Msci Inc Stock Buy Hold or Sell Recommendation
| MSCI Stock | USD 464.79 18.79 4.21% |
Given the investment horizon of 90 days and your above-average risk tolerance, our recommendation regarding MSCI Inc is 'Cautious Hold'. Macroaxis provides MSCI buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding MSCI positions. The advice algorithm takes into account all of MSCI's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting MSCI's buy or sell advice are summarized below:
Real Value 407.53 | Target Price 577.36 | Hype Value 446 | Market Value 464.79 | Naive Value 441.61 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell MSCI Inc given historical horizon and risk tolerance towards MSCI. When Macroaxis issues a 'buy' or 'sell' recommendation for MSCI Inc, the advice is generated through an automated system that utilizes algorithms and statistical models.
MSCI |
Execute MSCI Buy or Sell Advice
The MSCI recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on MSCI Inc. Macroaxis does not own or have any residual interests in MSCI Inc or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute MSCI's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Cautious Hold
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Moves slightly opposite to the market | Details | |
Investor Sentiment | Impartial | Details | |
Analyst Consensus | Buy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unavailable | Details |
MSCI Trading Alerts and Improvement Suggestions
| MSCI Inc generated a negative expected return over the last 90 days | |
| MSCI Inc has high financial leverage indicating that it may have difficulties to generate enough cash to satisfy its financial obligations | |
| Over 92.0% of the company shares are owned by institutional investors | |
| On 29th of February 2024 MSCI paid $ 1.6 per share dividend to its current shareholders | |
| Latest headline from fool.com: MSCI Q1 2024 Earnings Call Transcript |
MSCI Returns Distribution Density
The distribution of MSCI's historical returns is an attempt to chart the uncertainty of MSCI's future price movements. The chart of the probability distribution of MSCI daily returns describes the distribution of returns around its average expected value. We use MSCI Inc price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of MSCI returns is essential to provide solid investment advice for MSCI.
| Mean Return | -0.33 | Value At Risk | -2.47 | Potential Upside | 1.81 | Standard Deviation | 2.38 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of MSCI historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
MSCI Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as MSCI is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading MSCI Inc backward and forwards among themselves. MSCI's institutional investor refers to the entity that pools money to purchase MSCI's securities or originates loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Fiera Capital Corporation | 2023-12-31 | 1.3 M | Sustainable Growth Advisers, Lp | 2023-12-31 | 1.3 M | Edgewood Management Llc | 2023-12-31 | 1.2 M | Brown Advisory Holdings Inc | 2023-12-31 | 1 M | American Century Companies Inc | 2023-12-31 | 1 M | Goldman Sachs Group Inc | 2023-12-31 | 911.1 K | Norges Bank | 2023-12-31 | 877.8 K | Principal Financial Group Inc | 2023-12-31 | 819.4 K | Morgan Stanley - Brokerage Accounts | 2023-12-31 | 814.7 K | Vanguard Group Inc | 2023-12-31 | 8.7 M | Blackrock Inc | 2023-12-31 | 6.8 M |
MSCI Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Change In Cash | 602.4M | (206.0M) | 120.9M | (427.9M) | (531.9M) | (505.3M) | |
| Free Cash Flow | 655.8M | 760.1M | 883.3M | 1.0B | 1.1B | 1.2B | |
| Depreciation | 79.4M | 110.8M | 134.1M | 142.5M | 159.2M | 86.4M | |
| Other Non Cash Items | 44.4M | 51.1M | 72.3M | 7.2M | (130.6M) | (124.1M) | |
| Capital Expenditures | 53.8M | 51.0M | 52.8M | 72.9M | 90.9M | 95.4M | |
| Net Income | 563.6M | 601.8M | 726.0M | 870.6M | 1.1B | 1.2B | |
| End Period Cash Flow | 1.5B | 1.3B | 1.4B | 993.6M | 461.7M | 642.7M | |
| Dividends Paid | 222.9M | 246.4M | 302.4M | 372.9M | 441.0M | 463.0M | |
| Change To Netincome | 38.3M | 42.1M | 117.6M | 95.9M | 110.3M | 115.8M | |
| Change To Inventory | (39.7M) | (49K) | (309K) | (40.8M) | (36.7M) | (34.9M) | |
| Investments | (71.9M) | (190.8M) | (1.0B) | (79.3M) | (96.3M) | (101.1M) | |
| Change Receivables | (25.9M) | (57.6M) | (99.2M) | (6.6M) | (6.0M) | (6.3M) | |
| Net Borrowings | 475.1M | 245.9M | 751.9M | 345.3M | 397.0M | 367.5M |
MSCI Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to MSCI or Capital Markets sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that MSCI's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a MSCI stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over NYSE Composite | -0.36 | |
β | Beta against NYSE Composite | 0.21 | |
σ | Overall volatility | 2.42 | |
Ir | Information ratio | -0.18 |
MSCI Volatility Alert
MSCI Inc exhibits very low volatility with skewness of -1.59 and kurtosis of 17.13. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure MSCI's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact MSCI's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.MSCI Fundamentals Vs Peers
Comparing MSCI's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze MSCI's direct or indirect competition across all of the common fundamentals between MSCI and the related equities. This way, we can detect undervalued stocks with similar characteristics as MSCI or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of MSCI's fundamental indicators could also be used in its relative valuation, which is a method of valuing MSCI by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare MSCI to competition |
| Fundamentals | MSCI | Peer Average |
| Return On Asset | 0.16 | -0.14 |
| Profit Margin | 0.45 % | (1.27) % |
| Operating Margin | 0.54 % | (5.51) % |
| Current Valuation | 44.94 B | 16.62 B |
| Shares Outstanding | 79.22 M | 571.82 M |
| Shares Owned By Insiders | 3.21 % | 10.09 % |
| Shares Owned By Institutions | 92.45 % | 39.21 % |
| Number Of Shares Shorted | 816.31 K | 4.71 M |
| Price To Earning | 544.96 X | 28.72 X |
| Price To Sales | 16.50 X | 11.42 X |
| Revenue | 2.53 B | 9.43 B |
| Gross Profit | 1.84 B | 27.38 B |
| EBITDA | 1.71 B | 3.9 B |
| Net Income | 1.15 B | 570.98 M |
| Cash And Equivalents | 867.11 M | 2.7 B |
| Cash Per Share | 10.85 X | 5.01 X |
| Total Debt | 4.63 B | 5.32 B |
| Debt To Equity | 680.30 % | 48.70 % |
| Current Ratio | 1.43 X | 2.16 X |
| Book Value Per Share | (9.35) X | 1.93 K |
| Cash Flow From Operations | 1.24 B | 971.22 M |
| Short Ratio | 2.18 X | 4.00 X |
| Earnings Per Share | 14.37 X | 3.12 X |
| Price To Earnings To Growth | 3.29 X | 4.89 X |
| Target Price | 614.09 | |
| Number Of Employees | 5.79 K | 18.84 K |
| Beta | 1.05 | -0.15 |
| Market Capitalization | 35.33 B | 19.03 B |
| Total Asset | 5.52 B | 29.47 B |
| Retained Earnings | 4.18 B | 9.33 B |
| Working Capital | (98.87 M) | 1.48 B |
| Current Asset | 1.06 B | 9.34 B |
| Current Liabilities | 498.12 M | 7.9 B |
Note: Acquisition by Linda Riefler of tradable shares of MSCI subject to Rule 16b-3 [view details]
MSCI Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as MSCI . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Accumulation Distribution | 0.0893 | |||
| Daily Balance Of Power | 0.4357 | |||
| Rate Of Daily Change | 1.04 | |||
| Day Median Price | 461.52 | |||
| Day Typical Price | 462.61 | |||
| Market Facilitation Index | 43.13 | |||
| Price Action Indicator | 12.67 | |||
| Period Momentum Indicator | 18.79 |
About MSCI Buy or Sell Advice
When is the right time to buy or sell MSCI Inc? Buying financial instruments such as MSCI Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.| 2021 | 2022 | 2023 | 2024 (projected) | Other Assets | 6.7K | 66.5M | 76.5M | 60.0M | Cash | 1.4B | 993.6M | 457.8M | 610.7M |
Use Investing Ideas to Build Portfolios
In addition to having MSCI in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Robots And Drones Thematic Idea Now
Robots And Drones
Large technology companies that are involved in development and manufacturing of drones, robots, or robotic equipment across mechanical engineering, electrical engineering, mathematics and computer science fields. Drones and robotics are projected to significantly grow in demand in the next 5 years. The Robots And Drones theme has 42 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Robots And Drones Theme or any other thematic opportunities.
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Check out MSCI Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. Note that the MSCI Inc information on this page should be used as a complementary analysis to other MSCI's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Sign In To Macroaxis module to sign in to explore Macroaxis' wealth optimization platform and fintech modules.
Complementary Tools for MSCI Stock analysis
When running MSCI's price analysis, check to measure MSCI's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy MSCI is operating at the current time. Most of MSCI's value examination focuses on studying past and present price action to predict the probability of MSCI's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move MSCI's price. Additionally, you may evaluate how the addition of MSCI to your portfolios can decrease your overall portfolio volatility.
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Is MSCI's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of MSCI. If investors know MSCI will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about MSCI listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.902 | Dividend Share 5.52 | Earnings Share 14.37 | Revenue Per Share 31.826 | Quarterly Revenue Growth 0.198 |
The market value of MSCI Inc is measured differently than its book value, which is the value of MSCI that is recorded on the company's balance sheet. Investors also form their own opinion of MSCI's value that differs from its market value or its book value, called intrinsic value, which is MSCI's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because MSCI's market value can be influenced by many factors that don't directly affect MSCI's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between MSCI's value and its price as these two are different measures arrived at by different means. Investors typically determine if MSCI is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, MSCI's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.