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MSCI Inc

MSCI | US

530.99

USD

-6.66

-1.24%

MSCI | US
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About MSCI Inc

Sector

Financial Services

Industry

Capital Markets

Earnings date

30/06/2024

As of date

25/03/2026

Close

530.99

Open

541.31

High

542.21

Low

525.29

MSCI Inc. together with its subsidiaries provides investment decision support tools for the clients to manage their investment processes worldwide. It operates through four segments: Index Analytics ESG and Climate and All Other " Private Assets. The Index segment provides indexes for use in various areas of the investment process including indexed product creation such as ETFs mutual funds annuities futures options structured products 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 and service that provides an integrated view of risk and return and an analysis of market credit liquidity and counterparty risk across asset classes; managed services including consolidation of client portfolio data from various sources 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 factors impact 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 includes real estate market and transaction data benchmarks return-analytics climate assessments and market insights for funds investors and managers; business intelligence to real estate owners managers developers and brokers; and offers investment decision support tools for private capital. It serves asset owners and managers financial intermediaries wealth managers real estate professionals and corporates. MSCI Inc. was incorporated in 1998 and is headquartered in New York New York."

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MSCI | US

Risk
23.6
Sharpe
-0.33
Luna's Score
57/100
Recommendation
Hold

Luna says (MSCI | US)

What's Working

Low 6-Month Volatility (<30%)

Largecap (10B - 200B USD)

Low Debt to Equity (< 0.25)

Strong Operating Margin (> 25%)

Strong Revenue Growth (> 10%)

What's not Working

Negative Momentum (Declining Price)

Price Below SMA10D

Weak P/E, and PEG ratio indicator

High Market Beta (> 0.8)

Weak Sharpe Ratio (< 0.3)

Volatility Signals

Bearish: Increased Volatility (6-month > 1-month volatility)

Risk Meter

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10 days

22.6%

1 month

23.6%

3 months

33.1%

6 months

29.5%

Returns

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Fundamental Ratios

PE

40.64

Fwd. PE

35.59

Price to book

-

Debt to equity

-6.35

Debt to assets

0.85

Ent. to EBITDA

28.87

Ent. to rev.

19.16

PEG

3.15

Other Fundamentals

EBITDA

1.56B

MarketCap

41.74B

MarketCap(USD)

41.74B

Div. yield

1.05

Op. margin

54.43

Erngs. growth

9.10

Rev. growth

14.00

Ret. on equity

-

Short ratio

1.50

Short perc.

0.94

Market Sentiment (SMA and Price signals)

Short-term: Bearish (SMA10D < SMA1M)

Intermediate-term: Bearish (SMA1M < SMA3M)

Long-term: Bullish (SMA6M > SMA12M)

SMAs: Stock Price Trends

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Range10D

40.57

Range1M

53.78

Range3M

125.20

Volumes: Market Activity

Volume Averages

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Rel. volume

0.60

Price X volume

168.87M

Peers

Name
Ticker
Industry
Close
Marketcap
Day Return
PE Ratio
Debt to Equity
 
 
 
 
 
 
 
 
Coherent IncCOHRScientific & Technical Instruments272.0442.01B-0.11%n/a56.81%
Prudential plcPUKInsurance-Life29.6740.38B2.74%27.5633.81%
Thomson Reuters CorporationTRICapital Markets87.439.33B0.00%32.8029.05%
Prudential Financial IncPRUInsurance-Life95.2634.01B0.49%16.25100.11%
Raymond James Financial IncRJFCapital Markets145.8530.04B0.33%15.6342.73%
Teledyne Technologies IncorporatedTDYScientific & Technical Instruments625.3729.26B-0.11%24.5130.02%
Interactive Brokers Group IncIBKRCapital Markets68.6829.04B3.87%22.680.21%
Tradeweb Markets IncTWCapital Markets119.9526.19B-2.74%65.860.50%
Nomura Holdings IncNMRCapital Markets823.64B1.78%11.87965.14%
LPL Financial Holdings IncLPLACapital Markets300.6822.48B0.17%20.13194.05%
  • 1

Diversifiers

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Industry
Close
Marketcap
Day Return
PE Ratio
Debt to Equity
 
 
 
 
 
 
 
 
PPL CorporationPPLBuilding Products & Equipment37.1627.42B0.27%28.90114.80%
Avery Dennison CorporationAVYBuilding Products & Equipment170.6413.74B2.84%27.93140.74%
Henry Schein IncHSICMedical Distribution74.259.41B0.31%26.7180.81%
FBINFBINBuilding Products & Equipment39.444.89B-0.30%25.57130.24%
Thor Industries IncTHORecreational Vehicles81.624.32B-1.75%23.4427.88%
Polaris Industries IncPIIRecreational Vehicles56.813.17B0.25%14.48170.51%
LCI IndustriesLCIIRecreational Vehicles122.923.13B-0.06%25.8277.66%
VeriFone Systems IncPAYBuilding Products & Equipment25.13.12B0.08%102.462.10%
Prestige Brands Holdings IncPBHMedical Distribution61.133.03B-1.40%17.7465.62%
Harley-Davidson IncHOGRecreational Vehicles18.472.43B-0.75%7.33218.58%
  • 1

Industry Comparison

ParameterCompanyIndustryIndicator
Enterprise to EBITDA28.879.60Expensive
Ent. to Revenue19.1613.87Expensive
PE Ratio40.6429.90Expensive
Price to Book-5.15-
Dividend Yield1.051.31Par
Std. Deviation (3M)33.0954.12Lower Risk
Debt to Equity-6.350.88Cheaper
Debt to Assets0.850.27Expensive
Market Cap41.74B25.62BMarket Leader
  • 1

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