Stocks / MSCI
MSCI stock forecast
MSCI INC · Financial Services · Financial Data & Stock Exchanges
The model's rating
Greatly Underperform
MSCI is rated Greatly Underperform as of October 16, 2026: its medium-term return forecast is in the bottom fifth of the stocks the model scores.
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MSCI is not among the 20 largest holdings published for 2026 Q4. See the portfolio
MSCI against the S&P 500
| Period | MSCI | S&P 500 (SPY) |
|---|---|---|
| 1 month | +5.3% | +1.5% |
| 3 months | -9.2% | +2.9% |
| Year to date | +0.3% | +12.8% |
| 1 year | +8.2% | +16.8% |
Total return, dividends included.
Key numbers
| Price | $569.08 |
| Market cap | 41.37 Billion |
| P/E (trailing 12 months) | 31.1 |
| P/S (trailing 12 months) | 12.4 |
| P/B (latest quarter) | -15.2 |
| Gross margin | 83.0% |
| Net profit margin | 40.7% |
| Return on equity | -54.1% |
| Beta | 0.3 |
As of July 21, 2026.
MSCI and its closest peers
| Stock | Company | Market cap | Model rating | |
|---|---|---|---|---|
| COIN | COINBASE GLOBAL INC | 45.69 Billion | Greatly Outperform | COIN vs MSCI |
| CBOE | CBOE GLOBAL MARKETS INC | 32.89 Billion | Underperform | MSCI vs CBOE |
| NDAQ | NASDAQ INC | 52.53 Billion | Greatly Underperform | NDAQ vs MSCI |
| FDS | FACTSET RESEARCH SYSTEMS INC | 10.73 Billion | Underperform | MSCI vs FDS |
| MCO | MOODYS CORP | 84.01 Billion | Greatly Underperform | |
| ICE | INTERCONTINENTAL EXCHANGE INC | 90.7 Billion | Outperform |
Questions
What does the Upfront Investment model say about MSCI?
The model rates MSCI INC (MSCI) "Greatly Underperform" as of October 16, 2026, which means its medium-term return forecast is in the bottom fifth of the stocks the model scores. The rating is a statistical forecast, not a recommendation to buy or sell.
How is the MSCI rating produced?
A machine-learning model forecasts each stock's return over the coming months and ranks the forecasts against each other. The label says where this stock's forecast falls in that ranking. It is refreshed whenever the model's data updates, normally every trading day.
Is MSCI in the Upfront Investment model portfolio?
MSCI is not among the 20 largest holdings published for 2026 Q4.
The rating is generated by The Upfront Model and can be wrong. It is not investment advice and takes no account of your circumstances. Past performance does not guarantee future results.