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.
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.
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.
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Moody's stock hits an all-time high, driven by strong Q4 financial performance and an optimistic 2025 outlook. Is now the time to buy it?
An increase in revenues driven by solid bond issuances and continuous demand for analytics supports MCO's Q4 earnings.
Moody's Corporation (NYSE:MCO ) Q4 2024 Earnings Conference Call February 13, 2025 11:30 AM ET Company Participants Shivani Kak – Head-Investor Relations Rob Fauber – President and Chief Executive Officer Noémie Heuland – Chief Financial Officer Steve Tulenko – President-Moody's Analytics Mike West – President-Moody's Investors Service Conference Call Participants Manav Patnaik – Barclays Ashish Sabadra – RBC Capital Markets Toni Kaplan – Morgan Stanley Alex Kramm – UBS Scott Wurtzel – Wolfe Research Owen Lau – Oppenheimer Jeffrey Silber – BMO Capital Markets David Motemaden – Evercore ISI George Tong – Goldman Sachs Peter Christiansen – Citigroup Craig Huber – Huber Research Jeff Meuler – Baird Andrew Steinerman – JPMorgan Russell Quelch – Redburn Atlantic Shlomo Rosenbaum – Stifel Jason Haas – Wells Fargo Operator Good day, everyone, and welcome to the Moody's Corporation Fourth Quarter and Full Year 2024 Earnings Call. At this time, I would like to inform you that this conference is being recorded, and that all participants are in a listen-only mode.
Moody's (MCO 2.98%), a provider of credit ratings, research, and risk analysis, recently unveiled its earnings for the fourth quarter of 2024 on Feb. 13, 2025. The company's earnings were highlighted by an Adjusted Diluted EPS of $2.62, aligning with market expectations.
The headline numbers for Moody's (MCO) give insight into how the company performed in the quarter ended December 2024, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Moody's (MCO) came out with quarterly earnings of $2.62 per share, beating the Zacks Consensus Estimate of $2.60 per share. This compares to earnings of $2.19 per share a year ago.