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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 : 8/10

vs
industry
vs
history
Cash to Debt 0.57
MSCI's Cash to Debt is ranked higher than
56% of the 976 Companies
in the Global Business Services industry.

( Industry Median: 1.05 vs. MSCI: 0.57 )
MSCI' s 10-Year Cash to Debt Range
Min: 0.04   Max: No Debt
Current: 0.57

Equity to Asset 0.49
MSCI's Equity to Asset is ranked higher than
66% of the 945 Companies
in the Global Business Services industry.

( Industry Median: 0.46 vs. MSCI: 0.49 )
MSCI' s 10-Year Equity to Asset Range
Min: -0.11   Max: 0.76
Current: 0.49

-0.11
0.76
Interest Coverage 14.14
MSCI's Interest Coverage is ranked higher than
55% of the 661 Companies
in the Global Business Services industry.

( Industry Median: 25.65 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: 3.50
M-Score: -2.51
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 (%) 33.90
MSCI's Operating margin (%) is ranked higher than
97% of the 969 Companies
in the Global Business Services industry.

( Industry Median: 6.26 vs. MSCI: 33.90 )
MSCI' s 10-Year Operating margin (%) Range
Min: 18.1   Max: 36.51
Current: 33.9

18.1
36.51
Net-margin (%) 28.33
MSCI's Net-margin (%) is ranked higher than
97% of the 969 Companies
in the Global Business Services industry.

( Industry Median: 4.08 vs. MSCI: 28.33 )
MSCI' s 10-Year Net-margin (%) Range
Min: 11.69   Max: 22.99
Current: 28.33

11.69
22.99
ROE (%) 18.58
MSCI's ROE (%) is ranked higher than
86% of the 929 Companies
in the Global Business Services industry.

( Industry Median: 8.95 vs. MSCI: 18.58 )
MSCI' s 10-Year ROE (%) Range
Min: 9.03   Max: 113.88
Current: 18.58

9.03
113.88
ROA (%) 9.37
MSCI's ROA (%) is ranked higher than
87% of the 981 Companies
in the Global Business Services industry.

( Industry Median: 3.98 vs. MSCI: 9.37 )
MSCI' s 10-Year ROA (%) Range
Min: 4.36   Max: 33.88
Current: 9.37

4.36
33.88
ROC (Joel Greenblatt) (%) 272.89
MSCI's ROC (Joel Greenblatt) (%) is ranked higher than
93% of the 973 Companies
in the Global Business Services industry.

( Industry Median: 28.07 vs. MSCI: 272.89 )
MSCI' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: 46.3   Max: 894.55
Current: 272.89

46.3
894.55
Revenue Growth (3Y)(%) 13.50
MSCI's Revenue Growth (3Y)(%) is ranked higher than
87% of the 817 Companies
in the Global Business Services industry.

( Industry Median: 4.60 vs. MSCI: 13.50 )
MSCI' s 10-Year Revenue Growth (3Y)(%) Range
Min: 5.9   Max: 50.3
Current: 13.5

5.9
50.3
EBITDA Growth (3Y)(%) 17.10
MSCI's EBITDA Growth (3Y)(%) is ranked higher than
85% of the 688 Companies
in the Global Business Services industry.

( Industry Median: 6.30 vs. MSCI: 17.10 )
MSCI' s 10-Year EBITDA Growth (3Y)(%) Range
Min: 0   Max: 97.5
Current: 17.1

0
97.5
EPS Growth (3Y)(%) 31.50
MSCI's EPS Growth (3Y)(%) is ranked higher than
89% of the 618 Companies
in the Global Business Services industry.

( Industry Median: 7.30 vs. MSCI: 31.50 )
MSCI' s 10-Year EPS Growth (3Y)(%) 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

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
Q3 2014

MSCI Guru Trades in Q3 2014

Tom Gayner 86,000 sh (+48.28%)
Manning & Napier Advisors, Inc 2,666,868 sh (+2.54%)
Chuck Royce 8,700 sh (unchged)
Ray Dalio Sold Out
Jim Simons Sold Out
Jeff Ubben 9,308,960 sh (-0.35%)
Ron Baron 2,551,783 sh (-4.17%)
Joel Greenblatt 13,971 sh (-86.46%)
» 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
Joel Greenblatt 2014-09-30 Reduce -86.46%0.05%$43.9 - $48.98 $ 47.894%13971
Tom Gayner 2014-09-30 Add 48.28%0.04%$43.9 - $48.98 $ 47.894%86000
Ray Dalio 2014-09-30 Sold Out $43.9 - $48.98 $ 47.894%0
Jeff Ubben 2014-06-30 Add 14.85%0.41%$40.54 - $45.47 $ 47.8911%9341288
Ron Baron 2014-06-30 Reduce -32.14%0.22%$40.54 - $45.47 $ 47.8911%2662767
Tom Gayner 2014-06-30 Add 75.76%0.03%$40.54 - $45.47 $ 47.8911%58000
Jeff Ubben 2014-03-31 Add 9.11%0.22%$40.28 - $46.27 $ 47.8910%8133117
Tom Gayner 2014-03-31 Add 560%0.04%$40.28 - $46.27 $ 47.8910%33000
Ray Dalio 2014-03-31 Reduce -69.95%$40.28 - $46.27 $ 47.8910%5070
Ray Dalio 2013-12-31 New Buy0.01%$38.31 - $44.71 $ 47.8914%16870
Tom Gayner 2013-12-31 New Buy0.01%$38.31 - $44.71 $ 47.8914%5000
Premium More recent guru trades are included for Premium Members only!!
Premium More recent guru trades are included for USA Subscribe 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) 19.80
MSCI's P/E(ttm) is ranked higher than
79% of the 1121 Companies
in the Global Business Services industry.

( Industry Median: 32.80 vs. MSCI: 19.80 )
MSCI' s 10-Year P/E(ttm) Range
Min: 13.69   Max: 54.79
Current: 19.8

13.69
54.79
P/B 3.84
MSCI's P/B is ranked higher than
61% of the 1121 Companies
in the Global Business Services industry.

( Industry Median: 3.26 vs. MSCI: 3.84 )
MSCI' s 10-Year P/B Range
Min: 2.15   Max: 16.23
Current: 3.84

2.15
16.23
P/S 5.59
MSCI's P/S is ranked higher than
50% of the 1121 Companies
in the Global Business Services industry.

( Industry Median: 1.67 vs. MSCI: 5.59 )
MSCI' s 10-Year P/S Range
Min: 2.96   Max: 17.17
Current: 5.59

2.96
17.17
PFCF 24.31
MSCI's PFCF is ranked higher than
75% of the 1121 Companies
in the Global Business Services industry.

( Industry Median: 45.00 vs. MSCI: 24.31 )
MSCI' s 10-Year PFCF Range
Min: 9.84   Max: 44.88
Current: 24.31

9.84
44.88
EV-to-EBIT 16.63
MSCI's EV-to-EBIT is ranked higher than
71% of the 1121 Companies
in the Global Business Services industry.

( Industry Median: 19.34 vs. MSCI: 16.63 )
MSCI' s 10-Year EV-to-EBIT Range
Min: 10.4   Max: 35.9
Current: 16.63

10.4
35.9
PEG 1.44
MSCI's PEG is ranked higher than
91% of the 1121 Companies
in the Global Business Services industry.

( Industry Median: 9999.00 vs. MSCI: 1.44 )
MSCI' s 10-Year PEG Range
Min: 0.94   Max: 1.55
Current: 1.44

0.94
1.55
Shiller P/E 32.42
MSCI's Shiller P/E is ranked higher than
82% of the 1121 Companies
in the Global Business Services industry.

( Industry Median: 9999.00 vs. MSCI: 32.42 )
MSCI' s 10-Year Shiller P/E Range
Min: 20.99   Max: 39.36
Current: 32.42

20.99
39.36
Current Ratio 1.52
MSCI's Current Ratio is ranked higher than
67% of the 965 Companies
in the Global Business Services industry.

( Industry Median: 1.43 vs. MSCI: 1.52 )
MSCI' s 10-Year Current Ratio Range
Min: 0.2   Max: 2.36
Current: 1.52

0.2
2.36
Quick Ratio 1.52
MSCI's Quick Ratio is ranked higher than
71% of the 965 Companies
in the Global Business Services industry.

( Industry Median: 1.31 vs. MSCI: 1.52 )
MSCI' s 10-Year Quick Ratio Range
Min: 0.2   Max: 2.36
Current: 1.52

0.2
2.36

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield 0.38
MSCI's Dividend Yield is ranked lower than
93% of the 639 Companies
in the Global Business Services industry.

( Industry Median: 2.15 vs. MSCI: 0.38 )
MSCI' s 10-Year Dividend Yield Range
Min: 0   Max: 0
Current: 0.38

Yield on cost (5-Year) 0.40
MSCI's Yield on cost (5-Year) is ranked lower than
92% of the 657 Companies
in the Global Business Services industry.

( Industry Median: 2.50 vs. MSCI: 0.40 )
MSCI' s 10-Year Yield on cost (5-Year) Range
Min: 0   Max: 0
Current: 0.4

Share Buyback Rate -2.20
MSCI's Share Buyback Rate is ranked higher than
64% of the 672 Companies
in the Global Business Services industry.

( Industry Median: -1.00 vs. MSCI: -2.20 )
MSCI' s 10-Year Share Buyback Rate Range
Min: 0   Max: -14.6
Current: -2.2

Valuation & Return

vs
industry
vs
history
Price/DCF (Projected) 1.71
MSCI's Price/DCF (Projected) is ranked higher than
78% of the 1121 Companies
in the Global Business Services industry.

( Industry Median: 4.02 vs. MSCI: 1.71 )
MSCI' s 10-Year Price/DCF (Projected) Range
Min: 1.25   Max: 2.23
Current: 1.71

1.25
2.23
Price/Median PS Value 1.04
MSCI's Price/Median PS Value is ranked higher than
76% of the 1121 Companies
in the Global Business Services industry.

( Industry Median: 1.18 vs. MSCI: 1.04 )
MSCI' s 10-Year Price/Median PS Value Range
Min: 0.67   Max: 2.72
Current: 1.04

0.67
2.72
Price/Peter Lynch Fair Value 1.13
MSCI's Price/Peter Lynch Fair Value is ranked higher than
95% of the 1121 Companies
in the Global Business Services industry.

( Industry Median: 9999.00 vs. MSCI: 1.13 )
MSCI' s 10-Year Price/Peter Lynch Fair Value Range
Min: 0.93   Max: 1.8
Current: 1.13

0.93
1.8
Earnings Yield (Greenblatt) 6.00
MSCI's Earnings Yield (Greenblatt) is ranked higher than
68% of the 969 Companies
in the Global Business Services industry.

( Industry Median: 5.90 vs. MSCI: 6.00 )
MSCI' s 10-Year Earnings Yield (Greenblatt) Range
Min: 2.8   Max: 9.7
Current: 6

2.8
9.7
Forward Rate of Return (Yacktman) 29.03
MSCI's Forward Rate of Return (Yacktman) is ranked higher than
91% of the 563 Companies
in the Global Business Services industry.

( Industry Median: 11.24 vs. MSCI: 29.03 )
MSCI' s 10-Year Forward Rate of Return (Yacktman) Range
Min: 3.3   Max: 30.5
Current: 29.03

3.3
30.5

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 provides investment decision support tools, including indexes, portfolio risk and performance analytics and corporate governance products and services. Its products and services address multiple markets, asset classes and geographies and are sold to a diverse client base, including asset owners, such as pension funds, endowments, foundations, central banks, family offices and insurance companies; institutional and retail asset managers, such as managers of pension assets, mutual funds, exchange traded funds, real estate, hedge funds and private wealth; financial intermediaries, such as banks, broker-dealers, exchanges, custodians and investment consultants; and corporate clients. As of December 31, 2013, the Company had approximately 8,300 clients across 84 countries. It had offices in 34 cities in 22 countries to help serve its diverse client base. The Company consists of two businesses: the Performance and Risk business and the Governance business. The Performance and Risk business provides investment decision support tools, including equity indexes, real estate indexes and benchmarks, portfolio risk and performance analytics, credit analytics and environmental, social and governance products. Its Performance and Risk products are used in many areas of the investment process, including portfolio construction and rebalancing, performance benchmarking and attribution, risk management, regulatory and client reporting, index-linked investment product creation, asset allocation, the assessment of corporate management of ESG risks and opportunities, investment manager selection and investment research. The Companys Governance business provides corporate governance products and services to institutional investors and corporations. Among other things, the Governance business facilitates the voting of proxies by institutional investors and provides in-depth research and analysis to help inform voting decisions and identify issuer-specific risk. The Governance business offers both equity security coverage and fully integrated products and services, including proxy voting; policy creation, application and management; research; vote recommendations; vote execution; post-vote disclosure and reporting; and data and analytical tools. It also provides securities class action monitoring and claims filing services to aid institutional investors in the recovery of funds from securities class action settlements. The Companys registered trademarks include MSCI, Barra, FEA, InvestorForce, IPD and RiskMetrics. Its main competitors include FTSE International, Ltd., Russell Investment Group, S&P Dow Jones Indices LLC, Advanced Portfolio Technologies, Axioma, Inc., Bloomberg Finance L.P., and Barclays Capital. The Company is subject to reporting, disclosure and recordkeeping obligations pursuant to SEC requirements.
» 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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