MSCI (MSCI Inc) vs S&P 500 Comparison

MSCI

S&P 500

Compare the stock's returns with its benchmark index and competitors. Gain insights into its relative performance over time.

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MSCI

S&P 500

Difference

1Y 3Y 5Y 10Y 15Y 20Y

MSCI

S&P 500

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Compare the stock's returns with its benchmark index and competitors. Gain insights into its relative performance over time.

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S&P 500

MSCI

SPGI

MCO

ICE

CME

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1Y 3Y 5Y 10Y 15Y 20Y

Compare the stock's returns with its benchmark index and competitors. Gain insights into its relative performance over time.

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MSCI Inc
Glance View

Economic Moat

Narrow

Market Cap

47.4B USD

Industry

Financial Services

In the intricate world of investment, MSCI Inc. stands as a guiding star for asset managers and financial institutions alike. Originally derived from Morgan Stanley's Capital International division, MSCI has evolved into a prominent name in global investment decision support tools. The company's core strength lies in its ability to provide crucial data and analytics that help financial professionals understand market movements and make informed decisions. MSCI's story is one of evolution and expansion, as it continuously innovates to meet the ever-growing demands of a complex marketplace. Their products encompass a wide array of services, including indices, environmental, social, and governance (ESG) research, risk management, and portfolio analytics. The engine behind MSCI’s financial success is its subscription-based model, spreading its roots through consistent, recurring revenue. The indices segment, which includes renowned benchmarks such as the MSCI World and MSCI Emerging Markets indices, is a cornerstone of their business, as it attracts various financial products, like ETFs, to benchmark against them. Beyond the indices, MSCI's ESG and risk analytics offerings cement its importance to clients eager to manage risks and align their investments with ethical standards. By delivering indispensable insights and data, MSCI effectively weaves itself into the fabric of asset management, ensuring its financial relevance and stability while continually seeking new areas for growth in an ever-evolving financial universe.

View MSCI Analysis

MSCI Intrinsic Value

What is Intrinsic Value?

Economic Moat is a concept popularized by Warren Buffett to describe a company's durable competitive advantage. It represents the 'moat' that protects a company from competitors and helps it sustain profitability over the long term. Our analysis of the past 10 years showed that companies with a wide economic moat significantly outperformed the market, delivering +645% returns compared to +189% for the S&P 500.

Our research into Economic Moat performance spans the past 10 years and focuses on companies with a wide economic moat. For this analysis, we calculated the average stock price returns of these companies, comparing them to the performance of the S&P 500 index over the same period.

The results were compelling: wide moat stocks achieved a remarkable +645% average return, compared to +188% for the broader market. This difference highlights the long-term benefits of investing in businesses that can maintain their market position and pricing power over time.

Note: This research does not account for survivorship bias. Past performance is not indicative of future results.

Determining whether a company has an economic moat requires both a deep dive into financial metrics and a qualitative assessment of its competitive position. Our analysts conduct a rigorous evaluation that focuses on identifying structural advantages that enable a company to sustain profitability and defend its market share over the long term.

The process begins with an analysis of a company’s historical financial performance. We assess how consistently the company has generated returns above its cost of capital and whether those returns have been stable or improving. However, financial performance alone doesn’t reveal the full picture. To understand the sources of these advantages, we evaluate five key drivers of economic moats:

Network Effect: We analyze whether the value of a company’s product or service grows as its user base expands. Platforms like payment systems or marketplaces benefit from this self-reinforcing.

Switching Costs: We assess whether customers face significant costs or disruptions when switching to a competitor’s product or service. High switching costs create customer stickiness and provide pricing power.

Intangible Assets: Strong brands, patents, and regulatory licenses can protect a company’s market position by creating barriers for competitors or enabling premium pricing. For example, a well-recognized consumer brand may command higher customer loyalty and margins.

Efficient scale: Occurs when a market is optimally served by one or a few players, making it unprofitable for new entrants to compete. This typically happens in industries with high fixed costs or geographic constraints, such as utilities or pipelines.

Cost Advantage: Companies with structural cost advantages can produce goods or services at a lower cost than their competitors, enabling them to offer competitive pricing or maintain higher margins. These advantages often arise from economies of scale, superior supply chain management, or proprietary technology. Firms like Walmart leverage their massive scale to negotiate better terms with suppliers, allowing them to undercut competitors on price.

By examining these factors in combination with a company’s financial performance and market positioning, we classify each company into one of three categories:

This rigorous evaluation ensures that our moat ratings are both comprehensive and reliable, giving investors the tools they need to make well-informed, long-term decisions.

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MSCI

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S&P 500

Stocks Performance
MSCI vs S&P 500

Performance Gap
MSCI vs S&P 500

Performance By Year
MSCI vs S&P 500

Competitors Performance
MSCI Inc vs Peers

MSCI Inc
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MSCI vs S&P 500

Stocks Performance MSCI vs S&P 500

Performance Gap MSCI vs S&P 500

Performance By Year MSCI vs S&P 500

Competitors Performance MSCI Inc vs Peers

MSCI Inc Glance View

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Stocks

MSCI

vs

S&P 500

Stocks Performance
MSCI vs S&P 500

Performance Gap
MSCI vs S&P 500

Performance By Year
MSCI vs S&P 500

Competitors Performance
MSCI Inc vs Peers

MSCI Inc
Glance View