- ISIN
- US55354G1004
- CUSIP
- 55354G100
- Sector
- Financial Services
- Industry
- Financial Data & Stock Exchanges
- IPO Date
- Nov 15, 2007
Highlights
- Market Cap
- $41.60B
- Enterprise Value
- $47.76B
- EPS (TTM)
- $18.04
- PE Ratio
- 31.72
- PEG Ratio
- 1.96
- Total Revenue (TTM)
- $3.33B
- Gross Profit (TTM)
- $2.77B
- EBITDA (TTM)
- $2.05B
- Year Range
- $501.08 - $644.77
- Target Price
- $698.11
- ROA (TTM)
- 24.24%
- ROE (TTM)
- -50.49%
- Avg. Volume (1M)
- 727K
- Avg. Volume Value (1M)
- $425.84M
Share Price Chart
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Performance
MSCI Performance Chart
MSCI Inc. (MSCI) is up 0.5% since the beginning of the year. At $572 per share, MSCI is trading 11.2% below its 52-week high of $645. Investors who bought $1,000 worth of MSCI shares 5 years ago would now be looking at an investment worth $1,015.
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Returns By Period
MSCI Inc. (MSCI) has returned 0.50% so far this year and 4.10% over the past 12 months. Looking at the last ten years, MSCI has achieved an annualized return of 22.38%, outperforming the S&P 500 Index benchmark, which averaged 13.26% per year.
MSCI Inc.
- 1D
- -0.61%
- 1M
- -5.12%
- 6M
- -5.36%
- YTD
- 0.50%
- 1Y
- 4.10%
- 3Y*
- 2.84%
- 5Y*
- 0.29%
- 10Y*
- 22.38%
- ALL TIME*
- 19.59%
Benchmark (S&P 500 Index)
- 1D
- 0.70%
- 1M
- 0.09%
- 6M
- 7.94%
- YTD
- 9.41%
- 1Y
- 20.07%
- 3Y*
- 17.84%
- 5Y*
- 11.25%
- 10Y*
- 13.26%
- ALL TIME*
- 8.09%
MSCI Monthly Returns History
Based on dividend-adjusted daily data since Nov 15, 2007, MSCI's average daily return is +0.10%, while the average monthly return is +1.86%. At this rate, an investment would double in approximately 3.1 years.
Historically, 59% of months were positive and 41% were negative. The best month was Dec 2007 with a return of +38.9%, while the worst month was Oct 2008 at -28.2%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 5 months.
On a daily basis, MSCI closed higher 53% of trading days. The best single day was Mar 24, 2020 with a return of +18.0%, while the worst single day was Oct 2, 2012 at -26.8%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 6.19% | -5.77% | -5.74% | 9.72% | 7.14% | -11.30% | 2.18% | 0.50% | |||||
| 2025 | -0.54% | -0.74% | -4.24% | -3.61% | 3.79% | 2.26% | -2.67% | 1.46% | -0.05% | 3.73% | -3.92% | 1.78% | -3.17% |
| 2024 | 5.83% | -6.03% | -0.09% | -16.89% | 6.66% | -2.71% | 12.25% | 7.67% | 0.40% | -2.01% | 7.01% | -1.58% | 7.31% |
| 2023 | 14.27% | -1.53% | 7.19% | -13.80% | -2.19% | -0.26% | 16.79% | -0.56% | -5.62% | -8.09% | 10.76% | 8.60% | 22.90% |
| 2022 | -12.50% | -6.24% | 0.24% | -16.23% | 5.29% | -6.83% | 16.79% | -6.44% | -6.11% | 11.16% | 8.60% | -8.40% | -23.34% |
| 2021 | -11.47% | 5.05% | 1.15% | 15.86% | -3.47% | 13.87% | 11.80% | 6.66% | -4.14% | 9.29% | -5.18% | -2.66% | 38.14% |
Benchmark Metrics
MSCI Inc. has an annualized alpha of 13.27%, beta of 1.10, and R2 of 0.38 versus S&P 500 Index. Calculated based on daily prices since November 15, 2007.
- This stock captured 152.87% of S&P 500 Index gains and 105.15% of its losses - amplifying both gains and losses, but participating more in upside than downside.
- R2 of 0.38 means the benchmark explains less than half of this stock's behavior - treat beta with caution or consider switching to a more representative benchmark.
- Alpha
- 13.27%
- Beta
- 1.10
- R²
- 0.38
- Upside Capture
- 152.87%
- Downside Capture
- 105.15%
Return for Risk
Risk / Return Rank
MSCI ranks 47 for risk / return — above 47% of stocks peers on PortfoliosLab. Its historical combined result is near the middle of the peer group.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for MSCI Inc. (MSCI) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| MSCI | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.31 | ||
| Sortino ratioReturn per unit of downside risk | -1.61 | ||
| Omega ratioGain probability vs. loss probability | 1.05 | 1.25 | -0.21 |
| Calmar ratioReturn relative to maximum drawdown | 0.19 | 2.00 | -1.82 |
| Martin ratioReturn relative to average drawdown | 0.45 | 8.49 | -8.04 |
Dividends
Dividend History
MSCI Inc. provided a 1.35% dividend yield over the last twelve months, with an annual payout of $7.70 per share. The company has been increasing its dividends for 11 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $7.70 | $7.20 | $6.40 | $5.52 | $4.58 | $3.64 | $2.92 | $2.52 | $1.92 | $1.32 | $1.00 | $0.80 |
Dividend yield | 1.35% | 1.25% | 1.07% | 0.98% | 0.98% | 0.59% | 0.65% | 0.98% | 1.30% | 1.04% | 1.27% | 1.11% |
Monthly Dividends
The table displays the monthly dividend distributions for MSCI Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $2.05 | $0.00 | $0.00 | $2.05 | $0.00 | $0.00 | $4.10 | |||||
| 2025 | $0.00 | $1.80 | $0.00 | $0.00 | $1.80 | $0.00 | $0.00 | $1.80 | $0.00 | $0.00 | $1.80 | $0.00 | $7.20 |
| 2024 | $0.00 | $1.60 | $0.00 | $0.00 | $1.60 | $0.00 | $0.00 | $1.60 | $0.00 | $0.00 | $1.60 | $0.00 | $6.40 |
| 2023 | $0.00 | $1.38 | $0.00 | $0.00 | $1.38 | $0.00 | $0.00 | $1.38 | $0.00 | $0.00 | $1.38 | $0.00 | $5.52 |
| 2022 | $0.00 | $1.04 | $0.00 | $0.00 | $1.04 | $0.00 | $0.00 | $1.25 | $0.00 | $0.00 | $1.25 | $0.00 | $4.58 |
| 2021 | $0.00 | $0.78 | $0.00 | $0.00 | $0.78 | $0.00 | $0.00 | $1.04 | $0.00 | $0.00 | $1.04 | $0.00 | $3.64 |
Dividend Yield & Payout
Dividend Yield
MSCI Inc. has a dividend yield of 1.35%, which signifies it pays a smaller percentage of its stock price in dividends to its shareholders compared to other companies in the market.
Payout Ratio
MSCI Inc. has a payout ratio of 42.19%, which is quite average when compared to the overall market. This suggests that MSCI Inc. strikes a balance between reinvesting profits for growth and paying dividends to shareholders.
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the MSCI Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the MSCI Inc. was 69.06%, occurring on Nov 20, 2008. Recovery took 524 trading sessions.
The current MSCI Inc. drawdown is 11.12%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-69.06%Nov 2008 | 10mo 23d | 2y 1mo | 2y 11moJan 2008 - Dec 2010 | Financial crisis2007–2009 |
-43.74%May 2022 | 5mo 23d | 4y 24d | 4y 6moNov 2021 - Jun 2026 | Bear market2022 |
-36.06%Oct 2012 | 1y 9mo | 11mo 6d | 2y 8moDec 2010 - Sep 2013 | — |
-32.22%Mar 2020 | 27d | 1mo 10d | 2mo 7dFeb 2020 - Apr 2020 | COVID crash2020 |
-25.58%Dec 2018 | 3mo 20d | 2mo 6d | 5mo 26dSep 2018 - Feb 2019 | Rate-hike selloffLate 2018 |
Drawdown Indicators
| MSCI | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.06% | -56.78% | -12.28% |
Max Drawdown (1Y)Largest decline over 1 year | -18.07% | -9.10% | -8.97% |
Max Drawdown (3Y)Largest decline over 3 years | -25.99% | -18.90% | -7.09% |
Max Drawdown (5Y)Largest decline over 5 years | -43.74% | -25.43% | -18.31% |
Max Drawdown (10Y)Largest decline over 10 years | -43.74% | -33.92% | -9.82% |
Current DrawdownCurrent decline from peak | -11.12% | -1.58% | -9.54% |
Average DrawdownAverage peak-to-trough decline | -13.04% | -10.70% | -2.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.46% | 2.14% | +5.32% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of MSCI Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Valuation
The Valuation section provides an overview of how MSCI Inc. is priced in the market compared to other companies in the Financial Data & Stock Exchanges industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for MSCI, comparing it with other companies in the Financial Data & Stock Exchanges industry. Currently, MSCI has a P/E ratio of 31.7. This P/E ratio is significantly higher than those of industry peers. This could indicate that the stock is overvalued or that investors expect strong future growth.
PEG Ratio
The chart shows the Price/Earnings to Growth (PEG) ratio for MSCI compared to other companies in the Financial Data & Stock Exchanges industry. MSCI currently has a PEG ratio of 2.0. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for MSCI relative to other companies in the Financial Data & Stock Exchanges industry. Currently, MSCI has a P/S ratio of 12.9. This P/S ratio is high relative to other companies in the industry. It could mean the stock is overvalued, or that investors expect strong future growth and profitability.
Income Statement
| TTM | |
|---|---|
Revenue | |
Total Revenue | — |
Cost Of Revenue | — |
Gross Profit | — |
Operating Expenses | |
Selling, General & Admin Expenses | — |
R&D Expenses | — |
Depreciation And Amortization | — |
Total Operating Expenses | — |
Income | |
Income Before Tax | — |
Operating Income | — |
EBITDA | — |
EBIT | — |
Earnings From Continuing Operations | — |
Net Income | — |
Income Tax Expense | — |
Other Non-Operating Income (Expenses) | — |
Extraordinary Items | — |
Discontinued Operations | — |
Effect Of Accounting Charges | — |
Non Recurring | — |
Minority Interest | — |
Other Items | — |
Interest Income | — |
Interest Expense | — |
Net Interest Income | — |
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