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Stock Comparison

VALU vs MSCI

Revenue, margins, valuation, and 5-year total return — side by side.

Live fundamentals10-year financials5-year price chart
VALU
Value Line, Inc.

Financial - Data & Stock Exchanges

Financial ServicesNASDAQ • US
Market Cap$326M
5Y Perf.+21.7%
MSCI
MSCI Inc.

Financial - Data & Stock Exchanges

Financial ServicesNYSE • US
Market Cap$42.83B
5Y Perf.+78.9%

VALU vs MSCI — Key Financials

Market cap, revenue, margins, and valuation side-by-side.

Company Snapshot
VALU logoVALU
MSCI logoMSCI
IndustryFinancial - Data & Stock ExchangesFinancial - Data & Stock Exchanges
Market Cap$326M$42.83B
Revenue (TTM)$35M$3.13B
Net Income (TTM)$22M$1.32B
Gross Margin58.8%82.4%
Operating Margin17.1%54.7%
Forward P/E15.8x30.0x
Total Debt$4M$6.31B
Cash & Equiv.$34M$515M

VALU vs MSCILong-Term Stock Performance

Price return indexed to 100 at period start. Dividends excluded.

VALU
MSCI
StockMay 20May 26Return
Value Line, Inc. (VALU)100121.7+21.7%
MSCI Inc. (MSCI)100178.9+78.9%

Price return only. Dividends and distributions are not included.

Quick Verdict: VALU vs MSCI

Each card shows where this stock fits in a portfolio — not just who wins on paper.

Bottom line: MSCI leads in 4 of 7 categories, making it the strongest pick for growth and revenue expansion and profitability and margin quality. Value Line, Inc. is the stronger pick specifically for valuation and capital efficiency and capital preservation and lower volatility. As sector peers, any of these can serve as alternatives in the same allocation.
VALU
Value Line, Inc.
The Banking Pick

VALU is the clearest fit if your priority is income & stability and sleep-well-at-night.

  • Dividend streak 6 yrs, beta 0.59, yield 3.5%
  • Lower volatility, beta 0.59, Low D/E 3.6%, current ratio 3.38x
  • Beta 0.59, yield 3.5%, current ratio 3.38x
Best for: income & stability and sleep-well-at-night
MSCI
MSCI Inc.
The Banking Pick

MSCI carries the broadest edge in this set and is the clearest fit for growth exposure and long-term compounding.

  • Rev growth 9.7%, EPS growth 10.7%
  • 7.2% 10Y total return vs VALU's 165.0%
  • PEG 1.77 vs VALU's 2.17
Best for: growth exposure and long-term compounding
See the full category breakdown
CategoryWinnerWhy
GrowthMSCI logoMSCI9.7% NII/revenue growth vs VALU's -6.4%
ValueVALU logoVALULower P/E (15.8x vs 30.0x)
Quality / MarginsMSCI logoMSCIEfficiency ratio 0.3% vs VALU's 0.4% (lower = leaner)
Stability / SafetyVALU logoVALUBeta 0.59 vs MSCI's 0.61
DividendsVALU logoVALU3.5% yield, 6-year raise streak, vs MSCI's 1.2%
Momentum (1Y)MSCI logoMSCI+7.8% vs VALU's -9.1%
Efficiency (ROA)MSCI logoMSCIEfficiency ratio 0.3% vs VALU's 0.4%

VALU vs MSCI — Revenue Breakdown by Segment

How each company's revenue is distributed across its business units

VALUValue Line, Inc.
FY 2025
Subscription and Circulation
70.4%$25M
License
29.6%$10M
MSCIMSCI Inc.
FY 2025
Index
64.3%$1.8B
Analytics
25.7%$714M
All Other Segments
10.0%$279M

VALU vs MSCI — Financial Metrics

Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.

BEST OVERALLMSCILAGGINGVALU

Income & Cash Flow (Last 12 Months)

MSCI leads this category, winning 3 of 5 comparable metrics.

MSCI is the larger business by revenue, generating $3.1B annually — 89.4x VALU's $35M. VALU is the more profitable business, keeping 59.0% of every revenue dollar as net income compared to MSCI's 38.4%.

MetricVALU logoVALUValue Line, Inc.MSCI logoMSCIMSCI Inc.
RevenueTrailing 12 months$35M$3.1B
EBITDAEarnings before interest/tax$6M$2.0B
Net IncomeAfter-tax profit$22M$1.3B
Free Cash FlowCash after capex$19M$1.5B
Gross MarginGross profit ÷ Revenue+58.8%+82.4%
Operating MarginEBIT ÷ Revenue+17.1%+54.7%
Net MarginNet income ÷ Revenue+59.0%+38.4%
FCF MarginFCF ÷ Revenue+57.0%+49.4%
Rev. Growth (YoY)Latest quarter vs prior year
EPS Growth (YoY)Latest quarter vs prior year+14.5%+49.1%
MSCI leads this category, winning 3 of 5 comparable metrics.

Valuation Metrics

VALU leads this category, winning 4 of 5 comparable metrics.

At 15.8x trailing earnings, VALU trades at a 58% valuation discount to MSCI's 37.8x P/E. Adjusting for growth (PEG ratio), VALU offers better value at 2.17x vs MSCI's 2.23x — a lower PEG means you pay less per unit of expected earnings growth.

MetricVALU logoVALUValue Line, Inc.MSCI logoMSCIMSCI Inc.
Market CapShares × price$326M$42.8B
Enterprise ValueMkt cap + debt − cash$295M$48.6B
Trailing P/EPrice ÷ TTM EPS15.76x37.81x
Forward P/EPrice ÷ next-FY EPS est.29.99x
PEG RatioP/E ÷ EPS growth rate2.17x2.23x
EV / EBITDAEnterprise value multiple40.68x25.17x
Price / SalesMarket cap ÷ Revenue9.28x13.67x
Price / BookPrice ÷ Book value/share3.28x
Price / FCFMarket cap ÷ FCF16.28x27.65x
VALU leads this category, winning 4 of 5 comparable metrics.

Profitability & Efficiency

MSCI leads this category, winning 4 of 6 comparable metrics.

On the Piotroski fundamental quality scale (0–9), MSCI scores 8/9 vs VALU's 6/9, reflecting strong financial health.

MetricVALU logoVALUValue Line, Inc.MSCI logoMSCIMSCI Inc.
ROE (TTM)Return on equity+21.2%
ROA (TTM)Return on assets+14.9%+24.0%
ROICReturn on invested capital+4.5%+34.9%
ROCEReturn on capital employed+5.1%+44.3%
Piotroski ScoreFundamental quality 0–968
Debt / EquityFinancial leverage0.04x
Net DebtTotal debt minus cash-$30M$5.8B
Cash & Equiv.Liquid assets$34M$515M
Total DebtShort + long-term debt$4M$6.3B
Interest CoverageEBIT ÷ Interest expense7.67x
MSCI leads this category, winning 4 of 6 comparable metrics.

Total Returns (Dividends Reinvested)

MSCI leads this category, winning 5 of 6 comparable metrics.

A $10,000 investment in VALU five years ago would be worth $14,026 today (with dividends reinvested), compared to $12,792 for MSCI. Over the past 12 months, MSCI leads with a +7.8% total return vs VALU's -9.1%. The 3-year compound annual growth rate (CAGR) favors MSCI at 8.7% vs VALU's -8.1% — a key indicator of consistent wealth creation.

MetricVALU logoVALUValue Line, Inc.MSCI logoMSCIMSCI Inc.
YTD ReturnYear-to-date-5.1%+4.5%
1-Year ReturnPast 12 months-9.1%+7.8%
3-Year ReturnCumulative with dividends-22.5%+28.6%
5-Year ReturnCumulative with dividends+40.3%+27.9%
10-Year ReturnCumulative with dividends+165.0%+720.9%
CAGR (3Y)Annualised 3-year return-8.1%+8.7%
MSCI leads this category, winning 5 of 6 comparable metrics.

Risk & Volatility

Evenly matched — VALU and MSCI each lead in 1 of 2 comparable metrics.

VALU is the less volatile stock with a 0.59 beta — it tends to amplify market swings less than MSCI's 0.61 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. MSCI currently trades 93.9% from its 52-week high vs VALU's 84.6% drawdown — a narrower gap to the peak suggests stronger recent price momentum.

MetricVALU logoVALUValue Line, Inc.MSCI logoMSCIMSCI Inc.
Beta (5Y)Sensitivity to S&P 5000.59x0.61x
52-Week HighHighest price in past year$41.00$626.28
52-Week LowLowest price in past year$33.51$501.08
% of 52W HighCurrent price vs 52-week peak+84.6%+93.9%
RSI (14)Momentum oscillator 0–10044.354.6
Avg Volume (50D)Average daily shares traded2K520K
Evenly matched — VALU and MSCI each lead in 1 of 2 comparable metrics.

Analyst Outlook

Evenly matched — VALU and MSCI each lead in 1 of 2 comparable metrics.

For income investors, VALU offers the higher dividend yield at 3.46% vs MSCI's 1.22%.

MetricVALU logoVALUValue Line, Inc.MSCI logoMSCIMSCI Inc.
Analyst RatingConsensus buy/hold/sellBuy
Price TargetConsensus 12-month target$674.33
# AnalystsCovering analysts27
Dividend YieldAnnual dividend ÷ price+3.5%+1.2%
Dividend StreakConsecutive years of raises611
Dividend / ShareAnnual DPS$1.20$7.20
Buyback YieldShare repurchases ÷ mkt cap+0.1%+5.8%
Evenly matched — VALU and MSCI each lead in 1 of 2 comparable metrics.
Key Takeaway

MSCI leads in 3 of 6 categories (Income & Cash Flow, Profitability & Efficiency). VALU leads in 1 (Valuation Metrics). 2 tied.

Best OverallMSCI Inc. (MSCI)Leads 3 of 6 categories
Loading custom metrics...

VALU vs MSCI: Frequently Asked Questions

9 questions · data-driven answers · updated daily

01

Is VALU or MSCI a better buy right now?

For growth investors, MSCI Inc.

(MSCI) is the stronger pick with 9. 7% revenue growth year-over-year, versus -6. 4% for Value Line, Inc. (VALU). Value Line, Inc. (VALU) offers the better valuation at 15. 8x trailing P/E, making it the more compelling value choice. Analysts rate MSCI Inc. (MSCI) a "Buy" — based on 27 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

02

Which has the better valuation — VALU or MSCI?

On trailing P/E, Value Line, Inc.

(VALU) is the cheapest at 15. 8x versus MSCI Inc. at 37. 8x.

03

Which is the better long-term investment — VALU or MSCI?

Over the past 5 years, Value Line, Inc.

(VALU) delivered a total return of +40. 3%, compared to +27. 9% for MSCI Inc. (MSCI). Over 10 years, the gap is even starker: MSCI returned +720. 9% versus VALU's +165. 0%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

04

Which is safer — VALU or MSCI?

By beta (market sensitivity over 5 years), Value Line, Inc.

(VALU) is the lower-risk stock at 0. 59β versus MSCI Inc. 's 0. 61β — meaning MSCI is approximately 2% more volatile than VALU relative to the S&P 500.

05

Which is growing faster — VALU or MSCI?

By revenue growth (latest reported year), MSCI Inc.

(MSCI) is pulling ahead at 9. 7% versus -6. 4% for Value Line, Inc. (VALU). On earnings-per-share growth, the picture is similar: MSCI Inc. grew EPS 10. 7% year-over-year, compared to 8. 9% for Value Line, Inc.. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.

06

Which has better profit margins — VALU or MSCI?

Value Line, Inc.

(VALU) is the more profitable company, earning 59. 0% net margin versus 38. 4% for MSCI Inc. — meaning it keeps 59. 0% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: MSCI leads at 54. 7% versus 17. 1% for VALU. At the gross margin level — before operating expenses — MSCI leads at 82. 4%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

07

Which pays a better dividend — VALU or MSCI?

All stocks in this comparison pay dividends.

Value Line, Inc. (VALU) offers the highest yield at 3. 5%, versus 1. 2% for MSCI Inc. (MSCI).

08

Is VALU or MSCI better for a retirement portfolio?

For long-horizon retirement investors, MSCI Inc.

(MSCI) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 61), 1. 2% yield, +720. 9% 10Y return). Both have compounded well over 10 years (MSCI: +720. 9%, VALU: +165. 0%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

09

What are the main differences between VALU and MSCI?

Both stocks operate in the Financial Services sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.

In terms of investment character: VALU is a small-cap deep-value stock; MSCI is a mid-cap quality compounder stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.

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Quality Mega-Cap Compounder

  • Sector: Financial Services
  • Market Cap > $100B
  • Revenue Growth > 5%
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Beat Both

Find stocks that outperform VALU and MSCI on the metrics below

Revenue Growth>
%
(VALU: -6.4% · MSCI: 9.7%)
Net Margin>
%
(VALU: 59.0% · MSCI: 38.4%)
P/E Ratio<
x
(VALU: 15.8x · MSCI: 37.8x)

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