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Upturn AI Summary - About
Moodys Corporation(MCO)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for MCO
09/25/2026: MCO (1-star) is currently NOT-A-BUY. Pass it for now.
Moody's Corporation is a leading provider of credit ratings and financial risk analytics, operating as a key infrastructure player in global debt markets. The company benefits from a powerful, recurring revenue model in its analytics business and a dominant position in credit ratings, which provides high margins. Its primary growth opportunity lies in the expansion of AI-driven tools and sustainability data, though it faces risks related to bond market cyclicality and potential regulatory shifts. Moody's is well-suited for investors seeking stability and dividend growth, though they should monitor valuation multiples and bond issuance trends as key indicators of performance.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | The company consistently grows its analytics revenue and expands its digital product offerings. |
| Momentum investor | Mixed fit | Stock performance is often tied to interest rate environments and bond market volatility. |
| Value investor | Mixed fit | The stock often trades at a premium valuation due to its high-quality, recurring business model. |
| Dividend investor | Strong fit | Moody's provides reliable, growing dividends supported by strong free cash flow. |
| Low-risk investor | Strong fit | Its dominant market position provides relative stability compared to more volatile growth stocks. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium | The stock price is sensitive to macroeconomic cycles and bond market issuance volumes. |
| Valuation risk | Medium / high | The market often assigns a high multiple to Moody's due to its quality and market leadership. |
| Competition risk (data/analytics competition) | Medium | Intense competition from financial data providers could pressure margins in the Analytics division. |
| Business quality | Strong | The company operates with high margins and a powerful, defensible market position. |
| Dividend income | Low | While consistent, the dividend yield is relatively low compared to high-yield sectors. |
| Execution risk | Low | The company has a long track record of integrating acquisitions and managing operational risks. |
Price Behavior
Flat / Range-Bound
The stock price has been trading within a narrow range with minimal directional movement.
Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
Analysis of Past Performance
Type Stock | Historic Profit -10% | Avg. Invested days 38 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/25/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 81.17B USD | Price to earnings Ratio 30.12 | 1Y Target Price 561.9 |
Price to earnings Ratio 30.12 | 1Y Target Price 561.9 | ||
Volume (30-day avg) 697.3K shares | Beta 1.33 | 52 Weeks Range 399.61 - 543.25 | Updated Date 09/26/2026 |
52 Weeks Range 399.61 - 543.25 | Updated Date 09/26/2026 | ||
Dividends yield (FY) 0.84% | Basic EPS (TTM) 15.56 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Moody's Ratings | Credit rating fees from issuers of debt instruments globally. | This is the core, high-margin business that charges fees to issuers for assessing creditworthiness. |
| Moody's Analytics | Subscriptions for software, research, and data services. | This segment provides recurring revenue from banks and corporations needing to manage financial and economic risk. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Valuation
Trailing PE 30.12 | Forward PE 24.27 | Enterprise Value 87.29B | Price to Sales(TTM) 9.95 |
Enterprise Value 87.29B | Price to Sales(TTM) 9.95 | ||
Enterprise Value to Revenue 10.8 | Enterprise Value to EBITDA 20.22 | Shares Outstanding 173.18M | Shares Floating 158.52M |
Shares Outstanding 173.18M | Shares Floating 158.52M | ||
Percent Insiders 14.38 | Percent Institutions 78.91 |
Upturn AI Summary
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
About Moodys Corporation
Exchange NYSE | Headquarters New York, NY, United States | ||
IPO Launch date 2000-10-03 | President, CEO & Director Mr. Robert Scott Fauber | ||
Sector Financial Services | Industry Financial Data & Stock Exchanges | Full time employees 16000 | Website https://www.moodys.com |
Full time employees 16000 | Website https://www.moodys.com | ||
Moody's Corporation, together with its subsidiaries, operates as an integrated risk assessment firm in the United States, the rest of the Americas, Europe, the Middle East, Africa, and the Asia Pacific. It operates through two segments, Moody's Analytics (MA) and Moody's Investors Service (MIS). The MA segment develops a range of products and services that support the risk management activities of institutional participants in financial markets. This segment also offers credit research, credit models and analytics, economic data and models, and structured finance solutions; data sets on companies and securities; and cloud-based SaaS subscription solutions supporting banking, insurance, and know-your-customer workflows. The MIS segment publishes credit ratings and provides assessment services on various debt obligations, programs and facilities, and entities that issue such obligations, including corporate, financial institution, and governmental obligations, as well as structured finance securities. It also provides ratings, investment research, compliance and third-party risk, supplier risk, trade credit, business intelligence sales and marketing, financial and regulatory reporting, balance sheet management, capital management, credit portfolio management, and model risk and governance solutions; Maxsight, a unified risk platform; lending suite, origination, and monitoring solutions; and property, casualty, and sustainable insurance underwriting solutions. The company serves the financial, banking, insurance, corporate, public, and asset management sectors. The company was formerly known as Dun and Bradstreet Company and changed its name to Moody's Corporation in September 2000. Moody's Corporation was founded in 1900 and is headquartered in New York, New York.
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