COMP <GO>
MSCI vs MA // RETURN ON INVESTED CAPITAL (ROIC)
MSCI Inc. (NYSE) VS. Mastercard Incorporated (NYSE) • 15-METRIC TALLY: MSCI 5
— MA 7
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: MSCI
LAST: $618.55 (+2.25%) • MKT CAP: $44.23B
roic
38.30%
LAST: $635.70 (+4.16%) • MKT CAP: $556.88B
roic
33.50%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (MSCI VS. MA)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | MSCI | MA | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 38.30% | 33.50% | +4.80 | MSCI | /roic <GO> |
| EV/EBITDA & P/E Valuation | 28.6x | 29.2x | -0.60 | MSCI | /valuation <GO> |
| Free Cash Flow Yield | 3.50% | 3.08% | +0.42 | MSCI | /fcf-yield <GO> |
| Operating Margin | 54.70% | 57.60% | -2.90 | MA | /operating-margins <GO> |
| Net Profit Margin | 38.40% | 45.60% | -7.20 | MA | /net-margins <GO> |
| Revenue Growth (YoY) | 9.70% | 16.40% | -6.70 | MA | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.26% | 0.49% | +0.77 | MSCI | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 6.01 | 11.17 | -5.16 | MA | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 8/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 65.3 | 68.8 | -3.50 | MA | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.12 | 0.90 | +0.22 | MSCI | /macro-sensitivity <GO> |
| Forward P/E Multiple | 34.2x | 31.2x | +3.00 | MA | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $44.23B | $556.88B | -$512.65B | MA | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | MSCI REV | MA REV | MSCI GROSS % | MA GROSS % | MSCI FCF | MA FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $3.13B | $32.79B | — | — | $1.55B | $17.16B |
| FY 2024 | $2.86B | $28.17B | — | — | $1.47B | $14.31B |
| FY 2023 | $2.53B | $25.10B | — | — | $1.12B | $10.85B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
MSCI // BETA 1.12
MA // BETA 0.90