MSCI vs WAT

Comparison between MSCI Inc (MSCI, Company) and Waters Corp (WAT, Company).

MSCI is from the Financial Services sector, while WAT is from the Healthcare sector.

5-Year PerformanceWAT has outperformed MSCI, delivering a return of +0.4% compared to -0.7%

MSCI vs WAT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MSCI(COMPANY)	WAT(COMPANY)
Market Cap	$41B	$41B
Max Drawdown	69.06%	80.12%
Sharpe Ratio	0.15	1.17
5Y Beta	0.66	0.94
Industry	Financial Data & Stock Exchanges	Diagnostics & Research
P/E Ratio	30.48	404.80
Forward P/E	29.15	28.41
PEG Ratio	1.40	N/A
Dividend Yield	1.37%	N/A
5Y Dividends CAGR	24.94%	N/A
5Y EPS CAGR	16.84%	N/A
Debt to Equity	-237.23%	32.16%
Free Cash Flow Yield	3.90%	1.35%

Market Cap

Winner

MSCI

$41B

WAT

$41B

Max Drawdown

Winner

MSCI

69.06%

WAT

80.12%

Sharpe Ratio

MSCI

0.15

Winner

WAT

1.17

5Y Beta

Winner

MSCI

0.66

WAT

0.94

Industry

MSCI

Financial Data & Stock Exchanges

WAT

Diagnostics & Research

P/E Ratio

Winner

MSCI

30.48

WAT

404.80

Forward P/E

MSCI

29.15

Winner

WAT

28.41

PEG Ratio

MSCI

1.40

WAT

N/A

Dividend Yield

MSCI

1.37%

WAT

N/A

5Y Dividends CAGR

MSCI

24.94%

WAT

N/A

5Y EPS CAGR

MSCI

16.84%

WAT

N/A

Debt to Equity

Winner

MSCI

-237.23%

WAT

32.16%

Free Cash Flow Yield

Winner

MSCI

3.90%

WAT

1.35%

MSCI vs WAT - Historical Returns

Returns include dividend reinvestment.

Period	MSCI	WAT
1 month	-7.25%	+10.80%
3 months	+1.13%	+23.46%
6 months	+9.75%	+27.88%
1 year	+2.80%	+39.31%
5 years(CAGR)	-0.74%	+0.40%
10 years(CAGR)	+22.18%	+10.08%
Max(CAGR)	+18.78%	+11.00%

MSCI

-7.25%

Winner

WAT

+10.80%

MSCI

+1.13%

Winner

WAT

+23.46%

MSCI

+9.75%

Winner

WAT

+27.88%

MSCI

+2.80%

Winner

WAT

+39.31%

5Y(CAGR)

MSCI

-0.74%

Winner

WAT

+0.40%

10Y(CAGR)

Winner

MSCI

+22.18%

WAT

+10.08%

Max(CAGR)

Winner

MSCI

+18.78%

WAT

+11.00%

MSCI vs WAT - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	MSCI	WAT
2026	+2.54%	+8.26%
2025	-2.69%	+3.14%
2024	+9.21%	+12.89%
2023	+23.97%	-4.73%
2022	-21.13%	-6.04%
2021	+40.95%	+48.95%
2020	+69.23%	+5.26%
2019	+77.76%	+27.39%
2018	+16.88%	-3.60%
2017	+62.75%	+41.60%
2016	+12.99%	+3.10%
2015	+53.19%	+18.18%
2014	+10.40%	+13.61%
2013	+36.07%	+12.73%
2012	-5.55%	+14.72%
2011	-16.53%	-5.19%
2010	+21.83%	+26.09%
2009	+70.51%	+62.67%
2008	-47.53%	-52.25%
2007	+47.13%	+61.76%
2006	N/A	+28.53%
2005	N/A	-17.41%
2004	N/A	+41.27%
2003	N/A	+50.59%
2002	N/A	-43.79%
2001	N/A	-50.87%
2000	N/A	+224.27%
1999	N/A	+4.83%

MSCI vs WAT Drawdown Comparison

The maximum drawdown for MSCI was -69.06%, occurring on Nov 20, 2008. Recovery took 750 trading sessions.

The maximum drawdown for WAT was -80.12%, occurring on Jul 22, 2002. Recovery took 2656 trading sessions.

The current MSCI drawdown is -10.65%. The current WAT drawdown is -2.63%.

Rank	MSCI	WAT
#1	-69.06% Dec 31, 2007 - Dec 21, 2010	-80.12% Sep 28, 2000 - Apr 21, 2011
#2	-43.74% Nov 16, 2021 - Jun 1, 2026	-44.27% Sep 8, 2021 - Oct 30, 2023
#3	-36.06% Dec 27, 2010 - Sep 16, 2013	-35.86% Apr 8, 2019 - Jan 5, 2021
#4	-32.21% Feb 19, 2020 - Apr 27, 2020	-28.07% May 19, 2011 - Jun 17, 2013
#5	-25.58% Sep 4, 2018 - Feb 28, 2019	-27.49% Mar 6, 2000 - Jun 2, 2000
#6	-15.42% Jun 1, 2026 - Jun 25, 2026	-20.65% Jan 29, 2018 - Jan 23, 2019
#7	-14.93% Jul 31, 2015 - Nov 2, 2015	-19.26% Jul 12, 2000 - Aug 21, 2000
#8	-14.85% Jul 18, 2019 - Nov 1, 2019	-17.37% Aug 23, 2016 - Apr 25, 2017
#9	-14.11% Aug 31, 2016 - Feb 3, 2017	-17.28% Feb 20, 2014 - Nov 20, 2014
#10	-13.71% Jul 27, 2020 - Nov 4, 2020	-16.98% Dec 31, 1999 - Jan 25, 2000
#11	-13.50% May 18, 2020 - Jul 6, 2020	-16.76% Jun 18, 2015 - Apr 18, 2016
#12	-13.49% Sep 18, 2014 - Nov 24, 2014	-13.96% Nov 1, 1999 - Dec 29, 1999
#13	-13.30% Dec 29, 2015 - Feb 22, 2016	-13.28% Aug 28, 2000 - Sep 25, 2000
#14	-13.21% Jan 12, 2021 - Apr 12, 2021	-11.58% Sep 26, 2013 - Jan 28, 2014
#15	-12.38% Mar 12, 2014 - Jul 1, 2014	-10.25% Feb 17, 2000 - Feb 25, 2000