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 23 has resulted in a geometric average return of 6.1% above the benchmark rate of the S&P 500 Total Return Index over the past 15 years. This seasonal timeframe has shown positive results compared to the benchmark in 14 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 15 years by an average of 4.7% 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 describes 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. In addition, it boasts over $1 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. MSCI’s all other segment was broken out into ESG and climate and private assets segments in 2021. In ESG and climate, MSCI provides ESG data to the investment industry. In the private assets side, MSCI provides real restate reporting, market data, benchmarking, and analytics to investors and real estate managers.

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Stocks mentioned in this post: MSCI