Investment analytics provider MSCI (NYSE: MSCI) met Wall Streets revenue expectations in Q4 CY2025, with sales up 10.6% year on year to $822.5 million. Its non-GAAP profit of $4.66 per share was 1.6% above analysts’ consensus estimates.
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MSCI (MSCI) Q4 CY2025 Highlights:
- Revenue: $822.5 million vs analyst estimates of $824.9 million (10.6% year-on-year growth, in line)
- Pre-tax Profit: $388.8 million (47.3% margin)
- Adjusted EPS: $4.66 vs analyst estimates of $4.59 (1.6% beat)
- Market Capitalization: $43.71 billion
Company Overview
Originally known as Morgan Stanley Capital International before becoming independent in 2007, MSCI (NYSE: MSCI) provides critical decision support tools, indexes, and analytics that help global investors understand risk and return factors and build more effective investment portfolios.
Revenue Growth
Examining a company’s long-term performance can provide clues about its quality. Any business can put up a good quarter or two, but the best consistently grow over the long haul. Over the last five years, MSCI grew its revenue at a solid 13.1% compounded annual growth rate. Its growth beat the average financials company and shows its offerings resonate with customers.
Long-term growth is the most important, but within financials, a half-decade historical view may miss recent interest rate changes and market returns. MSCI’s annualized revenue growth of 11.3% over the last two years is below its five-year trend, but we still think the results suggest healthy demand. 
Note: Quarters not shown were determined to be outliers, impacted by outsized investment gains/losses that are not indicative of the recurring fundamentals of the business.
This quarter, MSCI’s year-on-year revenue growth was 10.6%, and its $822.5 million of revenue was in line with Wall Street’s estimates.
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Key Takeaways from MSCI’s Q4 Results
Revenue was just in line, and EPS managed to beat by a bit. Overall, there wasn't too much to get excited about this quarter. Investors seem to be hoping for more, and shares traded down 3.5% to $561.66 immediately following the results.
So should you invest in MSCI right now? When making that decision, it’s important to consider its valuation, business qualities, as well as what has happened in the latest quarter. We cover that in our actionable full research report which you can read here (it’s free).
