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Upturn AI SWOT - About
MCO 
Moodys Corporation (MCO)
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Upturn Advisory Summary
09/12/2025: MCO (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
25 Analysts rated it
Well-followed company, solid analyst reports, reliable data for confident investing.
1 Year Target Price $502.9
1 Year Target Price $502.9
| 10 | Strong Buy |
| 3 | Buy |
| 11 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 11.89% | Avg. Invested days 45 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 09/12/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 90.88B USD | Price to earnings Ratio 43.65 | 1Y Target Price 502.9 |
Price to earnings Ratio 43.65 | 1Y Target Price 502.9 | ||
Volume (30-day avg) 25 | Beta 1.38 | 52 Weeks Range 377.98 - 529.91 | Updated Date 07/7/2025 |
52 Weeks Range 377.98 - 529.91 | Updated Date 07/7/2025 | ||
Dividends yield (FY) 0.75% | Basic EPS (TTM) 11.57 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 29.15% | Operating Margin (TTM) 45.89% |
Management Effectiveness
Return on Assets (TTM) 12.69% | Return on Equity (TTM) 55.5% |
Valuation
Trailing PE 43.65 | Forward PE 38.02 | Enterprise Value 95814387793 | Price to Sales(TTM) 12.58 |
Enterprise Value 95814387793 | Price to Sales(TTM) 12.58 | ||
Enterprise Value to Revenue 13.26 | Enterprise Value to EBITDA 27.1 | Shares Outstanding 179938000 | Shares Floating 166447868 |
Shares Outstanding 179938000 | Shares Floating 166447868 | ||
Percent Insiders 13.84 | Percent Institutions 79.68 |
Upturn AI SWOT
Moodys Corporation
Company Overview
History and Background
Moody's Corporation was founded in 1909 by John Moody to provide statistics and analysis of stocks and bonds. It evolved from providing manuals of securities to credit ratings and risk management services.
Core Business Areas
- Moody's Investors Service (MIS): Provides credit ratings and research covering a range of debt obligations, securities, and entities. It assesses the creditworthiness of borrowers.
- Moody's Analytics (MA): Offers software, data, and analytical tools for risk management, economic forecasting, and financial analysis.
Leadership and Structure
Rob Fauber is the President and CEO. The company operates with a structured organizational design divided into Moody's Investors Service and Moody's Analytics, along with corporate functions.
Top Products and Market Share
Key Offerings
- Credit Ratings: Assessment of creditworthiness of issuers and obligations. Moody's has significant market share in the credit rating industry, competing with S&P Global and Fitch Ratings. Market share is estimated to be around 40%. Competitors: S&P Global (SPGI), Fitch Ratings.
- Risk Management Software & Analytics: Provides software and tools for financial risk management, compliance, and economic analysis. Competes with firms like FactSet, Bloomberg, and MSCI. Revenue from this product is a smaller portion of their total compared to the Credit Ratings.
Market Dynamics
Industry Overview
The credit ratings industry is dominated by a few major players and is heavily regulated. Demand is driven by debt issuance and regulatory requirements. The risk management software market is competitive and growing.
Positioning
Moody's is a leading player in the credit ratings industry with a well-established reputation and brand. It benefits from high barriers to entry and regulatory mandates for credit ratings.
Total Addressable Market (TAM)
The global market for credit rating agencies is estimated to be ~$15 Billion. The total addressable market (TAM) for risk and compliance analytics ~$60 Billion. Moody's occupies a strong position within these markets but also relies on the fluctuations of these markets.
Upturn SWOT Analysis
Strengths
- Strong brand reputation
- Significant market share in credit ratings
- Global presence
- Recurring revenue from subscriptions and ratings assignments
- Data and analytics expertise
Weaknesses
- Dependence on debt issuance volumes
- Reputational risk from inaccurate ratings
- Regulatory scrutiny
- Potential conflicts of interest
Opportunities
- Expanding into new markets (e.g., ESG ratings)
- Developing new data and analytics products
- Acquiring complementary businesses
- Increasing demand for risk management solutions
Threats
- Economic downturns reducing debt issuance
- Increased competition from other rating agencies and data providers
- Regulatory changes
- Technological disruptions
Competitors and Market Share
Key Competitors
- SPGI
- Fitch (Privately Held)
Competitive Landscape
Moody's advantages include its brand reputation, global presence, and comprehensive suite of products and services. Disadvantages include dependence on debt issuance and reputational risk.
Major Acquisitions
RMS
- Year: 2021
- Acquisition Price (USD millions): 2000
- Strategic Rationale: Expanded Moody's Analytics capabilities in climate and natural disaster risk modeling.
Bureau van Dijk
- Year: 2017
- Acquisition Price (USD millions): 3500
- Strategic Rationale: Expanded Moody's Analytics data capabilities.
Growth Trajectory and Initiatives
Historical Growth: Experienced steady growth in revenue and earnings over the past decade, driven by demand for credit ratings and risk management solutions.
Future Projections: Analysts project continued growth in revenue and earnings, driven by expansion into new markets and product innovation.
Recent Initiatives: Investments in technology and data analytics. Expansion of ESG ratings offerings. Strategic acquisitions.
Summary
Moody's is a strong company with a leading position in the credit ratings industry, benefiting from high barriers to entry and recurring revenue. The company faces challenges including economic volatility and regulatory scrutiny. However, its diversification into data and analytics provides growth opportunities, and its acquisitions have fortified their service offerings. The main thing Moody's needs to look out for are the other companies in the market.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings (10-K, 10-Q)
- Analyst reports
- Industry publications
- Company website
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market conditions and company performance can change rapidly. Always conduct your own due diligence before making investment decisions.
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.
About Moodys Corporation
Exchange NYSE | Headquaters 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 15795 | Website https://www.moodys.com |
Full time employees 15795 | Website https://www.moodys.com | ||
Moody's Corporation operates as an integrated risk assessment firm worldwide. It operates in two segments, Moody's Analytics and Moody's Investors Services. The Moody's Analytics segment develops a range of products and services that support the risk management activities of institutional participants in financial markets. It offers credit research, credit models and analytics, economics data and models, and structured finance solutions; data sets on companies and securities; and SaaS solutions supporting banking, insurance, and know your customer workflows. The Moody's Investors Service segment publishes credit ratings and provides assessment services on various debt obligations, programs and facilities, and entities that issue such obligations, such as various corporate, financial institution, and governmental obligations, as well as structured finance securities. The company was formerly known as Dun and Bradstreet Company and changed its name to Moody's Corporation in September 2000. The company was founded in 1900 and is headquartered in New York, New York.
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