WallStSmart

Cboe Global Markets Inc (CBOE)vsMSCI Inc (MSCI)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Cboe Global Markets Inc generates 48% more annual revenue ($4.79B vs $3.24B). MSCI leads profitability with a 40.7% profit margin vs 25.8%. MSCI appears more attractively valued with a PEG of 2.02. CBOE earns a higher WallStSmart Score of 70/100 (B-).

CBOE

Strong Buy

70

out of 100

Grade: B-

Growth: 7.3Profit: 9.0Value: 4.3Quality: 8.5
Piotroski: 4/9Altman Z: 2.62

MSCI

Buy

60

out of 100

Grade: C+

Growth: 8.0Profit: 8.5Value: 4.3Quality: 7.0
Piotroski: 6/9Altman Z: 2.83

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CBOE5 strengths · Avg: 9.4/10
Operating MarginProfitability
39.7%10/10

Strong operational efficiency at 39.7%

EPS GrowthGrowth
54.4%10/10

Earnings expanding 54.4% YoY

Return on EquityProfitability
23.0%9/10

Every $100 of equity generates 23 in profit

Profit MarginProfitability
25.8%9/10

Keeps 26 of every $100 in revenue as profit

Debt/EquityHealth
0.299/10

Conservative balance sheet, low leverage

MSCI4 strengths · Avg: 9.5/10
Profit MarginProfitability
40.7%10/10

Keeps 41 of every $100 in revenue as profit

Operating MarginProfitability
53.7%10/10

Strong operational efficiency at 53.7%

Debt/EquityHealth
-2.4210/10

Conservative balance sheet, low leverage

EPS GrowthGrowth
49.1%8/10

Earnings expanding 49.1% YoY

Areas to Watch

CBOE1 concerns · Avg: 2.0/10
PEG RatioValuation
2.582/10

Expensive relative to growth rate

MSCI3 concerns · Avg: 3.7/10
PEG RatioValuation
2.024/10

Expensive relative to growth rate

P/E RatioValuation
35.8x4/10

Premium valuation, high expectations priced in

Return on EquityProfitability
0.0%3/10

ROE of 0.0% — below average capital efficiency

Comparative Analysis Report

WallStSmart Research

Bull Case : CBOE

The strongest argument for CBOE centers on Operating Margin, EPS Growth, Return on Equity. Profitability is solid with margins at 25.8% and operating margin at 39.7%.

Bull Case : MSCI

The strongest argument for MSCI centers on Profit Margin, Operating Margin, Debt/Equity. Profitability is solid with margins at 40.7% and operating margin at 53.7%. Revenue growth of 14.1% demonstrates continued momentum.

Bear Case : CBOE

The primary concerns for CBOE are PEG Ratio.

Bear Case : MSCI

The primary concerns for MSCI are PEG Ratio, P/E Ratio, Return on Equity.

Key Dynamics to Monitor

MSCI carries more volatility with a beta of 1.24 — expect wider price swings.

MSCI is growing revenue faster at 14.1% — sustainability is the question.

MSCI generates stronger free cash flow (356M), providing more financial flexibility.

Monitor FINANCIAL DATA & STOCK EXCHANGES industry trends, competitive dynamics, and regulatory changes.

Bottom Line

CBOE scores higher overall (70/100 vs 60/100), backed by strong 25.8% margins. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Cboe Global Markets Inc

FINANCIAL SERVICES · FINANCIAL DATA & STOCK EXCHANGES · USA

Cboe Global Markets is an American company that owns the Chicago Board Options Exchange and the stock exchange operator BATS Global Markets.

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MSCI Inc

FINANCIAL SERVICES · FINANCIAL DATA & STOCK EXCHANGES · USA

MSCI Inc. (formerly Morgan Stanley Capital International and MSCI Barra), is an American finance company headquartered in New York City and serving as a global provider of equity, fixed income, hedge fund stock market indexes, multi-asset portfolio analysis tools and ESG products. It publishes the MSCI BRIC, MSCI World and MSCI EAFE Indexes.

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