WallStSmart

MSCI Inc (MSCI)vsS&P Global Inc (SPGI)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

S&P Global Inc generates 389% more annual revenue ($15.34B vs $3.13B). MSCI leads profitability with a 38.4% profit margin vs 29.1%. SPGI appears more attractively valued with a PEG of 1.50. SPGI earns a higher WallStSmart Score of 67/100 (B-).

MSCI

Buy

52

out of 100

Grade: C-

Growth: 5.3Profit: 8.5Value: 7.3Quality: 7.0
Piotroski: 6/9Altman Z: 2.83

SPGI

Strong Buy

67

out of 100

Grade: B-

Growth: 8.0Profit: 8.0Value: 10.0Quality: 6.0
Piotroski: 5/9Altman Z: 1.97
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

MSCISignificantly Overvalued (-371.3%)

Margin of Safety

-371.3%

Fair Value

$108.60

Current Price

$552.63

$444.03 premium

UndervaluedFair: $108.60Overvalued
SPGIUndervalued (+37.9%)

Margin of Safety

+37.9%

Fair Value

$686.56

Current Price

$424.43

$262.13 discount

UndervaluedFair: $686.56Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

MSCI3 strengths · Avg: 10.0/10
Profit MarginProfitability
38.4%10/10

Keeps 38 of every $100 in revenue as profit

Operating MarginProfitability
55.9%10/10

Strong operational efficiency at 55.9%

Debt/EquityHealth
-2.3810/10

Conservative balance sheet, low leverage

SPGI5 strengths · Avg: 8.8/10
Operating MarginProfitability
38.3%10/10

Strong operational efficiency at 38.3%

Market CapQuality
$129.17B9/10

Large-cap with strong market position

Profit MarginProfitability
29.1%9/10

Keeps 29 of every $100 in revenue as profit

EPS GrowthGrowth
32.0%8/10

Earnings expanding 32.0% YoY

Free Cash FlowQuality
$1.70B8/10

Generating 1.7B in free cash flow

Areas to Watch

MSCI4 concerns · Avg: 3.3/10
PEG RatioValuation
1.894/10

Expensive relative to growth rate

P/E RatioValuation
35.1x4/10

Premium valuation, high expectations priced in

Return on EquityProfitability
0.0%3/10

ROE of 0.0% — below average capital efficiency

EPS GrowthGrowth
-2.3%2/10

Earnings declined 2.3%

SPGI2 concerns · Avg: 4.0/10
P/E RatioValuation
29.1x4/10

Moderate valuation

Altman Z-ScoreHealth
1.974/10

Grey zone — moderate risk

Comparative Analysis Report

WallStSmart Research

Bull Case : MSCI

The strongest argument for MSCI centers on Profit Margin, Operating Margin, Debt/Equity. Profitability is solid with margins at 38.4% and operating margin at 55.9%. Revenue growth of 10.6% demonstrates continued momentum.

Bull Case : SPGI

The strongest argument for SPGI centers on Operating Margin, Market Cap, Profit Margin. Profitability is solid with margins at 29.1% and operating margin at 38.3%.

Bear Case : MSCI

The primary concerns for MSCI are PEG Ratio, P/E Ratio, Return on Equity.

Bear Case : SPGI

The primary concerns for SPGI are P/E Ratio, Altman Z-Score.

Key Dynamics to Monitor

MSCI carries more volatility with a beta of 1.30 — expect wider price swings.

MSCI is growing revenue faster at 10.6% — sustainability is the question.

SPGI generates stronger free cash flow (1.7B), providing more financial flexibility.

Monitor FINANCIAL DATA & STOCK EXCHANGES industry trends, competitive dynamics, and regulatory changes.

Bottom Line

SPGI scores higher overall (67/100 vs 52/100), backed by strong 29.1% margins. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

MSCI Inc

FINANCIAL SERVICES · FINANCIAL DATA & STOCK EXCHANGES · USA

MSCI Inc. (formerly Morgan Stanley Capital International and MSCI Barra), is an American finance company headquartered in New York City and serving as a global provider of equity, fixed income, hedge fund stock market indexes, multi-asset portfolio analysis tools and ESG products. It publishes the MSCI BRIC, MSCI World and MSCI EAFE Indexes.

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S&P Global Inc

FINANCIAL SERVICES · FINANCIAL DATA & STOCK EXCHANGES · USA

S&P Global Inc. is an American publicly traded corporation headquartered in Manhattan, New York City. Its primary areas of business are financial information and analytics.

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