MSCI Inc. (MSCI)
Company Info
US55354G1004
55354G100
Nov 15, 2007
Highlights
$47.23B
$15.23
39.57
2.60
$2.80B
$2.30B
$1.69B
$437.27 - $631.70
$646.50
0.96%
1.57
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in MSCI Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
MSCI Inc. had a return of 6.21% year-to-date (YTD) and 14.59% in the last 12 months. Over the past 10 years, MSCI Inc. had an annualized return of 30.35%, outperforming the S&P 500 benchmark which had an annualized return of 11.11%.
MSCI
6.21%
-1.99%
18.17%
14.59%
20.05%
30.35%
^GSPC (Benchmark)
23.08%
0.10%
10.70%
30.05%
13.52%
11.11%
Monthly Returns
The table below presents the monthly returns of MSCI, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 5.83% | -6.03% | -0.09% | -16.89% | 6.66% | -2.71% | 12.25% | 7.67% | 0.40% | -2.01% | 6.21% | ||
| 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% |
| 2020 | 10.70% | 3.59% | -2.19% | 13.16% | 0.77% | 1.51% | 12.63% | -0.50% | -4.42% | -1.95% | 17.27% | 9.06% | 74.40% |
| 2019 | 15.49% | 8.85% | 7.64% | 13.35% | -2.13% | 8.54% | -4.84% | 3.57% | -7.19% | 7.72% | 10.80% | -0.39% | 77.19% |
| 2018 | 10.03% | 1.91% | 5.62% | 0.24% | 8.76% | 1.76% | 0.46% | 8.83% | -1.58% | -15.24% | 4.87% | -6.15% | 17.95% |
| 2017 | 5.04% | 14.65% | 2.75% | 3.22% | 1.70% | 1.24% | 5.79% | 5.56% | 2.00% | 0.39% | 10.00% | -1.68% | 62.63% |
| 2016 | -4.56% | 2.77% | 5.05% | 2.51% | 5.37% | -3.35% | 11.57% | 5.08% | -6.86% | -4.47% | -1.39% | -0.03% | 10.62% |
| 2015 | 13.45% | 4.58% | 9.27% | -0.20% | 1.70% | -0.81% | 10.74% | -10.90% | -1.75% | 12.68% | 5.00% | 2.87% | 54.01% |
| 2014 | -2.29% | 2.32% | -1.58% | -5.76% | 6.46% | 6.23% | -1.31% | 1.97% | 1.91% | -0.36% | 3.64% | -1.90% | 8.95% |
| 2013 | 8.87% | -1.81% | 2.41% | 0.50% | 3.34% | -5.59% | 5.35% | 7.02% | 7.33% | 1.27% | 8.88% | -1.51% | 41.08% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of MSCI is 57, suggesting that the investment has average results relative to other stocks in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for MSCI Inc. (MSCI) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
MSCI Inc. provided a 1.08% dividend yield over the last twelve months, with an annual payout of $6.40 per share. The company has been increasing its dividends for 9 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $6.40 | $5.52 | $4.58 | $3.64 | $2.92 | $2.52 | $1.92 | $1.32 | $1.00 | $0.80 | $0.18 |
Dividend yield | 1.08% | 0.98% | 0.98% | 0.59% | 0.65% | 0.98% | 1.30% | 1.04% | 1.27% | 1.11% | 0.38% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $1.60 | $0.00 | $0.00 | $1.60 | $0.00 | $0.00 | $1.60 | $0.00 | $0.00 | $1.60 | $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 |
| 2020 | $0.00 | $0.68 | $0.00 | $0.00 | $0.68 | $0.00 | $0.00 | $0.78 | $0.00 | $0.00 | $0.78 | $0.00 | $2.92 |
| 2019 | $0.00 | $0.58 | $0.00 | $0.00 | $0.58 | $0.00 | $0.00 | $0.68 | $0.00 | $0.00 | $0.68 | $0.00 | $2.52 |
| 2018 | $0.00 | $0.38 | $0.00 | $0.00 | $0.38 | $0.00 | $0.00 | $0.58 | $0.00 | $0.00 | $0.58 | $0.00 | $1.92 |
| 2017 | $0.00 | $0.28 | $0.00 | $0.00 | $0.28 | $0.00 | $0.00 | $0.38 | $0.00 | $0.00 | $0.38 | $0.00 | $1.32 |
| 2016 | $0.00 | $0.22 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.28 | $0.00 | $0.00 | $0.28 | $0.00 | $1.00 |
| 2015 | $0.00 | $0.18 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.22 | $0.00 | $0.80 |
| 2014 | $0.18 | $0.00 | $0.00 | $0.18 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
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.
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 9.19%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -69.06% | Jan 2, 2008 | 226 | Nov 20, 2008 | 524 | Dec 21, 2010 | 750 |
| -43.74% | Nov 17, 2021 | 119 | May 9, 2022 | — | — | — |
| -36.06% | Dec 28, 2010 | 455 | Oct 15, 2012 | 229 | Sep 16, 2013 | 684 |
| -32.22% | Feb 20, 2020 | 20 | Mar 18, 2020 | 27 | Apr 27, 2020 | 47 |
| -25.58% | Sep 5, 2018 | 77 | Dec 24, 2018 | 44 | Feb 28, 2019 | 121 |
Volatility
Volatility Chart
The current MSCI Inc. volatility is 6.66%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Financials
Financial Performance
Valuation
The Valuation section provides an assessment of the market value of MSCI Inc. compared to its peers in the Financial Data & Stock Exchanges industry.
PE Ratio
The chart displays the price to earnings (P/E) ratio for MSCI in comparison to other companies of the Financial Data & Stock Exchanges industry. Currently, MSCI has a PE value of 39.6. This PE ratio falls in the average range for the industry.PEG Ratio
The chart displays the price to earnings to growth (PEG) ratio for MSCI in comparison to other companies of the Financial Data & Stock Exchanges industry. Currently, MSCI has a PEG value of 2.6. This PEG ratio falls in the average range for the industry.Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for MSCI Inc..
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Income Statement
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Minority Interest | — |
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Interest Income | — |
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Net Interest Income | — |