Added to YB: 2025-02-17
Pitch date: 2025-02-13
MSCI [neutral]
MSCI Inc.
-3.05%
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 critical decision support tools and solutions for the investment community to manage investment processes worldwide.
Market Cap
$42.5B
Pitch Price
$568.45
Price Target
N/A
Dividend
1.27%
EV/EBITDA
26.51
P/E
35.83
EV/Sales
15.62
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)