(cache)MSCI: Quality Business At A Decent Valuation (NYSE:MSCI)

Summary

MSCI remains a "strong buy" due to its duopolistic market position, sustainable growth, and undervaluation despite recent price increases.
The company boasts a strong revenue CAGR of 13% and a free cash flow margin of 48.5%, driven by its asset-light business model.
Risks include cyclical demand in the ESG segment and elevated net debt, though debt maturity is well-managed with conservative interest coverage.
MSCI's valuation remains attractive, with a price-to-free cash flow ratio 15.8% lower than the historical average, indicating continued undervaluation.

Hispanolistic

MSCI (NYSE:MSCI) was one of the first companies I analyzed on Seeking Alpha. In March, I rated them as a "strong buy" for four reasons:

1. Quasi duopolistic characteristics

2. Sustainable top-line growth

3. Strong recurrent revenue and

4. Undervaluation of

Symbol	Last Price	% Chg
MSCI MSCI Inc.	572.63	0.37%
Post	575.00	0.41%