MSCI
MSCI's valuation is historically cheap, fundamentals are above averages and forward estimates point to earnings and revenue growth despite pressure on margins, though analyst coverage is limited.
MSCI vs Historical averages
| Metric | Current | AverageAverage | Relative |
|---|---|---|---|
| PE | 31x | 46x | 33% lower-33% |
| PE percentile | 2 | 50 | 96% lower-96% |
| EPS | $18.15 | $11.68 | 55% higher+55% |
| FCF | $1.6B | $1.1B | 40% higher+40% |
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MSCI’s earnings and cash flow are above their historical averages, while its earnings multiple is lower.
MSCI Forward outlook
| Metric | Outlook |
|---|---|
| Forward valuation | Improving |
| Forward earnings | Growth |
| Forward revenue | Growth |
| Forward profitability | Contracting |
| Analyst coverage | Limited |
| Estimate dispersion | Tight |
MSCI’s outlook is generally improving, with narrowing profit margins the main concern.
MSCI PE Valuation
This table applies MSCI's historical price-to-earnings (PE) landmarks to current earnings. The implied prices are valuation scenarios, not price forecasts or targets.
MSCI Earnings Per Share
This chart tracks MSCI's trailing twelve-month diluted earnings per share, calculated from four consecutive reported quarters to reduce seasonal noise.
MSCI Quarterly Revenue
This chart tracks MSCI's quarterly revenue over time and shows how sales are changing from year to year.
MSCI Free Cash Flow
This chart tracks MSCI's free cash flow over time, showing whether the business is consistently generating cash after operating costs and capital spending.
MSCI Total Shares
This chart tracks changes in MSCI's diluted share count. A rising count can dilute existing owners, while a falling count often reflects share repurchases.
MSCI Net Leverage
Quarterly Net Leverage uses the last 12 months of EBITDA. A falling multiple generally indicates less debt relative to earnings capacity. Negative values mean net cash; missing data or nonpositive LTM EBITDA are N/A. The table shows each period’s Net Leverage and status.
MSCI PE vs Financial Services Sector
This chart compares MSCI's price-to-earnings (PE) ratio with the Financial Services sector average. A discount or premium can reflect differences in expected growth, profitability, or risk.
MSCI Weekly Price
This chart uses MSCI's weekly closing prices to show the longer-term trend. The lower panes show weekly RSI and Stochastic momentum.
MSCI Weekly Moving Averages
This chart compares MSCI's 8, 20, 50, 100, and 200-week moving averages from 2020 onward. Shorter averages react faster to price changes, while longer averages show the broader trend.
MSCI Yearly ROI
Each line starts at 0% using the year’s first dependable weekly close and tracks the return through December, or through the latest available week for the current year.
SOFI
SOFI's valuation appears fair while fundamentals provide solid support and forward estimates point to earnings growth and improving margins, though analyst coverage is limited.
SOFI vs Historical averages
| Metric | Current | AverageAverage | Relative |
|---|---|---|---|
| PE | 36x | 47x | 24% lower-24% |
| PE percentile | 31 | 50 | 38% lower-38% |
| EPS | $0.48 | -$1.20 | $1.68 higher+$1.68 |
| FCF | -$5B | -$3.6B | -$1.3B-$1.3B |
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SOFI’s earnings are above their historical averages, while its earnings multiple is lower.
SOFI Forward outlook
| Metric | Outlook |
|---|---|
| Forward valuation | Strongly improving |
| Forward earnings | Strong growth |
| Forward revenue | Stable |
| Forward profitability | Strongly expanding |
| Analyst coverage | Limited |
| Estimate dispersion | Moderate |
SOFI’s outlook is generally improving, though analyst coverage is limited.
SOFI PE Valuation
This table applies SOFI's historical price-to-earnings (PE) landmarks to current earnings. The implied prices are valuation scenarios, not price forecasts or targets.
SOFI Earnings Per Share
This chart tracks SOFI's trailing twelve-month diluted earnings per share, calculated from four consecutive reported quarters to reduce seasonal noise.
SOFI Quarterly Revenue
This chart tracks SOFI's quarterly revenue over time and shows how sales are changing from year to year.
SOFI Free Cash Flow
This chart tracks SOFI's free cash flow over time, showing whether the business is consistently generating cash after operating costs and capital spending.
SOFI Total Shares
This chart tracks changes in SOFI's diluted share count. A rising count can dilute existing owners, while a falling count often reflects share repurchases.
SOFI Net Leverage
Quarterly Net Leverage uses the last 12 months of EBITDA. A falling multiple generally indicates less debt relative to earnings capacity. Negative values mean net cash; missing data or nonpositive LTM EBITDA are N/A. The table shows each period’s Net Leverage and status.
SOFI PE vs Financial Services Sector
This chart compares SOFI's price-to-earnings (PE) ratio with the Financial Services sector average. A discount or premium can reflect differences in expected growth, profitability, or risk.
SOFI Weekly Price
This chart uses SOFI's weekly closing prices to show the longer-term trend. The lower panes show weekly RSI and Stochastic momentum.
SOFI Weekly Moving Averages
This chart compares SOFI's 8, 20, 50, 100, and 200-week moving averages from 2020 onward. Shorter averages react faster to price changes, while longer averages show the broader trend.
SOFI Yearly ROI
Each line starts at 0% using the year’s first dependable weekly close and tracks the return through December, or through the latest available week for the current year.