MCO Stock Recent News

Get a deeper insight into the potential performance of Moody's (MCO) for the quarter ended December 2023 by going beyond Wall Street's top -and-bottom-line estimates and examining the estimates for some of its key metrics.

Moody's (MCO) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Moody's (MCO) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Moody's is a top credit rating agency with steady recurring revenue driving sales and margin expansion. Business is picking up again after a sluggish showing in 2022 due to high interest rates Berkshire Hathaway is its largest investor, with a stake worth more than 13% of the company.

This move underscores concerns over rising debt levels and the impact on broader growth in the world's second-largest economy

Moody's is a market leader in credit and debt ratings existing as one of the key players in what is a natural oligopoly. The company had a slow start in FY23 but showed strong performance in Q3 and has a relatively healthy outlook for full year 2023. Moody's wide economic moat, strong financial performance and incredibly well managed balance sheets make it an attractive long-term buy-and-hold, in my opinion.

Moody's 3Q23 performance exceeded expectations, demonstrating strong growth momentum. Moody's Investors Service and Moody's Analytics both experienced impressive growth in various segments. Moody's AI development and partnerships with Microsoft and Google indicate promising future growth.

Moody's (MCO) is well-placed on the back of its dominant position in the credit rating industry, constant efforts to diversify its revenue base and synergies from strategic buyouts.

Moody's Corporation is a financial powerhouse with a $65 billion market cap, offering credit ratings, financial research, and next-gen services. The company has a strong recurring revenue base, with 70% of its revenue being recurring, leading to rapid growth in key financials. Moody's showed strong growth in its most recent quarter, with overall revenue growth of 15% and improved operating margins. The company is actively investing in innovation and new technologies.

In my opinion, last week's comments from the Federal Reserve Chair were performative and don't change anything in terms of my outlook. Central banks are focused on ensuring that longer-term inflation expectations - not shorter-term ones - are "well-anchored.