Equity Clock

Arithmetic Average Seasonal Chart

Geometric Average Seasonal Chart

MSCI Relative to the S&P 500

MSCI Relative to the Sector

% of Revenue Generated in Each Quarter

% of Free Cash Flow Generated in Each Quarter

% of Net Income Generated in Each Quarter

Seasonal Chart Analysis

Analysis of the MSCI, Inc. (NYSE:MSCI) seasonal charts above shows that a Buy Date of May 4 and a Sell Date of July 26 has resulted in a geometric average return of 5.68% above the benchmark rate of the S&P 500 Total Return Index over the past 17 years. This seasonal timeframe has shown positive results compared to the benchmark in 16 of those periods. This is an excellent rate of success, but the return underperforms the relative buy-and-hold performance of the stock over the past 17 years by an average of 1.41% per year.

The seasonal timeframe correlates Poorly with the period of seasonal strength for the Financial sector, which runs from November 22 to April 13. The seasonal chart for the broad sector is available via the following link: Financial Sector Seasonal Chart.

MSCI, Inc. engages in the provision of investment decision support tools including indices, portfolio risk and performance analytics and corporate governance products and services. It operates through the following segments: Index, Analytics, ESG and Climate, and All Other-Private Assets. The Index segment focuses on the investment process, including developing indexed financial products. The Analytics segment offers risk management, performance attribution and portfolio management content, applications, and services. The ESG and Climate segment includes providing data, ratings, research, and tools to help investors navigate increasing regulation, meet new client demands and better integrate ESG and climate elements into their investment processes. The All Other-Private Assets segment refers to the business intelligence products to real estate owners, managers, developers, and brokers. The company was founded by Andrew Thomas Rudd in 1998 and is headquartered in New York, NY.

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Stocks mentioned in this post: MSCI