MSCI INC (3HM.DE) Fundamental Analysis & Valuation

FRA:3HM • US55354G1004

Current stock price

479 EUR
-3.9 (-0.81%)
Last:

This 3HM.DE fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.

8

1. 3HM.DE Profitability Analysis

1.1 Basic Checks

  • In the past year 3HM was profitable.
  • 3HM had a positive operating cash flow in the past year.
  • Each year in the past 5 years 3HM has been profitable.
  • In the past 5 years 3HM always reported a positive cash flow from operatings.
3HM.DE Yearly Net Income VS EBIT VS OCF VS FCF3HM.DE Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 500M 1B 1.5B

1.2 Ratios

  • 3HM has a Return On Assets of 21.08%. This is amongst the best in the industry. 3HM outperforms 98.33% of its industry peers.
  • Looking at the Return On Invested Capital, with a value of 35.89%, 3HM belongs to the top of the industry, outperforming 99.17% of the companies in the same industry.
  • 3HM had an Average Return On Invested Capital over the past 3 years of 32.03%. This is significantly above the industry average of 9.05%.
  • The 3 year average ROIC (32.03%) for 3HM is below the current ROIC(35.89%), indicating increased profibility in the last year.
Industry RankSector Rank
ROA 21.08%
ROE N/A
ROIC 35.89%
ROA(3y)20.76%
ROA(5y)18.57%
ROE(3y)N/A
ROE(5y)N/A
ROIC(3y)32.03%
ROIC(5y)28.54%
3HM.DE Yearly ROA, ROE, ROIC3HM.DE Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 -200 -400 -600

1.3 Margins

  • 3HM's Profit Margin of 38.36% is amongst the best of the industry. 3HM outperforms 85.00% of its industry peers.
  • 3HM's Profit Margin has improved in the last couple of years.
  • 3HM's Operating Margin of 54.67% is amongst the best of the industry. 3HM outperforms 88.33% of its industry peers.
  • In the last couple of years the Operating Margin of 3HM has remained more or less at the same level.
  • The Gross Margin of 3HM (82.44%) is better than 82.50% of its industry peers.
  • In the last couple of years the Gross Margin of 3HM has remained more or less at the same level.
Industry RankSector Rank
OM 54.67%
PM (TTM) 38.36%
GM 82.44%
OM growth 3Y0.59%
OM growth 5Y0.93%
PM growth 3Y-0.31%
PM growth 5Y1.56%
GM growth 3Y0.17%
GM growth 5Y-0.09%
3HM.DE Yearly Profit, Operating, Gross Margins3HM.DE Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 20 40 60 80

3

2. 3HM.DE Health Analysis

2.1 Basic Checks

  • The number of shares outstanding for 3HM has been reduced compared to 1 year ago.
  • 3HM has less shares outstanding than it did 5 years ago.
  • The debt/assets ratio for 3HM is higher compared to a year ago.
3HM.DE Yearly Shares Outstanding3HM.DE Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 20M 40M 60M 80M
3HM.DE Yearly Total Debt VS Total Assets3HM.DE Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2B 4B 6B

2.2 Solvency

  • The Debt to FCF ratio of 3HM is 4.25, which is a neutral value as it means it would take 3HM, 4.25 years of fcf income to pay off all of its debts.
  • 3HM has a Debt to FCF ratio of 4.25. This is in the better half of the industry: 3HM outperforms 78.33% of its industry peers.
Industry RankSector Rank
Debt/Equity N/A
Debt/FCF 4.25
Altman-Z N/A
ROIC/WACCN/A
WACCN/A
3HM.DE Yearly LT Debt VS Equity VS FCF3HM.DE Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 2B -2B 4B 6B

2.3 Liquidity

  • A Current Ratio of 0.90 indicates that 3HM may have some problems paying its short term obligations.
  • 3HM has a Current ratio (0.90) which is in line with its industry peers.
  • 3HM has a Quick Ratio of 0.90. This is a bad value and indicates that 3HM is not financially healthy enough and could expect problems in meeting its short term obligations.
  • 3HM has a Quick ratio (0.90) which is comparable to the rest of the industry.
Industry RankSector Rank
Current Ratio 0.9
Quick Ratio 0.9
3HM.DE Yearly Current Assets VS Current Liabilites3HM.DE Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 500M 1B 1.5B 2B

6

3. 3HM.DE Growth Analysis

3.1 Past

  • 3HM shows a strong growth in Earnings Per Share. In the last year, the EPS has been growing by 13.82%, which is quite good.
  • Measured over the past years, 3HM shows a quite strong growth in Earnings Per Share. The EPS has been growing by 17.18% on average per year.
  • Looking at the last year, 3HM shows a quite strong growth in Revenue. The Revenue has grown by 9.75% in the last year.
  • Measured over the past years, 3HM shows a quite strong growth in Revenue. The Revenue has been growing by 13.08% on average per year.
EPS 1Y (TTM)13.82%
EPS 3Y14.75%
EPS 5Y17.18%
EPS Q2Q%11.48%
Revenue 1Y (TTM)9.75%
Revenue growth 3Y11.71%
Revenue growth 5Y13.08%
Sales Q2Q%10.63%

3.2 Future

  • 3HM is expected to show quite a strong growth in Earnings Per Share. In the coming years, the EPS will grow by 13.25% yearly.
  • Based on estimates for the next years, 3HM will show a quite strong growth in Revenue. The Revenue will grow by 8.56% on average per year.
EPS Next Y14.68%
EPS Next 2Y13.94%
EPS Next 3Y13.67%
EPS Next 5Y13.25%
Revenue Next Year10.29%
Revenue Next 2Y9.38%
Revenue Next 3Y9.02%
Revenue Next 5Y8.56%

3.3 Evolution

  • The estimated forward EPS growth is still strong, although it is decreasing when compared to the stronger growth in the past years.
  • When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is decreasing.
3HM.DE Yearly Revenue VS Estimates3HM.DE Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 1B 2B 3B 4B
3HM.DE Yearly EPS VS Estimates3HM.DE Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 10 20 30

4

4. 3HM.DE Valuation Analysis

4.1 Price/Earnings Ratio

  • The Price/Earnings ratio is 31.85, which means the current valuation is very expensive for 3HM.
  • 3HM's Price/Earnings is on the same level as the industry average.
  • Compared to an average S&P500 Price/Earnings ratio of 25.73, 3HM is valued a bit more expensive.
  • With a Price/Forward Earnings ratio of 27.76, 3HM can be considered very expensive at the moment.
  • The rest of the industry has a similar Price/Forward Earnings ratio as 3HM.
  • The average S&P500 Price/Forward Earnings ratio is at 23.72. 3HM is around the same levels.
Industry RankSector Rank
PE 31.85
Fwd PE 27.76
3HM.DE Price Earnings VS Forward Price Earnings3HM.DE Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 10 20 30

4.2 Price Multiples

  • 68.33% of the companies in the same industry are more expensive than 3HM, based on the Enterprise Value to EBITDA ratio.
  • Based on the Price/Free Cash Flow ratio, 3HM is valued a bit cheaper than 70.83% of the companies in the same industry.
Industry RankSector Rank
P/FCF 27.75
EV/EBITDA 24.39
3HM.DE Per share data3HM.DE EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 0 20 -20 -40 -60

4.3 Compensation for Growth

  • The high PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates an expensive valuation of the company.
  • The excellent profitability rating of 3HM may justify a higher PE ratio.
  • 3HM's earnings are expected to grow with 13.67% in the coming years. This may justify a more expensive valuation.
PEG (NY)2.17
PEG (5Y)1.85
EPS Next 2Y13.94%
EPS Next 3Y13.67%

4

5. 3HM.DE Dividend Analysis

5.1 Amount

  • 3HM has a Yearly Dividend Yield of 1.53%. Purely for dividend investing, there may be better candidates out there.
  • Compared to an average industry Dividend Yield of 3.27, 3HM has a dividend in line with its industry peers.
  • Compared to an average S&P500 Dividend Yield of 1.91, 3HM has a dividend comparable with the average S&P500 company.
Industry RankSector Rank
Dividend Yield 1.53%

5.2 History

  • The dividend of 3HM is nicely growing with an annual growth rate of 20.09%!
Dividend Growth(5Y)20.09%
Div Incr Years3
Div Non Decr Years3
3HM.DE Yearly Dividends per share3HM.DE Yearly Dividends per shareYearly Dividends per share 2021 2022 2023 2024 2025 2026 2 4 6

5.3 Sustainability

  • 46.29% of the earnings are spent on dividend by 3HM. This is a bit on the high side, but may be sustainable.
  • 3HM's earnings are growing slower than its dividend. This means the dividend growth is not sustainable.
DP46.29%
EPS Next 2Y13.94%
EPS Next 3Y13.67%
3HM.DE Yearly Income VS Free CF VS Dividend3HM.DE Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 500M 1B
3HM.DE Dividend Payout.3HM.DE Dividend Payout, showing the Payout Ratio.3HM.DE Dividend Payout.PayoutRetained Earnings

3HM.DE Fundamentals: All Metrics, Ratios and Statistics

MSCI INC

FRA:3HM (3/19/2026, 7:00:00 PM)

479

-3.9 (-0.81%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)01-28
Earnings (Next)04-20
Inst Owners93.97%
Inst Owner ChangeN/A
Ins Owners3.12%
Ins Owner ChangeN/A
Market Cap35.19B
Revenue(TTM)3.13B
Net Income(TTM)1.20B
Analysts79.2
Price Target581.36 (21.37%)
Short Float %N/A
Short RatioN/A
Dividend
Industry RankSector Rank
Dividend Yield 1.53%
Yearly Dividend6.41
Dividend Growth(5Y)20.09%
DP46.29%
Div Incr Years3
Div Non Decr Years3
Ex-DateN/A
Surprises & Revisions
EPS beat(2)1
Avg EPS beat(2)0.08%
Min EPS beat(2)-0.04%
Max EPS beat(2)0.2%
EPS beat(4)2
Avg EPS beat(4)-0.23%
Min EPS beat(4)-1.27%
Max EPS beat(4)0.2%
EPS beat(8)6
Avg EPS beat(8)0.48%
EPS beat(12)10
Avg EPS beat(12)1.76%
EPS beat(16)14
Avg EPS beat(16)1.95%
Revenue beat(2)0
Avg Revenue beat(2)-2%
Min Revenue beat(2)-2.16%
Max Revenue beat(2)-1.84%
Revenue beat(4)0
Avg Revenue beat(4)-1.79%
Min Revenue beat(4)-2.16%
Max Revenue beat(4)-1.41%
Revenue beat(8)0
Avg Revenue beat(8)-1.61%
Revenue beat(12)2
Avg Revenue beat(12)-1.17%
Revenue beat(16)2
Avg Revenue beat(16)-1.37%
PT rev (1m)2.01%
PT rev (3m)2.45%
EPS NQ rev (1m)-0.23%
EPS NQ rev (3m)-2.02%
EPS NY rev (1m)-0.1%
EPS NY rev (3m)0.59%
Revenue NQ rev (1m)0.04%
Revenue NQ rev (3m)1.51%
Revenue NY rev (1m)0.09%
Revenue NY rev (3m)1.03%
Valuation
Industry RankSector Rank
PE 31.85
Fwd PE 27.76
P/S 12.91
P/FCF 27.75
P/OCF 25.48
P/B N/A
P/tB N/A
EV/EBITDA 24.39
EPS(TTM)15.04
EY3.14%
EPS(NY)17.25
Fwd EY3.6%
FCF(TTM)17.26
FCFY3.6%
OCF(TTM)18.8
OCFY3.92%
SpS37.1
BVpS-31.42
TBVpS-75.87
PEG (NY)2.17
PEG (5Y)1.85
Graham NumberN/A
Profitability
Industry RankSector Rank
ROA 21.08%
ROE N/A
ROCE 44.25%
ROIC 35.89%
ROICexc 41.36%
ROICexgc N/A
OM 54.67%
PM (TTM) 38.36%
GM 82.44%
FCFM 46.53%
ROA(3y)20.76%
ROA(5y)18.57%
ROE(3y)N/A
ROE(5y)N/A
ROIC(3y)32.03%
ROIC(5y)28.54%
ROICexc(3y)36.32%
ROICexc(5y)35.05%
ROICexgc(3y)N/A
ROICexgc(5y)N/A
ROCE(3y)39.48%
ROCE(5y)35.18%
ROICexgc growth 3YN/A
ROICexgc growth 5YN/A
ROICexc growth 3Y5.14%
ROICexc growth 5Y1.57%
OM growth 3Y0.59%
OM growth 5Y0.93%
PM growth 3Y-0.31%
PM growth 5Y1.56%
GM growth 3Y0.17%
GM growth 5Y-0.09%
F-Score8
Asset Turnover0.55
Health
Industry RankSector Rank
Debt/Equity N/A
Debt/FCF 4.25
Debt/EBITDA 3.25
Cap/Depr 67.33%
Cap/Sales 4.14%
Interest Coverage 250
Cash Conversion 83.32%
Profit Quality 121.32%
Current Ratio 0.9
Quick Ratio 0.9
Altman-Z N/A
F-Score8
WACCN/A
ROIC/WACCN/A
Cap/Depr(3y)66%
Cap/Depr(5y)62.98%
Cap/Sales(3y)3.92%
Cap/Sales(5y)3.59%
Profit Quality(3y)115.34%
Profit Quality(5y)116.82%
High Growth Momentum
Growth
EPS 1Y (TTM)13.82%
EPS 3Y14.75%
EPS 5Y17.18%
EPS Q2Q%11.48%
EPS Next Y14.68%
EPS Next 2Y13.94%
EPS Next 3Y13.67%
EPS Next 5Y13.25%
Revenue 1Y (TTM)9.75%
Revenue growth 3Y11.71%
Revenue growth 5Y13.08%
Sales Q2Q%10.63%
Revenue Next Year10.29%
Revenue Next 2Y9.38%
Revenue Next 3Y9.02%
Revenue Next 5Y8.56%
EBIT growth 1Y12.11%
EBIT growth 3Y12.37%
EBIT growth 5Y14.13%
EBIT Next Year22.3%
EBIT Next 3Y13.62%
EBIT Next 5Y12.02%
FCF growth 1Y5.2%
FCF growth 3Y12.57%
FCF growth 5Y13.92%
OCF growth 1Y5.78%
OCF growth 3Y13.19%
OCF growth 5Y14.39%

MSCI INC / 3HM.DE Fundamental Analysis FAQ

What is the ChartMill fundamental rating of MSCI INC (3HM.DE) stock?

ChartMill assigns a fundamental rating of 5 / 10 to 3HM.DE.


Can you provide the valuation status for MSCI INC?

ChartMill assigns a valuation rating of 4 / 10 to MSCI INC (3HM.DE). This can be considered as Fairly Valued.


Can you provide the profitability details for MSCI INC?

MSCI INC (3HM.DE) has a profitability rating of 8 / 10.


Can you provide the PE and PB ratios for 3HM stock?

The Price/Earnings (PE) ratio for MSCI INC (3HM.DE) is 31.85 and the Price/Book (PB) ratio is -15.25.


How financially healthy is MSCI INC?

The financial health rating of MSCI INC (3HM.DE) is 3 / 10.