Professional
Added to YB: 2024-08-08
Pitch date: 2024-06-30
MSCI [bullish]
MSCI Inc.
+14.82%
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
$38.3B
Pitch Price
$471.28
Price Target
N/A
Dividend
1.57%
EV/EBITDA
23.78
P/E
33.23
EV/Sales
14.08
Sector
Capital Markets
Category
growth
Polen Focus Growth Portfolio New Position: MSCI Inc.
MSCI: Re-initiated position. Strong compounder, high-teens earnings growth. Stock down despite 30% higher earnings. Q1 saw net new subscription sales decrease due to UBS-Credit Suisse merger. High retention rates. Competitive advantages intact. Secular growth: passive, int'l, factor-based, ESG investments. Long-term strategy: private market index provider.
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