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Upturn AI SWOT - About
MCO 
Moodys Corporation (MCO)
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Upturn Advisory Summary
10/14/2025: 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 10/14/2025 |
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. Over time, it evolved into a leading credit rating agency and provider of risk assessment services, expanding globally and diversifying its offerings.
Core Business Areas
- Moody's Investors Service (MIS): MIS is the core segment, providing credit ratings and research covering a range of debt instruments and issuers. It assesses credit risk, offering opinions on the relative creditworthiness of entities and obligations.
- Moody's Analytics (MA): MA develops software, data, and analytical tools to help clients measure and manage risk. This includes economic forecasting, credit risk management, and regulatory compliance solutions.
Leadership and Structure
The leadership team comprises a CEO, CFO, and various heads of business segments. The organizational structure includes functional departments like finance, technology, and legal, as well as regional operating units.
Top Products and Market Share
Key Offerings
- Credit Ratings (MIS): Credit ratings assess the creditworthiness of debt securities and issuers. Moody's is one of the top three rating agencies globally. Competitors include S&P Global Ratings and Fitch Ratings.
- Moody's Analytics: MA offers software, economic research, and risk management services. Competitors include BlackRock, FactSet, and S&P Global Market Intelligence.
Market Dynamics
Industry Overview
The credit rating industry is dominated by a few large players and is influenced by regulatory oversight and macroeconomic conditions. The demand for credit ratings is tied to debt issuance and investment activity.
Positioning
Moody's is one of the top three credit rating agencies, with a strong brand and global reach. Its competitive advantage lies in its experience, reputation, and analytical capabilities.
Total Addressable Market (TAM)
The total addressable market for credit ratings and risk assessment is estimated at tens of billions of dollars globally. Moody's is well-positioned to capture a significant share of this market.
Upturn SWOT Analysis
Strengths
- Strong Brand Reputation
- Global Reach
- Established Market Position
- Diverse Revenue Streams
- Experienced Analysts
Weaknesses
- Dependence on Debt Issuance Volumes
- Potential Conflicts of Interest
- Reputational Risk from Rating Failures
- Regulatory Scrutiny
Opportunities
- Expansion into Emerging Markets
- Development of New Risk Assessment Products
- Growing Demand for ESG Ratings
- Technological Advancements in Data Analytics
Threats
- Economic Downturns
- Increased Competition
- Regulatory Changes
- Cybersecurity Risks
- Geopolitical Instability
Competitors and Market Share
Key Competitors
- SPGI
- FCN
Competitive Landscape
Moody's competes with other major credit rating agencies, as well as providers of financial data and analytics. Its competitive advantages include its brand, global reach, and analytical capabilities.
Major Acquisitions
RMS
- Year: 2021
- Acquisition Price (USD millions): 2000
- Strategic Rationale: Expanded Moody's Analytics risk assessment capabilities, particularly in climate and catastrophe risk modeling.
Growth Trajectory and Initiatives
Historical Growth: Moody's has achieved consistent revenue and earnings growth, driven by its strong market position and expanding product offerings.
Future Projections: Analysts expect Moody's to continue to grow, driven by increasing demand for credit ratings and risk assessment services. Revenue growth is projected to be in the mid-single digits.
Recent Initiatives: Recent strategic initiatives include expanding its presence in emerging markets, investing in technology, and developing new ESG ratings.
Summary
Moody's Corporation demonstrates a strong market position with consistent growth, underpinned by its reputation and diversified revenue streams. It faces challenges from regulatory scrutiny and competition, but capitalizing on opportunities like ESG ratings and emerging markets should support future growth. Moody's healthy financials and shareholder returns further solidify its position as a reliable investment. The company needs to remain vigilant regarding economic downturns and cybersecurity threats.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company SEC Filings (10-K, 10-Q)
- Company Investor Relations
- Analyst Reports
- Market Research Reports
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual research and consultation with a qualified financial advisor.
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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