MSCI vs XYZ

Comparison between MSCI Inc (MSCI, Company) and Block Inc - Class A (XYZ, Company).

MSCI is from the Financial Services sector, while XYZ is from the Technology sector.

5-Year PerformanceMSCI has outperformed XYZ, delivering a return of +6.4% compared to -19.4%

MSCI vs XYZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MSCI(COMPANY)	XYZ(COMPANY)
Market Cap	$42B	$42B
Max Drawdown	69.06%	86.08%
Sharpe Ratio	0.24	0.60
5Y Beta	0.72	1.70
Industry	Financial Data & Stock Exchanges	Software - Infrastructure
P/E Ratio	32.90	49.75
Forward P/E	29.59	18.45
PEG Ratio	1.57	24.89
Dividend Yield	1.28%	N/A
5Y Dividends CAGR	24.94%	N/A
5Y EPS CAGR	17.64%	N/A
Debt to Equity	-230.84%	33.58%
Free Cash Flow Yield	3.68%	7.69%
P/S Ratio	13.07	1.72
P/B Ratio	37.57	1.94

Market Cap

Winner

MSCI

$42B

XYZ

$42B

Max Drawdown

Winner

MSCI

69.06%

XYZ

86.08%

Sharpe Ratio

MSCI

0.24

Winner

XYZ

0.60

5Y Beta

Winner

MSCI

0.72

XYZ

1.70

Industry

MSCI

Financial Data & Stock Exchanges

XYZ

Software - Infrastructure

P/E Ratio

Winner

MSCI

32.90

XYZ

49.75

Forward P/E

MSCI

29.59

Winner

XYZ

18.45

PEG Ratio

Winner

MSCI

1.57

XYZ

24.89

Dividend Yield

MSCI

1.28%

XYZ

N/A

5Y Dividends CAGR

MSCI

24.94%

XYZ

N/A

5Y EPS CAGR

MSCI

17.64%

XYZ

N/A

Debt to Equity

Winner

MSCI

-230.84%

XYZ

33.58%

Free Cash Flow Yield

MSCI

3.68%

Winner

XYZ

7.69%

P/S Ratio

MSCI

13.07

Winner

XYZ

1.72

P/B Ratio

MSCI

37.57

Winner

XYZ

1.94

MSCI vs XYZ - Historical Returns

Returns include dividend reinvestment.

Period	MSCI	XYZ
1 month	-2.85%	-6.10%
3 months	+9.72%	+34.15%
6 months	+5.52%	+9.90%
1 year	+5.84%	+16.68%
5 years(CAGR)	+6.37%	-19.38%
10 years(CAGR)	+24.03%	+21.83%
Max(CAGR)	+19.18%	+17.01%

Winner

MSCI

-2.85%

XYZ

-6.10%

MSCI

+9.72%

Winner

XYZ

+34.15%

MSCI

+5.52%

Winner

XYZ

+9.90%

MSCI

+5.84%

Winner

XYZ

+16.68%

5Y(CAGR)

Winner

MSCI

+6.37%

XYZ

-19.38%

10Y(CAGR)

Winner

MSCI

+24.03%

XYZ

+21.83%

Max(CAGR)

Winner

MSCI

+19.18%

XYZ

+17.01%

MSCI vs XYZ - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	MSCI	XYZ
2026	+4.91%	+4.50%
2025	-2.69%	-24.97%
2024	+9.21%	+17.68%
2023	+23.97%	+19.66%
2022	-21.13%	-61.69%
2021	+40.95%	-26.97%
2020	+69.23%	+240.97%
2019	+77.76%	+9.37%
2018	+16.88%	+55.07%
2017	+62.75%	+151.05%
2016	+12.99%	+12.09%
2015	+53.19%	+0.15%
2014	+10.40%	N/A
2013	+36.07%	N/A
2012	-5.55%	N/A
2011	-16.53%	N/A
2010	+21.83%	N/A
2009	+70.51%	N/A
2008	-47.53%	N/A
2007	+47.13%	N/A

MSCI vs XYZ Drawdown Comparison

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

The maximum drawdown for XYZ was -86.08%, occurring on Oct 30, 2023. This drawdown has not yet recovered.

The current MSCI drawdown is -8.15%. The current XYZ drawdown is -75.84%.

Rank	MSCI	XYZ
#1	-69.06% Dec 31, 2007 - Dec 21, 2010	-86.08% Aug 5, 2021 - Oct 30, 2023
#2	-43.74% Nov 16, 2021 - May 9, 2022	-61.53% Sep 28, 2018 - Jun 22, 2020
#3	-36.06% Dec 27, 2010 - Sep 16, 2013	-44.32% Apr 12, 2016 - Feb 23, 2017
#4	-32.21% Feb 19, 2020 - Apr 27, 2020	-36.06% Dec 31, 2015 - Mar 21, 2016
#5	-25.58% Sep 4, 2018 - Feb 28, 2019	-29.04% Nov 24, 2017 - Mar 5, 2018
#6	-14.93% Jul 31, 2015 - Nov 2, 2015	-28.72% Feb 19, 2021 - Aug 5, 2021
#7	-14.85% Jul 18, 2019 - Nov 1, 2019	-22.43% Mar 20, 2018 - May 30, 2018
#8	-14.11% Aug 31, 2016 - Feb 3, 2017	-18.69% Oct 13, 2020 - Nov 6, 2020
#9	-13.71% Jul 27, 2020 - Nov 4, 2020	-17.53% Sep 1, 2020 - Oct 1, 2020
#10	-13.50% May 18, 2020 - Jul 6, 2020	-16.19% Dec 22, 2020 - Feb 8, 2021
#11	-13.49% Sep 18, 2014 - Nov 24, 2014	-13.17% Nov 6, 2020 - Nov 23, 2020
#12	-13.30% Dec 29, 2015 - Feb 22, 2016	-11.10% Jun 20, 2018 - Jul 17, 2018
#13	-13.21% Jan 12, 2021 - Apr 12, 2021	-11.02% Jul 8, 2020 - Aug 3, 2020
#14	-12.38% Mar 12, 2014 - Jul 1, 2014	-10.86% Jul 25, 2018 - Aug 2, 2018
#15	-11.20% Sep 24, 2021 - Oct 29, 2021	-10.44% Jul 26, 2017 - Sep 11, 2017