Fundamentals · 2026-09-09S&P 500ANNUAL BASIS

MSCI

MSCI stock analysis · Financials · Financial Exchanges & Data

FY 2025-12-31ANNUAL FILINGS
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These are research estimates based on annual filings. Valuation uses a cash-flow proxy and explicit assumptions; prices are not live. Published valuations use annual periods first filed by the price date, with later restatements retained.
Reference share price · USD
$560.04HISTORICAL SNAPSHOT

As of · fund-implied per-share value

Fund holding value ÷ shares held. Not a live quote; not adjusted for later stock splits.

View SEC fund filing ↗
Estimated issuer market cap
$40.7B

Price × SEC outstanding shares. Shares measured 2026-06-30. Approximate; share and price dates can differ.

View share-count filing ↗
Reviewed cash-flow model

Reviewed operating-business exception limited to this annual period. MSCI supplies indexes, research-based data and analytics through recurring subscriptions and asset-based fees. It does not become the investment funds whose assets determine its fees. General operating-business proxies are suitable for this annual period. The PP&E-only cash-flow proxy excludes $90.542m separately capitalized software in FY2025 ($81.356m in FY2024), so it exceeds cash left after that spending. Negative book equity remains negative; buybacks and intangible assets limit the financing-capital ROIC proxy. Business description ↗

Cash-flow proxy: excluded reinvestment

The PP&E-only cash-flow proxy excludes $90.542m of separately capitalized software development. It exceeds cash remaining after this software spending; it is not the issuer's broader free cash flow. Read the cash-flow statement ↗

Valuation

DCF value

$323.65

Equity cash-flow scenario · SEC outstanding shares at 2026-06-30 · -42.2% versus input cap

How this is calculated ↗
Valuation

Reverse DCF

18.7%

Annual basis · read assumptions below

How this is calculated ↗
Valuation

Relative valuation

-26.8%

7 industry peers · median 24.8×

How this is calculated ↗
Valuation

Historical multiples

51.2×

7 annual observations · snapshot P/E 33.9× · -33.9% versus history

How this is calculated ↗
Valuation

Free cash flow yield

3.8%

Annual basis · read assumptions below

How this is calculated ↗
Quality

ROIC / quality

43.7%

Normalized tax · financing-capital proxy · parent-equity fallback (scope limitation) · short-term borrowing coverage incomplete

How this is calculated ↗
Valuation

Value composite

Requires three valuation yields and at least five covered sector peers.

Requires three valuation yields and at least five covered sector peers.

How this is calculated ↗
Momentum

12–1 price momentum

Split and corporate-action verification is incomplete for these fund observations. Verified adjusted endpoints are required for 12–1 momentum.

Split and corporate-action verification is incomplete for these fund observations. Verified adjusted endpoints are required for 12–1 momentum.

How this is calculated ↗
Investment

Asset growth

4.7%

Annual basis · read assumptions below

How this is calculated ↗
Investment

Net payout yield

7.5%

Annual basis · read assumptions below

How this is calculated ↗
Quality

Accrual quality

-6.9%

Annual basis · read assumptions below

How this is calculated ↗
Momentum

Fundamental momentum

3.0%

Annual basis · read assumptions below

How this is calculated ↗

Follow the cash

ANNUAL · USD

Operating cash flow and reinvestment over time

USD · bar maximum 1.6B2020-12-31: cfo $811,109,000.002020-12-31: capex $21,826,000.0020202021-12-31: cfo $936,069,000.002021-12-31: capex $13,509,000.0020212022-12-31: cfo $1,095,369,000.002022-12-31: capex $13,617,000.0020222023-12-31: cfo $1,236,029,000.002023-12-31: capex $22,757,000.0020232024-12-31: cfo $1,501,627,000.002024-12-31: capex $33,762,000.0020242025-12-31: cfo $1,588,446,000.002025-12-31: capex $39,319,000.002025
Operating cash flowCapital expenditure

Annual USD. Negative bars use a compressed lower scale. Hover or inspect the financial history table for exact values.

Make the assumptions yours

Personal inputs stay in this browser. Blank fields retain published inputs. Five-year forecast; zero net borrowing. Required return must exceed terminal growth.

How sensitive is the valuation?

DCF per-share sensitivity · includes reviewed preferred and minority-owner claims · rows: required return · columns: growth
Return / Growth3.0%5.0%7.0%
8.0%$405.94$442.92$482.68
10.0%$297.47$323.65$351.75
12.0%$234.68$254.65$276.07

Annual financial history

Open SEC filings ↗
Fiscal year-endRevenueNet incomeOperating cash flowCapital expenditureAssets
2025-12-313.1B1.2B1.6B39.3M5.7B
2024-12-312.9B1.1B1.5B33.8M5.4B
2023-12-312.5B1.1B1.2B22.8M5.5B
2022-12-312.2B870.6M1.1B13.6M5B
2021-12-312B726M936.1M13.5M5.5B
2020-12-311.7B601.8M811.1M21.8M4.2B
2019-12-311.6B563.6M709.5M29.1M4.2B
2018-12-311.4B507.9M612.8M30.3M3.4B

USD, abbreviated. Restated annual history; not a point-in-time backtest. Missing values appear as dashes.

Trace the inputs

MODEL ANNUAL PERIOD
InputValueSEC tag / sourceFiled
revenue3.1BRevenueFromContractWithCustomerExcludingAssessedTax2026-02-06
netIncome1.2BProfitLoss
Explicit consolidated amount, including the portion attributable to noncontrolling interests.
2026-02-06
Parent/common earnings proxy1.2BNetIncomeLoss2026-02-06
cfo1.6BNetCashProvidedByUsedInOperatingActivities2026-02-06
capex39.3MReviewed manual correction
Reviewed consolidated cash-flow statement capital-expenditure amount retained without changing the existing PP&E proxy definition. The PP&E-only cash-flow proxy excludes $90.542m of separately capitalized software development. It exceeds cash remaining after this software spending; it is not the issuer's broader free cash flow.
2026-02-06
operatingIncome1.7BOperatingIncomeLoss2026-02-06
assets5.7BAssets2026-02-06
equity-2.7BStockholdersEquity
Parent-attributable fallback: a verified consolidated total is unavailable in the supported tags. Noncontrolling interests have not been assumed to be zero; this may differ in scope from consolidated cash flow or operating income.
2026-02-06
Parent book equity proxy-2.7BStockholdersEquity2026-02-06
debt6.2BLongTermDebt2026-02-06
shortDebtNot reported under a supported tag
cash515.3MCashAndCashEquivalentsAtCarryingValue2026-02-06
shares76.6MWeightedAverageNumberOfDilutedSharesOutstanding2026-02-06
dividends556.5MPaymentsOfDividendsCommonStock2026-02-06
buybacks2.5BPaymentsForRepurchaseOfCommonStock2026-02-06
issuance7MReviewed manual correction
Bounded FY2025-12-31 consolidated financing-statement extraction. Proceeds from exercise of stock options: 6975000 USD [us-gaap:ProceedsFromStockOptionsExercised]. All 7 financing lines reconcile exactly to reported financing cash flow -1361990000 USD. Cash inflows from common shares, employee plans and option exercises are summed once as displayed on the statement; noncash compensation, withholding payments, preferred and noncontrolling interests are excluded. This review applies only to this issuer and fiscal period. Source limitation: issuance follows the separately reported common cash-inflow lines; it is not an independent verification of every gross equity transaction.
2026-02-06