MSCI Inc. (MSCI) is a financial exchanges & data company in the Financials sector. Listed on the NASDAQ, MSCI Inc. is a component of the S&P 500 index. As of 2026-06-10, the stock is trading at $608.52.
Key Metrics & Risk
Based on 5-year historical data from Yahoo Finance (daily returns, annualized using 252 trading days).
| Metric | Value |
|---|---|
| Latest Price | $608.52 |
| Latest Date | 2026-06-10 |
| Expected Return (Annualized) | 10.64% |
| Risk / Std Dev (Annualized) | 30.73% |
| Sharpe Ratio (rf=4.5%) | 0.20 |
S&P 500 Context
- Sector: Financials
- Sub-Industry: Financial Exchanges & Data
- Exchange: NASDAQ
- Index: S&P 500 Component
Risk/Return Profile
The stock shows an annualized expected return of 10.64% with an annualized volatility of 30.73%. The Sharpe ratio of 0.20 (assuming 4.5% risk-free rate) indicates below-average risk-adjusted returns relative to the risk-free rate.
Modern Portfolio Theory Positioning
This stock is plotted on the S&P 500 Modern Portfolio Theory chart which visualizes the risk/return trade-off across all S&P 500 components. The chart uses Sharpe ratio as the color dimension, allowing quick identification of stocks with superior risk-adjusted performance.
Fundamentals
| Metric | Value |
|---|---|
| Market Cap | 44.26B |
| Enterprise Value | 50.49B |
| Trailing P/E | 34.77 |
| Forward P/E | 27.04 |
| Price to Book | -15.99 |
| Price to Sales | 13.66 |
| EV/Revenue | 15.59 |
| EV/EBITDA | 26.59 |
| Profitability | | | Profit Margin | 40.74% | | Operating Margin | 53.7% | | ROA | 20.55% |
| Growth | | | Revenue Growth | 14.1% | | Earnings Growth | 49.1% |
| Dividend | | | Dividend Yield | 135.0% | | Payout Ratio | 42.55% | | 5Y Avg Yield | 101.0% |
| Financial Health | | | Total Revenue | 3.24B | | Total Debt | 6.57B | | Total Cash | 0.38B | | Free Cash Flow | 1.21B | | Operating Cash Flow | 1.59B |
| Price & Technical | | | 52W High | $644.68$ | | 52W Low | $501.08$ | | 50-Day Avg | $581.78$ | | 200-Day Avg | $568.19$ | | Beta | 1.23 | | Shares Outstanding | 0.07B | | Float Shares | 0.07B | | Insider Holdings | 3.59% | | Institutional Holdings | 93.91% | | Short Ratio | 2.54 | | Short % of Float | 2.78% |
| Analyst Targets | | | Target High | $730.0$ | | Target Low | $550.0$ | | Target Mean | $688.56$ | | Target Median | $700.0$ | | # of Analysts | 16 | | Recommendation | buy |
Disclaimer
This analysis is for educational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Always conduct your own research or consult a qualified financial advisor before making investment decisions.