Hide

FocusBar

FeedbackFeedback
Subscribe to Premium Member
34.47 (1y: +1%)
Market Cap 4.16 B P/E(ttm) 21.30
Enterprise Value 4.73 B P/B 2.90
Switch to:

GuruFocus Financial Strength Rank measures how strong a companyย’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 : 4/10

vs
industry		 vs
history
Cash to Debt 0.297
MSCI's Cash to Debt is ranked lower than
79% of the 624 Companies
in the Global Business Services industry.

( Industry Median: 3.54 vs. MSCI: 0.297 )
MSCI' s 10-Year Cash to Debt Range
Min: 0.08   Max: No Debt
Current: 0.3
Equity to Asset -0.331
MSCI's Equity to Asset is ranked lower than
94% of the 624 Companies
in the Global Business Services industry.

( Industry Median: 0.37 vs. MSCI: -0.331 )
MSCI' s 10-Year Equity to Asset Range
Min: -0.46   Max: 0.3
Current: -0.33
-0.46
0.3
Interest Coverage 6.3
MSCI's Interest Coverage is ranked lower than
62% of the 624 Companies
in the Global Business Services industry.

( Industry Median: 13.80 vs. MSCI: 6.3 )
MSCI' s 10-Year Interest Coverage Range
Min: 4   Max: No Debt
Current: 6.3
F-Score: 7
Z-Score: 2.52
M-Score: -2.78
GuruFocus Profitability Rank ranks how profitable a company is and how likely the companyย’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.
ย•ย•3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rankย•

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 : 8/10

vs
industry		 vs
history
Operating margin (%) 36.50
MSCI's Operating margin (%) is ranked higher than
96% of the 624 Companies
in the Global Business Services industry.

( Industry Median: 6.80 vs. MSCI: 36.50 )
MSCI' s 10-Year Operating margin (%) Range
Min: 18.1   Max: 36.5
Current: 36.5
18.1
36.5
Net-margin (%) 19.4
MSCI's Net-margin (%) is ranked higher than
89% of the 624 Companies
in the Global Business Services industry.

( Industry Median: 4.10 vs. MSCI: 19.4 )
MSCI' s 10-Year Net-margin (%) Range
Min: 11.7   Max: 23
Current: 19.4
11.7
23
ROE (%) 12.9
MSCI's ROE (%) is ranked higher than
68% of the 624 Companies
in the Global Business Services industry.

( Industry Median: 7.20 vs. MSCI: 12.9 )
MSCI' s 10-Year ROE (%) Range
Min: 7.2   Max: 40.6
Current: 12.9
7.2
40.6
ROA (%) 6.1
MSCI's ROA (%) is ranked higher than
65% of the 624 Companies
in the Global Business Services industry.

( Industry Median: 3.80 vs. MSCI: 6.1 )
MSCI' s 10-Year ROA (%) Range
Min: 3   Max: 9.3
Current: 6.1
3
9.3
Revenue Growth (%) 15.6
MSCI's Revenue Growth (%) is ranked higher than
92% of the 624 Companies
in the Global Business Services industry.

( Industry Median: 0.00 vs. MSCI: 15.6 )
MSCI' s 10-Year Revenue Growth (%) Range
Min: 3.9   Max: 35.7
Current: 15.6
3.9
35.7
EBITDA Growth (%) 17.3
MSCI's EBITDA Growth (%) is ranked higher than
90% of the 624 Companies
in the Global Business Services industry.

( Industry Median: 0.00 vs. MSCI: 17.3 )
MSCI' s 10-Year EBITDA Growth (%) Range
Min: 0   Max: 61.2
Current: 17.3
0
61.2
EPS Growth (%) 16.6
MSCI's EPS Growth (%) is ranked higher than
88% of the 624 Companies
in the Global Business Services industry.

( Industry Median: 0.00 vs. MSCI: 16.6 )
MSCI' s 10-Year EPS Growth (%) Range
Min: -4.2   Max: 26.9
Current: 16.6
-4.2
26.9
ยป MSCI's 10-Y Financials

Financials


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

» Details

Guru Trades
Q2 2012

MSCI Guru Trades in Q2 2012

Paul Tudor Jones 5,900 sh (New)
Steven Cohen 140,307 sh (New)
Joel Greenblatt 12,701 sh (New)
PRIMECAP Management 309,500 sh (+103.62%)
Jim Simons 227,321 sh (+70.89%)
Pioneer Investments 164,953 sh (+6.24%)
Chuck Royce 232,300 sh (unchged)
Eric Mindich 7,000,000 sh (unchged)
Ron Baron 9,213,644 sh (-5.28%)
» More
Q3 2012

MSCI Guru Trades in Q3 2012

Joel Greenblatt 14,768 sh (+16.27%)
PRIMECAP Management 334,500 sh (+8.08%)
Chuck Royce 232,300 sh (unchged)
Steven Cohen Sold Out
Paul Tudor Jones Sold Out
Pioneer Investments 164,843 sh (-0.07%)
Ron Baron 8,623,570 sh (-6.4%)
Eric Mindich 5,000,000 sh (-28.57%)
Jim Simons 90,421 sh (-60.22%)
» More
Q4 2012

MSCI Guru Trades in Q4 2012

Steven Cohen 8,901 sh (New)
Joel Greenblatt 81,427 sh (+451.37%)
Chuck Royce 232,300 sh (unchged)
Pioneer Investments Sold Out
Jim Simons Sold Out
Eric Mindich Sold Out
Ron Baron 5,308,800 sh (-38.44%)
PRIMECAP Management 116,500 sh (-65.17%)
» More
Q1 2013

MSCI Guru Trades in Q1 2013

Manning & Napier Advisors, Inc 1,427,730 sh (New)
Ron Baron 5,334,975 sh (+0.49%)
Chuck Royce 232,300 sh (unchged)
PRIMECAP Management Sold Out
Steven Cohen Sold Out
Joel Greenblatt 79,172 sh (-2.77%)
» More
» Details

Insider Trades

Latest Guru Trades with MSCI

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
PRIMECAP Management 2013-03-31 Sold Out 0.01%$30.99 - $34.67 $ 34.474%0
Ron Baron 2012-12-31 Reduce -38.44%0.73%$25.59 - $31.41 $ 34.4724%5308800
Joel Greenblatt 2012-12-31 Add 451.37%0.12%$25.59 - $31.41 $ 34.4724%81427
PRIMECAP Management 2012-12-31 Reduce -65.17%0.01%$25.59 - $31.41 $ 34.4724%116500
Joel Greenblatt 2012-06-30 New Buy0.03%$31.85 - $37.5 $ 34.470%12701
PRIMECAP Management 2012-06-30 Add 103.62%0.01%$31.85 - $37.5 $ 34.470%309500
PRIMECAP Management 2012-03-31 New Buy0.01%$31.89 - $37.81 $ 34.476%152000
George Soros 2011-06-30 Sold Out $33.86 - $38.22 $ 34.47-6%0
George Soros 2011-03-31 Reduce -32.5%$33.91 - $39.72 $ 34.47-4%16825
Chuck Akre 2011-03-31 Sold Out $33.91 - $39.72 $ 34.47-4%0
George Soros 2010-03-31 Add 89.54%0.01%$27.88 - $36.19 $ 34.478%29000
Jean-Marie Eveillard 2010-03-31 New Buy0.01%$27.88 - $36.19 $ 34.478%18010
Steve Mandel 2010-03-31 Sold Out $27.88 - $36.19 $ 34.478%0
Premium More recent guru trades are included for Premium Members only!!

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

Top Ranked Articles about MSCI, Inc.

Baron Funds Comments on MSCI
February 6, 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. Read more...

Ratios

vs
industry		 vs
history
P/E(ttm) 21.30
MSCI's P/E(ttm) is ranked lower than
57% of the 495 Companies
in the Global Business Services industry.

( Industry Median: 18.60 vs. MSCI: 21.30 )
MSCI' s 10-Year P/E(ttm) Range
Min: 10.89   Max: 49.38
Current: 21.3
10.89
49.38
P/B 2.90
MSCI's P/B is ranked lower than
67% of the 591 Companies
in the Global Business Services industry.

( Industry Median: 1.90 vs. MSCI: 2.90 )
MSCI' s 10-Year P/B Range
Min: 2.17   Max: 16.23
Current: 2.9
2.17
16.23
P/S 4.35
MSCI's P/S is ranked lower than
85% of the 622 Companies
in the Global Business Services industry.

( Industry Median: 1.07 vs. MSCI: 4.35 )
MSCI' s 10-Year P/S Range
Min: 2.96   Max: 8.43
Current: 4.35
2.96
8.43
PFCF 13.90
MSCI's PFCF is ranked higher than
58% of the 457 Companies
in the Global Business Services industry.

( Industry Median: 16.20 vs. MSCI: 13.90 )
MSCI' s 10-Year PFCF Range
Min: 9.84   Max: 45.43
Current: 13.9
9.84
45.43
EV-to-EBIT 13.5
MSCI's EV-to-EBIT is ranked higher than
52% of the 527 Companies
in the Global Business Services industry.

( Industry Median: 13.81 vs. MSCI: 13.5 )
MSCI' s 10-Year EV-to-EBIT Range
Min: 10.4   Max: 35.9
Current: 13.5
10.4
35.9
PEG 0.9
MSCI's PEG is ranked higher than
74% of the 202 Companies
in the Global Business Services industry.

( Industry Median: 1.90 vs. MSCI: 0.9 )
MSCI' s 10-Year PEG Range
Min: 0.85   Max: 2.52
Current: 0.9
0.85
2.52
Shiller P/E 27
MSCI's Shiller P/E is ranked lower than
100% of the Companies
in the Global Business Services industry.

( Industry Median: vs. MSCI: 27 )
MSCI' s 10-Year Shiller P/E Range
Min: 20.02   Max: 36.36
Current: 27
20.02
36.36

Valuation & Return

vs
industry		 vs
history
Price/Net Current Asset Value 39.6
MSCI's Price/Net Current Asset Value is ranked lower than
78% of the 405 Companies
in the Global Business Services industry.

( Industry Median: 11.50 vs. MSCI: 39.6 )
MSCI' s 10-Year Price/Net Current Asset Value Range
Min: 25.7   Max: 56.4
Current: 39.6
25.7
56.4
Price/DCF (Projected) 1.1
MSCI's Price/DCF (Projected) is ranked higher than
51% of the 254 Companies
in the Global Business Services industry.

( Industry Median: 1.20 vs. MSCI: 1.1 )
MSCI' s 10-Year Price/DCF (Projected) Range
Min: 1.3   Max: 2.2
Current: 1.1
1.3
2.2
Price/Median PS Value 0.9
MSCI's Price/Median PS Value is ranked higher than
68% of the 595 Companies
in the Global Business Services industry.

( Industry Median: 1.10 vs. MSCI: 0.9 )
MSCI' s 10-Year Price/Median PS Value Range
Min: 0.7   Max: 1.4
Current: 0.9
0.7
1.4
Price/Peter Lynch Fair Value 1
MSCI's Price/Peter Lynch Fair Value is ranked higher than
63% of the 110 Companies
in the Global Business Services industry.

( Industry Median: 1.40 vs. MSCI: 1 )
MSCI' s 10-Year Price/Peter Lynch Fair Value Range
Min: 1.2   Max: 1.3
Current: 1
1.2
1.3
Earnings Yield (Greenblatt) 7.40
MSCI's Earnings Yield (Greenblatt) is ranked higher than
58% of the 624 Companies
in the Global Business Services industry.

( Industry Median: 6.20 vs. MSCI: 7.40 )
MSCI' s 10-Year Earnings Yield (Greenblatt) Range
Min: 2.8   Max: 9.7
Current: 7.4
2.8
9.7
Forward Rate of Return (Yacktman) 24.78
MSCI's Forward Rate of Return (Yacktman) is ranked higher than
93% of the 624 Companies
in the Global Business Services industry.

( Industry Median: 0.00 vs. MSCI: 24.78 )
MSCI' s 10-Year Forward Rate of Return (Yacktman) Range
Min: 2.8   Max: 32
Current: 24.78
2.8
32

Business Description

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 many 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.).
Company Website
SEC Reports
Industry: Business Services
Compare:
Traded in other countries:3HM.Germany
ยป 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 23 2011 
MSCI INC. (MSCI) CEO Henry A Fernandez buys 6,255 Shares Jan 20 2011 

More From Our Partners
It's Time to Think About Obscure Middle East ETFs May 24 2013 - BENZINGA

Personalized Checklist





Within your circle of competence?
Macro economic environment favorable?
High quality business?
Enough margin of safety with stocks?
Gurus are buying?
Insiders are buying?
Management capable and shareholder friendly?
Catalyst for stock price to appreciate?
Your level of confidence with the research?

GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names
Free 7-day Trial