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Upturn AI SWOT - About
MSCI 
MSCI Inc (MSCI)
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Upturn Advisory Summary
04/01/2025: MSCI (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Analysis of Past Performance
Type Stock | Historic Profit -1.14% | Avg. Invested days 50 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 44.70B USD | Price to earnings Ratio 40.94 | 1Y Target Price 659 |
Price to earnings Ratio 40.94 | 1Y Target Price 659 | ||
Volume (30-day avg) 578568 | Beta 1.19 | 52 Weeks Range 434.74 - 640.43 | Updated Date 04/2/2025 |
52 Weeks Range 434.74 - 640.43 | Updated Date 04/2/2025 | ||
Dividends yield (FY) 1.27% | Basic EPS (TTM) 14.07 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 38.83% | Operating Margin (TTM) 54.2% |
Management Effectiveness
Return on Assets (TTM) 17.49% | Return on Equity (TTM) - |
Valuation
Trailing PE 40.94 | Forward PE 33.44 | Enterprise Value 48249516862 | Price to Sales(TTM) 15.65 |
Enterprise Value 48249516862 | Price to Sales(TTM) 15.65 | ||
Enterprise Value to Revenue 16.89 | Enterprise Value to EBITDA 27.6 | Shares Outstanding 77601600 | Shares Floating 74985429 |
Shares Outstanding 77601600 | Shares Floating 74985429 | ||
Percent Insiders 3.32 | Percent Institutions 94.26 |
Analyst Ratings
Rating 3.94 | Target Price 657.57 | Buy 5 | Strong Buy 7 |
Buy 5 | Strong Buy 7 | ||
Hold 4 | Sell 2 | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
MSCI Inc
Company Overview
History and Background
MSCI Inc., formerly Morgan Stanley Capital International, was founded in 1969. It began as a research department within Morgan Stanley, focusing on creating global equity indexes. It became an independent company in 2007 through an IPO. Over time, it has expanded its offerings to include portfolio construction tools, risk management services, and ESG ratings.
Core Business Areas
- Index: MSCI's flagship business, providing a wide range of equity, fixed income, and multi-asset class indexes used as benchmarks for investment portfolios and as the basis for ETFs and other investment products.
- Analytics: Offers risk management, performance attribution, and portfolio construction tools, including Barra portfolio management tools and RiskMetrics risk management systems.
- ESG: Provides environmental, social, and governance (ESG) ratings, research, and data to help investors integrate ESG factors into their investment decisions.
- Real Estate: Offers real estate data, benchmarks, and analytics for investors in the real estate market.
Leadership and Structure
Henry Fernandez serves as Chairman and CEO. The company operates with a functional organizational structure, with distinct business segments (Index, Analytics, ESG & Climate, and Real Estate) each headed by dedicated leadership.
Top Products and Market Share
Key Offerings
- MSCI ACWI Index: A widely used global equity index representing large- and mid-cap equity performance across 23 developed and 24 emerging markets. It is a benchmark for global equity portfolios. Competitors include FTSE Global All Cap Index and S&P Global BMI.
- Barra Portfolio Manager: A suite of portfolio management tools for risk analysis, performance attribution, and portfolio construction. It faces competition from Bloomberg PORT, FactSet, and Axioma.
- MSCI ESG Ratings: Provides ESG ratings and research to help investors integrate ESG factors. Competitors include Sustainalytics (Morningstar) and S&P Global (Trucost).
- MSCI Real Estate: Offers real estate benchmarks and analytics. Competitors include NCREIF and Green Street Advisors.
Market Dynamics
Industry Overview
The investment decision support tools industry is growing due to increasing demand for sophisticated analytics, risk management, and ESG integration. Market trends include the growth of passive investing, the rise of ESG investing, and the increasing complexity of financial markets.
Positioning
MSCI is a leading provider of investment decision support tools, with a strong brand reputation and a wide range of products and services. Its competitive advantages include its established market position, its comprehensive data and analytics, and its strong relationships with institutional investors.
Total Addressable Market (TAM)
The TAM for investment decision support tools is estimated to be in the tens of billions of dollars. MSCI is well-positioned to capture a significant share of this market, given its established market position and broad product offering.
Upturn SWOT Analysis
Strengths
- Strong brand recognition
- Comprehensive suite of products and services
- Established market position
- Extensive data and analytics capabilities
- Strong relationships with institutional investors
Weaknesses
- High reliance on financial markets performance
- Exposure to regulatory changes
- Competition from established and emerging players
- Potential for data breaches and cyberattacks
Opportunities
- Growth of passive investing
- Rise of ESG investing
- Expansion into new markets
- Development of new products and services
- Acquisitions of complementary businesses
Threats
- Economic downturns
- Increased competition
- Regulatory changes
- Data breaches and cyberattacks
- Technological disruption
Competitors and Market Share
Key Competitors
- MORN
- SPGI
- FDS
Competitive Landscape
MSCI possesses a strong competitive advantage through its well-established brand and comprehensive product suite. While facing competition from firms like Morningstar and S&P Global, MSCI's dedicated focus on investment decision support tools and consistent innovation helps maintain its leadership position.
Major Acquisitions
Burgiss
- Year: 2023
- Acquisition Price (USD millions): 913
- Strategic Rationale: Acquisition of Burgiss for private asset data and analytics, strengthening MSCI's position in the growing private asset investment space.
Growth Trajectory and Initiatives
Historical Growth: MSCI has historically grown through organic growth and acquisitions, driven by the increasing demand for investment decision support tools and the growth of passive and ESG investing.
Future Projections: Future growth is projected to be driven by the continued growth of passive and ESG investing, as well as expansion into new markets and development of new products and services. Analyst estimates vary, but generally project continued revenue and earnings growth.
Recent Initiatives: Recent initiatives include expanding its ESG data and analytics offerings, launching new indexes, and acquiring complementary businesses.
Summary
MSCI is a strong player in the investment decision support tools industry, leveraging its established brand and comprehensive product suite. The company is well-positioned to capitalize on trends like passive and ESG investing. However, economic downturns and increasing competition pose potential challenges. Strategic acquisitions, like Burgiss, bolster their growth prospects.
Similar Companies
BLK
BlackRock Inc
BLK
BlackRock Inc
FDS
FactSet Research Systems Inc
FDS
FactSet Research Systems Inc
ICE
Intercontinental Exchange Inc
ICE
Intercontinental Exchange Inc
MORN
Morningstar Inc
MORN
Morningstar Inc
SPGI
S&P Global Inc
SPGI
S&P Global Inc
Sources and Disclaimers
Data Sources:
- MSCI Inc. Investor Relations
- Company Filings (SEC)
- Industry Reports
- Analyst Estimates
Disclaimers:
This analysis is based on publicly available information and represents a general overview. It is not financial advice, and investors should conduct their own due diligence before making any investment decisions. Financial data and market share figures are estimates and may vary.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About MSCI Inc
Exchange NYSE | Headquaters New York, NY, United States | ||
IPO Launch date 2007-11-15 | Chairman & CEO Mr. Henry A. Fernandez | ||
Sector Financial Services | Industry Financial Data & Stock Exchanges | Full time employees 6132 | Website https://www.msci.com |
Full time employees 6132 | Website https://www.msci.com | ||
MSCI Inc., together with its subsidiaries, provides critical decision support tools and solutions for the investment community to manage investment processes worldwide. The Index segment provides indexes for use in various areas of the investment process, including indexed financial product, such as ETFs, mutual funds, annuities, futures, options, structured products, and over-the-counter derivatives; performance benchmarking; portfolio construction and rebalancing; and asset allocation, as well as licenses GICS and GICS Direct. The Analytics segment offers risk management, performance attribution and portfolio management content, application, an integrated view of risk and return service, and an analysis of market, credit, liquidity, counterparty, and climate risk across asset classes; managed services, including consolidation of client portfolio data, review and reconciliation of input data and results, and customized reporting; and HedgePlatform to measure, evaluate, and monitor the risk of hedge fund investments. The ESG and Climate segment provides products and services that help institutional investors understand how ESG impacts the long-term risk and return of their portfolio and individual security-level investments; and data, ratings, research, and tools to help investors navigate increasing regulation. The All Other " Private Assets segment comprising real estate and infrastructure data, benchmarks, return-analytics, climate assessments and market insights; business intelligence to real estate owners, managers, developers, and brokers; and offers investment decision support tools for private capital. The Private Capital Solutions segment offers tools to help private asset investors across mission-critical workflows, such as sourcing terms and conditions, evaluating operating performance, managing risk and other activities supporting private capital investing. MSCI Inc. was incorporated in 1998 and is headquartered in New York, New York.
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