Asset Management
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Side-by-side financial analysisStock Comparison
LEO vs MSCI
Revenue, margins, valuation, and 5-year total return — side by side.
Financial - Data & Stock Exchanges
LEO vs MSCI — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Asset Management | Financial - Data & Stock Exchanges |
| Market Cap | $397M | $43.62B |
| Revenue (TTM) | $54M | $3.24B |
| Net Income (TTM) | $60M | $1.32B |
| Gross Margin | 67.7% | 82.9% |
| Operating Margin | 114.4% | 55.4% |
| Forward P/E | 15.9x | 30.5x |
| Total Debt | $139M | $6.31B |
| Cash & Equiv. | $107K | $515M |
LEO vs MSCI — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Jun 20 | Jun 26 | Return |
|---|---|---|---|
| BNY Mellon Strategi… (LEO) | 100 | 82.2 | -17.8% |
| MSCI Inc. (MSCI) | 100 | 179.5 | +79.5% |
Price return only. Dividends and distributions are not included.
Quick Verdict: LEO vs MSCI
Each card shows where this stock fits in a portfolio — not just who wins on paper.
LEO carries the broadest edge in this set and is the clearest fit for income & stability and sleep-well-at-night.
- Dividend streak 1 yrs, beta 0.25, yield 3.8%
- Lower volatility, beta 0.25, Low D/E 32.8%, current ratio 1.88x
- Beta 0.25, yield 3.8%, current ratio 1.88x
MSCI is the clearest fit if your priority is growth exposure and long-term compounding.
- Rev growth 9.7%, EPS growth 10.7%
- 7.4% 10Y total return vs LEO's 8.0%
- 9.7% NII/revenue growth vs LEO's -107.1%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 9.7% NII/revenue growth vs LEO's -107.1% | |
| Value | Lower P/E (15.9x vs 30.5x) | |
| Quality / Margins | 111.0% margin vs MSCI's 40.7% | |
| Stability / Safety | Beta 0.25 vs MSCI's 0.51 | |
| Dividends | 3.8% yield, 1-year raise streak, vs MSCI's 1.2% | |
| Momentum (1Y) | +15.1% vs MSCI's +9.3% | |
| Efficiency (ROA) | 24.0% ROA vs LEO's 9.2%, ROIC 34.9% vs -1.7% |
LEO vs MSCI — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
LEO 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 $3.2B annually — 59.5x LEO's $54M. LEO is the more profitable business, keeping 111.0% of every revenue dollar as net income compared to MSCI's 40.7%.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $54M | $3.2B |
| EBITDAEarnings before interest/tax | $37M | $2.0B |
| Net IncomeAfter-tax profit | $60M | $1.3B |
| Free Cash FlowCash after capex | $25M | $1.5B |
| Gross MarginGross profit ÷ Revenue | +67.7% | +82.9% |
| Operating MarginEBIT ÷ Revenue | +114.4% | +55.4% |
| Net MarginNet income ÷ Revenue | +111.0% | +40.7% |
| FCF MarginFCF ÷ Revenue | +46.7% | +47.4% |
| Rev. Growth (YoY)Latest quarter vs prior year | — | — |
| EPS Growth (YoY)Latest quarter vs prior year | -140.7% | +49.1% |
Valuation Metrics
LEO leads this category, winning 2 of 3 comparable metrics.
Valuation Metrics
| Metric | ||
|---|---|---|
| Market CapShares × price | $397M | $43.6B |
| Enterprise ValueMkt cap + debt − cash | $536M | $49.4B |
| Trailing P/EPrice ÷ TTM EPS | -30.38x | 38.50x |
| Forward P/EPrice ÷ next-FY EPS est. | 15.95x | 30.47x |
| PEG RatioP/E ÷ EPS growth rate | — | 2.27x |
| EV / EBITDAEnterprise value multiple | — | 25.57x |
| Price / SalesMarket cap ÷ Revenue | — | 13.91x |
| Price / BookPrice ÷ Book value/share | 0.94x | — |
| Price / FCFMarket cap ÷ FCF | 31.41x | 28.16x |
Profitability & Efficiency
MSCI leads this category, winning 5 of 7 comparable metrics.
Profitability & Efficiency
On the Piotroski fundamental quality scale (0–9), MSCI scores 8/9 vs LEO's 5/9, reflecting strong financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +13.9% | — |
| ROA (TTM)Return on assets | +9.2% | +24.0% |
| ROICReturn on invested capital | -1.7% | +34.9% |
| ROCEReturn on capital employed | -2.2% | +44.3% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 8 |
| Debt / EquityFinancial leverage | 0.33x | — |
| Net DebtTotal debt minus cash | $139M | $5.8B |
| Cash & Equiv.Liquid assets | $106,568 | $515M |
| Total DebtShort + long-term debt | $139M | $6.3B |
| Interest CoverageEBIT ÷ Interest expense | 5.53x | 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 MSCI five years ago would be worth $12,817 today (with dividends reinvested), compared to $8,810 for LEO. Over the past 12 months, LEO leads with a +15.1% total return vs MSCI's +9.3%. The 3-year compound annual growth rate (CAGR) favors MSCI at 9.3% vs LEO's 5.5% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +2.5% | +6.7% |
| 1-Year ReturnPast 12 months | +15.1% | +9.3% |
| 3-Year ReturnCumulative with dividends | +17.4% | +30.7% |
| 5-Year ReturnCumulative with dividends | -11.9% | +28.2% |
| 10-Year ReturnCumulative with dividends | +8.0% | +744.0% |
| CAGR (3Y)Annualised 3-year return | +5.5% | +9.3% |
Risk & Volatility
LEO leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
LEO is the less volatile stock with a 0.25 beta — it tends to amplify market swings less than MSCI's 0.51 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. LEO currently trades 97.5% from its 52-week high vs MSCI's 92.9% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.25x | 0.51x |
| 52-Week HighHighest price in past year | $6.54 | $644.64 |
| 52-Week LowLowest price in past year | $5.71 | $501.08 |
| % of 52W HighCurrent price vs 52-week peak | +97.5% | +92.9% |
| RSI (14)Momentum oscillator 0–100 | 48.4 | 47.6 |
| Avg Volume (50D)Average daily shares traded | 209K | 535K |
Analyst Outlook
Evenly matched — LEO and MSCI each lead in 1 of 2 comparable metrics.
Analyst Outlook
For income investors, LEO offers the higher dividend yield at 3.76% vs MSCI's 1.20%.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | — | Buy |
| Price TargetConsensus 12-month target | — | $688.00 |
| # AnalystsCovering analysts | — | 27 |
| Dividend YieldAnnual dividend ÷ price | +3.8% | +1.2% |
| Dividend StreakConsecutive years of raises | 1 | 12 |
| Dividend / ShareAnnual DPS | $0.24 | $7.20 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +5.7% |
MSCI leads in 3 of 6 categories (Income & Cash Flow, Profitability & Efficiency). LEO leads in 2 (Valuation Metrics, Risk & Volatility). 1 tied.
LEO vs MSCI: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is LEO 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 -107. 1% for BNY Mellon Strategic Municipals, Inc. (LEO). MSCI Inc. (MSCI) offers the better valuation at 38. 5x trailing P/E (30. 5x forward), 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 — LEO or MSCI?
On forward P/E, BNY Mellon Strategic Municipals, Inc.
is actually cheaper at 15. 9x — notably different from the trailing picture, reflecting expected earnings growth.
03Which is the better long-term investment — LEO or MSCI?
Over the past 5 years, MSCI Inc.
(MSCI) delivered a total return of +28. 2%, compared to -11. 9% for BNY Mellon Strategic Municipals, Inc. (LEO). Over 10 years, the gap is even starker: MSCI returned +744. 0% versus LEO's +8. 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 — LEO or MSCI?
By beta (market sensitivity over 5 years), BNY Mellon Strategic Municipals, Inc.
(LEO) is the lower-risk stock at 0. 25β versus MSCI Inc. 's 0. 51β — meaning MSCI is approximately 101% more volatile than LEO relative to the S&P 500.
05Which is growing faster — LEO or MSCI?
By revenue growth (latest reported year), MSCI Inc.
(MSCI) is pulling ahead at 9. 7% versus -107. 1% for BNY Mellon Strategic Municipals, Inc. (LEO). On earnings-per-share growth, the picture is similar: MSCI Inc. grew EPS 10. 7% year-over-year, compared to -117. 8% for BNY Mellon Strategic Municipals, 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 — LEO or MSCI?
BNY Mellon Strategic Municipals, Inc.
(LEO) is the more profitable company, earning 252. 7% net margin versus 38. 4% for MSCI Inc. — meaning it keeps 252. 7% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: LEO leads at 252. 7% versus 54. 7% for MSCI. At the gross margin level — before operating expenses — LEO leads at 254. 2%, 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.
07Is LEO or MSCI more undervalued right now?
On forward earnings alone, BNY Mellon Strategic Municipals, Inc.
(LEO) trades at 15. 9x forward P/E versus 30. 5x for MSCI Inc. — 14. 5x cheaper on a one-year earnings basis.
08Which pays a better dividend — LEO or MSCI?
All stocks in this comparison pay dividends.
BNY Mellon Strategic Municipals, Inc. (LEO) offers the highest yield at 3. 8%, versus 1. 2% for MSCI Inc. (MSCI).
09Is LEO 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. 51), 1. 2% yield, +744. 0% 10Y return). Both have compounded well over 10 years (MSCI: +744. 0%, LEO: +8. 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.
10What are the main differences between LEO 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: LEO is a small-cap income-oriented 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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