MCO Stock Analysis: Moodys | NYSE

Financial Data & Stock Exchanges | NYSE, USA | Market Cap: 84.736m USD | 12M Return: -2.2% | Charts, Fundamentals & Technical Analysis

Credit Ratings, Risk Analytics, Research, Data
Total Rating 62
Safety 78
Buy Signal -0.14
Financial Data & Stock Exchanges
Industry Rotation: +10.0
Market Cap: 84.7B
Avg Turnover: 460M
Risk 3d forecast
Volatility25.0%
VaR 5th Pctl4.40%
VaR vs Median7.06%
Reward TTM
Sharpe Ratio-0.12
Rel. Str. IBD34
Rel. Str. Peer Group58.3
Character TTM
Beta0.806
Beta Downside0.895
Hurst Exponent0.552
Drawdowns 3y
Max DD24.65%
CAGR/Max DD0.50
CAGR/Mean DD1.82
EPS (Earnings per Share) EPS (Earnings per Share) of MCO over the last years for every Quarter: "2021-06": 3.22, "2021-09": 2.69, "2021-12": 2.33, "2022-03": 2.89, "2022-06": 2.22, "2022-09": 1.85, "2022-12": 1.6, "2023-03": 2.99, "2023-06": 2.3, "2023-09": 2.43, "2023-12": 2.19, "2024-03": 3.37, "2024-06": 3.28, "2024-09": 3.21, "2024-12": 2.62, "2025-03": 3.83, "2025-06": 3.56, "2025-09": 3.92, "2025-12": 3.64, "2026-03": 4.33,
EPS CAGR: 22.66%
EPS Trend: 99.3%
Last SUE: 1.07
Qual. Beats: 5
Revenue Revenue of MCO over the last years for every Quarter: 2021-06: 1553, 2021-09: 1526, 2021-12: 1539, 2022-03: 1522, 2022-06: 1381, 2022-09: 1275, 2022-12: 1290, 2023-03: 1470, 2023-06: 1494, 2023-09: 1472, 2023-12: 1480, 2024-03: 1786, 2024-06: 1817, 2024-09: 1813, 2024-12: 1672, 2025-03: 1924, 2025-06: 1898, 2025-09: 2007, 2025-12: 1889, 2026-03: 2079,
Rev. CAGR: 13.97%
Rev. Trend: 98.4%
Last SUE: 0.33
Qual. Beats: 0

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 10.5 years of data

Jan +1.6% 11
Feb -3.9% 22
Mar +1.1% 14
Apr +3.6% 13
May -0.0% 2
Jun +1.4% 14
Jul +0.8% 22
Aug -1.0% 12
Sep -7.4% 66
Oct -0.2% 18
Nov +3.7% 35
Dec -1.0% 20

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: MCO Moodys

Moodys Corporation (MCO) is a global integrated risk assessment firm headquartered in New York, operating across the Americas, Europe, the Middle East, Africa, and Asia Pacific. The company runs two main segments: Moodys Analytics (MA), which provides risk management products and data solutions for financial market participants, and Moodys Investors Services (MIS), which publishes credit ratings on corporate, financial institution, governmental, and structured finance obligations. The firm was founded in 1900 and previously operated as Dun and Bradstreet Company before adopting its current name in September 2000.

Within GICS classification, Moodys falls under the Financials sector within the Financial Exchanges & Data sub-industry, reflecting its position alongside other major credit ratings and financial data providers. Its business model is heavily diversified across both subscription-based SaaS offerings and transaction-driven ratings fees, serving clients in banking, insurance, corporations, public sector entities, and asset management. As a large-cap NYSE-listed company, Moodys generates revenue tied to debt issuance activity, ongoing risk management subscriptions, and regulatory compliance demand from financial institutions worldwide.

Headlines to Watch Out For
  • Corporate bond issuance rebounds as Fed rate cuts boost rating fees
  • Moodys Analytics SaaS subscription revenue compounds at double-digit pace
  • Aggressive buybacks and tuck-in acquisitions drive EPS growth
Piotroski VR-10 (Strict) 8.5
Net Income: 2.50b TTM > 0 and > 6% of Revenue
FCF/TA: 0.20 > 0.02 and ΔFCF/TA 3.78 > 1.0
NWC/Revenue: 7.25% < 20% (prev 20.88%; Δ -13.63% < -1%)
CFO/TA 0.21 > 3% & CFO 3.08b > Net Income 2.50b
Net Debt (6.15b) to EBITDA (3.95b): 1.56 < 3
Current Ratio: 1.16 > 1.5 & < 3
Outstanding Shares: last quarter (177.3m) vs 12m ago -1.88% < -2%
Gross Margin: 69.69% > 18% (prev 66.61%; Δ 3.09% > 0.5%)
Asset Turnover: 52.79% > 50% (prev 47.87%; Δ 4.92% > 0%)
Interest Coverage Ratio: 17.22 > 6 (EBIT TTM 3.46b / Interest Expense TTM 201.0m)
Altman Z'' 6.14
A: 0.04 (Total Current Assets 4.21b - Total Current Liabilities 3.64b) / Total Assets 14.7b
B: 1.24 (Retained Earnings 18.3b / Total Assets 14.7b)
C: 0.23 (EBIT TTM 3.46b / Avg Total Assets 14.9b)
D: 0.26 (Book Value of Equity 2.99b / Total Liabilities 11.6b)
Altman-Z'' = 6.14 = AAA
Beneish M -3.02
DSRI: 0.99 (Receivables 2.04b/1.89b, Revenue 7.87b/7.23b)
GMI: 0.96 (GM 66.61% / 69.69%)
AQI: 1.00 (AQ_t 0.65 / AQ_t-1 0.65)
SGI: 1.09 (Revenue 7.87b / 7.23b)
TATA: -0.04 (NI 2.50b - CFO 3.08b) / TA 14.7b)
Beneish M = -3.02 (Cap -4..+1) = AA
What is the price of MCO shares?

As of July 11, 2026, the stock is trading at USD 487.28 with a total of 329,557 shares traded. Over the past week, the price has changed by +3.98%, over one month by +8.24%, over three months by +11.40% and over the past year by -2.22%.

Current recommended Stop Loss: 456.70 (which is 6.3% or 2.3 ATR below the current price).

Is MCO a buy, sell or hold?

Moodys has received a consensus analysts rating of 4.22. Therefore, it is recommended to buy MCO.

  • StrongBuy: 12
  • Buy: 4
  • Hold: 7
  • Sell: 0
  • StrongSell: 0

What are the forecasts/targets for the MCO price?
Analysts Target Price 538.1 10.4%
Moodys (MCO) - Fundamental Data Overview as of 10 July 2026
Market Cap USD = 84.7b (84.7b USD * 1.0 USD.USD)
P/E Trailing = 35.8537
P/E Forward = 30.2115
P/S = 10.7628
P/B = 29.0999
P/EG = 2.2715
Revenue TTM = 7.87b USD
EBIT TTM = 3.46b USD
EBITDA TTM = 3.95b USD
Long Term Debt = 6.39b USD (from longTermDebt, last quarter)
Short Term Debt = 670.0m USD (from shortTermDebt, last quarter)
Debt = 7.66b USD (from shortLongTermDebtTotal, last quarter) + Leases 350.0m
Net Debt = 6.15b USD (calculated: Debt 7.66b - CCE 1.51b)
Enterprise Value = 90.9b USD (84.7b + Debt 7.66b - CCE 1.51b)
Interest Coverage Ratio = 17.22 (Ebit TTM 3.46b / Interest Expense TTM 201.0m)
EV/FCF = 30.38x (Enterprise Value 90.9b / FCF TTM 2.99b)
FCF Yield = 3.29% (FCF TTM 2.99b / Enterprise Value 90.9b)
FCF Margin = 38.00% (FCF TTM 2.99b / Revenue TTM 7.87b)
Net Margin = 31.69% (Net Income TTM 2.50b / Revenue TTM 7.87b)
Gross Margin = 69.69% ((Revenue TTM 7.87b - Cost of Revenue TTM 2.39b) / Revenue TTM)
Gross Margin QoQ = 74.46% (prev 66.86%)
Tobins Q-Ratio = 6.17 (Enterprise Value 90.9b / Total Assets 14.7b)
Interest Expense / Debt = 2.62% (Interest Expense 201.0m / Debt 7.66b)
Taxrate = 21.84% (698.0m / 3.20b)
NOPAT = 2.71b (EBIT 3.46b * (1 - 21.84%))
Current Ratio = 1.16 (Total Current Assets 4.21b / Total Current Liabilities 3.64b)
Debt / Equity = 2.56 (Debt 7.66b / totalStockholderEquity, last quarter 2.99b)
Debt / EBITDA = 1.56 (Net Debt 6.15b / EBITDA 3.95b)
Debt / FCF = 2.06 (Net Debt 6.15b / FCF TTM 2.99b)
Total Stockholder Equity = 3.74b (last 4 quarters mean from totalStockholderEquity)
RoA = 16.73% (Net Income 2.50b / Total Assets 14.7b)
RoE = 66.74% (Net Income TTM 2.50b / Total Stockholder Equity 3.74b)
RoCE = 34.18% (EBIT 3.46b / Capital Employed (Equity 3.74b + L.T.Debt 6.39b))
RoIC = 23.80% (NOPAT 2.71b / Invested Capital 11.4b)
WACC = 8.26% (E(84.7b)/V(92.4b) * Re(8.82%) + D(7.66b)/V(92.4b) * Rd(2.62%) * (1-Tc(0.22)))
Discount Rate = 8.82% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: -95.56 | Cagr: -1.54%
[DCF] Terminal Value 77.97% ; FCFF base≈2.79b ; Y1≈3.20b ; Y5≈4.71b
[DCF] Fair Price = 370.8 (EV 70.9b - Net Debt 6.15b = Equity 64.8b / Shares 174.7m; r=8.35% [WACC [floored]]; 5y FCF grow 15.0% → 2.50% )
EPS Correlation: 99.33 | EPS CAGR: 22.66% | SUE: 1.07 | # QB: 5
Revenue Correlation: 98.35 | Revenue CAGR: 13.97% | SUE: 0.33 | # QB: 0
EPS current Quarter (2026-06-30): EPS=4.20 | Chg30d=+0.58% | Revisions=+17% | Analysts=20
EPS next Quarter (2026-09-30): EPS=4.37 | Chg30d=+0.15% | Revisions=+41% | Analysts=20
EPS current Year (2026-12-31): EPS=16.73 | Chg30d=+0.20% | Revisions=+40% | GrowthEPS=+12.0% | GrowthRev=+6.8%
EPS next Year (2027-12-31): EPS=18.61 | Chg30d=+0.05% | Revisions=+40% | GrowthEPS=+11.2% | GrowthRev=+7.4%
[Analyst] Revisions Ratio: +48% (up=20, down=6)