Added to YB: 2025-02-17
Pitch date: 2025-02-13
MSCI [neutral]
MSCI Inc.
-4.43%
current return
Author Info
Waver has been an investor for 15 years and is the author of the book Investing with Eagles. He invests only in a few quality companies with high moats. Focusing on strong fundamentals, growth prospects and price. Sign up for the newsletter.
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
$566.22
Price Target
N/A
Dividend
1.57%
EV/EBITDA
23.78
P/E
33.23
EV/Sales
14.08
Sector
Capital Markets
Category
growth
MSCI: The Rockstars of Investment Scorekeeping
MSCI (wait): Global financial data giant w/ $14T AUM. 25% rev from index licensing, rest from subscriptions & analytics. Strong recurring revenue model. Q3 2024: 15% organic sub growth. Valued at 34x FCF, high for 10-15% growth. Pass unless price drops to $450 or below. Target 22-27x P/FCF for 12-17.5% growth.
Read full article (9 min)