MSCI (MSCI) 3-Year RORE % : 10.62% (As of Mar. 2026)


MSCI MSCI Inc MSCI
95 GF Score
Price $577.29
GF Value $714.26
Valuation Modestly Undervalued
! 2 Warning Signs
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What is MSCI 3-Year RORE %?

MSCI MSCI -0.73% 95 3-Year RORE % is 10.62 as of Mar. 2026. 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 761 Capital Markets companies, MSCI ranks worse than 55.06% on this metric.

Return on Retained Earnings (RORE) is an indicator of a company's growth potential, it shows how much a company earns by reinvesting its retained earnings, i.e. profits after dividend payments. MSCI's 3-Year RORE % for the quarter that ended in Mar. 2026 was 10.62%.

The industry rank for MSCI's 3-Year RORE % or its related term are showing as below:

MSCI's 3-Year RORE % is ranked worse than
55.06% of 761 companies
in the Capital Markets industry
Industry Median: 15.37 vs MSCI: 10.62

MSCI  (NYSE:MSCI) 3-Year RORE % Explanation

Return on Retained Earnings (RORE) is important to investors because it reveals a company's efficiency and growth potential. A higher RORE indicates a higher return. A high RORE indicates that the company should reinvest profits into the business. A lower RORE suggests that the company should distribute profits to shareholders by paying out dividends, since those dollars aren't generating much additional growth for the company.

There are a several different ways to arrive at the Return on Retained Earnings. The simplest way to calculate it is by using published information on Earnings per Share (EPS) and Dividend per Share (DPS) over a selected period. Here, 3-year period is chosen.

Be Aware

Please keep in mind that the RORE is relative to the nature of the business and its competitors. If another company in the same sector is producing a lower return on retained earnings, it doesn’t necessarily mean it’s a bad investment. It may just suggest the company is older and no longer in a high growth stage. At such a stage in the business cycle, it would be expected to see a lower RORE and higher dividend payout.


MSCI 3-Year RORE % Related Terms


MSCI 3-Year RORE % Historical Data

* Premium members only.

The historical data trend for MSCI's 3-Year RORE % 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 3-Year RORE % Chart

MSCI Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
3-Year RORE %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 15.83 23.38 28.39 14.73 5.15

MSCI Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
3-Year RORE % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 15.93 15.76 15.47 5.15 10.62

MSCI vs COIN, NDAQ, CBOE: 3-Year RORE % Comparison

For the Financial Data & Stock Exchanges subindustry, MSCI's 3-Year RORE %, along with its competitors' market caps and 3-Year RORE % 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 RORE % vs Capital Markets Industry

For the Capital Markets industry and Financial Services sector, MSCI's 3-Year RORE % distribution charts can be found below:

* The bar in red indicates where MSCI's 3-Year RORE % falls into.


MSCI
95GF Score
MSCI Inc MSCI
3-Year RORE % is just one metric. See GF Score™, valuation, warning signs, and more.
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MSCI 3-Year RORE % Calculation

MSCI's 3-Year RORE % for the quarter that ended in Mar. 2026 is calculated as:

3-Year RORE %=( Most Recent EPS (Diluted)- First Period EPS (Diluted) )/( Cumulative EPS (Diluted) for 3-year -Cumulative Dividends per Share for 3-year )
=( 17.51-14.65 )/( 46.71-19.79 )
=2.86/26.92
=10.62 %

* 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.

In the calculation of 3-Year RORE %, the most recent and first period EPS (Diluted) is the trailing twelve months (TTM) data ended in Mar. 2026 and 3-year before.

Frequently Asked Questions Learn more about 3-Year RORE % →
What does a 3-Year RORE % of 10.62 mean?
MSCI (MSCI) has a 3-Year RORE % of 10.62 as of Mar. 2026. 3-Year RORE % shows how much a company earns by reinvesting its retained earnings in 3-year. View historical data on MSCI and its competitors. According to the industry distribution chart, MSCI ranks #419 out of 761 companies in the Capital Markets industry, placing it in the top 55.1%.
Is MSCI's 3-Year RORE % too high?
MSCI's current 3-Year RORE % is 10.62. The Capital Markets industry median 3-Year RORE % is 15.37. MSCI's value of 10.62 is 30.9% below this industry median. Based on the distribution chart, MSCI ranks #419 out of 761 companies in the Capital Markets industry, which is below the industry midpoint. 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 RORE % compare to COIN and NDAQ?
According to the Capital Markets industry distribution chart, MSCI ranks #419 out of 761 companies for 3-Year RORE %. This places MSCI in the lower half of its industry. The industry median 3-Year RORE % is 15.37. MSCI's value of 10.62 is 30.9% below this benchmark. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 3-Year RORE % for a Capital Markets company?
The median 3-Year RORE % among Capital Markets companies is 15.37, based on 761 companies in the industry. Companies in the top quartile (top 25%) have a 3-Year RORE % significantly above this median, while those in the bottom quartile fall well below. However, 3-Year RORE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. MSCI's current 3-Year RORE % of 10.62 is 30.9% below 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 RORE % mean?
A high 3-Year RORE % can signal that a stock is expensive relative to its fundamentals. 3-Year RORE % shows how much a company earns by reinvesting its retained earnings in 3-year. View historical data on MSCI and its competitors. For the Capital Markets industry, the median 3-Year RORE % is 15.37 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. MSCI's current 3-Year RORE % is 10.62. 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 RORE % is 10.62 and 30.9% below the Capital Markets industry median of 15.37. 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 RORE % calculated?
3-Year RORE % is calculated from a company's financial statements. For MSCI (MSCI), the current 3-Year RORE % is 10.62 as of Mar. 2026. 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 RORE %: 10.62
  • GF Value™: $714.26 vs. price of $577.29 (19.2% below fair value)
  • GF Score™: 95/100 with 2 warning signs
  • Industry Position: 30.9% below the Capital Markets median (#419 of 761)

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 Business Description

Address 250 Greenwich Street, 49th Floor, 7 World Trade Center, New York, NY, USA, 10007
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.
95GF Score

Get the complete analysis for MSCI

3-Year RORE % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$577.29
Price
$714.26
GF Value