MSCI Acquires Compass to Enhance Crypto and Commodity Indexes, Sees 10.5% Growth
MSCI has acquired Compass Financial Technologies to bolster its multi-asset index calculation capabilities across commodities and digital assets. The company issued 2026 guidance forecasting operating expenses of $1.49–1.53 billion, free cash flow of $1.47–1.53 billion and 10.5% revenue growth to $3.46 billion.
1. Company Acquires Compass Financial Technologies
MSCI has acquired Compass Financial Technologies to bolster its multi-asset index calculation capabilities across global equities, fixed income, commodities, digital assets, currencies and derivatives.
2. Strategic Partnerships Strengthen Distribution
In Q4 2025 MSCI extended its ETF licensing agreement with BlackRock until 2035 and signed a major deal with a European wealth-tech platform to expand ESG and sustainability data distribution. It also licensed Moody’s credit risk models to enrich its private credit database covering 80,000 loans and 14,000 borrowers.
3. 2026 Guidance Projects Robust Financial Performance
For fiscal 2026 MSCI forecasts operating expenses of $1.49–1.53 billion, adjusted EBITDA of $1.305–1.335 billion, interest expense of $274–$280 million and free cash flow of $1.47–1.53 billion. Consensus estimates anticipate 10.5% revenue growth to $3.46 billion and 12.5% EPS growth to $19.44 per share.