Financial - Data & Stock Exchanges
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VALU vs MSCI
Revenue, margins, valuation, and 5-year total return — side by side.
Financial - Data & Stock Exchanges
VALU vs MSCI — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Financial - Data & Stock Exchanges | Financial - Data & Stock Exchanges |
| Market Cap | $326M | $42.83B |
| Revenue (TTM) | $35M | $3.13B |
| Net Income (TTM) | $22M | $1.32B |
| Gross Margin | 58.8% | 82.4% |
| Operating Margin | 17.1% | 54.7% |
| Forward P/E | 15.8x | 30.0x |
| Total Debt | $4M | $6.31B |
| Cash & Equiv. | $34M | $515M |
VALU vs MSCI — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Value Line, Inc. (VALU) | 100 | 121.7 | +21.7% |
| MSCI Inc. (MSCI) | 100 | 178.9 | +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.
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
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
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 9.7% NII/revenue growth vs VALU's -6.4% | |
| Value | Lower P/E (15.8x vs 30.0x) | |
| Quality / Margins | Efficiency ratio 0.3% vs VALU's 0.4% (lower = leaner) | |
| Stability / Safety | Beta 0.59 vs MSCI's 0.61 | |
| Dividends | 3.5% yield, 6-year raise streak, vs MSCI's 1.2% | |
| Momentum (1Y) | +7.8% vs VALU's -9.1% | |
| Efficiency (ROA) | Efficiency 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
VALU vs MSCI — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
MSCI leads this category, winning 3 of 5 comparable metrics.
Income & Cash Flow (Last 12 Months)
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%.
| Metric | ||
|---|---|---|
| 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% |
Valuation Metrics
VALU leads this category, winning 4 of 5 comparable metrics.
Valuation 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.
| Metric | ||
|---|---|---|
| Market CapShares × price | $326M | $42.8B |
| Enterprise ValueMkt cap + debt − cash | $295M | $48.6B |
| Trailing P/EPrice ÷ TTM EPS | 15.76x | 37.81x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 29.99x |
| PEG RatioP/E ÷ EPS growth rate | 2.17x | 2.23x |
| EV / EBITDAEnterprise value multiple | 40.68x | 25.17x |
| Price / SalesMarket cap ÷ Revenue | 9.28x | 13.67x |
| Price / BookPrice ÷ Book value/share | 3.28x | — |
| Price / FCFMarket cap ÷ FCF | 16.28x | 27.65x |
Profitability & Efficiency
MSCI leads this category, winning 4 of 6 comparable metrics.
Profitability & Efficiency
On the Piotroski fundamental quality scale (0–9), MSCI scores 8/9 vs VALU's 6/9, reflecting strong financial health.
| Metric | ||
|---|---|---|
| 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 0–9 | 6 | 8 |
| Debt / EquityFinancial leverage | 0.04x | — |
| 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 expense | — | 7.67x |
Total Returns (Dividends Reinvested)
MSCI leads this category, winning 5 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
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.
| Metric | ||
|---|---|---|
| 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% |
Risk & Volatility
Evenly matched — VALU and MSCI each lead in 1 of 2 comparable metrics.
Risk & Volatility
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.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.59x | 0.61x |
| 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 0–100 | 44.3 | 54.6 |
| Avg Volume (50D)Average daily shares traded | 2K | 520K |
Analyst Outlook
Evenly matched — VALU and MSCI each lead in 1 of 2 comparable metrics.
Analyst Outlook
For income investors, VALU offers the higher dividend yield at 3.46% vs MSCI's 1.22%.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | — | Buy |
| Price TargetConsensus 12-month target | — | $674.33 |
| # AnalystsCovering analysts | — | 27 |
| Dividend YieldAnnual dividend ÷ price | +3.5% | +1.2% |
| Dividend StreakConsecutive years of raises | 6 | 11 |
| Dividend / ShareAnnual DPS | $1.20 | $7.20 |
| Buyback YieldShare repurchases ÷ mkt cap | +0.1% | +5.8% |
MSCI leads in 3 of 6 categories (Income & Cash Flow, Profitability & Efficiency). VALU leads in 1 (Valuation Metrics). 2 tied.
VALU vs MSCI: Frequently Asked Questions
9 questions · data-driven answers · updated daily
01Is 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.
02Which 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.
03Which 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.
04Which 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.
05Which 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.
06Which 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.
07Which 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).
08Is 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.
09What 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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