MSCI Inc

MSCI Inc

MSCI

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Market Cap$40.04B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
MSCI IncMSCI Inc30.31.4%-50%12.2-2.9

Earnings Call Q2 2026

July 21, 2026 - AI Summary

Strong Q2 performance & momentum (core “engines” accelerating): Organic revenue >12%, adjusted EPS ~19%, adjusted EBITDA +14%. Run-rate growth +12% with Asset-Based Fees (ABF) run rate $948M (+25%) and subscription run-rate growth >8% (retention >95%, with hedge funds retention >97%). Management highlighted record ETF and non-ETF AUM tied to MSCI indices and ~$40B ETF-linked inflows in the quarter (ETF-linked AUM > $2.8T; + $1T over 15 months).
Pipeline strength, but quarter-to-quarter volatility risk is real: CEO said outlook for subscription sales remains bullish, but expect lumpiness/variability because many new products are high-ticket and institutional buying has long lead times (showcase, approvals, budgets). CFO also noted investment needs increased due to stronger-than-assumed AUM/product mix.
Private assets growth accelerating; sustainability is pressured while climate remains an opportunity: In private capital solutions, recurring net new sales grew +57%, and subscription run-rate accelerated to >16%; largest strategic catalyst is the UBS partnership to expand private asset access via the wealth channel (aiming to increase transparency/allocations). Sustainability & climate reporting: Q2 saw ~$6M new recurring sustainability sales and ~$3M recurring climate sales, but cancels (esp. Americas) were a “significant headwind.” For next two quarters, management expects combined sustainability + climate recurring net new sales roughly zero to slightly negative. Climate physical risk momentum: run rate growth ~12% and multiple physical risk wins (e.g., geospatial/asset location deal).

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$704.67

Target Price by Analysts

27.9% upsideMSCI Target Price DetailsTarget Price
$338.96

Current Fair Value

38.5% downside

Overvalued by 38.5% based on the discounted cash flow analysis.

Share Statistics

Market cap$40.04 Billion
Enterprise Value$47.37 Billion
Dividend Yield$7.70 (1.40%)
Earnings per Share$15.58
Beta1.24
Outstanding Shares73,000,000

Return

Return on Equity-50.49%ROE
Return on Assets24.24%
Return on Invested Capital46.43%

Valuation & Multiples

P/E Ratio30.3P/E Ratio
PEG239.88PEG
Price to Sales12.24Price to Sales
Price to Book Ratio-14.89Price to Book Ratio
Enterprise Value to Revenue14.21
Enterprise Value to EBIT25.53
Enterprise Value to Net Income34
Total Debt to Enterprise0.16
Debt to Equity-2.86Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
July 21, 2026
EPS Estimate
$4.99
Average shareholder expectation
Revenue Estimate
$870.71 M
Average shareholder expectation

Next Earnings Call

Expected Date
July 28, 2026
EPS Estimate
$4.87
Average shareholder expectation
Revenue Estimate
$858.21 M
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio0.0000 207.68%
Total Calls- 100.00%
Total Puts- 100.00%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %3.15% 81.05%
Total Invested$1.27B 96.38%
Investors Holding173 907.00%

ESG Score

No data

About MSCI Inc

CEO: Henry Fernandez

Relevant Senate Committees

Joint Committee on Taxation

This committee provides the official revenue estimates for all tax legislation. Its influence on corporate tax structures and the overall tax burden directly impacts corporate valuations and investment strategies, which are core to MSCI's business and client analysis.

Finance

This powerful committee controls taxation and trade. Its decisions on corporate tax policy directly impact corporate profitability, investor behavior, and market valuations, which are fundamental to MSCI's clients and its own business performance.

Agriculture, Nutrition, and Forestry

This committee oversees the CFTC and regulates the derivatives/futures market. Its current role in defining cryptocurrencies as digital commodities is highly relevant, as MSCI operates in financial markets and may expand its offerings in digital assets.

Judiciary

This committee's jurisdiction over antitrust laws and intellectual property is critically important. Antitrust actions could impact market data and index providers like MSCI, while strong intellectual property protection is vital for MSCI's proprietary indices and analytics.

Banking, Housing, and Urban Affairs

This committee directly regulates the entire financial system, including the SEC, Fed, and cryptocurrency. As a financial services company, MSCI operates within this regulatory framework, making this committee's influence paramount for its business, clients, and potential new ventures (e.g., digital assets).

Commerce, Science, and Transportation

This committee's oversight of 'Big Tech,' data privacy, and interstate commerce is highly relevant to MSCI as a significant provider of financial data and analytics. Regulations on data governance, use, and market dominance could directly impact MSCI's business model.

Foreign Relations

MSCI's core business involves global indices and analytics. Sanctions, trade policies, and geopolitical events managed by this committee directly impact global capital flows, market stability, and the performance of the international markets MSCI measures and serves.