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MSCI vs. FICO
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

MSCI vs. FICO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in MSCI Inc. (MSCI) and Fair Isaac Corporation (FICO). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, MSCI achieves a 0.50% return, which is significantly higher than FICO's -33.58% return. Over the past 10 years, MSCI has underperformed FICO with an annualized return of 22.38%, while FICO has yielded a comparatively higher 24.21% annualized return.


MSCI

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%

FICO

1D
-1.45%
1M
-11.63%
6M
-23.25%
YTD
-33.58%
1Y
-18.69%
3Y*
10.62%
5Y*
16.47%
10Y*
24.21%
ALL TIME*
20.11%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$482.91M$385.62M$388.77M
$558.68M$425.84M$423.23M

MSCI vs. FICO - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
MSCI
MSCI Inc.
0.50%-3.17%7.31%22.90%-23.34%38.14%74.38%77.19%17.95%62.63%
FICO
Fair Isaac Corporation
-33.58%-15.08%71.04%94.46%38.03%-15.14%36.39%100.36%22.06%28.52%

Correlation

The correlation between MSCI and FICO is 0.36, which is low. Their historical price movements had little consistent relationship.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.36

Correlation (3Y)
Balances recent behavior with more history.

0.38

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.46

Correlation (10Y)
Provides a long-term view across more market conditions.

0.50

Correlation (All Time)
Calculated using the full available price history since Nov 15, 2007

0.49

The correlation between MSCI and FICO shifts across timeframes, from 0.36 (1 year) to 0.50 (10 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

MSCI:

$41.60B

FICO:

$24.25B

EPS

MSCI:

$18.04

FICO:

$34.47

PE Ratio

MSCI:

31.72

FICO:

32.58

PEG Ratio

MSCI:

1.96

FICO:

1.73

PS Ratio

MSCI:

12.92

FICO:

11.09

Total Revenue (TTM)

MSCI:

$3.33B

FICO:

$2.39B

Gross Profit (TTM)

MSCI:

$2.77B

FICO:

$2.04B

EBITDA (TTM)

MSCI:

$2.05B

FICO:

$1.25B

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Return for Risk

MSCI vs. FICO — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

MSCI
MSCI Risk / Return Rank: 4747
Overall Rank
MSCI Sharpe Ratio Rank: 4949
Sharpe Ratio Rank
MSCI Sortino Ratio Rank: 4242
Sortino Ratio Rank
MSCI Omega Ratio Rank: 4343
Omega Ratio Rank
MSCI Calmar Ratio Rank: 5050
Calmar Ratio Rank
MSCI Martin Ratio Rank: 5151
Martin Ratio Rank

FICO
FICO Risk / Return Rank: 2727
Overall Rank
FICO Sharpe Ratio Rank: 2626
Sharpe Ratio Rank
FICO Sortino Ratio Rank: 2727
Sortino Ratio Rank
FICO Omega Ratio Rank: 2626
Omega Ratio Rank
FICO Calmar Ratio Rank: 3030
Calmar Ratio Rank
FICO Martin Ratio Rank: 2929
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

MSCI vs. FICO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for MSCI Inc. (MSCI) and Fair Isaac Corporation (FICO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

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.


MSCIFICODifference
Sharpe ratioReturn per unit of total volatility

+0.52

Sortino ratioReturn per unit of downside risk

+0.63

Omega ratioGain probability vs. loss probability

1.05

0.96

+0.09

Calmar ratioReturn relative to maximum drawdown

0.19

-0.43

+0.62

Martin ratioReturn relative to average drawdown

0.45

-0.81

+1.26

MSCI vs. FICO - Sharpe Ratio Comparison

The current MSCI Sharpe Ratio is 0.11, which is higher than the FICO Sharpe Ratio of -0.41. The chart below compares the historical Sharpe Ratios of MSCI and FICO, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

MSCI vs. FICO - Drawdown Comparison

The maximum MSCI drawdown since its inception was -69.06%, smaller than the maximum FICO drawdown of -79.26%. Use the drawdown chart below to compare losses from any high point for MSCI and FICO.


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Drawdown Indicators


MSCIFICODifference

Max Drawdown

Largest peak-to-trough decline

-69.06%

-79.26%

+10.20%

Max Drawdown (1Y)

Largest decline over 1 year

-18.07%

-50.93%

+32.86%

Max Drawdown (3Y)

Largest decline over 3 years

-25.99%

-61.28%

+35.29%

Max Drawdown (5Y)

Largest decline over 5 years

-43.74%

-61.28%

+17.54%

Max Drawdown (10Y)

Largest decline over 10 years

-43.74%

-61.28%

+17.54%

Current Drawdown

Current decline from peak

-11.12%

-52.86%

+41.74%

Average Drawdown

Average peak-to-trough decline

-13.04%

-18.15%

+5.11%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.46%

27.05%

-19.59%

Volatility

MSCI vs. FICO - Volatility Comparison

The current volatility for MSCI Inc. (MSCI) is 13.82%, while Fair Isaac Corporation (FICO) has a volatility of 22.66%. This indicates that MSCI experiences smaller price fluctuations and is considered to be less risky than FICO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


MSCIFICODifference

Volatility (1M)

Calculated over the trailing 1-month period

13.82%

22.66%

-8.84%

Volatility (6M)

Calculated over the trailing 6-month period

24.75%

44.32%

-19.57%

Volatility (1Y)

Calculated over the trailing 1-year period

30.48%

53.50%

-23.02%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

31.36%

41.84%

-10.48%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

31.47%

38.52%

-7.05%

Dividends

MSCI vs. FICO - Dividend Comparison

MSCI's dividend yield for the trailing twelve months is around 1.35%, while FICO has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
FICO
Fair Isaac Corporation
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.01%0.07%0.08%
MSCI
MSCI Inc.
1.35%1.25%1.07%0.98%0.98%0.59%0.65%0.98%1.30%1.04%1.27%1.11%

Financials

MSCI vs. FICO - Financials Comparison

This section allows you to compare key financial metrics between MSCI Inc. and Fair Isaac Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items

MSCI vs. FICO - Profitability Comparison

The chart below illustrates the profitability comparison between MSCI Inc. and Fair Isaac Corporation over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

MSCI - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, MSCI Inc. reported a gross profit of 717.10M and revenue of 867.00M. Therefore, the gross margin over that period was 82.7%.

FICO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Fair Isaac Corporation reported a gross profit of 587.17M and revenue of 674.19M. Therefore, the gross margin over that period was 87.1%.

MSCI - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, MSCI Inc. reported an operating income of 487.50M and revenue of 867.00M, resulting in an operating margin of 56.2%.

FICO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Fair Isaac Corporation reported an operating income of 362.63M and revenue of 674.19M, resulting in an operating margin of 53.8%.

MSCI - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, MSCI Inc. reported a net income of 342.00M and revenue of 867.00M, resulting in a net margin of 39.5%.

FICO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Fair Isaac Corporation reported a net income of 237.17M and revenue of 674.19M, resulting in a net margin of 35.2%.


Frequently Asked Questions


MSCI and FICO have a correlation of 0.36, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

FICO has higher volatility (22.66%) compared to MSCI (13.82%). In terms of maximum drawdown, MSCI dropped -69.06% vs FICO's -79.26%.

MSCI currently has the higher Sharpe Ratio (0.11 vs -0.41), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

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