MSCIMSCI -0.73%95 5-Year Yield-on-Cost % is 3.28 as of Jun. 25, 2026, which is 33% above its 10-year median of 2.46. 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 363 Capital Markets companies, MSCI ranks better than 52.89% on this metric.
MSCI's yield on cost for the quarter that ended in Mar. 2026 was 3.28.
The historical rank and industry rank for MSCI's 5-Year Yield-on-Cost % or its related term are showing as below:
MSCI'
s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 1.17 Med: 2.46 Max: 3.46
Current: 3.28
During the past 13 years, MSCI's highest Yield on Cost was 3.46. The lowest was 1.17. And the median was 2.46.
MSCI's 5-Year Yield-on-Cost % is ranked better than 52.89% of 363
companies
in the Capital Markets industry
Industry Median: 2.98
vs MSCI: 3.28
Of course the risk here is that the company may not raise its dividends as it did before. The key is to select the companies that can consistently raise its dividends. Usually companies with long history of raising dividends tend to do so.
MSCI 5-Year Yield-on-Cost % Related Terms
MSCI vs COIN, NDAQ, CBOE: 5-Year Yield-on-Cost % Comparison
For the Financial Data & Stock Exchanges subindustry, MSCI's 5-Year Yield-on-Cost %, along with its competitors' market caps and 5-Year Yield-on-Cost % 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 5-Year Yield-on-Cost % vs Capital Markets Industry
For the Capital Markets industry and Financial Services sector, MSCI's 5-Year Yield-on-Cost % distribution charts can be found below:
* The bar in red indicates where MSCI's 5-Year Yield-on-Cost % falls into.
Dividend Yield % and dividend growth of a stock is an important factor for income investors. But if company A raises its dividend constantly faster than company B, company A's future dividend yield might be much higher than Company B's even if their yields are the same now and their stock prices do not change.
Yield on Cost assumes that you buy and the stock today, and hold it for 5 years. If the company raises it dividends at the same rate as it did over the past 5 years, the dividends investors receive annually in 5 years relative to the stock price today.
MSCI (MSCI) has a 5-Year Yield-on-Cost % of 3.28 as of Jun. 25, 2026. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on MSCI and its competitors. This is 33% above median its historical median of 2.46. Over the past decade, MSCI's 5-Year Yield-on-Cost % has ranged from 1.17 to 3.46. According to the industry distribution chart, MSCI ranks #171 out of 363 companies in the Capital Markets industry, placing it in the top 47.1%.
Is MSCI's 5-Year Yield-on-Cost % too high?
MSCI's current 5-Year Yield-on-Cost % of 3.28 is 33% above median its 10-year median of 2.46. Over the past 10 years, this metric has ranged from a low of 1.17 to a high of 3.46. The Capital Markets industry median 5-Year Yield-on-Cost % is 2.98. MSCI's value of 3.28 is 10.1% above this industry median. Based on the distribution chart, MSCI ranks #171 out of 363 companies in the Capital Markets industry, which is above 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 5-Year Yield-on-Cost % compare to COIN and NDAQ?
According to the Capital Markets industry distribution chart, MSCI ranks #171 out of 363 companies for 5-Year Yield-on-Cost %. This puts MSCI in the upper half of its industry. The industry median 5-Year Yield-on-Cost % is 2.98. MSCI's value of 3.28 is 10.1% above this benchmark. Historically, MSCI's own 5-Year Yield-on-Cost % has ranged from 1.17 to 3.46 over the past decade. While the company's 10-year median is 2.46 vs. the industry median of 2.98, 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 5-Year Yield-on-Cost % for a Capital Markets company?
The median 5-Year Yield-on-Cost % among Capital Markets companies is 2.98, based on 363 companies in the industry. Companies in the top quartile (top 25%) have a 5-Year Yield-on-Cost % significantly above this median, while those in the bottom quartile fall well below. However, 5-Year Yield-on-Cost % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. MSCI's current 5-Year Yield-on-Cost % of 3.28 is 10.1% 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 5-Year Yield-on-Cost % mean?
A high 5-Year Yield-on-Cost % can signal that a stock is expensive relative to its fundamentals. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on MSCI and its competitors. For the Capital Markets industry, the median 5-Year Yield-on-Cost % is 2.98 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. MSCI's current 5-Year Yield-on-Cost % is 3.28, which is 33% above median its own 10-year median of 2.46. 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 5-Year Yield-on-Cost % is 3.28, which is 33% above median its 10-year median of 2.46 and 10.1% above the Capital Markets industry median of 2.98. 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 5-Year Yield-on-Cost % calculated?
5-Year Yield-on-Cost % is calculated from a company's financial statements. For MSCI (MSCI), the current 5-Year Yield-on-Cost % is 3.28 as of Jun. 25, 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:
5-Year Yield-on-Cost %: 3.28 (33% above median its 10-year median of 2.46)
GF Value™: $714.26 vs. price of $577.29 (19.2% below fair value)
Industry Position: 10.1% above the Capital Markets median (#171 of 363)
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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