CoverageForm 410-K10-Q8-K13D13G13F

MSCI · Msci Inc. - Financials

Annual line items from SEC XBRL filings, sourced from EDGAR's Company Facts API with fallback to the quarterly Financial Statement Data Sets. See issuer overview for Form 4 activity and 10-K signals.

Price · MSCI

Income Statement

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Revenue$850.80M-$793.43M$772.68M$745.83M-$724.71M$707.95M$679.97M-
Cost of Revenue----------
Gross Profit----------
R&D$49.60M-$44.81M$44.07M$47.59M-$38.58M$41.07M$40.52M-
SG&A$69.00M-$41.80M$38.35M$57.10M-$41.56M$39.71M$56.69M-
Total Operating Expenses$393.90M-$345.74M$347.44M$368.80M-$323.37M$325.34M$340.58M-
D&A$5.90M-$5.80M$5.38M$4.75M-$4.33M$4.23M$4.08M-
Operating Income$456.90M-$447.69M$425.23M$377.02M-$401.33M$382.61M$339.38M-
Interest Expense$69.10M-$53.62M$46.18M$46.67M-$46.90M$46.63M$46.67M-
Income Tax($16.80M)-$71.12M$74.19M$42.47M-$76.03M$73.24M$39.94M-
Net Income$406.00M-$325.39M$303.65M$288.60M-$280.90M$266.76M$255.95M-
EPS - Basic$5.54-$4.26$3.92$3.72-$3.58$3.37$3.23-
EPS - Diluted$5.53-$4.25$3.92$3.71-$3.57$3.37$3.22-

Balance Sheet

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Cash & Equivalents$385.30M$515.33M$400.09M$347.32M$360.67M$409.35M$500.98M$451.40M$519.32M$461.69M
Accounts Receivable----------
Inventory----------
Accounts Payable$10.30M$15.34M$16.05M$11.76M$10.66M$14.52M$8.75M$12.92M$12.05M$9.81M
Current Assets$1.39B$1.64B$1.31B$1.27B$1.24B$1.34B$1.29B$1.32B$1.36B$1.42B
Total Assets$5.55B$5.70B$5.39B$5.37B$5.34B$5.45B$5.41B$5.46B$5.48B$5.52B
Current Liabilities$1.61B$1.83B$1.48B$1.47B$1.47B$1.59B$1.38B$1.38B$1.37B$1.52B
Long-term Debt$6.40B$6.20B$5.51B$4.51B$4.55B$4.51B$4.48B$4.51B$4.51B$4.50B
Total Liabilities$8.32B$8.36B$7.31B$6.26B$6.30B$6.39B$6.16B$6.19B$6.13B$6.26B
Stockholders' Equity($2.77B)($2.65B)($1.92B)($886.21M)($958.57M)($940.00M)($751.00M)($734.48M)($650.52M)($739.76M)
Retained Earnings$5.68B$5.43B$5.28B$5.09B$4.93B$4.78B$4.60B$4.45B$4.31B$4.18B

Cash Flow

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Operating Cash Flow$306.80M---$301.74M---$300.14M-
Investing Cash Flow($70.50M)---($32.90M)---($32.33M)-
Financing Cash Flow($364.50M)---($321.72M)---($207.22M)-
CapEx$2.80M---$11.50M---$4.27M-
Free Cash Flow$304.00M---$290.24M---$295.87M-

Ratios

MetricQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Profitability
Gross margin----------
Operating margin53.7%-56.4%55.0%50.6%-55.4%54.0%49.9%-
EBITDA margin54.4%-57.2%55.7%51.2%-56.0%54.6%50.5%-
Net margin47.7%-41.0%39.3%38.7%-38.8%37.7%37.6%-
Free cash flow margin35.7%---38.9%---43.5%-
FCF / Net income0.75---1.01---1.16-
R&D / Revenue5.8%-5.6%5.7%6.4%-5.3%5.8%6.0%-
SG&A / Revenue8.1%-5.3%5.0%7.7%-5.7%5.6%8.3%-
Effective tax rate-4.3%-17.9%19.6%12.8%-21.3%21.5%13.5%-
Return on assets7.3%-6.0%5.7%5.4%-5.2%4.9%4.7%-
Return on equity-14.6%--17.0%-34.3%-30.1%--37.4%-36.3%-39.3%-
Return on invested capital12.6%-10.2%9.4%9.2%-8.5%8.0%7.6%-
Liquidity
Current ratio0.860.900.880.860.840.850.930.961.000.93
Quick ratio0.860.900.880.860.840.850.930.961.000.93
Cash ratio0.240.280.270.240.250.260.360.330.380.30
Leverage
Debt / Equity-2.31-2.34-2.87-5.09-4.74-4.80-5.97-6.14-6.93-6.08
Debt / Assets1.151.091.020.840.850.830.830.830.820.81
Debt / EBITDA13.84-12.1510.4811.91-11.0611.6613.12-
Interest coverage6.6x-8.3x9.2x8.1x-8.6x8.2x7.3x-
Equity multiplier-2.00-2.15-2.81-6.06-5.58-5.79-7.20-7.43-8.42-7.46
Liabilities / Assets1.501.471.361.161.181.171.141.131.121.13
Efficiency
Asset turnover0.15-0.150.140.14-0.130.130.12-
Inventory turnover----------
Days sales outstanding----------
Days inventory outstanding----------
Days payable outstanding----------
Cash conversion cycle----------
Valuation
P / E97.5x-133.5x147.1x152.4x-163.3x143.0x174.1x-
P / B----------
P / S46.5x-54.8x57.8x59.0x-63.3x53.9x65.5x-
EV / EBITDA98.5x-107.1x113.5x126.2x-123.0x109.2x141.4x-
Growth
Revenue growth (YoY)14.1%-9.5%9.1%9.7%-15.9%14.0%14.8%-
Revenue CAGR (3y)12.8%-12.3%11.9%10.0%-11.9%12.4%12.4%-
Revenue CAGR (5y)12.2%-13.3%13.5%12.3%-12.9%12.9%12.9%-
Gross profit growth (YoY)----------
Operating income growth (YoY)21.2%-11.6%11.1%11.1%-13.6%10.6%7.9%-
Net income growth (YoY)40.7%-15.8%13.8%12.8%-8.2%8.1%7.2%-
EPS growth (YoY)49.1%-19.0%16.3%15.2%-9.2%9.1%8.4%-
EPS CAGR (3y)23.0%-16.6%14.8%10.1%-20.7%19.2%10.9%-
EPS CAGR (5y)18.6%-14.5%23.6%16.5%-17.4%18.0%9.1%-
FCF growth (YoY)4.7%----1.9%---14.7%-
FCF CAGR (5y)7.2%---21.6%---28.4%-
Book value growth (YoY)-189.4%-182.4%-155.1%-20.7%-47.4%-27.1%28.4%38.5%27.8%26.6%

Sales by segment

From XBRL dimensional facts in the 10-K period ending 2025-12-31.

Business segments

$5.99B total
Reportable Segment Aggregation Before Other Operating Segment$2.86B · 47.7%
Index Segment$1.79B · 29.8%
Analytics Segment$714.40M · 11.9%
Sustainability And Climate Segment$353.92M · 5.9%
All Other Segments$279.34M · 4.7%

Product / service

$1.79B total
Recurring Subscriptions$957.90M · 53.6%
Asset Based Fees$770.67M · 43.1%
Non Recurring$58.24M · 3.3%

Geographic

$6.27B total
Americas$1.41B · 22.5%
US$1.27B · 20.2%
EMEA$1.24B · 19.8%
Other Europe Middle East And Africa Countries$698.50M · 11.1%
GB$543.48M · 8.7%
Asia And Australia$484.37M · 7.7%
Other Asia And Australia Countries$356.76M · 5.7%
Other America Countries$140.70M · 2.2%
JP$127.61M · 2.0%

Peer comparison

Same SIC group: Services-Business Services, NEC

CompanyRevenue (last FY)Net marginROE
ACN---
DASH$13.72B6.8%9.3%
RBA$4.59B9.3%7.7%
AKAM--9.1%
UBER$52.02B19.3%37.2%

Comparing MSCI Inc. against the 5 most active filers in the same SIC group.

Dividends

$7.70/share trailing 12 months · +13.2% YoY

Ex-datePer share
May 15, 2026$2.0500
Feb 13, 2026$2.0500
Nov 14, 2025$1.8000
Aug 15, 2025$1.8000
May 16, 2025$1.8000
Feb 14, 2025$1.8000
Nov 15, 2024$1.6000
Aug 16, 2024$1.6000
May 16, 2024$1.6000
Feb 15, 2024$1.6000
Nov 8, 2023$1.3800
Aug 10, 2023$1.3800
May 11, 2023$1.3800
Feb 16, 2023$1.3800
Nov 9, 2022$1.2500
Aug 11, 2022$1.2500
May 12, 2022$1.0400
Feb 17, 2022$1.0400
Nov 10, 2021$1.0400
Aug 12, 2021$1.0400
May 13, 2021$0.7800
Feb 18, 2021$0.7800
Nov 12, 2020$0.7800
Aug 13, 2020$0.7800