Professional
Added to YB: 2025-07-07
Pitch date: 2025-04-15
MSCI [neutral]
MSCI Inc.
+0.92%
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
$546.08
Price Target
N/A
Dividend
1.27%
EV/EBITDA
26.51
P/E
35.83
EV/Sales
15.62
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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