Group 1 - MSCI Inc.'s share price has returned to levels seen in 2021, with a dividend yield of 1.3%, indicating limited growth potential as a compounder [1] Group 2 - Various methods exist for sell-side analysts to determine a company's "fair" value, including DCF, multiples approach, and reverse valuation, each with its own strengths and weaknesses [2] - The Free Cash Flow to Equity (FCFE) model is utilized to assess what truly belongs to shareholders, focusing on earnings, amortization, and investments while ignoring working capital and debt changes [2] - Forecasts employ the H-model for a 10-year two-stage growth fade, with terminal growth aligned to the risk-free rate, and all cash flows discounted by the cost of equity [2]

Core Insights - MSCI Inc. is valued at a market cap of $41.3 billion and provides various financial services including benchmark indices, portfolio risk analytics, ESG research, and climate finance solutions [1] - The company is set to announce its fiscal Q3 earnings for 2025 on October 28, 2023, with analysts expecting a profit of $4.37 per share, reflecting a 13.2% increase from the previous year [2] Financial Performance - For fiscal 2025, MSCI is projected to report a profit of $17.10 per share, which is a 12.5% increase from $15.20 per share in fiscal 2024 [3] - The company's EPS is expected to grow by 12.6% year-over-year to $19.25 in fiscal 2026 [3] Stock Performance - Over the past 52 weeks, MSCI's shares have declined by 12.2%, underperforming the S&P 500 Index's return of 13.5% and the Financial Select Sector SPDR Fund's rise of 9% [4] - Following a mixed Q2 earnings release, MSCI's shares dropped by 8.9%, despite total operating revenue increasing by 9.1% year-over-year to $772.7 million [5] Analyst Ratings - Wall Street analysts maintain a "Moderate Buy" rating for MSCI, with 13 out of 21 analysts recommending "Strong Buy," three suggesting "Moderate Buy," four indicating "Hold," and one advising "Strong Sell" [6] - The mean price target for MSCI is set at $632.12, suggesting an 18.5% potential upside from current levels [6]

Core Insights - MSCI has underperformed the S&P 500 Index over the past year, with a decline of 8% compared to the index's increase of 15% [1] Company Performance - The stock's performance has led to a "Hold" rating, which has been validated by its underperformance relative to the market [1] Analyst Background - The analyst has a long position in MSCI shares, indicating a personal investment interest in the company [2]

Core Viewpoint - MSCI has underperformed the S&P 500 Index over the past year, with a decline of 8% compared to a 15% increase in the index, indicating a challenging period for the company [1]. Group 1: Performance Analysis - The stock performance of MSCI has been notably poor, with a year-over-year decline of 8% [1]. - In contrast, the S&P 500 Index has shown a robust performance, increasing by 15% during the same period [1]. Group 2: Analyst Perspective - The previous "Hold" rating on MSCI was validated by its underperformance relative to the market [1].

Core Insights - The MSCI gold equities index has surged approximately 135% this year, significantly outperforming the semiconductor firms index, which has risen 40% [1][9] - The gap in performance highlights a market dynamic where investors are drawn to both AI-related gains and the ongoing rally in gold due to central bank accumulation [2][9] Gold Market Dynamics - Gold prices have increased over 45% this year, reaching new all-time highs and on track for the best year since 1979, driven by central bank purchases, Federal Reserve rate cuts, de-dollarisation trends, and rising gold-backed ETF holdings [3][9] - Gold and gold miners are viewed as strong medium-term investment themes, with gold's safe haven appeal and potential for margin expansion and valuation re-rating for miners [3][9] Company Performance - Major companies in the MSCI gold miners index, such as Newmont and Agnico Eagle Mines, have seen their New York-listed stocks more than double in 2025, while Zijin Mining Group's shares have increased over 130% in Hong Kong [6][9] - Fresnillo, a London-listed gold and silver miner, has nearly quadrupled in value, making it the top performer in the FTSE 100 Index [6][9] Valuation Comparisons - The MSCI gold miner index trades at 13 times forward earnings estimates, which is below its five-year average, indicating less concern over valuations compared to the tech sector, where the chip gauge trades at 29 times [7][9] - Despite significant gains in gold prices, miners' earnings growth has outpaced price increases, suggesting that their multiples remain attractive [7][9]

NEW YORK--(BUSINESS WIRE)--MSCI Inc. (NYSE: MSCI), a leading provider of critical decision support tools and services for the global investment community, announced today that it will release its results for the third quarter 2025 on Tuesday, October 28, 2025, before the market opens. A copy of the earnings release, as well as an earnings presentation and a quarterly update, will be made available on MSCI's Investor Relations website. MSCI's senior management will review the third quarter 2025. ...

Core Insights - The article discusses the author's background in analytics and accounting, highlighting over 10 years of experience in the investment arena, starting as an analyst and progressing to a management role [1]. Group 1 - The author holds a master's degree in Analytics from Northwestern University and a bachelor's degree in Accounting [1]. - The author has a personal interest in dividend investing and aims to share insights with the Seeking Alpha community [1]. Group 2 - The author has disclosed a beneficial long position in several companies, including ODFL, ZTS, MSCI, DPZ, INTU, ACN, WST, and SBAC, through various financial instruments [2]. - The article expresses the author's personal opinions and does not involve compensation from any mentioned companies [2].

Core Points - The South Korean government is planning to extend the foreign exchange market to 24 hours and relax restrictions on non-resident transactions in Korean won, aiming to enhance market access for foreign investors [1] - President Lee Jae-myung emphasized the commitment to improving market transparency, corporate governance, and reducing geopolitical risks during a global investor relations event in New York [1] - The upcoming legislative changes are intended to eliminate structural barriers in the foreign exchange market, which are seen as necessary for South Korea's inclusion in the MSCI developed market index [1][2] Group 1 - The South Korean Ministry of Finance is set to implement 24-hour trading in the foreign exchange market next year [1] - The government aims to ensure that foreign investors can benefit from the "Korean premium" [1] - Structural barriers in the foreign exchange market are currently limiting non-resident transactions due to reporting obligations and regulatory restrictions [1] Group 2 - MSCI has stated that South Korea must achieve full currency convertibility to be classified as a developed market [2] - The report highlights the need to abolish capital controls and establish deeper, more active onshore and offshore markets [2] - Key characteristics of developed foreign exchange markets include broad participation from global investors, real-time price transparency, and a reliable settlement system [2]

PresentationJeremy UlanHead of Investor Relations & Treasurer Hello, everyone. I'm delighted to welcome you to our virtual open house MSCI's custom index ecosystem in focus. I'm Jeremy Ulan, Head of Investor Relations and Treasurer. Before we begin, I'd like to remind you that today's presentation may contain forward-looking statements. These statements are based on current expectations, involve risks and uncertainties, and our actual results may differ materially from what we discuss. Please review our fil ...

Core Insights - MSCI Inc. has consistently been a top focus for investment analysis, indicating strong market interest and potential for growth [1] Group 1: Company Overview - MSCI Inc. is recognized for its strong positioning in the market, making it a key player in investment strategies [1] Group 2: Investment Strategy - Triba Research aims to identify high-quality businesses that can deliver sustainable, double-digit returns over the long term, focusing on companies with competitive advantages and low debt levels [2]