What's Going On With MSCI Stock On Monday?
What's Going On With MSCI Stock On Monday?
MSCI Inc (NYSE:MSCI) reported fiscal first-quarter revenue growth of 14.8% year-on-year to $679.97 million, missing the consensus of $684.14 million.
摩根士丹利資本國際公司（紐約證券交易所代碼：MSCI）報告稱，第一財季收入同比增長14.8％，至6.7997億美元，未達到6.8414億美元的共識。
The adjusted EPS of $3.52 beat the consensus of $3.45. The stock price dipped after the results.
調整後的每股收益爲3.52美元，超過了市場普遍預期的3.45美元。業績公佈後，股價下跌。
The total run-rate at March 31, 2024, rose 14.6% Y/Y to $2.73 billion. The organic recurring subscription run rate growth was 8.7%. The retention rate was 92.8% compared to 95.2% last year.
截至2024年3月31日，總運行率同比增長14.6％，至27.3億美元。定期訂閱的自然增長率爲8.7％。留存率爲92.8％，而去年爲95.2％。
Index operating revenues of the investment research firm rose 10.2% Y/Y to $373.9 million, aided by higher recurring subscription revenues and asset-based fees.
該投資研究公司的指數營業收入同比增長10.2％，至3.739億美元，這得益於經常性訂閱收入和資產費用增加。
Analytics operating revenues increased 11.5% Y/Y to $164.0 million, driven by higher recurring subscription revenues from Equity and Multi-Asset Class Analytics products.
受股票和多資產類別分析產品的經常性訂閱收入增加的推動，分析公司的營業收入同比增長11.5％，達到1.64億美元。
ESG and Climate operating revenues grew 16.1% year over year to $77.9 million, driven by solid growth in Ratings, Screening, and Climate products.
ESG和氣候運營收入同比增長16.1％，達到7,790萬美元，這得益於評級、篩選和氣候產品的穩步增長。
All Other – Private Assets operating revenues improved 66.0% Y/Y to $64.2 million.
所有其他——私人資產營業收入同比增長66.0％，達到6,420萬美元。
Margin: The operating margin declined from 53.1% to 49.9%. The adjusted EBITDA margin reduced from 58.2% to 56.4%.
利潤率：營業利潤率從53.1％下降至49.9％。調整後的息稅折舊攤銷前利潤率從58.2％下降至56.4％。
MSCI generated $275.9 million in free cash flow and held $519.3 million in cash and equivalents as of March 31, 2024.
截至2024年3月31日，摩根士丹利資本國際創造了2.759億美元的自由現金流，持有5.193億美元的現金及等價物。
Henry A. Fernandez, Chairman and CEO of MSCI said, "Elevated cancels reflected a concentration of unusual client events, including a large merger among our banking clients. We are managing through these pressures and do not expect this level of cancels to continue."
摩根士丹利資本國際公司董事長兼首席執行官亨利·費爾南德斯表示：“取消的上調反映了不尋常的客戶事件的集中，包括我們的銀行客戶之間的大規模合併。我們正在設法克服這些壓力，預計這種取消水平不會持續下去。”
FY24 Outlook: MSCI reiterated operating expense guidance of $1.30 billion – $1.34 billion, capex of $95 million – $105 million, and free cash flow of $1.225 billion – $1.285 billion.
24財年展望：摩根士丹利資本國際重申了13.0億美元至13.4億美元的運營支出預期，9500萬美元至1.05億美元的資本支出以及12.25億美元至12.85億美元的自由現金流指導。
The fiscal revenue and adjusted EPS consensus are $2.85 billion and $14.92.
財政收入和調整後的每股收益共識爲28.5億美元和14.92美元。
MSCI stock lost over 5% in the last 12 months. Investors can gain exposure to the stock via IShares U.S. Broker-Dealers & Securities Exchanges ETF (NYSE:IAI) and Sterling Capital Focus Equity ETF (NYSE:LCG).
摩根士丹利資本國際公司的股票在過去12個月中下跌了5％以上。投資者可以通過iShares美國經紀交易商和證券交易所ETF（紐約證券交易所代碼：IAI）和斯特林資本焦點股票ETF（紐約證券交易所代碼：LCG）獲得股票敞口。
Price Action: MSCI shares traded lower by 12.90% at $448.79 at the last check Tuesday.
價格走勢：在週二的最後一次檢查中，摩根士丹利資本國際公司股價下跌12.90％，至448.79美元。
譯文內容由第三人軟體翻譯。