MSCI Inc., together with its subsidiaries, provides research-based data, analytics, and indexes, supported by advanced technology worldwide. The Index segment provides indexes for use in various areas of the investment process, including indexed financial products, such as ETFs, mutual funds, annuities, futures, options, structured products, and over-the-counter derivatives; performance benchmarking; portfolio construction and rebalancing; and asset allocation, as well as licenses GICS and GICS Direct. The Analytics segment offers risk management, performance attribution and portfolio management content, application, an integrated view of risk and return service, and an analysis of market, credit, liquidity, counterparty, and climate risk across asset classes; managed services, including consolidation of client portfolio data, review and reconciliation of input data and results, and customized reporting; and HedgePlatform to measure, evaluate, and monitor the risk of hedge fund investments. The Sustainability and Climate segment provides products and services that help institutional investors understand how ESG impacts the long-term risk and return of their portfolio and individual security-level investments; and data, ratings, research, and tools to assist investors navigate increasing regulation. The All Other Private Assets segment comprises private credit, real estate and infrastructure data, benchmarks, return-analytics, climate assessments and market insights; business intelligence to real estate owners, managers, developers, and brokers; and offers investment decision support tools for private capital. The Private Capital Solutions segment offers tools to help private asset investors across mission-critical workflows, such as sourcing terms and conditions, evaluating operating performance, managing risk and other activities supporting private capital investment. MSCI Inc. was incorporated in 1998 and is based in New York, New York.
| Business Activity | FAIL |
| Debt Ratio | — |
| Cash Ratio | — |
| Receivables Ratio | — |
| Revenue Ratio | — |
| Overall | FAIL |
| Date | EPS Est. | Reported EPS | Surprise % |
|---|---|---|---|
| 2026-07-21 | 4.85 | Pending | -- |
| 2026-04-21 | 4.46 | 4.55 | +2.1% |
| 2026-01-28 | 4.59 | 4.66 | +1.6% |
| 2025-10-28 | 4.37 | 4.47 | +2.3% |
| 2025-07-22 | 4.15 | 4.17 | +0.6% |
| 2025-04-22 | 3.90 | 4.00 | +2.5% |
| 2025-01-29 | 3.95 | 4.18 | +5.8% |
| 2024-10-29 | 3.77 | 3.86 | +2.3% |
| Period | Revenue | Net Income | EBITDA | Gross Profit | Op. Income | EPS |
|---|---|---|---|---|---|---|
| 2026-03-31 | $850.8M | $406.0M | $512.9M | $709.0M | $456.9M | 5.54 |
| 2025-12-31 | $822.5M | $284.7M | $508.0M | $679.1M | $463.6M | 3.82 |
| 2025-09-30 | $793.4M | $325.4M | $503.2M | $660.9M | $447.7M | 4.26 |
| 2025-06-30 | $772.7M | $303.6M | $479.4M | $635.0M | $425.2M | 3.92 |
| 2025-03-31 | $745.8M | $288.6M | $432.1M | $609.0M | $377.0M | 3.72 |
| Date | Name | Role | Shares | Value |
|---|---|---|---|---|
| 2026-05-15 | FERNANDEZ HENRY A | Chief Executive Officer | 4,000 | $2.2M |
| 2026-05-01 | RATTRAY SANDY CAMPBELL | Director | 388 | -- |
| 2026-05-01 | SEITZ MICHELLE | Director | 388 | -- |
| 2026-05-01 | YANG JUNE | Director | 388 | -- |
| 2026-05-01 | MATLOCK ROBIN | Director | 388 | -- |
| 2026-05-01 | VOLENT PAULA J. | Director | 388 | -- |
| 2026-05-01 | ASHE ROBERT GERARD | Director | 692 | -- |
| 2026-05-01 | RIEFLER LINDA H | Director | 388 | -- |
| 2026-05-01 | TANEJA RAJAT | Director | 565 | -- |
| 2026-05-01 | SMITH MARCUS L. | Director | 388 | -- |
| Holder | Shares | Value | % Held |
|---|---|---|---|
| Blackrock Inc. | 5.7M | $3.4B | 0.1% |
| Vanguard Capital Management LLC | 4.7M | $2.7B | 0.1% |
| Vanguard Portfolio Management LLC | 4.0M | $2.4B | 0.1% |
| State Street Corporation | 3.1M | $1.8B | 0.0% |
| BAMCO Inc. | 2.7M | $1.6B | 0.0% |
| Morgan Stanley | 2.2M | $1.3B | 0.0% |
| Geode Capital Management, LLC | 2.0M | $1.2B | 0.0% |
| T. Rowe Price Investment Management, Inc. | 1.5M | $887.1M | 0.0% |
| Edgewood Management Llc | 1.4M | $825.1M | 0.0% |
| Principal Financial Group, Inc. | 1.3M | $792.8M | 0.0% |
$49.0B
-15.47
1.235
16
$3.2B
$6.6B
+49.1%
140.0%
1.65
1.78
0.0%
6,319
| Date | Estimate | Reported | Surprise |
|---|---|---|---|
| 2026-07-21 | $4.85 | Pending | — |
| 2026-04-21 | $4.46 | $4.55 | +2.1% |
| 2026-01-28 | $4.59 | $4.66 | +1.6% |
| 2025-10-28 | $4.37 | $4.47 | +2.3% |
| 2025-07-22 | $4.15 | $4.17 | +0.6% |
| 2025-04-22 | $3.90 | $4.00 | +2.5% |
| Shares | Cost | Profit to Target | R:R |
|---|---|---|---|
| To Consensus ($685.44, 16 analysts) | |||
| 10 | $5,854.20 | +$1,000.20 (17%) | 1.1R |
| 50 | $29,271.00 | +$5,001.00 (17%) | 1.1R |
| 100 | $58,542.00 | +$10,002.00 (17%) | 1.1R |
| To Fair Value ($449.00) | |||
| 10 | $5,854.20 | +$-1,364.20 (-23%) | -1.6R |
| 50 | $29,271.00 | +$-6,821.00 (-23%) | -1.6R |
| 100 | $58,542.00 | +$-13,642.00 (-23%) | -1.6R |
- No elevated risk flags in current data
A single score combining all analytical layers below. A is strongest, D is weakest.
How much could this ticker lose on a bad day? These metrics measure worst-case scenarios from historical data.
Based on 10,000 simulated price paths, here is the probability of where this ticker could be in 30, 60, and 90 days.
What direction is this ticker actually moving, filtered through noise? Is it speeding up or slowing down?
Classic chart signals that institutional traders monitor. Golden Cross is bullish, Death Cross is bearish.
Is this company financially sound? The Z-Score measures bankruptcy risk. The F-Score measures fundamental strength.
These tickers tend to move together (positive) or in opposite directions (negative). Useful for portfolio diversification.
| Ticker | Correlation |
|---|---|
| SPGI | 0.676 |
| MCO | 0.671 |
| MORN | 0.584 |
| NDAQ | 0.581 |
| BR | 0.512 |
| Ticker | Correlation |
|---|---|
| UPAC.KW | -0.245 |
| CATTL.KW | -0.194 |
| EVMN | -0.184 |
| SUKOON.AE | -0.171 |
| CSL.AX | -0.150 |
Does this ticker have consistent patterns on certain days or months? Historical tendencies, not guarantees.
After this company beats earnings, does the price keep going up? Drift tracks post-earnings momentum.
How does this ticker's recent performance compare to the entire universe? Ranked across 1, 3, 6, and 12-month returns.