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MSCI Scheduled to Report Q3 Earnings: What's in the Cards?

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MSCI (MSCI - Free Report) is set to report its third-quarter 2022 results on Oct 25.

The Zacks Consensus Estimate for third-quarter earnings has been steady at $2.79 per share over the past 30 days, suggesting 10.28% growth from the figure reported in the year-ago quarter.

The consensus mark for revenues is pegged at $564.96 million, indicating an increase of 9.26% from the year-ago quarter.

Notably, the company’s earnings beat the Zacks Consensus Estimate in three of the trailing four quarters and missed once, the earnings surprise being 4.30%, on average.
 

MSCI Inc Price and EPS Surprise

MSCI Inc Price and EPS Surprise

MSCI Inc price-eps-surprise | MSCI Inc Quote

 

Let’s see how things are shaping up for the upcoming announcement.

Factors to Note

MSCI’s third-quarter 2022 results are expected to benefit from the increasing uptake of climate and ESG solutions in the investment process.

Expanding usage of ESG tools bodes well for MSCI. The retention rate for ESG and Climate tools was 97.3% in the second quarter of 2022, reflecting strong demand for the company’s solutions.

In second-quarter 2022, new client relationships formed roughly 50% of new subscription sales in the ESG and Climate ratings and research segment.

MSCI’s expanding portfolio of ESG and Climate tools has been noteworthy. The company’s latest Net Zero tracker illustrates how listed companies align with different temperature rise scenarios. The availability of new equity factor models, including the first models to offer sustainability, crowding and machine learning factors, has been a key catalyst. The sustainability factor includes both ESG and carbon efficiency components, which are expected to aid demand for MSCI’s solutions.

Partnership with Snowflake boosts MSCI’s distribution capabilities of these factor models. The company has also collaborated with MarketAxess Holdings to offer innovative portfolio analytics solutions and co-branded Fixed Income Indexes.

Moreover, MSCI’s focus on expanding into new areas like Wealth Management, Insurers, Derivatives, case funds, broker-dealers and ESG & Climate is expected to have driven growth in its customer base in the to-be-reported quarter.

However, turbulent equity markets are expected to negatively impact revenues generated from asset-based fees in the to-be-reported quarter. Moreover, unfavorable forex has also been a concern.

What Our Model Says

Per the Zacks model, the combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. But that’s not the case here.

MSCI has an Earnings ESP of -1.29% and a Zacks Rank #4 (Sell). You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.

Stocks to Consider   

Here are a few companies worth considering, as our model shows that these have the right combination of elements to beat on earnings in their upcoming releases:

Perion Network (PERI - Free Report) has an Earnings ESP of +10.58% and sports a Zacks Rank of 1, at present. You can see the complete list of today’s Zacks #1 Rank stocks here.

Perion shares are up 0.7% year to date. PERI is set to report its third-quarter 2022 results on Nov 9.

ZoomInfo (ZI - Free Report) has an Earnings ESP of +1.27% and a Zacks Rank #2.

ZoomInfo shares have declined 36.5% on a year-to-date basis. ZI is set to report its third-quarter 2022 results on Nov 1.

Apple (AAPL - Free Report) has an Earnings ESP of +0.79% and a Zacks Rank #3.

Apple shares are down 3.7% year to date. AAPL is set to report its fourth-quarter fiscal 2022 results on Oct 27.


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