MSCI Shares Owned By Institutions vs. Revenue

MSCI Stock  USD 635.99  6.38  1.01%   
Considering the key profitability indicators obtained from MSCI's historical financial statements, MSCI's profitability may be sliding down. It has an above-average odds of reporting lower numbers next quarter. Profitability indicators assess MSCI's ability to earn profits and add value for shareholders. As of now, MSCI's Price To Sales Ratio is increasing as compared to previous years. The MSCI's current EV To Sales is estimated to increase to 20.39, while Days Sales Outstanding is projected to decrease to 114.74. As of now, MSCI's Income Tax Expense is increasing as compared to previous years. The MSCI's current Net Income Applicable To Common Shares is estimated to increase to about 1.1 B, while Accumulated Other Comprehensive Income is forecasted to increase to (58.3 M).
Current ValueLast YearChange From Last Year 10 Year Trend
Gross Profit Margin0.590.8234
Way Down
Slightly volatile
Net Profit Margin0.480.4542
Notably Up
Slightly volatile
Operating Profit Margin0.310.5475
Way Down
Slightly volatile
Pretax Profit Margin0.270.5414
Way Down
Slightly volatile
Return On Assets0.220.2081
Notably Up
Slightly volatile
For MSCI profitability analysis, we use financial ratios and fundamental drivers that measure the ability of MSCI to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well MSCI Inc utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between MSCI's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of MSCI Inc over time as well as its relative position and ranking within its peers.
  

MSCI's Revenue Breakdown by Earning Segment

Check out Correlation Analysis.
Is Financial Exchanges & Data space 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
0.092
Dividend Share
6.18
Earnings Share
15.39
Revenue Per Share
35.491
Quarterly Revenue Growth
0.159
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.

MSCI Inc Revenue vs. Shares Owned By Institutions Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining MSCI's current stock value. Our valuation model uses many indicators to compare MSCI value to that of its competitors to determine the firm's financial worth.
MSCI Inc is considered to be number one stock in shares owned by institutions category among its peers. It is rated below average in revenue category among its peers totaling about  27,498,423  of Revenue per Shares Owned By Institutions. As of now, MSCI's Total Revenue is increasing as compared to previous years. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the MSCI's earnings, one of the primary drivers of an investment's value.

MSCI's Earnings Breakdown by Geography

MSCI Revenue vs. Shares Owned By Institutions

Shares Owned by Institutions show the percentage of the outstanding shares of stock issued by a company that is currently owned by other institutions such as asset management firms, hedge funds, or investment banks. Many investors like investing in companies with a large percentage of the firm owned by institutions because they believe that larger firms such as banks, pension funds, and mutual funds, will invest when they think that good things are going to happen.

MSCI

Shares Held by Institutions

 = 

Funds and Banks

+

Firms

 = 
91.97 %
Since Institution investors conduct a lot of independent research they tend to be more involved and usually more knowledgeable about entities they invest as compared to amateur investors.
Revenue is income that a firm generates from business activities such us rendering services or selling goods to customers. It is a crucial part of a business and an essential item when evaluating a company's financial statements. Revenues from a firm's primary business operations can be reported on the income statement as sales revenue, net sales, or simply sales, depending on the industry in which a given company operates.

MSCI

Revenue

 = 

Money Received

-

Discounts and Returns

 = 
2.53 B
Revenue is typically recorded when cash or cash equivalents are exchanged for services or goods and can include products or services discounts, promotions, as well as early payments on invoices or services rendered in advance.

MSCI Revenue vs Competition

MSCI Inc is rated below average in revenue category among its peers. Market size based on revenue of Financials industry is now estimated at about 44.53 Billion. MSCI holds roughly 2.53 Billion in revenue claiming about 6% of equities under Financials industry.

MSCI Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in MSCI, profitability is also one of the essential criteria for including it into their portfolios because, without profit, MSCI will eventually generate negative long term returns. The profitability progress is the general direction of MSCI's change in net profit over the period of time. It can combine multiple indicators of MSCI, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
Last ReportedProjected for Next Year
Accumulated Other Comprehensive Income-61.4 M-58.3 M
Operating Income1.4 B1.5 B
Income Before Tax1.4 B1.4 B
Total Other Income Expense Net-15.5 M-16.3 M
Net Income1.1 B1.2 B
Income Tax Expense220.5 M231.5 M
Net Income Applicable To Common SharesB1.1 B
Net Income From Continuing Ops960.2 MB
Non Operating Income Net OtherM7.3 M
Interest Income37.7 M39.6 M
Net Interest Income-147.6 M-155 M
Change To Netincome110.3 M115.8 M
Net Income Per Share 14.45  15.18 
Income Quality 1.08  1.57 
Net Income Per E B T 0.84  0.87 

MSCI Profitability Driver Comparison

Profitability drivers are factors that can directly affect your investment outlook on MSCI. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of MSCI position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the MSCI's important profitability drivers and their relationship over time.

Use MSCI in pair-trading

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if MSCI position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in MSCI will appreciate offsetting losses from the drop in the long position's value.

MSCI Pair Trading

MSCI Inc Pair Trading Analysis

The ability to find closely correlated positions to MSCI could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace MSCI when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back MSCI - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling MSCI Inc to buy it.
The correlation of MSCI is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as MSCI moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if MSCI Inc moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for MSCI can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching

Use Investing Themes to Complement your MSCI position

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?

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Robots And Drones
Robots And Drones Theme
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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When determining whether MSCI Inc offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of MSCI's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Msci Inc Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Msci Inc Stock:
Check out Correlation Analysis.
You can also try the Volatility Analysis module to get historical volatility and risk analysis based on latest market data.
To fully project MSCI's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of MSCI Inc at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include MSCI's income statement, its balance sheet, and the statement of cash flows.
Potential MSCI investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although MSCI investors may work on each financial statement separately, they are all related. The changes in MSCI's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on MSCI's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.