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GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 7/10

vs
industry
vs
history
Cash to Debt 0.86
MSCI's Cash to Debt is ranked higher than
60% of the 1002 Companies
in the Global Business Services industry.

( Industry Median: 1.28 vs. MSCI: 0.86 )
MSCI' s 10-Year Cash to Debt Range
Min: 0.04   Max: No Debt
Current: 0.86

Equity to Asset 0.53
MSCI's Equity to Asset is ranked higher than
70% of the 986 Companies
in the Global Business Services industry.

( Industry Median: 0.47 vs. MSCI: 0.53 )
MSCI' s 10-Year Equity to Asset Range
Min: -0.11   Max: 0.76
Current: 0.53

-0.11
0.76
Interest Coverage 14.14
MSCI's Interest Coverage is ranked higher than
59% of the 704 Companies
in the Global Business Services industry.

( Industry Median: 20.25 vs. MSCI: 14.14 )
MSCI' s 10-Year Interest Coverage Range
Min: 4.02   Max: 9999.99
Current: 14.14

4.02
9999.99
F-Score: 7
Z-Score: 3.53
M-Score: -2.19
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 9/10

vs
industry
vs
history
Operating margin (%) 34.50
MSCI's Operating margin (%) is ranked higher than
96% of the 1002 Companies
in the Global Business Services industry.

( Industry Median: 6.96 vs. MSCI: 34.50 )
MSCI' s 10-Year Operating margin (%) Range
Min: 18.1   Max: 36.51
Current: 34.5

18.1
36.51
Net-margin (%) 28.50
MSCI's Net-margin (%) is ranked higher than
96% of the 1002 Companies
in the Global Business Services industry.

( Industry Median: 4.69 vs. MSCI: 28.50 )
MSCI' s 10-Year Net-margin (%) Range
Min: 11.69   Max: 22.99
Current: 28.5

11.69
22.99
ROE (%) 17.44
MSCI's ROE (%) is ranked higher than
86% of the 972 Companies
in the Global Business Services industry.

( Industry Median: 10.02 vs. MSCI: 17.44 )
MSCI' s 10-Year ROE (%) Range
Min: 7.2   Max: 40.55
Current: 17.44

7.2
40.55
ROA (%) 9.28
MSCI's ROA (%) is ranked higher than
87% of the 1016 Companies
in the Global Business Services industry.

( Industry Median: 4.27 vs. MSCI: 9.28 )
MSCI' s 10-Year ROA (%) Range
Min: 3.05   Max: 9.26
Current: 9.28

3.05
9.26
ROC (Joel Greenblatt) (%) 371.13
MSCI's ROC (Joel Greenblatt) (%) is ranked higher than
94% of the 1012 Companies
in the Global Business Services industry.

( Industry Median: 31.39 vs. MSCI: 371.13 )
MSCI' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: 37.51   Max: 855.85
Current: 371.13

37.51
855.85
Revenue Growth (%) 13.50
MSCI's Revenue Growth (%) is ranked higher than
87% of the 874 Companies
in the Global Business Services industry.

( Industry Median: 5.30 vs. MSCI: 13.50 )
MSCI' s 10-Year Revenue Growth (%) Range
Min: 5.9   Max: 50.3
Current: 13.5

5.9
50.3
EBITDA Growth (%) 17.10
MSCI's EBITDA Growth (%) is ranked higher than
84% of the 711 Companies
in the Global Business Services industry.

( Industry Median: 6.80 vs. MSCI: 17.10 )
MSCI' s 10-Year EBITDA Growth (%) Range
Min: 0   Max: 97.5
Current: 17.1

0
97.5
EPS Growth (%) 31.50
MSCI's EPS Growth (%) is ranked higher than
90% of the 654 Companies
in the Global Business Services industry.

( Industry Median: 7.00 vs. MSCI: 31.50 )
MSCI' s 10-Year EPS Growth (%) Range
Min: -5.5   Max: 37.4
Current: 31.5

-5.5
37.4
» MSCI's 10-Y Financials

Financials


Revenue & Net Income
Cash & Debt
Oprt. Cash Flow & Free Cash Flow

» Details

Guru Trades

Q3 2013

MSCI Guru Trades in Q3 2013

Jim Simons 179,721 sh (+820.65%)
Jeff Ubben 7,394,017 sh (+19.25%)
Steven Cohen 8,902 sh (+3.2%)
Chuck Royce 2,800 sh (unchged)
Joel Greenblatt 92,347 sh (-1.64%)
Manning & Napier Advisors, Inc 1,974,910 sh (-4.74%)
Ron Baron 4,601,095 sh (-10.14%)
» More
Q4 2013

MSCI Guru Trades in Q4 2013

Tom Gayner 5,000 sh (New)
Ray Dalio 16,870 sh (New)
Steven Cohen 56,118 sh (+530.4%)
Joel Greenblatt 94,593 sh (+2.43%)
Jeff Ubben 7,454,117 sh (+0.81%)
Chuck Royce 2,800 sh (unchged)
Manning & Napier Advisors, Inc 1,900,658 sh (-3.76%)
Ron Baron 4,039,776 sh (-12.2%)
Jim Simons 144,421 sh (-19.64%)
» More
Q1 2014

MSCI Guru Trades in Q1 2014

Tom Gayner 33,000 sh (+560%)
Manning & Napier Advisors, Inc 2,400,802 sh (+26.31%)
Steven Cohen 69,004 sh (+22.96%)
Jeff Ubben 8,133,117 sh (+9.11%)
Chuck Royce 2,800 sh (unchged)
Joel Greenblatt 92,610 sh (-2.1%)
Ron Baron 3,923,670 sh (-2.87%)
Ray Dalio 5,070 sh (-69.95%)
Jim Simons 36,721 sh (-74.57%)
» More
Q2 2014

MSCI Guru Trades in Q2 2014

Chuck Royce 8,700 sh (+210.71%)
Jim Simons 77,121 sh (+110.02%)
Tom Gayner 58,000 sh (+75.76%)
Jeff Ubben 9,341,288 sh (+14.85%)
Joel Greenblatt 103,184 sh (+11.42%)
Manning & Napier Advisors, Inc 2,600,708 sh (+8.33%)
Ray Dalio 5,070 sh (unchged)
Ron Baron 2,662,767 sh (-32.14%)
» More
» Details

Insider Trades

Latest Guru Trades with MSCI

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
Jeff Ubben 2014-06-30 Add 14.85%0.41%$40.54 - $45.47 $ 46.378%9341288
Ron Baron 2014-06-30 Reduce -32.14%0.22%$40.54 - $45.47 $ 46.378%2662767
Tom Gayner 2014-06-30 Add 75.76%0.03%$40.54 - $45.47 $ 46.378%58000
Jeff Ubben 2014-03-31 Add 9.11%0.22%$40.28 - $46.27 $ 46.376%8133117
Tom Gayner 2014-03-31 Add 560%0.04%$40.28 - $46.27 $ 46.376%33000
Ray Dalio 2014-03-31 Reduce -69.95%$40.28 - $46.27 $ 46.376%5070
Ray Dalio 2013-12-31 New Buy0.01%$38.31 - $44.71 $ 46.3710%16870
Tom Gayner 2013-12-31 New Buy0.01%$38.31 - $44.71 $ 46.3710%5000
Jeff Ubben 2013-09-30 Add 19.25%0.44%$33.72 - $41.01 $ 46.3724%7394017
PRIMECAP Management 2013-03-31 Sold Out 0.01%$30.99 - $34.67 $ 46.3740%0
Ron Baron 2012-12-31 Reduce -38.44%0.73%$25.59 - $31.41 $ 46.3766%5308800
Joel Greenblatt 2012-12-31 Add 451.37%0.12%$25.59 - $31.41 $ 46.3766%81427
PRIMECAP Management 2012-12-31 Reduce -65.17%0.01%$25.59 - $31.41 $ 46.3766%116500
Joel Greenblatt 2012-06-30 New Buy0.03%$31.85 - $37.5 $ 46.3735%12701
PRIMECAP Management 2012-06-30 Add 103.62%0.01%$31.85 - $37.5 $ 46.3735%309500
PRIMECAP Management 2012-03-31 New Buy0.01%$31.89 - $37.81 $ 46.3742%152000
George Soros 2011-06-30 Sold Out $33.86 - $38.22 $ 46.3727%0
Premium More recent guru trades are included for Premium Members only!!
» Interactive Charts

Peter Lynch Chart ( What is Peter Lynch Charts )

Guru Investment Theses on MSCI Inc

Baron Funds Comments on MSCI - Feb 06, 2013

Shares of MSCI, Inc. (MSCI), which provides equity market indexes and investment decision support tools, declined after Vanguard, a large client, unexpectedly stopped using some of MSCI's indexes as benchmarks for Vanguard's exchange traded funds (ETFs). Instead, Vanguard switched its benchmarks to a competitor's product offering.Vanguard's decision negatively impacted MSCI's highest-margin revenue stream, and it caused us to question whether other large clients might follow suit, or press for a significant reduction in their own fee structures. As a result, we chose to exit our investment in the company.

From Baron Funds' fourth quarter letter.


Check out Ron Baron latest stock trades

Ratios

vs
industry
vs
history
P/E(ttm) 19.00
MSCI's P/E(ttm) is ranked higher than
78% of the 1098 Companies
in the Global Business Services industry.

( Industry Median: 26.00 vs. MSCI: 19.00 )
MSCI' s 10-Year P/E(ttm) Range
Min: 13.69   Max: 49.38
Current: 19

13.69
49.38
P/B 3.25
MSCI's P/B is ranked higher than
63% of the 1098 Companies
in the Global Business Services industry.

( Industry Median: 3.07 vs. MSCI: 3.25 )
MSCI' s 10-Year P/B Range
Min: 2.15   Max: 16.23
Current: 3.25

2.15
16.23
P/S 5.42
MSCI's P/S is ranked lower than
52% of the 1098 Companies
in the Global Business Services industry.

( Industry Median: 1.54 vs. MSCI: 5.42 )
MSCI' s 10-Year P/S Range
Min: 2.96   Max: 8.34
Current: 5.42

2.96
8.34
PFCF 27.60
MSCI's PFCF is ranked higher than
75% of the 1098 Companies
in the Global Business Services industry.

( Industry Median: 45.30 vs. MSCI: 27.60 )
MSCI' s 10-Year PFCF Range
Min: 9.84   Max: 44.35
Current: 27.6

9.84
44.35
EV-to-EBIT 16.92
MSCI's EV-to-EBIT is ranked higher than
71% of the 1098 Companies
in the Global Business Services industry.

( Industry Median: 19.32 vs. MSCI: 16.92 )
MSCI' s 10-Year EV-to-EBIT Range
Min: 10.4   Max: 36.2
Current: 16.92

10.4
36.2
PEG 1.37
MSCI's PEG is ranked higher than
91% of the 1098 Companies
in the Global Business Services industry.

( Industry Median: 9999.00 vs. MSCI: 1.37 )
MSCI' s 10-Year PEG Range
Min: 0.64   Max: 1.54
Current: 1.37

0.64
1.54
Shiller P/E 32.37
MSCI's Shiller P/E is ranked higher than
81% of the 1098 Companies
in the Global Business Services industry.

( Industry Median: 9999.00 vs. MSCI: 32.37 )
MSCI' s 10-Year Shiller P/E Range
Min: 21.52   Max: 39.36
Current: 32.37

21.52
39.36
Current Ratio 2.12
MSCI's Current Ratio is ranked higher than
77% of the 642 Companies
in the Global Business Services industry.

( Industry Median: 1.52 vs. MSCI: 2.12 )
MSCI' s 10-Year Current Ratio Range
Min: 0.2   Max: 2.36
Current: 2.12

0.2
2.36
Quick Ratio 2.12
MSCI's Quick Ratio is ranked higher than
79% of the 642 Companies
in the Global Business Services industry.

( Industry Median: 1.38 vs. MSCI: 2.12 )
MSCI' s 10-Year Quick Ratio Range
Min: 0.2   Max: 2.36
Current: 2.12

0.2
2.36

Valuation & Return

vs
industry
vs
history
Price/DCF (Projected) 1.25
MSCI's Price/DCF (Projected) is ranked higher than
84% of the 1098 Companies
in the Global Business Services industry.

( Industry Median: 3.04 vs. MSCI: 1.25 )
MSCI' s 10-Year Price/DCF (Projected) Range
Min: 0.98   Max: 2.16
Current: 1.25

0.98
2.16
Price/Median PS Value 1.04
MSCI's Price/Median PS Value is ranked higher than
73% of the 1098 Companies
in the Global Business Services industry.

( Industry Median: 1.16 vs. MSCI: 1.04 )
MSCI' s 10-Year Price/Median PS Value Range
Min: 0.69   Max: 1.55
Current: 1.04

0.69
1.55
Price/Peter Lynch Fair Value 1.51
MSCI's Price/Peter Lynch Fair Value is ranked higher than
94% of the 1098 Companies
in the Global Business Services industry.

( Industry Median: 9999.00 vs. MSCI: 1.51 )
MSCI' s 10-Year Price/Peter Lynch Fair Value Range
Min: 0.91   Max: 1.8
Current: 1.51

0.91
1.8
Earnings Yield (Greenblatt) 5.90
MSCI's Earnings Yield (Greenblatt) is ranked higher than
62% of the 906 Companies
in the Global Business Services industry.

( Industry Median: 6.60 vs. MSCI: 5.90 )
MSCI' s 10-Year Earnings Yield (Greenblatt) Range
Min: 2.8   Max: 9.7
Current: 5.9

2.8
9.7
Forward Rate of Return (Yacktman) 20.78
MSCI's Forward Rate of Return (Yacktman) is ranked higher than
90% of the 767 Companies
in the Global Business Services industry.

( Industry Median: 6.86 vs. MSCI: 20.78 )
MSCI' s 10-Year Forward Rate of Return (Yacktman) Range
Min: 21.3   Max: 53.9
Current: 20.78

21.3
53.9

Business Description

Industry: Business Services » Business Services
Compare: » details
Traded in other countries:3HM.Germany
MSCI Inc. was incorporated in Delaware in 1998. The Company is a global provider of investment decision support tools, including indices and portfolio risk and performance analytics for use by institutions in managing equity, fixed income and multi-asset class portfolios. Its flagship products are its global equity indices marketed under the MSCI brand and its equity portfolio analytics marketed under the Barra brand. Its products are used in areas of the investment process, including portfolio construction and optimization, performance benchmarking and attribution, risk management and analysis, index-linked investment product creation, asset allocation, investment manager selection and investment research. Its primary products consist of equity indices, equity portfolio analytics and multi-asset class portfolio analytics. The Company also has product offerings in the areas of energy and commodity asset valuation analytics and fixed income portfolio analytics. Its MSCI-branded equity index products are designed to measure returns available to investors across a wide variety of markets (e.g., Europe, Japan or emerging markets), sizes (e.g., small capitalization or large capitalization), styles (e.g., growth or value) and industries (e.g., banks or media). Its Barra-branded equity portfolio analytics products are designed to assist investment professionals in analyzing and managing risks and returns for equities at both the asset and portfolio level in major equity markets worldwide. Its multi-asset class portfolio analytics products offer a consistent risk assessment framework for managing and monitoring investments in a variety of asset classes across an organization. Its competitors on a global basis for its MSCI Global Equity Index products are Dow Jones & Company, Inc. ('Dow Jones'), FTSE International, Ltd (a joint venture between The Financial Times, and The London Stock Exchange), Russell Investment Group (a unit of Northwestern Mutual Life Insurance Group) and Standard & Poor's (a division of The McGraw-Hill Companies, Inc.).
» More Articles for MSCI

Headlines

Articles On GuruFocus.com
Manning & Napier New Buys of Q1 Apr 19 2013 
Baron Funds Comments on MSCI Feb 06 2013 
Weekly Guru Bargains Highlights: FSL, PWE, QLIK, MRVL, MSCI Nov 11 2012 
Weekly Guru Bargains Highlights: DBD, WTW, MSCI, APKT, ROVI Nov 04 2012 
Gartner, an IT Research Jewel Oct 20 2011 
Weekly CEO Buys Highlight: BFS, NCT, NL, UNIS, MSCI Oct 01 2011 
Weekly CEO Buys Highlight: NL, LNCR, MSCI, VITC, FOR Sep 24 2011 
Baron Funds Commentary on VRSK, RBA, TIF, RL, WU, RIMM, Others Sep 08 2011 
Weekly CEO Buys Highlight: MSCI, WINA, BPAX Jan 22 2011 
MSCI INC. (MSCI) CEO Henry A Fernandez buys 6,255 Shares Jan 20 2011 

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