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Dec 31, 2021

MSCI Q4 2021 Earnings Report

MSCI's financial performance for Q4 2021 was reported, showcasing significant growth and strategic advancements.

Key Takeaways

MSCI Inc. reported strong financial results for the fourth quarter of 2021, with operating revenues up 23.9% to $549.8 million and a diluted EPS of $2.32, a 24.1% increase. The company's success was attributed to key strategic investments, client focus, and high demand for its solutions, particularly in the Index business, which saw its 32nd consecutive quarter of double-digit subscription growth. MSCI is focused on investing in growth opportunities such as ESG and Climate.

Operating revenues increased by 23.9% to $549.8 million, with organic operating revenue growth of 19.8%.

Diluted EPS rose by 24.1% to $2.32, and adjusted EPS increased by 28.1% to $2.51.

Recurring subscription revenues were up by 19.3%, and asset-based fees increased by 34.4%.

The retention rate was strong at 94.4%.

Total Revenue
$550M
Previous year: $444M
+23.9%
EPS
$2.51
Previous year: $1.96
+28.1%
Retention Rate
94.4%
Previous year: 92.6%
+1.9%
Gross Profit
$454M
Previous year: $368M
+23.4%
Cash and Equivalents
$1.42B
Previous year: $1.3B
+9.3%
Free Cash Flow
$263M
Previous year: $226M
+16.3%
Total Assets
$665M
Previous year: $4.2B
-84.2%

MSCI

MSCI

MSCI Revenue by Segment

Forward Guidance

MSCI provided guidance for the full year 2022, based on macroeconomic and capital market assumptions.

Revenue & Expenses

Visualization of income flow from segment revenue to net income