MSCI (MSCI) came out with quarterly earnings of $4.17 per share, beating the Zacks Consensus Estimate of $4.16 per share. This compares to earnings of $3.64 per share a year ago.
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Evaluate the expected performance of MSCI (MSCI) for the quarter ended June 2025, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.
MSCI (MSCI) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
MSCI (MSCI) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
MSCI (MSCI) possesses solid growth attributes, which could help it handily outperform the market.
MSCI is experiencing strong client demand recovery, with broad-based growth across hedge funds, banks, wealth managers, and asset owners. Key growth drivers include new private asset solutions, international fund flows, and expansion into active ETFs, supported by a Moody's partnership. MSCI's valuation is now more attractive at 32x forward PE, with visible EPS growth catalysts and a potential 20% upside to $672/share.
MSCI (MSCI) reported earnings 30 days ago. What's next for the stock?
I upgrade MSCI to 'Buy' as global asset allocation shifts amid trade uncertainty create a tailwind for its international index business. MSCI's valuation has become more reasonable after years of underperformance, now trading at 34x forward earnings, slightly below Moody's. Despite lagging peers in some segments and deteriorating business mix, MSCI's growth prospects and exposure to non-US assets are attractive.
MSCI's Q1 2025 earnings show robust growth, with a 10% increase in organic operating revenue and 11% EBITDA growth, driven by higher asset-based fees and recurring subscriptions. MSCI's innovative products like A.I. Portfolio Insights and GeoSpatial Offering enhance customer retention and solidify its market position, contributing to long-term growth. Despite a high P/E multiple of 37x, MSCI's market dominance and consistent growth make it a compelling long-term investment, especially with dollar-cost averaging.
MSCI Inc. (NYSE:MSCI ) Q1 2025 Results Conference Call April 22, 2025 11:00 AM ET Company Participants Jeremy Ulan - Head of Investor Relations & Treasurer Henry Fernandez - Chairman & CEO Baer Pettit - President & COO Andy Wiechmann - Chief Financial Officer Conference Call Participants Toni Kaplan - Morgan Stanley Manav Patnaik - Barclays Alex Kramm - UBS Ashish Sabadra - RBC Owen Lau - Oppenheimer Alex Hess - JPMorgan Faiza Alwy - Deutsche Bank Kelsey Zhu - Autonomous Scott Wurtzel - Wolfe Research Craig Huber - Huber Research Partners LLC Jason Haas - Wells Fargo David Motemaden - Evercore ISI Joshua Dennerlein - Bank of America Securities George Tong - Goldman Sachs Russell Quelch - Redburn Atlantic Gregory Simpson - BNP Paribas Exane Operator Good day, ladies and gentlemen, and welcome to the MSCI First Quarter 2025 Earnings Conference Call. As a reminder, this call is being recorded.
MSCI's first-quarter 2025 results reflect strong revenue growth from recurring subscriptions and asset-based fees amid rising expenses.