MSCI Inc. Jonathan Poland

MSCI Inc. (MSCI) and its subsidiaries offer investment decision support tools worldwide to help clients manage their investment processes. MSCI Inc. serves a wide range of clients, including asset owners and managers, financial intermediaries, wealth managers, real estate professionals, and corporates. The company operates through four segments: Index, Analytics, ESG and Climate, and All Other – Private Assets. The Index segment provides indexes for various investment processes, including creating indexed products such as ETFs, mutual funds, annuities, futures, options, structured products, and over-the-counter derivatives. It also offers performance benchmarking, portfolio construction and rebalancing, asset allocation, and licenses GICS and GICS Direct.

The Analytics segment provides an integrated view of risk and return, including risk management, performance attribution, and portfolio management content, application, and services. The segment also offers managed services that consolidate client portfolio data from various sources, review and reconcile input data and results, and provide customized reporting. Additionally, it provides HedgePlatform to measure, evaluate, and monitor the risk of hedge fund investments.

The ESG and Climate segment offers products and services that help institutional investors understand how ESG factors impact the long-term risk and return of their portfolio and individual security-level investments. It also provides data, ratings, research, and tools to help investors navigate increasing regulation.

The All Other – Private Assets segment includes real estate market and transaction data, benchmarks, return-analytics, climate assessments, and market insights for funds, investors, and managers. The segment offers business intelligence to real estate owners, managers, developers, and brokers and provides investment decision support tools for private capital.

as of February 23, 2023

When a company trades at 19x sales, 35x earnings it’s usually not going to be a good investment, regardless of how fast it’s growing… and MSCI is growing fast AF. By 2027, earnings per share is expected to nearly double to $21 per share from $12. It’s hard to bet against this one, but where it’s priced should give investors pause. Based on how the market is valuing this one, Mike Bloomberg should be the richest guy on the planet. The company has crushed it for over a decade, and will continue to do so. That doesn’t mean it’s worth $42 billion with just $870 million in net income on $2.2 billion in revenue.

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