The Screen · Financials · Financial Data & Stock Exchanges
MSCI Inc.
MSCI · a US exchange · USD · Market cap $40.3B · 6,319 employees
MSCI Inc., together with its subsidiaries, provides research-based data, analytics, and indexes, supported by advanced technology worldwide.
FAIL · Does not pass the screen
554.54 USD
At the last full screen 2026-09-09
Screened 2026-09-09 · the tape above runs as of 22:12 UTC · 11 Sep · two dates, stated on purpose · verdict and workings shown in full · never trimmed
The Label · The Season, Not the Day
This name holds its distribution label.
MSCI Inc. holds its Distribution at $554.54. The statistical read favours the buyers, held for 24 days.
As held on the ledger · 2026-09-09
Phase
Distribution · caution
Quantitative state
The statistical read favours the buyers, held for 24 days
Price at the screen
$554.54
Valuation
30.29 trailing · 24.65 forward price to earnings
Values screen
FAIL· score 10.0
Beta
1.22
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.
What the Numbers Say It Is Worth
The Fair Value Range
Our framework reads AVOID: it trades above our $518.73 fair value estimate, 12.20% revenue growth.
Fair value range in USD, drawn from the 2026-09-09 screen. The gold marker is the market price at the same screen. The price runs 6.5% above the base estimate.
Third-party analyst targets: 17 covering, consensus Strong Buy. The average target sits +26% 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 2026-09-09 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 framework has shifted from markup to accumulation since the last review. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved down 0.5% 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.
2026-08-06Markup · changed$571.87-7.1%Entry 4
The framework has shifted from markdown 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 7.1% 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.
2026-07-18Markdown$615.46+0.0%Entry 3
The framework reads markdown. Price is trending lower. Sellers are in control and the prior trend has reversed. 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 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.
2026-07-03Markdown$615.46+0.0%Entry 2
The framework reads markdown. Price is trending lower. Sellers are in control and the prior trend has reversed. 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.
2026-07-02Markdown$615.46Entry 1
The framework reads markdown. Price is trending lower. Sellers are in control and the prior trend has reversed. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows good risk-adjusted returns.
Each entry above was written on its date, before the outcome. A journal you can prune is not a journal.
