MCO Stock Recent News

Moody's Corporation is well-renowned due to its wide moat, strong pricing power, and robust FCF generation, but currently trades at a high valuation. In this article, we discuss why Moody's Q1 earnings may exceed expectations. However, there are some concerns as to whether this will be a temporary boost or a new structural trend that could make its current valuation interesting.

I recommend a buy rating for Moody's Corporation stock due to its strong moat, pricing power, and positive growth outlook in both core segments. MCO's credit ratings agency and risk analytics platform benefit from deep network effects and decades of trust, making its moat nearly unassailable. The growth outlook for MCO is robust, with expected revenue growth in both MIS and MA segments, driven by refinancing, M&A activities, and innovative products.

Warren Buffett's Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) owns one of the world's most closely watched portfolios. It holds 44 stocks in a portfolio worth $262.7 billion, or 23% of Berkshire's market cap of $1.13 trillion.

Moody's (MCO) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock suggests that there could be more strength down the road.

The Big Data industry is expected to grow significantly in the future. As a result, companies like NVDA, MCO and QCOM are likely to benefit.

NEW YORK--(BUSINESS WIRE)--Moody's Corporation (NYSE: MCO) will release its first quarter 2025 results before the start of NYSE trading on Tuesday, April 22, 2025. A copy of the earnings release and supplemental presentation slides will be posted on Moody's Investor Relations website, ir.moodys.com. Moody's Corporation invites you to participate in a teleconference with Rob Fauber, President and Chief Executive Officer and Noémie Heuland, Chief Financial Officer, to discuss its first quarter 20.

Moody's and S&P Global are both strong companies with core rating agency businesses, but have diverged in their diversification strategies post-2008 financial crisis. S&P Global has focused on standardization and significant acquisitions like IHS Markit, while Moody's has pursued organic growth and smaller acquisitions centered on risk management. Moody's diversification includes unique databases for counterparty risk, leveraging their extensive credit rating data, especially in the banking and insurance sectors.

Investors with an interest in Financial - Miscellaneous Services stocks have likely encountered both Virtu Financial (VIRT) and Moody's (MCO). But which of these two stocks is more attractive to value investors?

MCO shares decline 8.2% in a month. Let us find out whether its revenue diversification and inorganic growth efforts make it a lucrative bet.

Moody's had a slightly disappointing Q4, missing revenue estimates and underperforming S&P Global. Moody's did provide strong guidance for 2025, which was the biggest concern for investors heading into earnings. Despite that, the broad market selloff took Moody's down with it, with the stock now in a double-digit drawdown.