MSCI
Market read
The latest filing evidence is available. 0 of 23 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 2 directly disclosed connections are confirming.
Invalidation: The isolated read changes if MSCI's group or a disclosed connection begins moving with it.
Research brief
The latest filing evidence is available. 0 of 23 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 2 directly disclosed connections are confirming.
No thresholded adverse filing evidence is available yet.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“For the six months ended June 30, 2026 and 2025, 16% and 17%, respectively, of our revenues were subject to foreign currency exchange rate risk and primarily included clients billed in foreign currency as well as U.S.”10-Q · Jul 21, 2026 ↗
“Cash Flows From Financing Activities The year-over-year change was primarily driven by higher share repurchases, partially offset by higher net proceeds from borrowings.”10-Q · Jul 21, 2026 ↗
“All Other - Private Assets Adjusted EBITDA expenses increased 11.6% for the six months ended June 30, 2026, primarily driven by increases in compensation and benefits costs as a result of increased headcount costs, partially offset by lower severance costs.”10-Q · Jul 21, 2026 ↗
“Cash Flows From Investing Activities The year-over-year change was due to cash paid for acquisitions and capitalized software development costs, partially offset by lower capital expenditures.”10-Q · Jul 21, 2026 ↗
Valuation discipline
Price/sales 13.4× · EV/sales 15.2×. Comparisons use only industry-matched filing peers.
Scenarios are withheld for Financial Services until sector-specific earnings and capital metrics are available; generic revenue/P/S scaffolds would be misleading.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for MSCI. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Latest filing assessment · baseline
10-Q filed 2026-04-21 against the comparable filing from 2025-04-22.
No thresholded deterioration was identified.
“Total Other Expense (Income), Net The following table shows our other expense (income), net for the periods indicated: Three Months Ended March 31, % Change (in millions) 2026 2025 Interest income $ (2.8) $ (3.9) (28.2 %) Interest expense 69.1 46.5 48.6 % Other expense (income) 1.4 3.3 (57.6 %) Total other expense (income), net $ 67.7 $ 45.9 47.5 % Total other expense (income), net increased 47.5%, primarily driven by higher interest expense as a result of higher debt levels.”
“All Other – Private Assets The following table presents the results for All Other – Private Assets for the periods indicated: Three Months Ended March 31, % Change (in millions) 2026 2025 Operating revenues: Recurring subscriptions $ 71.9 $ 66.8 7.6 % Non-recurring 0.7 0.5 40.0 % Operating revenues total 72.6 67.3 7.9 % Adjusted EBITDA expenses 58.9 53.1 10.9 % Adjusted EBITDA $ 13.7 $ 14.2 (3.5 %) Adjusted EBITDA margin % 18.9 % 21.1 % All Other – Private Assets operating revenues increased 7.9%, primarily driven by growth from recurring subscriptions in Private Capital Solutions related to Private Capital Intel and Total Plan Manager products.”
“Cash Flows From Financing Activities The year-over-year change was primarily driven by higher share repurchases, partially offset by net proceeds from borrowings.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
“For the three months ended March 31, 2026, our largest client organization by revenue, BlackRock, accounted for 11.7% of our consolidated operating revenues, with 96.0% of the operating revenues from BlackRock coming from fees based on the assets in BlackRock…”
“Run Rate from All Other - Private Assets increased 8.4%, primarily driven by Private Capital Solutions related to Private Capital Transparency Data, Total Plan Manager and Private Capital Intel products.”
Filing peers
Companies whose filings use similar operating language.
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What is moving around it
MSCI is currently a Follower in the organic co-movement group B2B Information Software. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 2 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Context history
No durable theme membership has been observed for this name yet.