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MCO 
Moodys Corporation (MCO)
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Upturn Advisory Summary
12/26/2025: MCO (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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 16.91% | Avg. Invested days 40 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 12/26/2025 |
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. Initially, it focused on providing financial statistics for railroads. Over the decades, it evolved into a leading global provider of credit ratings, research, and data. Significant milestones include its expansion into various financial services and its crucial role during and after financial crises, impacting global financial markets.
Core Business Areas
- Moody's Investors Service (MIS): This segment provides credit ratings for debt instruments issued by corporations, financial institutions, and governments. It is the core rating agency business, assessing the creditworthiness of entities and their obligations.
- Moody's Analytics (MA): This segment offers a wide range of solutions and services, including credit, risk, and economic analysis tools, data, and research. It serves financial institutions, corporations, and governments, helping them manage risk and improve decision-making.
Leadership and Structure
Moody's Corporation is led by a Board of Directors and an executive management team. The CEO is the principal executive officer. The company is structured around its two primary segments: Moody's Investors Service and Moody's Analytics, with various supporting departments for finance, legal, human resources, and technology.
Top Products and Market Share
Key Offerings
- Credit Ratings: Moody's Investors Service provides credit ratings for a vast array of debt instruments, including corporate bonds, municipal bonds, and structured finance products. It is one of the 'Big Three' credit rating agencies, holding a significant market share in the global credit ratings industry. Key competitors include Standard & Poor's (S&P) and Fitch Ratings.
- Risk Management Software and Data Solutions: Moody's Analytics offers software for credit assessment, portfolio management, and regulatory compliance. It also provides economic data, research, and analytics tools. This segment competes with various financial technology and data providers, including Bloomberg, Refinitiv (now LSEG), and specialized risk management software companies.
- Research and Analysis: Both segments provide in-depth research and analytical reports on industries, economies, and specific companies, aiding investors and businesses in their decision-making.
Market Dynamics
Industry Overview
Moody's operates within the global financial services industry, specifically in credit rating, financial data, and analytical solutions. The industry is characterized by its sensitivity to economic cycles, regulatory changes, and demand for risk assessment tools. The growth of capital markets and increasing complexity of financial instruments drive demand for its services.
Positioning
Moody's is a leading global player in the credit rating industry and a significant provider of financial intelligence and analytical tools. Its brand reputation, extensive history, and deep analytical expertise are key competitive advantages. Its dual business model, combining rating services with analytics, provides diversification and cross-selling opportunities.
Total Addressable Market (TAM)
The TAM for credit ratings and financial analytics is substantial and growing, driven by global economic activity and financial market development. While precise TAM figures are complex to define, it encompasses trillions of dollars in debt issuance and a vast market for risk management and data solutions. Moody's is a top-tier player within this TAM, particularly in its core rating business, and is steadily expanding its share in the analytics segment.
Upturn SWOT Analysis
Strengths
- Strong brand recognition and reputation as a leading credit rating agency.
- Diversified revenue streams from both credit ratings and data/analytics services.
- Extensive historical data and analytical expertise.
- Established relationships with a broad base of issuers and investors.
- Global reach and presence.
Weaknesses
- Reliance on the cyclical nature of the capital markets for rating revenue.
- Potential for regulatory scrutiny and reputational damage following financial crises.
- Competition from other major rating agencies and emerging analytics providers.
- Perception of conflicts of interest inherent in the issuer-pays model of credit ratings.
Opportunities
- Expansion of Moody's Analytics offerings into new markets and product areas.
- Increasing demand for ESG (Environmental, Social, and Governance) ratings and analytics.
- Growth in emerging markets and their capital markets.
- Leveraging AI and machine learning to enhance analytical capabilities and product offerings.
- Strategic acquisitions to broaden service portfolios.
Threats
- Intensifying competition from established players and new entrants.
- Changes in regulatory frameworks that could impact rating methodologies or business models.
- Economic downturns that reduce debt issuance and demand for financial services.
- Technological disruptions that could alter the competitive landscape.
- Reputational risks stemming from rating errors or perceived conflicts of interest.
Competitors and Market Share
Key Competitors
- S&P Global Inc. (SPGI)
- Fitch Ratings
Competitive Landscape
Moody's competitive advantages lie in its deep analytical expertise, established brand, and diversified product offering. However, it faces intense competition from S&P Global and Fitch Ratings in the core credit rating business. In the analytics space, it competes with a broader array of financial data and software providers. Moody's is well-positioned due to its integrated business model, but must continuously innovate to maintain its edge.
Major Acquisitions
RMS (Risk Management Solutions)
- Year: 2021
- Acquisition Price (USD millions): 17000
- Strategic Rationale: To significantly expand Moody's capabilities in property and casualty risk modeling and data analytics, thereby strengthening its position in the insurance sector and enhancing its overall analytics offerings.
Coole Analytics
- Year: 2023
- Acquisition Price (USD millions): 200
- Strategic Rationale: To enhance Moody's Analytics' capabilities in artificial intelligence and machine learning for financial data analysis and model development.
Growth Trajectory and Initiatives
Historical Growth: Moody's has experienced steady historical growth, particularly through the expansion of its Moody's Analytics segment and by adapting its rating methodologies to evolving financial markets. The company has benefited from increasing global financial integration and the demand for risk assessment.
Future Projections: Analyst projections generally indicate continued growth for Moody's, driven by the expansion of its analytics business, increasing demand for ESG-related services, and the ongoing need for credit ratings in a complex global economy. Projections are subject to market conditions and economic outlook.
Recent Initiatives: Recent initiatives include investments in AI and machine learning to enhance data analytics, expansion into new product areas like ESG research, and strategic acquisitions to bolster its analytics capabilities and market reach.
Summary
Moody's Corporation is a robust company with a strong market position in credit ratings and a growing analytics segment. Its diversified revenue streams, established brand, and continuous investment in technology are key strengths. The company needs to remain vigilant against regulatory changes and intense competition while capitalizing on opportunities in emerging markets and ESG analytics. Its financial performance has been consistently strong, supported by effective leadership and strategic acquisitions.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Moody's Corporation Annual Reports (10-K)
- Moody's Corporation Quarterly Reports (10-Q)
- Company Investor Relations Website
- Financial News Outlets (e.g., Wall Street Journal, Reuters)
- Financial Data Providers (e.g., Bloomberg, Refinitiv)
Disclaimers:
This JSON output is for informational purposes only and should not be considered investment advice. Financial data and market share figures are based on publicly available information and may change. Users are advised to conduct their own due diligence and consult with a qualified financial advisor before making any 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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