MSCI

MSCI, Inc. engages in the provision of investment decision support tools including indices, portfolio risk and performance analytics and corporate governance products and services. The company operates through the following business segments: Index, Analytics, Environmental, Social, and Governance (ESG), Real Estate, and Burgiss. The Index segment is involved in index-linked product creation and performance benchmarking, as well as portfolio construction and rebalancing, and asset allocation. The Analytics segment offers risk management, performance attribution and portfolio management content, applications, and services. The ESG segment offers products and services that help institutional investors understand how ESG factors can impact the long-term risk of investments. The Real Estate segment includes research, reporting, market data and benchmarking offerings that provide real estate performance analysis for funds, investors, and managers. The Burgiss segment provides investment decision support tools for private capital. The company was founded by Andrew Thomas Rudd in 1998 and is headquartered in New York, NY.

Earnings data Q1 2021

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

MSCI reports strong Q4 results, eyes growth in climate solutions

MSCI's Q4 performance reflects robust growth driven by strategic investments and effective expense management, supported by a diversified revenue stream and strong partnerships with tech giants.
While facing challenges like retention rate drops and fee charge declines, MSCI remains focused on capitalizing on growth opportunities through acquisitions, product expansions, and market share gains.
With a clear focus on becoming a leader in climate solutions and expanding its offerings in key areas, MSCI is well-positioned to navigate market volatility and drive sustainable long-term value for shareholders.

MSCI reports solid Q1 growth, eyes strategic acquisitions and ESG

MSCI's Q1 performance reflects resilience amidst market challenges, with a focus on sustainable growth through strategic investments and product offerings. While facing sales cycle delays and budget constraints, the company remains optimistic about closing significant deals and expanding in key markets.

MSCI reports robust Q2 earnings, eyes ESG growth opportunities

MSCI's Q2 performance showcased strong financial metrics and a focus on ESG and Climate solutions. While challenges exist in certain regions and revenue conversion, the company is well-positioned to capitalize on market opportunities. With a strategic approach to capital allocation and a robust product pipeline, MSCI remains poised for continued growth.

MSCI reports robust Q3 results, eyes growth in private assets

MSCI's Q3 performance reflects strong growth across key metrics, driven by strategic acquisitions and a focus on ESG and Climate solutions. Challenges include seasonality in sales and cost fluctuations, but opportunities lie in expanding private asset offerings and disciplined capital allocation.

MSCI reports robust Q4 earnings, eyes growth through client-centricity

MSCI's Q4 2023 performance reflects strong financial growth and resilience in challenging market conditions. With a client-centric approach, focus on innovation, and strategic acquisitions, MSCI is well-positioned to capitalize on industry trends and drive long-term value creation.

MSCI posts robust Q1 results, eyes growth in ESG and private markets

MSCI reported strong Q1 2024 results with double-digit revenue growth and resilient product ecosystem.
The company focuses on industry trends like portfolio customization, sustainability, and passive investing.
Challenges include market pressures, cancellations, and balancing reinvestments for growth.
Opportunities lie in areas like ESG investments, private markets, and AI-driven efficiencies for clients.

MSCI reports strong Q2 earnings driven by data-driven strategies

MSCI's Q2 earnings call highlighted robust financial performance, strategic initiatives, and a focus on long-term growth. The company's strong subscription run rate and innovative solutions position it well for sustained growth and profitability. Leveraging data-driven models and AI tools presents opportunities for MSCI to enhance client offerings and capture market trends.

MSCI reports strong Q3 results, eyes growth in wealth management

MSCI's Q3 2024 performance showcased revenue and EPS growth, driven by key segments like ABF and subscriptions. Despite challenges in certain segments, the company is focused on long-term growth opportunities in wealth management and climate solutions.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

MSCI, Inc. engages in the provision of investment decision support tools including indices, portfolio risk and performance analytics and corporate governance products and services. It operates through the following segments: Index, Analytics, ESG and Climate, and All Other-Private Assets. The Index segment focuses on the investment process, including developing indexed financial products. The Analytics segment offers risk management, performance attribution and portfolio management content, applications, and services. The ESG and Climate segment includes providing data, ratings, research, and tools to help investors navigate increasing regulation, meet new client demands and better integrate ESG and climate elements into their investment processes. The All Other-Private Assets segment refers to the business intelligence products to real estate owners, managers, developers, and brokers. The company was founded by Andrew Thomas Rudd in 1998 and is headquartered in New York, NY.

MSCI's (MSCI) recently announced Fabric acquisition will expand its footprint in the wealth management domain.

MSCI Set to Buy Fabric, Expand Footprint in Wealth Management

Investment research firm MSCI (MSCI) said it would buy wealth technology platform Fabric to help wealth managers and advisors build better portfolios.

MSCI Buys Fabric to Help Wealth Managers and Advisors Build Client Portfolios

CoStar Group

Equifax

IQVIA Hlds

Gartner

Moody's

Verisk Analytics

During the bull market of 2023, the “Magnificent Seven” stocks have dominated financial media coverage, and rightly so. There is no question that this group of companies has been performing very well in their core businesses and analysts expect the good times to continue.

Seven tech stocks that can broaden your exposure beyond the “Magnificent Seven”

NEW YORK--(BUSINESS WIRE)--MSCI Inc. (NYSE: MSCI), a leading provider of mission-critical decision support tools and services for the global investment community, today announced it has signed a purchase agreement to acquire Fabric, a wealth technology platform specializing in portfolio design, customization, and analytics for wealth managers and advisors. Founded in 2019, Fabric was established to provide a previously underserved wealth management community with leading risk and portfolio desi.

MSCI Enables Transformation of Wealth Management Offering With Acquisition of Fabric

Accenture Plc

Automatic Data Processing

Air Products and Chemicals

Broadridge Financial

Canadian National Railway Company

Canadian Pacific Kansas City Limited

FactSet Research Systems

Intercontinental Exchange

Mastercard

McDonald's

Microsoft

S&P Global

Visa

I've been stockpiling cash for real estate transactions and not actively buying stocks in the market. I aim to have a cash position for the next bear market and am not finding many attractive buying opportunities currently. Here's my list of high conviction long-term bullish picks that I'd like to buy during a market downturn.

12 Stocks I Hope To Buy If The Market Crashes

MSCI (MSCI) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.

Strength Seen in MSCI (MSCI): Can Its 3.9% Jump Turn into More Strength?

Bank of America

Cigna

Discover

Domino's Pizza

EOG Resources

Microchip Technology

Rollins

Charles Schwab

Sirius XM Holdings Inc

SPDR S&P 500 ETF Trust

SS&C Technologies Hlds

Tractor Supply

Texas Instruments

Vanguard Dividend Appreciation ETF

Zoetis

The SPDR S&P 500 ETF was up 9.13% in November, Vanguard's Dividend Appreciation ETF was up 7.47%, my watchlist beat both with a return of 10.24%. The top 15 dividend growth stocks for December offer an average dividend yield of 1.99% and appear to be about 34% undervalued based on dividend yield theory. Since inception, September 2020, the watchlist is rocking a cool 11.76% annualized return, beating VIG by 2.36% and SPY by 1.52%.

My Top 15 High Growth Dividend Stocks For December 2023

MSCI (MSCI) reported earnings 30 days ago. What's next for the stock?

Why Is MSCI (MSCI) Up 11.6% Since Last Earnings Report?

NEW YORK--(BUSINESS WIRE)--MSCI Inc. (NYSE: MSCI), a leading provider of mission-critical decision support tools and services for the global investment community, today announced that Jana Haines has joined the firm as Head of Index and as a member of MSCI's Executive Committee. Based in New York, Ms. Haines will be responsible for the strategic development and execution of MSCI's global Index product line. She will partner with senior leaders across the firm to manage the Index product develop.

MSCI Appoints Jana Haines as Head of Index

MSCI's revenue for the quarter increased by 11.6% year-over-year, driven by growth in index, analytics, and ESG & Climate segments. Concerns over the deceleration in ESG & Climate growth and declining net new recurring subscription sales are valid, but I remain positive over the long term. MSCI's focus on improving its data base and its strong brand and network effect gives it a competitive advantage and potential for long-term growth.

MSCI: Long-Term Outlook Remains Sound Despite ESG & Climate Concern

NEW YORK--(BUSINESS WIRE)--MSCI Inc. (“MSCI” or the “Company”) (NYSE: MSCI), a leading provider of critical decision support tools and services for the global investment community, published an investor presentation and a corporate responsibility presentation for investors on its Investor Relations homepage, ir.msci.com, on Friday, November 17, 2023. The Company's management may use these presentations during meetings with investors and analysts. About MSCI Inc. MSCI is a leading provider of cr.

MSCI Published a Management Presentation and a Corporate Responsibility Presentation for Investors

LONDON--(BUSINESS WIRE)--MSCI Inc. (NYSE:MSCI), a leading provider of critical decision support tools and services for the global investment community, announced the results of the November 2023 Index Review for the MSCI Equity Indexes - including the MSCI Global Standard, MSCI Global Small Cap and MSCI Micro Cap Indexes, the MSCI Frontier Markets, and MSCI Frontier Markets Small Cap Indexes, the MSCI Global Islamic and MSCI Global Islamic Small Cap Indexes, the MSCI US Equity Indexes, the MSCI.

MSCI Equity Indexes November 2023 Index Review

Guidewire Software

SYNNEX

Tyler Technologies

The Zacks Business-Software Services industry players like MSCI, TYL, SNX and GWRE are poised to benefit from the robust demand trend for multi-cloud-enabled software solutions.

4 Stocks to Watch From a Prospering Business-Software Services Industry

LONDON--(BUSINESS WIRE)--MSCI Inc. (NYSE:MSCI), a leading provider of critical decision support tools and services for the global investment community, will announce the results of the November 2023 Index Review for the MSCI Equity Indexes - including the MSCI Global Standard, MSCI Global Small Cap and MSCI Micro Cap Indexes, the MSCI Global Value and Growth Indexes, the MSCI Frontier Markets, and MSCI Frontier Markets Small Cap Indexes, the MSCI Global Islamic and MSCI Global Islamic Small Cap.

MSCI November Index Review Announcement Scheduled for November 14, 2023

Lowe's

Monolithic Power Systems

Skyworks Solutions

W. R. Berkley

The SPDR S&P 500 ETF posted its third consecutive losing month in October, the first time this has happened since I started tracking this series in September 2020. The top 15 dividend growth stocks for November offer an average dividend yield of 1.90% and appear to be about 40% undervalued based on dividend yield theory. Since inception, September 2020, the watchlist is outperforming VIG by 1.49% and SPY by 1.18%, on an annualized basis.

My Top 15 High Growth Dividend Stocks For November 2023

NEW YORK--(BUSINESS WIRE)--MSCI Inc. (NYSE: MSCI), a leading provider of mission-critical decision support tools and services for the global investment community, today announced that it has completed its acquisition of Trove Research, a firm specializing in data and analytics on the voluntary carbon markets. The acquisition was originally announced on October 10, 2023. Henry Fernandez, Chairman and Chief Executive Officer, MSCI, said: “The completion of this acquisition represents a milestone.

MSCI Completes Acquisition of Trove Research

MSCI's (MSCI) third-quarter 2023 results benefit from strong growth in recurring subscription revenues.

MSCI Q3 Earnings Beat, Recurring Subscriptions Rise Y/Y

MSCI Inc. (MSCI) Q3 2023 Earnings Call Transcript

The headline numbers for MSCI (MSCI) give insight into how the company performed in the quarter ended September 2023, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

MSCI (MSCI) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates

MSCI (MSCI) came out with quarterly earnings of $3.45 per share, beating the Zacks Consensus Estimate of $3.33 per share. This compares to earnings of $2.85 per share a year ago.

MSCI (MSCI) Q3 Earnings Beat Estimates

NEW YORK--(BUSINESS WIRE)--MSCI Inc. (“MSCI” or the “Company”) (NYSE: MSCI), a leading provider of critical decision support tools and services for the global investment community, today announced its financial results for the three months ended September 30, 2023 (“third quarter 2023”) and nine months ended September 30, 2023 (“nine months 2023”). Financial and Operational Highlights for Third Quarter 2023 (Note: Unless otherwise noted, percentage and other changes are relative to the three mo.

MSCI Reports Financial Results for Third Quarter and Nine Months 2023

NEW YORK--(BUSINESS WIRE)--MSCI Inc. (NYSE: MSCI), a leading provider of critical decision support tools and services for the global investment community, announced today that the MSCI Nigeria Indexes will be reclassified from Frontier Markets to Standalone Markets status in one step coinciding with the February 2024 Index Review. This conclusion follows feedback received from market participants from its recent extended Consultation on a Market Reclassification Proposal for the MSCI Nigeria In.

MSCI to Reclassify the MSCI Nigeria Indexes from Frontier Markets to Standalone Markets Status

NEW YORK--(BUSINESS WIRE)--MSCI Inc. (NYSE: MSCI), a leading provider of mission-critical decision support tools and services for the global investment community, today announced it has signed a purchase agreement to acquire Trove Research, a specialist data, analysis and advisory firm. Founded in 2015, Trove Research is a world-renowned source of intelligence across carbon markets combining deep sector knowledge with proprietary data and cutting-edge models. Since 2020, Trove Research has focu.

MSCI to Advance Clarity in Carbon Markets With Acquisition of Trove Research

MSCI, Moody's and S&P Global are top players in the financial industry, fortified by fundamentally strong market positions and strong moats. In terms of performance, all three companies excelled in the past decade, but MSCI emerged as the definitive leader. Despite dividend yields around 1%, all three companies have demonstrated robust dividend growth over the past five years, with expectations for continued growth in the future.

MSCI: Better Buy Than Moody's And S&P Global

NEW YORK--(BUSINESS WIRE)--MSCI Inc. (NYSE: MSCI), a leading provider of critical decision support tools and services for the global investment community, announced today it will release its results for the third quarter 2023 on Tuesday, October 31, 2023, before the market opens. A copy of the earnings release, as well as an earnings presentation and a quarterly update, will be made available on MSCI's Investor Relations website. MSCI's senior management will review the third quarter 2023 resul.

News for MSCI Stock (MSCI)