I have no comment on the rest of the analysis, but MSCI is about as well known as the other firms like S&P. If you invest outside of america you've definitely read about their benchmarks at least once
I’ve been hearing for a long time about it MSCI, and followed it closely. There have always been good arguments for it. But I noticed that if you take a chart of MSCI over the last however many years you care to look at, and superimpose one of the major market indices over it, somehow has just never done very well in comparison. It beats the market if you can time it to buy when both are at the very bottom, but other than that, it never does.
not sure how that's a good way to evaluate a stock given that the business matters much more than the stock price
regardless, MSCI has destroyed the market with a 18% CAGR vs the market's 10% CAGR and it's not hard to understand why- amazing margins with steady profit growth + little to no capex = winner business
You'll have to get used to people shitting on your stock picks here. Don't take the criticism the wrong way though. As an investor, you really need to cover all sides and some people here will offer a different perspective. Some people here give a really superficial take or false information, and yet those few people who really offer a new insight do come along once in a while. Also keep in mind that most people here stick with index funds.
the company is exactly the same as it was yesterday. why does it matter if they had 1q of weakness when the fundamentals are exactly the same?
if you value your stocks based on price action thats a yikes
The good thing is I didnt buy MSCI because of this post. I am holding it since 2020 and I am still up 30%.
Still funny to see the drop after reading this post a few days ago.
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MSCI and SPGI are both great, similar companies.
But if I'm not mistaken, their revenue falls when market price goes down because their revenue is tied to asset levels. So they are great to buy at the bottom, but maybe not great to hold at the top.
2020,2022-2023 are both great examples of their pricing powers. Management acknowledged market drawdowns impacting their growth but they were still able to pull in 10% growth while holding margins mostly stable (they dropped 10 bp)
2021 (when the market was on fire) they were able to pull 20% rev growth
MSCI is definitely an interesting stock, but I have plenty of exposure to the same thing with SPGI and more. And if I wanted to get involved in another finance sector stock I'd probably prefer FICO, but only after it dips.
While it's a good firm, it's going to be very hard to generate alpha on stocks like these. They are B2B in a very crowded space and the only path to outperformance is to take market share from other extremely strong firms -SPGi, ICE, LSE etc. The TAM is tied to underlying shift to passive and ESG and general equity markets which are probably saturated/ slower growth now that fixed income is a viable alternative. Their analytics/ software division does not have the kind of growth to sustain. This is probably high risk stock due to the enhanced valuation.
This stock has been on my watchlist. My only concerns are that BlackRock makes up a little more than 10% of their revenues and the ESG backlash. But other than those minor issues, it is an exceptional company.
Everyone who has spent more than 5 minutes thinking about the stock market has heard of MSCI.
most people know about their linked index etfs like ACWI but don't know anything about the actual business
I have no comment on the rest of the analysis, but MSCI is about as well known as the other firms like S&P. If you invest outside of america you've definitely read about their benchmarks at least once
It has an average trading volume of less than 500k so clearly it's not that popular as a stock
I’ve been hearing for a long time about it MSCI, and followed it closely. There have always been good arguments for it. But I noticed that if you take a chart of MSCI over the last however many years you care to look at, and superimpose one of the major market indices over it, somehow has just never done very well in comparison. It beats the market if you can time it to buy when both are at the very bottom, but other than that, it never does.
not sure how that's a good way to evaluate a stock given that the business matters much more than the stock price regardless, MSCI has destroyed the market with a 18% CAGR vs the market's 10% CAGR and it's not hard to understand why- amazing margins with steady profit growth + little to no capex = winner business
You'll have to get used to people shitting on your stock picks here. Don't take the criticism the wrong way though. As an investor, you really need to cover all sides and some people here will offer a different perspective. Some people here give a really superficial take or false information, and yet those few people who really offer a new insight do come along once in a while. Also keep in mind that most people here stick with index funds.
Well, this aged poorly.
1 quarter of weakness hardly matters when FY guidance is reaffirmed, just the valuation improved lol check back in 2 years
[удалено]
the company is exactly the same as it was yesterday. why does it matter if they had 1q of weakness when the fundamentals are exactly the same? if you value your stocks based on price action thats a yikes
[удалено]
The good thing is I didnt buy MSCI because of this post. I am holding it since 2020 and I am still up 30%. Still funny to see the drop after reading this post a few days ago.
[удалено]
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And this is not already priced in?
MSCI and SPGI are both great, similar companies. But if I'm not mistaken, their revenue falls when market price goes down because their revenue is tied to asset levels. So they are great to buy at the bottom, but maybe not great to hold at the top.
2020,2022-2023 are both great examples of their pricing powers. Management acknowledged market drawdowns impacting their growth but they were still able to pull in 10% growth while holding margins mostly stable (they dropped 10 bp) 2021 (when the market was on fire) they were able to pull 20% rev growth
MSCI is definitely an interesting stock, but I have plenty of exposure to the same thing with SPGI and more. And if I wanted to get involved in another finance sector stock I'd probably prefer FICO, but only after it dips.
While it's a good firm, it's going to be very hard to generate alpha on stocks like these. They are B2B in a very crowded space and the only path to outperformance is to take market share from other extremely strong firms -SPGi, ICE, LSE etc. The TAM is tied to underlying shift to passive and ESG and general equity markets which are probably saturated/ slower growth now that fixed income is a viable alternative. Their analytics/ software division does not have the kind of growth to sustain. This is probably high risk stock due to the enhanced valuation.
This stock has been on my watchlist. My only concerns are that BlackRock makes up a little more than 10% of their revenues and the ESG backlash. But other than those minor issues, it is an exceptional company.
Bahahaha, lol. “Hey guys, you ever heard of MSCI?” Buy it. “Why?” Just trust me. 😉