Professional
Added to YB: 2024-08-08
Pitch date: 2024-06-30
MSCI [bullish]
MSCI Inc.
+16.48%
current return
Author Info
No bio for this author
Company Info
MSCI Inc., together with its subsidiaries, provides critical decision support tools and solutions for the investment community to manage investment processes worldwide.
Market Cap
$42.5B
Pitch Price
$473.14
Price Target
N/A
Dividend
1.27%
EV/EBITDA
26.51
P/E
35.83
EV/Sales
15.62
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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