XYZ vs MSCI

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

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

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

XYZ vs MSCI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

XYZ

$42B

Winner

MSCI

$42B

Max Drawdown

XYZ

86.08%

Winner

MSCI

69.06%

Sharpe Ratio

Winner

XYZ

0.60

MSCI

0.24

5Y Beta

XYZ

1.70

Winner

MSCI

0.72

Industry

XYZ

Software - Infrastructure

MSCI

Financial Data & Stock Exchanges

P/E Ratio

XYZ

49.75

Winner

MSCI

32.90

Forward P/E

Winner

XYZ

18.45

MSCI

29.59

PEG Ratio

XYZ

24.89

Winner

MSCI

1.57

Dividend Yield

XYZ

N/A

MSCI

1.28%

5Y Dividends CAGR

XYZ

N/A

MSCI

24.94%

5Y EPS CAGR

XYZ

N/A

MSCI

17.64%

Debt to Equity

XYZ

33.58%

Winner

MSCI

-230.84%

Free Cash Flow Yield

Winner

XYZ

7.69%

MSCI

3.68%

P/S Ratio

Winner

XYZ

1.72

MSCI

13.07

P/B Ratio

Winner

XYZ

1.94

MSCI

37.57

XYZ vs MSCI - Historical Returns

Returns include dividend reinvestment.

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

XYZ

-6.10%

Winner

MSCI

-2.85%

Winner

XYZ

+34.15%

MSCI

+9.72%

Winner

XYZ

+9.90%

MSCI

+5.52%

Winner

XYZ

+16.68%

MSCI

+5.84%

5Y(CAGR)

XYZ

-19.38%

Winner

MSCI

+6.37%

10Y(CAGR)

XYZ

+21.83%

Winner

MSCI

+24.03%

Max(CAGR)

XYZ

+17.01%

Winner

MSCI

+19.18%

XYZ vs MSCI - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

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

XYZ vs MSCI Drawdown Comparison

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

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

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

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