MSCI MSCI
MSCI is a leading provider of stock market indices, risk analysis tools, and data for the global financial industry. MSCI shows impeccable financial health (score 10.0) and exceptional margins (operating 56.3%), but its valuation is demanding (P/E 30.11) and is pressured by rising long-term interest rates.
Detailed metrics
Market and fundamental data as of the analysis date.
Full AI report
Generated automatically from the metrics, the macro context and the company's news.
MSCI is a leading provider of stock market indices, risk analysis tools, and data for the global financial industry. MSCI shows impeccable financial health (score 10.0) and exceptional margins (operating 56.3%), but its valuation is demanding (P/E 30.11) and is pressured by rising long-term interest rates.
Score by category
| Category | Score |
|---|---|
| Financial health | 10.0 |
| Quality / Moat | 9.7 |
| Valuation | 1.3 |
| Growth | 7.3 |
| Dividend | 6.0 |
| Momentum | 4.7 |
| Risk & Context | 4.8 |
OVERALL SCORE: 6.3/10
Context and risks
The rise in 10-year Treasury yields (5.17%) and expectations of higher-for-longer rates in the US pressure MSCI's valuation, whose shares trade at a P/E of 30.11 (score 1.8). As a long-duration company, the increase in the discount rate reduces the present value of its future cash flows.
News considered in the analysis
- Megadeals Lift August CRE Sales Volume to $107B — El aumento de la actividad en el mercado inmobiliario comercial (CRE) impulsa la demanda de índices y datos de MSCI, aunque es un efecto indirecto y ya parcialmente descontado.
- Active ETFs Are Winning Advisers. Mutual Funds Could Lose Out. — El crecimiento de los ETFs, incluidos los activos, beneficia a MSCI como proveedor de índices y datos, aunque la migración de fondos mutuos a ETFs podría alterar la mezcla de ingresos.
- Does Sonia Kim’s Sustainability Appointment Recast MSCI’s (MSCI) Data Edge or Just Refine Its Story? — Artículo especulativo sobre un nombramiento; sin impacto material en los fundamentales.
- What’s Going On With MSCI (MSCI)? — Titular genérico sin información nueva o concreta.
- 1 Cash-Producing Stock Worth Your Attention and 2 That Underwhelm — Lista genérica sin análisis específico de MSCI.
Verdict: Hold; the high quality of the business compensates for the demanding valuation, but the rise in yields limits upside potential in the short term.
Main risk: The main risk is the elevated valuation (P/E 30.11) in a rising interest rate environment, which could compress the multiple if Treasury yields continue to rise.
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