Professional
Added to YB: 2025-07-07
Pitch date: 2025-04-15
MSCI [neutral]
MSCI Inc.
+5.64%
current return
Author Info
No bio for this author
Company Info
MSCI Inc., together with its subsidiaries, provides research-based data, analytics, and indexes, supported by advanced technology worldwide.
Market Cap
$42.4B
Pitch Price
$551.27
Price Target
N/A
Dividend
1.41%
EV/EBITDA
25.13
P/E
33.31
EV/Sales
14.99
Sector
Capital Markets
Category
growth
Rothschild &Co LongRun Equity holding: MSCI Inc.
MSCI (holding update): Leading investment decision tools provider with 75% recurring revenue (mid-90s retention). Index segment (75% of earnings, 70%+ margins) dominates international markets with strong network effects. Analytics, ESG (fastest growing), and Private Assets segments serve same clients. 10% consistent organic growth, 50%+ op margins, 100%+ FCF conversion, 30%+ ROIC. 5yr fwd P/E ~30x.
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