MSCI INC (3HM.DE) Stock Fundamental Analysis
Europe - Frankfurt Stock Exchange - FRA:3HM - US55354G1004 - Common Stock
506.2 EUR
+3.2 (+0.64%)
Taking everything into account, 3HM scores 5 out of 10 in our fundamental rating. 3HM was compared to 121 industry peers in the Capital Markets industry. While 3HM belongs to the best of the industry regarding profitability, there are some minor concerns on its financial health. 3HM is quite expensive at the moment. It does show a decent growth rate.
1. Profitability
1.1 Basic Checks
- 3HM had positive earnings in the past year.
- In the past year 3HM had a positive cash flow from operations.
- Each year in the past 5 years 3HM has been profitable.
- 3HM had a positive operating cash flow in each of the past 5 years.
1.2 Ratios
- Looking at the Return On Assets, with a value of 22.70%, 3HM belongs to the top of the industry, outperforming 98.35% of the companies in the same industry.
- 3HM's Return On Invested Capital of 35.11% is amongst the best of the industry. 3HM outperforms 99.17% of its industry peers.
- The Average Return On Invested Capital over the past 3 years for 3HM is significantly above the industry average of 8.43%.
- The last Return On Invested Capital (35.11%) for 3HM is above the 3 year average (29.39%), which is a sign of increasing profitability.
| 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
- With an excellent Profit Margin value of 40.03%, 3HM belongs to the best of the industry, outperforming 85.12% of the companies in the same industry.
- In the last couple of years the Profit Margin of 3HM has remained more or less at the same level.
- The Operating Margin of 3HM (54.17%) is better than 89.26% 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 80.99% 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 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
- 3HM has less shares outstanding than it did 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.
2.2 Solvency
- An Altman-Z score of 6.58 indicates that 3HM is not in any danger for bankruptcy at the moment.
- With an excellent Altman-Z score value of 6.58, 3HM belongs to the best of the industry, outperforming 93.39% of the companies in the same industry.
- 3HM has a debt to FCF ratio of 3.97. This is a good value and a sign of high solvency as 3HM would need 3.97 years to pay back of all of its debts.
- With a decent Debt to FCF ratio value of 3.97, 3HM is doing good in the industry, outperforming 79.34% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | N/A | ||
| Debt/FCF | 3.97 | ||
| Altman-Z | 6.58 |
ROIC/WACCN/A
WACCN/A
2.3 Liquidity
- A Current Ratio of 0.88 indicates that 3HM may have some problems paying its short term obligations.
- 3HM has a Current ratio (0.88) which is comparable to the rest of the industry.
- 3HM has a Quick 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.
- The Quick ratio of 3HM (0.88) is comparable to the rest of the industry.
| 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.
- The Revenue has grown by 9.02% in the past year. This is quite good.
- 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.
- Based on estimates for the next years, 3HM will show a quite strong growth in Revenue. The Revenue will grow by 8.67% on average per year.
EPS Next Y15.32%
EPS Next 2Y13.99%
EPS Next 3Y13.47%
EPS Next 5Y13.18%
Revenue Next Year9.56%
Revenue Next 2Y9.44%
Revenue Next 3Y8.97%
Revenue Next 5Y8.67%
3.3 Evolution
- Although the future EPS growth is still strong, it is not able to hold up the even more excellent growth rate of the past years.
- The Revenue growth rate is decreasing: in the next years the growth will be less than in the last years.
4. Valuation
4.1 Price/Earnings Ratio
- Based on the Price/Earnings ratio of 35.32, the valuation of 3HM can be described as expensive.
- Compared to the rest of the industry, the Price/Earnings ratio of 3HM is on the same level as its industry peers.
- 3HM is valuated rather expensively when we compare the Price/Earnings ratio to 27.32, which is the current average of the S&P500 Index.
- Based on the Price/Forward Earnings ratio of 30.09, the valuation of 3HM can be described as expensive.
- 3HM's Price/Forward Earnings ratio is in line with the industry average.
- Compared to an average S&P500 Price/Forward Earnings ratio of 24.30, 3HM is valued a bit more expensive.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 35.32 | ||
| Fwd PE | 30.09 |
4.2 Price Multiples
- 3HM's Enterprise Value to EBITDA ratio is a bit cheaper when compared to the industry. 3HM is cheaper than 63.64% of the companies in the same industry.
- 3HM's Price/Free Cash Flow ratio is a bit cheaper when compared to the industry. 3HM is cheaper than 65.29% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 32.16 | ||
| EV/EBITDA | 26.95 |
4.3 Compensation for Growth
- The high PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates an expensive valuation of the company.
- 3HM has an outstanding profitability rating, which may justify a higher PE ratio.
- A more expensive valuation may be justified as 3HM's earnings are expected to grow with 13.47% in the coming years.
PEG (NY)2.31
PEG (5Y)1.89
EPS Next 2Y13.99%
EPS Next 3Y13.47%
5. Dividend
5.1 Amount
- 3HM has a Yearly Dividend Yield of 1.21%. Purely for dividend investing, there may be better candidates out there.
- 3HM's Dividend Yield is comparable with the industry average which is at 3.07.
- 3HM's Dividend Yield is slightly below the S&P500 average, which is at 1.86.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 1.21% |
5.2 History
- On average, the dividend of 3HM grows each year by 19.73%, which is quite nice.
Dividend Growth(5Y)19.73%
Div Incr Years3
Div Non Decr Years3
5.3 Sustainability
- 44.68% 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.
DP44.68%
EPS Next 2Y13.99%
EPS Next 3Y13.47%
FRA:3HM (1/21/2026, 7:00:00 PM)
506.2
+3.2 (+0.64%)
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 Cap38.04B
Revenue(TTM)3.06B
Net Income(TTM)1.22B
Analysts78.33
Price Target560.03 (10.63%)
Short Float %N/A
Short RatioN/A
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 1.21% |
Yearly Dividend5.59
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)-1.31%
PT rev (3m)3.9%
EPS NQ rev (1m)0.22%
EPS NQ rev (3m)1.7%
EPS NY rev (1m)0.11%
EPS NY rev (3m)0.77%
Revenue NQ rev (1m)0.18%
Revenue NQ rev (3m)0.83%
Revenue NY rev (1m)0.03%
Revenue NY rev (3m)0.19%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 35.32 | ||
| Fwd PE | 30.09 | ||
| P/S | 14.61 | ||
| P/FCF | 32.16 | ||
| P/OCF | 29.41 | ||
| P/B | N/A | ||
| P/tB | N/A | ||
| EV/EBITDA | 26.95 |
EPS(TTM)14.33
EY2.83%
EPS(NY)16.82
Fwd EY3.32%
FCF(TTM)15.74
FCFY3.11%
OCF(TTM)17.21
OCFY3.4%
SpS34.64
BVpS-21.72
TBVpS-64.5
PEG (NY)2.31
PEG (5Y)1.89
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 | 6.58 |
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 Y15.32%
EPS Next 2Y13.99%
EPS Next 3Y13.47%
EPS Next 5Y13.18%
Revenue 1Y (TTM)9.02%
Revenue growth 3Y11.81%
Revenue growth 5Y12.89%
Sales Q2Q%9.48%
Revenue Next Year9.56%
Revenue Next 2Y9.44%
Revenue Next 3Y8.97%
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 35.32 and the Price/Book (PB) ratio is -23.3.
How financially healthy is MSCI INC?
The financial health rating of MSCI INC (3HM.DE) is 4 / 10.