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NYSE:MSCI

MSCI Inc. (MSCI)

581.19
-15.70 (2.63%)
as of Jun 18, 2026, 8:00:00 pm Market Open.
47 watching
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Investor Insights
star iconJun 19, 2026, 12:00 am

This summary was created by AI, based on 6 opinions in the last 12 months.

MSCI Inc. is recognized as a leading provider of international-focused indices and data services, benefiting significantly from the growth of ETFs and rising investor interest in global markets. Although its shares have recently sold off due to concerns surrounding active versus passive investment strategies, the company maintains high margins and strong free cash flows. Analysts highlight its diverse offerings, including a substantial number of indices and innovative products in alternative asset classes and ESG. The recurring revenue streams and the strategic buyback of shares further bolster its appeal, indicating confidence in its long-term growth prospects despite its current valuation being regarded as not cheap.

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Consensus
Positive
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Valuation
Fair Value
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Similar
SPGI
BUY ON WEAKNESS

This company does ratings and builds indices. It can create custom indices for almost anything. It benefits from the boom in ETF's and Index funds and receives license fees. It trades at 45X earnings but as a growth stock it has done well. You could buy on the recent pullback.

HOLD
Benefitted from passive ETF growth, which will continue. Benefits from quantitative easing. If liquidity is sucked out of the market, there will be less trading. Don't chase it here. He plays the space through ICE.
HOLD
Index provider. $10 EPS this year, which is up 25% over last year. Revenues are 50% from the Americas, but growing around the world. Great company. Tremendous run, so maybe it needs to consolidate. He'd choose SPGI today, as they do bonds and are moving into China. Both are great long-term holds.
PARTIAL BUY
Likes the company. It lets you participant in indexes but also in ESG business. There are many that cover it. It is a fine company but it is not his favourite. Prefers S&P. Has many of the same drivers but they also have a merger through a competitor takeover with synergy. MSCI may not have as much of a catalyst.
HOLD
Growth of indexing has driven this company. Great story. Amazing free cashflow growth, small yield, trades at 51x earnings. Great balance sheet.
PARTIAL SELL

On the list of great companies to own when they get beaten up. Problem now is it's run a lot, expensive multiple. Great data service provider. Sector's done well. If you own it, trim a bit and take some profits. He owns Blackrock (BLK) in the sector, which has long-term growth and a lower multiple.

BUY ON WEAKNESS
It is about 35-40 times earnings and trades at all time highs. The rates they charge for data are astronomical, which gives them market power. They are in a good spot with a captive audience. It is too expensive right now for him.
BUY

A beautiful chart. Wish all his charts were like this. It's gone straight up with little downside.

STRONG BUY

This is one of his largest positions in their portfolio. He believes in active investment management, however, the world of ETFs is a juggernaut. This company makes custom indices for its clients. This success is likely to continue. He would buy it here.

PAST TOP PICK

(A Top Pick May 28/18 Up 7%) The compiler of stock indices. An 84% percent annualized return thus far, he says. It is a great company, because it is capital light, great returns on equity and the revenue continues to grow ($1.8 billion last year). Not a cheap stock and the technical chart is a work of art, he says.

BUY

It has been trading on 52 week high, has positive earning upgrades and all around good news. He pays them a fee for the proprietary use of their data. This is really a data company. The PE at the low to mid-20s is not bad with growth in the 30% range – a good ratio. Defensive in a down turn. Trade it knowing it is near the cycle top.

BUY

A very good looking chart. It has a nice upward trend and he sees it as a buy. A 50 day moving average would be a good reduce point to lock in gains and the 100 day as a stop. He likes that it is breaking into new highs. A hard stop would be $142.

TOP PICK

A little-known financial services company. Not a cheap valuation, but you pay for quality. It has an amazing chart. They have little competition. You play the financial markets without buying a fiancial. They have a lot of runway ahead of them. (Analysts' price target: $152.17)

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