MSCI INC (3HM.DE) Stock Fundamental Analysis
Europe - Frankfurt Stock Exchange - FRA:3HM - US55354G1004 - Common Stock
513.6 EUR
+18 (+3.63%)
We assign a fundamental rating of 5 out of 10 to 3HM. 3HM was compared to 125 industry peers in the Capital Markets industry. 3HM scores excellent on profitability, but there are some minor concerns on its financial health. While showing a medium growth rate, 3HM is valued expensive at the moment.
1. Profitability
1.1 Basic Checks
- 3HM had positive earnings in the past year.
- 3HM had a positive operating cash flow in the past year.
- 3HM had positive earnings in each of the past 5 years.
- In the past 5 years 3HM always reported a positive cash flow from operatings.
1.2 Ratios
- With an excellent Return On Assets value of 22.70%, 3HM belongs to the best of the industry, outperforming 97.60% of the companies in the same industry.
- 3HM has a Return On Invested Capital of 35.11%. This is amongst the best in the industry. 3HM outperforms 99.20% of its industry peers.
- 3HM had an Average Return On Invested Capital over the past 3 years of 29.39%. This is significantly above the industry average of 8.63%.
- The 3 year average ROIC (29.39%) for 3HM is below the current ROIC(35.11%), indicating increased profibility in the last year.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 22.7% | ||
| ROE | N/A | ||
| ROIC | 35.11% |
ROA(3y)19.53%
ROA(5y)17.22%
ROE(3y)N/A
ROE(5y)N/A
ROIC(3y)29.39%
ROIC(5y)26.42%
1.3 Margins
- 3HM's Profit Margin of 40.03% is amongst the best of the industry. 3HM outperforms 85.60% of its industry peers.
- 3HM's Profit Margin has been stable in the last couple of years.
- 3HM has a better Operating Margin (54.17%) than 89.60% of its industry peers.
- 3HM's Operating Margin has improved in the last couple of years.
- The Gross Margin of 3HM (82.37%) is better than 81.60% of its industry peers.
- 3HM's Gross Margin has been stable in the last couple of years.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 54.17% | ||
| PM (TTM) | 40.03% | ||
| GM | 82.37% |
OM growth 3Y0.65%
OM growth 5Y1.98%
PM growth 3Y3.01%
PM growth 5Y1.42%
GM growth 3Y-0.19%
GM growth 5Y0.23%
2. Health
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.
- Compared to 1 year ago, 3HM has a worse debt to assets ratio.
2.2 Solvency
- 3HM has an Altman-Z score of 6.56. This indicates that 3HM is financially healthy and has little risk of bankruptcy at the moment.
- With an excellent Altman-Z score value of 6.56, 3HM belongs to the best of the industry, outperforming 93.60% of the companies in the same industry.
- The Debt to FCF ratio of 3HM is 3.97, which is a good value as it means it would take 3HM, 3.97 years of fcf income to pay off all of its debts.
- 3HM has a Debt to FCF ratio of 3.97. This is in the better half of the industry: 3HM outperforms 78.40% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | N/A | ||
| Debt/FCF | 3.97 | ||
| Altman-Z | 6.56 |
ROIC/WACCN/A
WACCN/A
2.3 Liquidity
- 3HM has a Current Ratio of 0.88. 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 Current ratio of 0.88. This is comparable to the rest of the industry: 3HM outperforms 53.60% of its industry peers.
- A Quick Ratio of 0.88 indicates that 3HM may have some problems paying its short term obligations.
- 3HM's Quick ratio of 0.88 is in line compared to the rest of the industry. 3HM outperforms 54.40% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 0.88 | ||
| Quick Ratio | 0.88 |
3. Growth
3.1 Past
- The Earnings Per Share has grown by an nice 14.42% over the past year.
- Measured over the past years, 3HM shows a quite strong growth in Earnings Per Share. The EPS has been growing by 18.74% on average per year.
- 3HM shows quite a strong growth in Revenue. In the last year, the Revenue has grown by 9.02%.
- The Revenue has been growing by 12.89% on average over the past years. This is quite good.
EPS 1Y (TTM)14.42%
EPS 3Y15.17%
EPS 5Y18.74%
EPS Q2Q%15.8%
Revenue 1Y (TTM)9.02%
Revenue growth 3Y11.81%
Revenue growth 5Y12.89%
Sales Q2Q%9.48%
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 13.18% yearly.
- The Revenue is expected to grow by 8.67% on average over the next years. This is quite good.
EPS Next Y15.2%
EPS Next 2Y13.88%
EPS Next 3Y13.4%
EPS Next 5Y13.18%
Revenue Next Year9.53%
Revenue Next 2Y9.38%
Revenue Next 3Y8.94%
Revenue Next 5Y8.67%
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.
4. Valuation
4.1 Price/Earnings Ratio
- With a Price/Earnings ratio of 35.57, 3HM can be considered very expensive at the moment.
- The rest of the industry has a similar Price/Earnings ratio as 3HM.
- 3HM's Price/Earnings ratio indicates a valuation a bit more expensive than the S&P500 average which is at 27.54.
- Based on the Price/Forward Earnings ratio of 30.36, the valuation of 3HM can be described as expensive.
- 3HM's Price/Forward Earnings ratio is in line with the industry average.
- 3HM is valuated rather expensively when we compare the Price/Forward Earnings ratio to 24.31, which is the current average of the S&P500 Index.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 35.57 | ||
| Fwd PE | 30.36 |
4.2 Price Multiples
- Compared to the rest of the industry, the Enterprise Value to EBITDA ratio of 3HM indicates a somewhat cheap valuation: 3HM is cheaper than 62.40% of the companies listed in the same industry.
- Based on the Price/Free Cash Flow ratio, 3HM is valued a bit cheaper than the industry average as 64.80% of the companies are valued more expensively.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 32.38 | ||
| EV/EBITDA | 26.8 |
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.
- A more expensive valuation may be justified as 3HM's earnings are expected to grow with 13.40% in the coming years.
PEG (NY)2.34
PEG (5Y)1.9
EPS Next 2Y13.88%
EPS Next 3Y13.4%
5. Dividend
5.1 Amount
- 3HM has a Yearly Dividend Yield of 1.24%.
- Compared to an average industry Dividend Yield of 3.32, 3HM has a dividend in line with its industry peers.
- 3HM's Dividend Yield is slightly below the S&P500 average, which is at 1.92.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 1.24% |
5.2 History
- The dividend of 3HM is nicely growing with an annual growth rate of 19.73%!
Dividend Growth(5Y)19.73%
Div Incr Years3
Div Non Decr Years3
5.3 Sustainability
- 3HM pays out 44.68% of its income as dividend. 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.
DP44.68%
EPS Next 2Y13.88%
EPS Next 3Y13.4%
FRA:3HM (1/15/2026, 7:00:00 PM)
513.6
+18 (+3.63%)
Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)10-28 2025-10-28/bmo
Earnings (Next)01-28 2026-01-28/amc
Inst Owners94.12%
Inst Owner ChangeN/A
Ins Owners3.03%
Ins Owner ChangeN/A
Market Cap38.59B
Revenue(TTM)3.06B
Net Income(TTM)1.22B
Analysts78.33
Price Target563.13 (9.64%)
Short Float %N/A
Short RatioN/A
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 1.24% |
Yearly Dividend5.58
Dividend Growth(5Y)19.73%
DP44.68%
Div Incr Years3
Div Non Decr Years3
Ex-DateN/A
Surprises & Revisions
EPS beat(2)1
Avg EPS beat(2)-0.53%
Min EPS beat(2)-1.27%
Max EPS beat(2)0.2%
EPS beat(4)3
Avg EPS beat(4)0.71%
Min EPS beat(4)-1.27%
Max EPS beat(4)3.71%
EPS beat(8)7
Avg EPS beat(8)1.69%
EPS beat(12)11
Avg EPS beat(12)1.84%
EPS beat(16)14
Avg EPS beat(16)1.87%
Revenue beat(2)0
Avg Revenue beat(2)-1.79%
Min Revenue beat(2)-2.16%
Max Revenue beat(2)-1.41%
Revenue beat(4)0
Avg Revenue beat(4)-1.86%
Min Revenue beat(4)-2.16%
Max Revenue beat(4)-1.41%
Revenue beat(8)1
Avg Revenue beat(8)-1.12%
Revenue beat(12)2
Avg Revenue beat(12)-1.07%
Revenue beat(16)2
Avg Revenue beat(16)-1.25%
PT rev (1m)-0.77%
PT rev (3m)4.47%
EPS NQ rev (1m)0.1%
EPS NQ rev (3m)1.43%
EPS NY rev (1m)0.02%
EPS NY rev (3m)0.66%
Revenue NQ rev (1m)-0.06%
Revenue NQ rev (3m)0.65%
Revenue NY rev (1m)0%
Revenue NY rev (3m)0.16%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 35.57 | ||
| Fwd PE | 30.36 | ||
| P/S | 14.72 | ||
| P/FCF | 32.38 | ||
| P/OCF | 29.62 | ||
| P/B | N/A | ||
| P/tB | N/A | ||
| EV/EBITDA | 26.8 |
EPS(TTM)14.44
EY2.81%
EPS(NY)16.92
Fwd EY3.29%
FCF(TTM)15.86
FCFY3.09%
OCF(TTM)17.34
OCFY3.38%
SpS34.9
BVpS-21.89
TBVpS-64.98
PEG (NY)2.34
PEG (5Y)1.9
Graham NumberN/A
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 22.7% | ||
| ROE | N/A | ||
| ROCE | 42.39% | ||
| ROIC | 35.11% | ||
| ROICexc | 39.08% | ||
| ROICexgc | N/A | ||
| OM | 54.17% | ||
| PM (TTM) | 40.03% | ||
| GM | 82.37% | ||
| FCFM | 45.44% |
ROA(3y)19.53%
ROA(5y)17.22%
ROE(3y)N/A
ROE(5y)N/A
ROIC(3y)29.39%
ROIC(5y)26.42%
ROICexc(3y)35.12%
ROICexc(5y)35.16%
ROICexgc(3y)N/A
ROICexgc(5y)N/A
ROCE(3y)35.48%
ROCE(5y)31.9%
ROICexgc growth 3YN/A
ROICexgc growth 5YN/A
ROICexc growth 3Y5.35%
ROICexc growth 5Y1.03%
OM growth 3Y0.65%
OM growth 5Y1.98%
PM growth 3Y3.01%
PM growth 5Y1.42%
GM growth 3Y-0.19%
GM growth 5Y0.23%
F-Score7
Asset Turnover0.57
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | N/A | ||
| Debt/FCF | 3.97 | ||
| Debt/EBITDA | 2.98 | ||
| Cap/Depr | 67.62% | ||
| Cap/Sales | 4.24% | ||
| Interest Coverage | 9.37 | ||
| Cash Conversion | 82.2% | ||
| Profit Quality | 113.51% | ||
| Current Ratio | 0.88 | ||
| Quick Ratio | 0.88 | ||
| Altman-Z | 6.56 |
F-Score7
WACCN/A
ROIC/WACCN/A
Cap/Depr(3y)64.16%
Cap/Depr(5y)61.27%
Cap/Sales(3y)3.62%
Cap/Sales(5y)3.37%
Profit Quality(3y)114.05%
Profit Quality(5y)117.82%
High Growth Momentum
Growth
EPS 1Y (TTM)14.42%
EPS 3Y15.17%
EPS 5Y18.74%
EPS Q2Q%15.8%
EPS Next Y15.2%
EPS Next 2Y13.88%
EPS Next 3Y13.4%
EPS Next 5Y13.18%
Revenue 1Y (TTM)9.02%
Revenue growth 3Y11.81%
Revenue growth 5Y12.89%
Sales Q2Q%9.48%
Revenue Next Year9.53%
Revenue Next 2Y9.38%
Revenue Next 3Y8.94%
Revenue Next 5Y8.67%
EBIT growth 1Y10.78%
EBIT growth 3Y12.53%
EBIT growth 5Y15.13%
EBIT Next Year22.07%
EBIT Next 3Y13.86%
EBIT Next 5Y12.56%
FCF growth 1Y29.39%
FCF growth 3Y16.55%
FCF growth 5Y16.15%
OCF growth 1Y30.58%
OCF growth 3Y17.06%
OCF growth 5Y16.18%
MSCI INC / 3HM.DE 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 3 / 10 to MSCI INC (3HM.DE). This can be considered as Overvalued.
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 35.57 and the Price/Book (PB) ratio is -23.47.
How financially healthy is MSCI INC?
The financial health rating of MSCI INC (3HM.DE) is 4 / 10.