354GAM24	View
	MSCI 3625 percent Corp Bond US55354GAK67	View
	MSCI 3875 percent Corp Bond US55354GAL41	View
	US55354GAQ38 Corp Bond US55354GAQ38	View
	MGM Resorts International Corp Bond US552953CD18	View

View All MSCI Corporate Bonds

Understand MSCI's technical and predictive indicators

Using predictive indicators to make investment decisions involves analyzing MSCI's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.

	Risk Adjusted Performance	0.0441
	Market Risk Adjusted Performance	0.2546
	Mean Deviation	0.9327
	Semi Deviation	1.14
	Downside Deviation	1.21
	Coefficient Of Variation	1885.82
	Standard Deviation	1.19
	Variance	1.42
	Information Ratio	(0.04)
	Jensen Alpha	0.0316
	Total Risk Alpha	(0.10)
	Sortino Ratio	(0.04)
	Treynor Ratio	0.2446
	Maximum Drawdown	5.72
	Value At Risk	(1.89)
	Potential Upside	1.97
	Downside Variance	1.46
	Semi Variance	1.31
	Expected Short fall	(0.97)
	Skewness	(0.07)
	Kurtosis	0.1518

	Risk Adjusted Performance	0.0441
	Market Risk Adjusted Performance	0.2546
	Mean Deviation	0.9327
	Semi Deviation	1.14
	Downside Deviation	1.21
	Coefficient Of Variation	1885.82
	Standard Deviation	1.19
	Variance	1.42
	Information Ratio	(0.04)
	Jensen Alpha	0.0316
	Total Risk Alpha	(0.10)
	Sortino Ratio	(0.04)
	Treynor Ratio	0.2446
	Maximum Drawdown	5.72
	Value At Risk	(1.89)
	Potential Upside	1.97
	Downside Variance	1.46
	Semi Variance	1.31
	Expected Short fall	(0.97)
	Skewness	(0.07)
	Kurtosis	0.1518

Consider MSCI's intraday indicators

MSCI intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of MSCI stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.

	Accumulation Distribution	8679.44
	Daily Balance Of Power	0.7016
	Rate Of Daily Change	1.01
	Day Median Price	584.75
	Day Typical Price	586.35
	Price Action Indicator	8.94
	Period Momentum Indicator	8.23

MSCI Corporate Filings

F4	4th of November 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities	View Verify
10Q	31st of October 2024 Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations	View Verify
8K	29th of October 2024 Report filed with the SEC to announce major events that shareholders should know about	View Verify
F3	9th of August 2024 The report used by insiders such as officers, directors, and major shareholders (beneficial owners holding more than 10% of any class of the company's equity securities) to declare their ownership of a company's stock	View Verify

MSCI time-series forecasting models is one of many MSCI's stock analysis techniques aimed to predict future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary MSCI's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

MSCI Stock media impact

Far too much social signal, news, headlines, and media speculation about MSCI that are available to investors today. That information is available publicly through MSCI media outlets and privately through word of mouth or via MSCI internal channels. However, regardless of the origin, that massive amount of MSCI data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.

A primary focus of MSCI news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of MSCI relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to MSCI's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive MSCI alpha.

MSCI Sentiment by Major News Outlets

Investor sentiment, mood or attitude towards MSCI can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.

Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.

MSCI Inc Historical Investor Sentiment

Investor biases related to MSCI's public news can be used to forecast risks associated with an investment in MSCI. The trend in average sentiment can be used to explain how an investor holding MSCI can time the market purely based on public headlines and social activities around MSCI Inc. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.

MSCI's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for MSCI and other traded tickers. The bigger the bubble, the more accurate the estimated score. Higher bars for a given day show more participation in the average MSCI news discussions. The higher the estimate score, the more favorable the investor's outlook on MSCI.

MSCI Corporate Directors

Jacques Perold	Independent Director	Profile
Catherine Kinney	Independent Director	Profile
Wayne Edmunds	Independent Director	Profile
Benjamin DuPont	Independent Director	Profile

When determining whether MSCI Inc offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of MSCI's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Msci Inc Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Msci Inc Stock: