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MSCI Inc. (MSCI) Stock Analysis

Range Bound setup · Temp Headwind edge

HoldModerate Confidence

Financial Services · Financial Data & Stock Exchanges

Hold if already holding. Not a fresh buy at $586.08, but acceptable to hold if already in. Reasons: Thin upside margin: 5.3%; Expensive valuation.

MSCI provides research-based indexes, analytics, sustainability data, and private asset tools to global investors in 100+ countries. Revenue is split across Index (57%), Analytics (22.8%), Sustainability and Climate (11.3%), and Private Assets segments, collected primarily... Read more

$586.08+5.3% A.UpsideScore 6.0/10#4 of 11 Financial Data & Stock Exchanges
QualityF-score8 / 9FCF yield2.87%
IncomeYield1.42%(5y avg 1.00%)Payout42.55%sustainable
Stop $555.26Target $616.89(analyst − 10%)A.R:R 0.9:1
Analyst target$685.44+17.0%16 analysts
$616.89our TP
$586.08price
$685.44mean
$550
$730

Hold if already holding. Not a fresh buy at $586.08, but acceptable to hold if already in. Reasons: Thin upside margin: 5.3%; Expensive valuation. Chart setup: RSI 48 mid-range, Bollinger mid-band. Maintain position. Not compelling to add more. Score 6.0/10, moderate confidence.

Passes 6/8 gates (clean insider activity, no SEC red flags, news events none recent, earnings proximity 61d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and favorable risk/reward ratio. Suitability: moderate.

Recent Developments — MSCI Inc.

Generated 2026-05-20T20:21:21Z.

Thesis

Rewards
V7 flight-to-quality bonus: +0.5 (Q=8.3 in RISK_OFF)
Sector modifier (Financial Services): +1.0
Strong earnings beat streak (4/4)
Risks
Thin upside margin: 5.3%
Expensive valuation
Negative momentum

Key Metrics

P/E (TTM)33.0
P/E (Fwd)25.7
Mkt Cap$42.0B
EV/EBITDA25.4
Profit Mgn40.7%
ROE
Rev Growth14.1%
Beta1.24
Dividend1.42%
Rating analysts25

Quality Signals

Piotroski F8/9MoatNarrow

Options Flow

P/C0.67bullish
IV37%normal
Max Pain$800+36.5% vs spot

Concentration Risks(10-K Item 1A)

  • MEDIUMCustomerBlackRock11%
    10-K Item 1: 'our largest client organization by revenue, BlackRock, accounted for 10.8% of our consolidated operating revenues'

Material Events(8-K, last 90d)

  • 2026-03-31Item 5.02MEDIUM
    C. Jack Read, Global Controller and Chief Accounting Officer, resigned effective August 9, 2026 to pursue another opportunity. No disagreement with Company on any matter. Successor search initiated.
    SEC filing →

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. Full disclaimer

Rating Breakdown

2 floor-breakers

Momentum below the gate floor. Component breakdown shows what dragged the score down.static

Macd
0.0
Volume
0.0
Obv
1.0
Rsi
5.5
Ma Position
9.0
Volume distribution (falling OBV)Above 200-day MA

Priced at a premium — multiples above sector norms. Needs delivery on growth + margins to justify.static

Ev Ebitda
0.0
Ps
1.4
Pe
3.9
Peg Ratio
4.6
Forward Pe
4.9
Analyst Target
6.0
Forward P/E: 25.7xPEG: 1.88
GatesMomentum 3.1<4.5A.R:R 0.9 < 1.5@spotInsider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 61d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARRange BoundSuitability: Moderate
RSI
48 · Neutral
20D MA 50D MA 200D MAGOLDEN CROSSSupport $552.51Resistance $608.85

Price Targets

$555
$617
A.Upside+5.3%
A.R:R0.9:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeRisk-Off

Risk Alerts

! Momentum score 3.1/10 — below 4.5 minimum
! Reward/Risk 0.9:1 at current price — below 1.5:1 minimum

Earnings

B
B
B
B
4/4 beats
Next Earnings2026-07-21 (61d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is MSCI stock a buy right now?

Hold if already holding. Not a fresh buy at $586.08, but acceptable to hold if already in. Reasons: Thin upside margin: 5.3%; Expensive valuation. Chart setup: RSI 48 mid-range, Bollinger mid-band. Maintain position. Not compelling to add more. Target $616.89 (+5.3%), stop $555.26 (−5.6%), A.R:R 0.9:1. Score 6.0/10, moderate confidence.

What is the MSCI stock price target?

Take-profit target: $616.89 (+5.3% upside). Target $616.89 (+5.3%), stop $555.26 (−5.6%), A.R:R 0.9:1. Stop-loss: $555.26.

What are the risks of investing in MSCI?

Thin upside margin: 5.3%; Expensive valuation; Negative momentum.

Is MSCI overvalued or undervalued?

MSCI Inc. trades at a P/E of 33.0 (forward 25.7). TrendMatrix value score: 3.8/10. Verdict: Hold.

What do analysts say about MSCI?

25 analysts cover MSCI with a consensus score of 4.0/5. Average price target: $685.

What does MSCI Inc. do?MSCI provides research-based indexes, analytics, sustainability data, and private asset tools to global investors in...

MSCI provides research-based indexes, analytics, sustainability data, and private asset tools to global investors in 100+ countries. Revenue is split across Index (57%), Analytics (22.8%), Sustainability and Climate (11.3%), and Private Assets segments, collected primarily through recurring subscriptions and asset-based fees from ~6,800 clients; BlackRock accounts for 10.8% of operating revenues.

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