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MSCIMSCI Inc.Hold6.1·$599.12+0.81%
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MSCI Inc. (MSCI) Stock Analysis

Range Bound setup

HoldModerate Confidence

Financial Services · Financial Data & Stock Exchanges

Hold if already holding. Not a fresh buy at $599.12, but acceptable to hold if already in. Reasons: Thin upside margin: 3.4%; Expensive valuation.

MSCI provides research-based indexes, analytics, sustainability data, and private asset tools to global investors in 100+ countries. Revenue is split across Index (57%), Analytics (22.8%), Sustainability and Climate (11.3%), and Private Assets segments, collected primarily... Read more

$599.12+3.4% A.UpsideScore 6.1/10#4 of 11 Financial Data & Stock Exchanges
QualityF-score8 / 9FCF yield2.77%
IncomeYield1.37%(5y avg 1.01%)Payout42.55%sustainable
Stop $566.52Target $619.71(analyst − 10%)A.R:R 0.5:1
Analyst target$688.56+14.9%16 analysts
$619.71our TP
$599.12price
$688.56mean
$550
$730

Hold if already holding. Not a fresh buy at $599.12, but acceptable to hold if already in. Reasons: Thin upside margin: 3.4%; Expensive valuation. Chart setup: RSI 54 mid-range, Bollinger mid-band. Maintain position. Not compelling to add more. Score 6.1/10, moderate confidence.

Passes 5/8 gates (clean insider activity, news events none recent, earnings proximity 36d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and favorable risk/reward ratio. Suitability: moderate.

news + 30-day 8-K events · 5-min refresh

Recent developments

updated 2026-06-15
TrendMatrix Research · upcoming catalyst calendar

Upcoming dated catalysts

Tue, Jul 21, 202636d to earnings· next earnings call

Thesis

Rewards
Strong earnings beat streak (4/4)
High-quality business
Strong growth profile
Risks
Thin upside margin: 3.4%
Expensive valuation

Key Metrics

P/E (TTM)34.3
P/E (Fwd)26.6
Mkt Cap$43.6B
EV/EBITDA26.2
Profit Mgn40.7%
ROE
Rev Growth14.1%
Beta1.23
Dividend1.37%
Rating analysts25

Quality Signals

Piotroski F8/9MoatNarrow

Options Flow

P/C0.76neutral
IV54%elevated

Concentration Risks(10-K Item 1A)

  • MEDIUMCustomerBlackRock11%
    10-K Item 1: 'our largest client organization by revenue, BlackRock, accounted for 10.8% of our consolidated operating revenues'

Material Events(8-K, last 90d)

  • 2026-03-31Item 5.02MEDIUM
    C. Jack Read, Global Controller and Chief Accounting Officer, resigned effective August 9, 2026 to pursue another opportunity. No disagreement with Company on any matter. Successor search initiated.
    SEC filing →

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.

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About TrendMatrix. TrendMatrix is a publisher of general securities research and market commentary. We publish on a regular schedule. All content is the same for every subscriber in a tier — we do not provide personalized investment advice and we do not take into account any individual subscriber's financial situation, investment objectives, risk tolerance, tax situation, or holdings.

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Conflicts and positions. The TrendMatrix editorial team frequently holds personal long-term positions in securities discussed. We disclose positions held at the time of publication on each piece. We maintain a trading-window policy: we do not initiate or close positions in the same direction as a TrendMatrix publication within 24 hours before or 72 hours after publication.

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Performance. Past performance is not indicative of future results. Performance figures reflect the published model only and do not reflect any individual subscriber's actual results.

Methodology · Editorial policy & full disclaimer

Rating Breakdown

1 floor-breaker

Priced at a premium — multiples above sector norms. Needs delivery on growth + margins to justify.static

Ev Ebitda
0.0
Ps
1.1
Pe
3.8
Peg Ratio
4.6
Forward Pe
4.7
Analyst Target
5.0
Forward P/E: 26.6xPEG: 1.93
GatesMomentum 4.5<4.5A.R:R 0.5 < 1.5@spotExecutive change: officer departure/appointmentInsider activity: OKNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 36d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARRange BoundSuitability: Moderate
RSI
54 · Neutral
20D MA 50D MA 200D MAGOLDEN CROSSSupport $558.47Resistance $644.68

Price Targets

$567
$620
A.Upside+3.4%
A.R:R0.5:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! momentum at 4.5 (below the engine's 4.5 threshold)
! asymmetry at 0.5 (below the engine's 1.5 threshold)@spot

Earnings

B
B
B
B
4/4 beats
Next Earnings2026-07-21 (36d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is MSCI stock a buy right now?

Hold if already holding. Not a fresh buy at $599.12, but acceptable to hold if already in. Reasons: Thin upside margin: 3.4%; Expensive valuation. Chart setup: RSI 54 mid-range, Bollinger mid-band. Maintain position. Not compelling to add more. Target $619.71 (+3.4%), stop $566.52 (−5.8%), A.R:R 0.5:1. Score 6.1/10, moderate confidence.

What is the MSCI stock price target?

Take-profit target: $619.71 (+3.4% upside). Target $619.71 (+3.4%), stop $566.52 (−5.8%), A.R:R 0.5:1. Stop-loss: $566.52.

What are the risks of investing in MSCI?

Thin upside margin: 3.4%; Expensive valuation.

Is MSCI overvalued or undervalued?

MSCI Inc. trades at a P/E of 34.3 (forward 26.6). TrendMatrix value score: 3.5/10. Verdict: Hold.

What do analysts say about MSCI?

25 analysts cover MSCI with a consensus score of 4.0/5. Average price target: $689.

What does MSCI Inc. do?MSCI provides research-based indexes, analytics, sustainability data, and private asset tools to global investors in...

MSCI provides research-based indexes, analytics, sustainability data, and private asset tools to global investors in 100+ countries. Revenue is split across Index (57%), Analytics (22.8%), Sustainability and Climate (11.3%), and Private Assets segments, collected primarily through recurring subscriptions and asset-based fees from ~6,800 clients; BlackRock accounts for 10.8% of operating revenues.

Related stocks: ICE (Intercontinental Exchange Inc.) · TRU (TransUnion) · MORN (Morningstar, Inc.) · SPGI (S&P Global Inc.) · CBOE (Cboe Global Markets, Inc.)
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