Positioning no disclosures inside 60 days, left as found
Options put/call open interest 0.82, read 2026-10-24
Ethical does not pass the values gate
Price575.09 USD
Fair value510.69
Ethical score10.0/100
RatingAVOID
Our investment reviews on this name
2026-10-27Read Markup575.09+0.0% to today ✓Accumulation gives way to Markup after a 6% rise in 2 weeks
2026-10-11Read Accumulation542.72+6.0% to today ✓Distribution gives way to Accumulation
2026-10-02Read Distribution542.72+6.0% to today Accumulation gives way to Distribution
2026-09-05Read Accumulation568.75+1.1% to today ✓Markup gives way to Accumulation
Our analytic regime reads on this name, dated and marked against the screened price. Small sample per name, and separate from the daily-framework accuracy on the Track Record page.
MSCI Inc. holds its Markup at $575.09. The statistical read favours the buyers, held for 44 days.
As held on the ledger · 2026-10-15
Phase
Markup
Quantitative state
The statistical read favours the buyers, held for 44 days
Price at the screen
$575.09
Valuation
31.43 trailing · 25.57 forward price to earnings
Values screen
FAIL· score 10.0
Beta
1.24
The Workings
Five Screens, Shown in Full
Does not pass. Business activity screen
Test
Figure
Limit
What it means
Status
Business activity
Excluded
Core business clean
Business activity: Financials sector
Fail
Five checks adapted from AAOIFI screening standards: business activity plus four balance-sheet ratios. All five must pass for ethical clearance. Every figure is arithmetic on public accounts, not judgement.
The Ethical Read
Why It Falls Short, in Plain English
MSCI does not clear the screen at the business-activity stage. It operates in conventional financial services, which the screen treats as interest-based, so the financial ratios are not the deciding factor here.
Read as at 2026-10-27. It updates when the underlying figures move, and past reads are kept below.
Follow this verdict
Get an email when MSCI's ethical verdict changes
Today MSCI does not pass the screen. If new figures move it to a pass, we send you one short email with the before and after. Verdicts change rarely, so you may not hear from us for a long time.
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What the Numbers Say It Is Worth
The Fair Value Range
Our analysis reads AVOID: it trades above our $510.69 fair value estimate, 12.20% revenue growth.
Fair value range in USD, drawn from the 2026-10-15 screen. The gold marker is the market price at the same screen. The price runs 11.2% above the base estimate.
Third-party analyst targets: 17 covering, consensus Strong Buy. The average target sits +19% from the screen price.
Reading the gap · Our more conservative model reads it as fully-to-richly valued here, while the Street is more bullish: a quality-at-a-fair-price name rather than a deep-value one.
Price History & Projections
Where it has been, where the models see it going. History from market close data; projection points are our fair-value estimates and third-party analyst targets, dated to the 2026-10-15 screen.
Fair value and rating are our own model estimates; the Street's range reflects third-party analyst estimates. Analysis, not advice.
The Business, in Plain Words
Benchmarks everyone uses yet we walk away
Every ETF and index fund that tracks global markets leans on MSCI data to set its rules. The business prints 41 percent profit margins and grows revenue at 14 percent a year, yet the shares trade at 27.4 times forward earnings while sitting 15 percent above our fair value. That combination alone keeps us out.
We pass for two clear reasons. First, the price leaves no margin of safety and the market already prices in strong growth. Second, the company fails our ethical screen on business activity grounds. This is exactly what the screen is designed to catch.
High margins can compress quickly if asset managers shift to cheaper data sources or if regulation tightens index licensing. The ethical flag removes any temptation to look past the valuation. Analysis, not advice.
The risks · The main risks here are ordinary market swings and the chance our fair-value read proves too optimistic.
Plain-English interpretation of our own screen data. Analysis, not advice.
Where & How to Trade
MSCI trades on a US exchange. As a listed security it is accessible through almost any international broker offering its home market. New to this, or investing from abroad? Our guide to accessing global markets covers brokers, currencies and the practical steps.
The Dated Journal · Newest First, Never Edited
Every Entry, As Written
2026-10-27Markup · changed$575.09+0.0%Entry 16
The framework has shifted from accumulation to markup since the last review. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows good risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is momentum reading overbought. Over the past year the shares are up 11%. Our forward projection puts the odds of a 10% gain over the next month near 16%. The street (16 analysts) rates it buy, with a mean price target of $685.
2026-10-20Accumulation$575.09+0.0%Entry 15
The analysis reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is sitting below its long-term trend line with momentum reading bullish. Over the past year the shares are up 11%. Our forward projection puts the odds of a 10% gain over the next month near 16%. The street (16 analysts) rates it buy, with a mean price target of $685. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-19Accumulation$575.09+0.0%Entry 14
The analysis reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is sitting below its long-term trend line with momentum reading bullish. Over the past year the shares are up 11%. Our forward projection puts the odds of a 10% gain over the next month near 16%. The street (16 analysts) rates it buy, with a mean price target of $685. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-18Accumulation$575.09+0.0%Entry 13
The analysis reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is momentum reading neutral. Over the past year the shares are up 11%. Our forward projection puts the odds of a 10% gain over the next month near 16%. The street (16 analysts) rates it buy, with a mean price target of $685. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-17Accumulation$575.09+0.0%Entry 12
The analysis reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is momentum reading neutral. Over the past year the shares are up 11%. Our forward projection puts the odds of a 10% gain over the next month near 16%. The street (16 analysts) rates it buy, with a mean price target of $685. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-16Accumulation$575.09+1.8%Entry 11
The analysis reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved up 1.8% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is momentum reading neutral. Over the past year the shares are up 11%. Our forward projection puts the odds of a 10% gain over the next month near 16%. The street (16 analysts) rates it buy, with a mean price target of $685. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-15Accumulation$565.12+0.0%Entry 10
The analysis reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is momentum reading neutral. Over the past year the shares are up 11%. Our forward projection puts the odds of a 10% gain over the next month near 16%. The street (16 analysts) rates it buy, with a mean price target of $685. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-14Accumulation$565.12+0.0%Entry 9
The analysis reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is momentum reading neutral. Over the past year the shares are up 11%. Our forward projection puts the odds of a 10% gain over the next month near 16%. The street (16 analysts) rates it buy, with a mean price target of $685. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-13Accumulation$565.12+4.1%Entry 8
The analysis reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved up 4.1% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is momentum reading neutral. Over the past year the shares are up 11%. Our forward projection puts the odds of a 10% gain over the next month near 16%. The street (16 analysts) rates it buy, with a mean price target of $685. It reported earnings in this window, a natural checkpoint for the thesis.
The framework has shifted from distribution to accumulation since the last review. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is momentum reading neutral. Over the past year the shares are up 11%. Our forward projection puts the odds of a 10% gain over the next month near 16%. The street (16 analysts) rates it buy, with a mean price target of $685.
Each entry above was written on its date, before the outcome. A journal you can prune is not a journal.
