MSCI INC (3HM.DE) Stock Fundamental Analysis
Europe - FRA:3HM - US55354G1004 - Common Stock
490.1 EUR
-2.5 (-0.51%)
Overall 3HM gets a fundamental rating of 6 out of 10. We evaluated 3HM against 117 industry peers in the Capital Markets industry. While 3HM has a great profitability rating, there are some minor concerns on its financial health. 3HM is not valued too expensively and it also shows 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.
3HM had positive earnings in each of the past 5 years.
Each year in the past 5 years 3HM had a positive operating cash flow.
1.2 Ratios
3HM has a Return On Assets of 22.70%. This is amongst the best in the industry. 3HM outperforms 98.26% of its industry peers.
3HM has a Return On Invested Capital of 35.11%. This is amongst the best in the industry. 3HM outperforms 99.13% of its industry peers.
The Average Return On Invested Capital over the past 3 years for 3HM is significantly above the industry average of 8.96%.
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
The Profit Margin of 3HM (40.03%) is better than 84.35% of its industry peers.
In the last couple of years the Profit Margin of 3HM has remained more or less at the same level.
3HM has a better Operating Margin (54.17%) than 89.57% of its industry peers.
In the last couple of years the Operating Margin of 3HM has grown nicely.
The Gross Margin of 3HM (82.37%) is better than 80.00% 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
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.
2.2 Solvency
An Altman-Z score of 6.54 indicates that 3HM is not in any danger for bankruptcy at the moment.
3HM's Altman-Z score of 6.54 is amongst the best of the industry. 3HM outperforms 92.17% of its industry peers.
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.
Looking at the Debt to FCF ratio, with a value of 3.97, 3HM is in the better half of the industry, outperforming 76.52% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | N/A | ||
| Debt/FCF | 3.97 | ||
| Altman-Z | 6.54 |
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 (0.88) which is in line with its industry peers.
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.
3HM's Quick ratio of 0.88 is in line compared to the rest of the industry. 3HM outperforms 53.04% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 0.88 | ||
| Quick Ratio | 0.88 |
3. Growth
3.1 Past
3HM shows a strong growth in Earnings Per Share. In the last year, the EPS has been growing by 14.42%, which is quite good.
The Earnings Per Share has been growing by 18.74% on average over the past years. This is quite good.
Looking at the last year, 3HM shows a quite strong growth in Revenue. The Revenue has grown by 9.02% in the last year.
Measured over the past years, 3HM shows a quite strong growth in Revenue. The Revenue has been growing by 12.89% on average per year.
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
The Earnings Per Share is expected to grow by 12.96% on average over the next years. This is quite good.
Based on estimates for the next years, 3HM will show a quite strong growth in Revenue. The Revenue will grow by 8.45% on average per year.
EPS Next Y15.18%
EPS Next 2Y13.85%
EPS Next 3Y13.22%
EPS Next 5Y12.96%
Revenue Next Year9.53%
Revenue Next 2Y9.35%
Revenue Next 3Y8.85%
Revenue Next 5Y8.45%
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
With a Price/Earnings ratio of 33.94, 3HM can be considered very expensive at the moment.
The rest of the industry has a similar Price/Earnings ratio as 3HM.
Compared to an average S&P500 Price/Earnings ratio of 25.89, 3HM is valued a bit more expensive.
With a Price/Forward Earnings ratio of 28.98, 3HM can be considered very expensive at the moment.
3HM's Price/Forward Earnings is on the same level as the industry average.
3HM is valuated at similar levels of the S&P average when we compare the Price/Forward Earnings ratio to 34.59, which is the current average of the S&P500 Index.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 33.94 | ||
| Fwd PE | 28.98 |
4.2 Price Multiples
65.22% of the companies in the same industry are more expensive than 3HM, based on the Enterprise Value to EBITDA ratio.
3HM's Price/Free Cash Flow ratio is a bit cheaper when compared to the industry. 3HM is cheaper than 66.09% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 31.81 | ||
| EV/EBITDA | 26.69 |
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 13.22% in the coming years.
PEG (NY)2.24
PEG (5Y)1.81
EPS Next 2Y13.85%
EPS Next 3Y13.22%
5. Dividend
5.1 Amount
3HM has a Yearly Dividend Yield of 1.26%.
3HM's Dividend Yield is comparable with the industry average which is at 5.81.
With a Dividend Yield of 1.26, 3HM pays less dividend than the S&P500 average, which is at 2.44.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 1.26% |
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
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 2Y13.85%
EPS Next 3Y13.22%
FRA:3HM (11/14/2025, 7:00:00 PM)
490.1
-2.5 (-0.51%)
Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)
Earnings (Next)
Inst Owners93.89%
Inst Owner ChangeN/A
Ins Owners2.94%
Ins Owner ChangeN/A
Market Cap37.92B
Revenue(TTM)3.06B
Net Income(TTM)1.22B
Analysts77.04
Price Target538.68 (9.91%)
Short Float %N/A
Short RatioN/A
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 1.26% |
Yearly Dividend5.57
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)-0.06%
PT rev (3m)-0.87%
EPS NQ rev (1m)1.43%
EPS NQ rev (3m)1.29%
EPS NY rev (1m)0.65%
EPS NY rev (3m)1.61%
Revenue NQ rev (1m)0.59%
Revenue NQ rev (3m)1%
Revenue NY rev (1m)0.16%
Revenue NY rev (3m)0.53%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 33.94 | ||
| Fwd PE | 28.98 | ||
| P/S | 14.46 | ||
| P/FCF | 31.81 | ||
| P/OCF | 29.1 | ||
| P/B | N/A | ||
| P/tB | N/A | ||
| EV/EBITDA | 26.69 |
EPS(TTM)14.44
EY2.95%
EPS(NY)16.91
Fwd EY3.45%
FCF(TTM)15.41
FCFY3.14%
OCF(TTM)16.84
OCFY3.44%
SpS33.9
BVpS-21.26
TBVpS-63.13
PEG (NY)2.24
PEG (5Y)1.81
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 | 6.54 |
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 Y15.18%
EPS Next 2Y13.85%
EPS Next 3Y13.22%
EPS Next 5Y12.96%
Revenue 1Y (TTM)9.02%
Revenue growth 3Y11.81%
Revenue growth 5Y12.89%
Sales Q2Q%9.48%
Revenue Next Year9.53%
Revenue Next 2Y9.35%
Revenue Next 3Y8.85%
Revenue Next 5Y8.45%
EBIT growth 1Y10.78%
EBIT growth 3Y12.53%
EBIT growth 5Y15.13%
EBIT Next Year21.63%
EBIT Next 3Y13.26%
EBIT Next 5Y12.25%
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 6 / 10 to 3HM.DE.
What is the valuation status of MSCI INC (3HM.DE) stock?
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.
What are the PE and PB ratios of MSCI INC (3HM.DE) stock?
The Price/Earnings (PE) ratio for MSCI INC (3HM.DE) is 33.94 and the Price/Book (PB) ratio is -23.05.
Can you provide the expected EPS growth for 3HM stock?
The Earnings per Share (EPS) of MSCI INC (3HM.DE) is expected to grow by 15.18% in the next year.