MSCIMSCI -0.73%95 3-Year ROIIC % is 30.74 as of Dec. 2025, which is 19% above its 10-year median of 25.76. GuruFocus rates MSCI with a GF Score™ of 95/100 and a GF Value™ of $714.26 (Modestly Undervalued). The stock has 2 warning signs investors should review. Among 653 Capital Markets companies, MSCI ranks better than 81.47% on this metric.
3-Year Return on Invested Incremental Capital (3-Year ROIIC %) measures the change in earnings as a percentage of change in investment over 3-year.
MSCI's 3-Year ROIIC % for the quarter that ended in Dec. 2025 was 30.74%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.
The industry rank for MSCI's 3-Year ROIIC % or its related term are showing as below:
MSCI's 3-Year ROIIC % is ranked better than 81.47% of 653
companies
in the Capital Markets industry
Industry Median: 2.72
vs MSCI: 30.74
MSCI (NYSE:MSCI) 3-Year ROIIC % Explanation
Return on Incremental Invested Capital (ROIIC) is an extension of Return on Investment Capital (ROIC). ROIC % tells investors how efficiently that profitability is earned per dollar of company capital. ROIIC narrows the focus even further and shows how profitable each additional unit of capital investment could be. ROIIC % is a more powerful metric than ROIC because it measures how much money the company can generate going forward on future capital investments.
High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.
Be Aware
It's important to keep in mind that when tracking ROIIC, the metric is better suited to forecasting the trend of future returns rather than measuring current return on investment.
MSCI 3-Year ROIIC % Related Terms
MSCI 3-Year ROIIC % Historical Data
* Premium members only.
The historical data trend for MSCI's 3-Year ROIIC % can be seen below:
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
MSCI vs COIN, NDAQ, CBOE: 3-Year ROIIC % Comparison
For the Financial Data & Stock Exchanges subindustry, MSCI's 3-Year ROIIC %, along with its competitors' market caps and 3-Year ROIIC % data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
MSCI 3-Year ROIIC % vs Capital Markets Industry
For the Capital Markets industry and Financial Services sector, MSCI's 3-Year ROIIC % distribution charts can be found below:
* The bar in red indicates where MSCI's 3-Year ROIIC % falls into.
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
** Annual data of NOPAT and Invested Capital was used to calculate 3-Year ROIIC %.
*** Please be aware that the ROIIC (Return on Invested Capital) calculations are based on company-level data using the primary share class. The calculated data provided is for demonstration purposes and may slightly differ from the results displayed in the title due to potential variations caused by currency exchange rate differences throughout the year.
MSCI (MSCI) has a 3-Year ROIIC % of 30.74 as of Dec. 2025. 3-Year ROIIC % measures the change in earnings as a percentage of change in investment over 3-year. View historical data on MSCI and its competitors. This is 19% above median its historical median of 25.76. According to the industry distribution chart, MSCI ranks #121 out of 653 companies in the Capital Markets industry, placing it in the top 18.5%.
Is MSCI's 3-Year ROIIC % too high?
MSCI's current 3-Year ROIIC % of 30.74 is 19% above median its 10-year median of 25.76. The Capital Markets industry median 3-Year ROIIC % is 2.72. MSCI's value of 30.74 is 1030.1% above this industry median. Based on the distribution chart, MSCI ranks #121 out of 653 companies in the Capital Markets industry, which is in the top quartile — a strong position relative to peers. Overall, MSCI has a GF Score™ of 95/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does MSCI's 3-Year ROIIC % compare to COIN and NDAQ?
According to the Capital Markets industry distribution chart, MSCI ranks #121 out of 653 companies for 3-Year ROIIC %. This places MSCI in the top 19% of its industry — outperforming the majority of peers. The industry median 3-Year ROIIC % is 2.72. MSCI's value of 30.74 is 1030.1% above this benchmark. While the company's 10-year median is 25.76 vs. the industry median of 2.72, MSCI has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 3-Year ROIIC % for a Capital Markets company?
The median 3-Year ROIIC % among Capital Markets companies is 2.72, based on 653 companies in the industry. Companies in the top quartile (top 25%) have a 3-Year ROIIC % significantly above this median, while those in the bottom quartile fall well below. However, 3-Year ROIIC % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. MSCI's current 3-Year ROIIC % of 30.74 is 1030.1% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 3-Year ROIIC % mean?
A high 3-Year ROIIC % can signal that a stock is expensive relative to its fundamentals. 3-Year ROIIC % measures the change in earnings as a percentage of change in investment over 3-year. View historical data on MSCI and its competitors. For the Capital Markets industry, the median 3-Year ROIIC % is 2.72 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. MSCI's current 3-Year ROIIC % is 30.74, which is 19% above median its own 10-year median of 25.76. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is MSCI stock overvalued right now?
Based on GuruFocus' analysis, MSCI (MSCI) is currently considered Modestly Undervalued. The stock's GF Value™ is $714.26, compared to a current price of $577.29 — trading 19.2% below its estimated fair value. The current 3-Year ROIIC % is 30.74, which is 19% above median its 10-year median of 25.76 and 1030.1% above the Capital Markets industry median of 2.72. MSCI's overall GF Score™ is 95/100 with 2 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 3-Year ROIIC % calculated?
3-Year ROIIC % is calculated from a company's financial statements. For MSCI (MSCI), the current 3-Year ROIIC % is 30.74 as of Dec. 2025. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is MSCI (MSCI) Overvalued in 2026?
Based on GuruFocus' analysis, MSCI stock appears to be undervalued.
The current stock price of $577.29 is trading 19.2% below its estimated GF Value™ of $714.26.
GuruFocus considers MSCI to be Modestly Undervalued.
Key valuation signals for MSCI:
3-Year ROIIC %: 30.74 (19% above median its 10-year median of 25.76)
GF Value™: $714.26 vs. price of $577.29 (19.2% below fair value)
Industry Position: 1030.1% above the Capital Markets median (#121 of 653)
No single metric tells the full story. See the MSCI stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
MSCI has described its mission as enabling investors to build better portfolios for a better world. MSCI's largest and most profitable segment is its index segment, where it provides benchmarking to asset managers and asset owners. MSCI boasts over $18 trillion (as of December 2025) in benchmarked assets, including over $2.3 trillion in ETF assets linked to MSCI indexes. The MSCI analytics segment provides portfolio management and risk management analytics software to asset managers and asset owners. In its sustainability and climate segment, MSCI provides ESG data to the investment industry. In private assets, MSCI provides real restate reporting, market data, benchmarking, and analytics to investors and real estate managers.
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