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Side-by-side financial comparison of M/I HOMES, INC. (MHO) and MSCI Inc. (MSCI). Click either name above to swap in a different company.
M/I HOMES, INC. is the larger business by last-quarter revenue ($1.1B vs $822.5M, roughly 1.4× MSCI Inc.). MSCI Inc. runs the higher net margin — 34.6% vs 5.6%, a 29.0% gap on every dollar of revenue. On growth, MSCI Inc. posted the faster year-over-year revenue change (10.6% vs -4.8%). MSCI Inc. produced more free cash flow last quarter ($488.7M vs $-13.0M). Over the past eight quarters, MSCI Inc.'s revenue compounded faster (10.0% CAGR vs 4.7%).
M/I Homes, Inc. is a leading U.S. residential construction company that designs, builds and sells single-family homes, townhomes and duplexes across multiple U.S. states. It caters to entry-level, move-up and luxury homebuyers, offering energy-efficient designs, flexible floor plans and personalized customization options.
MSCI Inc. is an American finance company headquartered in New York City. MSCI is a global provider of equity, fixed income, real estate indices, multi-asset portfolio analysis tools, ESG and climate finance products. It operates the MSCI World, MSCI Emerging Markets, and MSCI All Country World (ACWI) indices, among others.
MHO vs MSCI — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.1B | $822.5M |
| Net Profit | $64.0M | $284.7M |
| Gross Margin | 17.4% | — |
| Operating Margin | 6.5% | 56.4% |
| Net Margin | 5.6% | 34.6% |
| Revenue YoY | -4.8% | 10.6% |
| Net Profit YoY | -52.1% | -6.8% |
| EPS (diluted) | $2.42 | $3.81 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $1.1B | $822.5M | ||
| Q3 25 | $1.1B | $793.4M | ||
| Q2 25 | $1.2B | $772.7M | ||
| Q1 25 | $976.1M | $745.8M | ||
| Q4 24 | $1.2B | $743.5M | ||
| Q3 24 | $1.1B | $724.7M | ||
| Q2 24 | $1.1B | $707.9M | ||
| Q1 24 | $1.0B | $680.0M |
| Q4 25 | $64.0M | $284.7M | ||
| Q3 25 | $106.5M | $325.4M | ||
| Q2 25 | $121.2M | $303.6M | ||
| Q1 25 | $111.2M | $288.6M | ||
| Q4 24 | $133.5M | $305.5M | ||
| Q3 24 | $145.4M | $280.9M | ||
| Q2 24 | $146.7M | $266.8M | ||
| Q1 24 | $138.1M | $256.0M |
| Q4 25 | 17.4% | — | ||
| Q3 25 | 24.5% | — | ||
| Q2 25 | 24.7% | — | ||
| Q1 25 | 25.9% | — | ||
| Q4 24 | 24.6% | — | ||
| Q3 24 | 27.1% | — | ||
| Q2 24 | 27.9% | — | ||
| Q1 24 | 27.1% | — |
| Q4 25 | 6.5% | 56.4% | ||
| Q3 25 | 12.0% | 56.4% | ||
| Q2 25 | 13.4% | 55.0% | ||
| Q1 25 | 14.4% | 50.6% | ||
| Q4 24 | 13.6% | 54.5% | ||
| Q3 24 | 15.9% | 55.4% | ||
| Q2 24 | 16.8% | 54.0% | ||
| Q1 24 | 16.6% | 49.9% |
| Q4 25 | 5.6% | 34.6% | ||
| Q3 25 | 9.4% | 41.0% | ||
| Q2 25 | 10.4% | 39.3% | ||
| Q1 25 | 11.4% | 38.7% | ||
| Q4 24 | 11.1% | 41.1% | ||
| Q3 24 | 12.7% | 38.8% | ||
| Q2 24 | 13.2% | 37.7% | ||
| Q1 24 | 13.2% | 37.6% |
| Q4 25 | $2.42 | $3.81 | ||
| Q3 25 | $3.92 | $4.25 | ||
| Q2 25 | $4.42 | $3.92 | ||
| Q1 25 | $3.98 | $3.71 | ||
| Q4 24 | $4.71 | $3.89 | ||
| Q3 24 | $5.10 | $3.57 | ||
| Q2 24 | $5.12 | $3.37 | ||
| Q1 24 | $4.78 | $3.22 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $515.3M |
| Total DebtLower is stronger | — | $6.2B |
| Stockholders' EquityBook value | $3.2B | $-2.7B |
| Total Assets | $4.8B | $5.7B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $515.3M | ||
| Q3 25 | — | $400.1M | ||
| Q2 25 | — | $347.3M | ||
| Q1 25 | — | $360.7M | ||
| Q4 24 | — | $409.4M | ||
| Q3 24 | — | $501.0M | ||
| Q2 24 | — | $451.4M | ||
| Q1 24 | — | $519.3M |
| Q4 25 | — | $6.2B | ||
| Q3 25 | — | $5.5B | ||
| Q2 25 | — | $4.5B | ||
| Q1 25 | — | $4.5B | ||
| Q4 24 | — | $4.5B | ||
| Q3 24 | — | $4.5B | ||
| Q2 24 | — | $4.5B | ||
| Q1 24 | — | $4.5B |
| Q4 25 | $3.2B | $-2.7B | ||
| Q3 25 | $3.1B | $-1.9B | ||
| Q2 25 | $3.1B | $-886.2M | ||
| Q1 25 | $3.0B | $-958.6M | ||
| Q4 24 | $2.9B | $-940.0M | ||
| Q3 24 | $2.8B | $-751.0M | ||
| Q2 24 | $2.7B | $-734.5M | ||
| Q1 24 | $2.6B | $-650.5M |
| Q4 25 | $4.8B | $5.7B | ||
| Q3 25 | $4.8B | $5.4B | ||
| Q2 25 | $4.7B | $5.4B | ||
| Q1 25 | $4.6B | $5.3B | ||
| Q4 24 | $4.5B | $5.4B | ||
| Q3 24 | $4.5B | $5.4B | ||
| Q2 24 | $4.3B | $5.5B | ||
| Q1 24 | $4.2B | $5.5B |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $-8.7M | $501.1M |
| Free Cash FlowOCF − Capex | $-13.0M | $488.7M |
| FCF MarginFCF / Revenue | -1.1% | 59.4% |
| Capex IntensityCapex / Revenue | 0.4% | 1.5% |
| Cash ConversionOCF / Net Profit | -0.14× | 1.76× |
| TTM Free Cash FlowTrailing 4 quarters | $127.7M | $1.5B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-8.7M | $501.1M | ||
| Q3 25 | $43.4M | $449.4M | ||
| Q2 25 | $37.8M | $336.1M | ||
| Q1 25 | $64.9M | $301.7M | ||
| Q4 24 | $104.4M | $430.6M | ||
| Q3 24 | $-67.9M | $421.6M | ||
| Q2 24 | $27.5M | $349.2M | ||
| Q1 24 | $115.8M | $300.1M |
| Q4 25 | $-13.0M | $488.7M | ||
| Q3 25 | $42.0M | $445.5M | ||
| Q2 25 | $35.1M | $324.7M | ||
| Q1 25 | $63.5M | $290.2M | ||
| Q4 24 | $102.3M | $416.4M | ||
| Q3 24 | $-68.5M | $415.0M | ||
| Q2 24 | $22.0M | $340.6M | ||
| Q1 24 | $115.5M | $295.9M |
| Q4 25 | -1.1% | 59.4% | ||
| Q3 25 | 3.7% | 56.2% | ||
| Q2 25 | 3.0% | 42.0% | ||
| Q1 25 | 6.5% | 38.9% | ||
| Q4 24 | 8.5% | 56.0% | ||
| Q3 24 | -6.0% | 57.3% | ||
| Q2 24 | 2.0% | 48.1% | ||
| Q1 24 | 11.0% | 43.5% |
| Q4 25 | 0.4% | 1.5% | ||
| Q3 25 | 0.1% | 0.5% | ||
| Q2 25 | 0.2% | 1.5% | ||
| Q1 25 | 0.1% | 1.5% | ||
| Q4 24 | 0.2% | 1.9% | ||
| Q3 24 | 0.1% | 0.9% | ||
| Q2 24 | 0.5% | 1.2% | ||
| Q1 24 | 0.0% | 0.6% |
| Q4 25 | -0.14× | 1.76× | ||
| Q3 25 | 0.41× | 1.38× | ||
| Q2 25 | 0.31× | 1.11× | ||
| Q1 25 | 0.58× | 1.05× | ||
| Q4 24 | 0.78× | 1.41× | ||
| Q3 24 | -0.47× | 1.50× | ||
| Q2 24 | 0.19× | 1.31× | ||
| Q1 24 | 0.84× | 1.17× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
MHO
| Southern Homebuilding | $615.6M | 54% |
| Northern Homebuilding | $503.9M | 44% |
| Financial Service | $27.8M | 2% |
| Land | $4.7M | 0% |
MSCI
| Recurring Subscriptions | $246.4M | 30% |
| Asset Based Fees | $211.7M | 26% |
| Analytics Segment | $182.3M | 22% |
| Sustainability And Climate Segment | $90.3M | 11% |
| Other | $70.9M | 9% |
| Non Recurring | $21.1M | 3% |
