Msci (MSCI) Invested Capital (2009 - 2026)
Msci (MSCI) posted Invested Capital of $3.69 billion for Q2 2026, up 1.8% from $3.63 billion a year earlier and up 1.7% from the prior quarter.
Analysis
Msci (MSCI) Invested Capital (2009 - 2026) Analysis & Trends
For FY2025, Msci's Invested Capital came in at $3.55 billion, down 0.6% from FY2024.
- Annual Invested Capital shows a five-year compound annual growth rate of 3.9% (FY2020 to FY2025).
- In prior years, Msci's Invested Capital was $3.57 billion in FY2024 (-5.2%), $3.77 billion in FY2023 (+7.5%), $3.5 billion in FY2022 (-12.4%) and $4 billion in FY2021 (+36.8%).
- The Q2 2026 figure stands as the highest quarterly Invested Capital since Q3 2024.
- On a year-over-year basis, Invested Capital increased in three of the last eight quarters, with an average decline of 1.2%.
- The strongest year-over-year quarter for Invested Capital in the past five years was Q4 2021, with growth of 36.8%; the weakest was Q4 2022, with a decline of 12.4%.
- According to Business Quant data, Invested Capital for the three prior quarters was $3.63 billion (Q1 2026), $3.55 billion (Q4 2025) and $3.59 billion (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | S&P Global | 116.38 Bn | 111.98 Bn | 2.98 Bn | 46.79 Bn |
| 2 | Moodys | 78.67 Bn | 71.10 Bn | 1.67 Bn | 10.11 Bn |
| 3 | Msci | 39.16 Bn | 37.50 Bn | 717.10 Mn | 3.69 Bn |
| 4 | Verisk Analytics | 21.84 Bn | 16.48 Bn | 572.90 Mn | 3.28 Bn |
| 5 | Equifax | 16.14 Bn | 15.54 Bn | 926.40 Mn | 9.87 Bn |
| 6 | TransUnion | 11.72 Bn | 8.70 Bn | - | 10.58 Bn |
| 7 | Factset Research Systems | 9.66 Bn | 8.43 Bn | 310.73 Mn | 3.42 Bn |
| 8 | Morningstar | 7.13 Bn | 5.03 Bn | 423.90 Mn | 1.04 Bn |
| 9 | Mastercard | 480.27 Bn | 440.19 Bn | - | 30.25 Bn |
| 10 | Cme | 94.12 Bn | 94.12 Bn | - | 29.94 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 3.69 Bn |
| Mar 31, 2026 | 3.63 Bn |
| Dec 31, 2025 | 3.55 Bn |
| Sep 30, 2025 | 3.59 Bn |
| Jun 30, 2025 | 3.63 Bn |
| Mar 31, 2025 | 3.59 Bn |
| Dec 31, 2024 | 3.57 Bn |
| Sep 30, 2024 | 3.73 Bn |
| Jun 30, 2024 | 3.77 Bn |
| Mar 31, 2024 | 3.86 Bn |
| Dec 31, 2023 | 3.77 Bn |
| Sep 30, 2023 | 3.46 Bn |
| Jun 30, 2023 | 3.32 Bn |
| Mar 31, 2023 | 3.61 Bn |
| Dec 31, 2022 | 3.50 Bn |
| Sep 30, 2022 | 3.44 Bn |
| Jun 30, 2022 | 3.49 Bn |
| Mar 31, 2022 | 3.28 Bn |
| Dec 31, 2021 | 4.00 Bn |
| Sep 30, 2021 | 3.88 Bn |
API Access
Msci Invested Capital API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=invested-capital&ticker=MSCI&period=max&api_key=YOUR_API_KEY
import requests
url = "https://data.businessquant.com/historic"
params = {"slug": "invested-capital", "ticker": "MSCI", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()
const res = await fetch("https://data.businessquant.com/historic?slug=invested-capital&ticker=MSCI&period=max&api_key=YOUR_API_KEY");
const data = await res.json();