Moody's Corporation (MCO)
Moody's (MCO) Q2 Earnings and Revenues Top Estimates
Moody's (MCO) came out with quarterly earnings of $3.56 per share, beating the Zacks Consensus Estimate of $3.44 per share. This compares to earnings of $3.28 per share a year ago.
Will Moody's (MCO) Beat Estimates Again in Its Next Earnings Report?
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.
Slowdown in Leveraged Loan Issuance to Hurt Moody's Q2 Earnings
MCO's Q2 earnings may face pressure from weak leveraged loan issuance and rising costs despite solid MA growth.
Moody's (MCO) Q2 Earnings on the Horizon: Analysts' Insights on Key Performance Measures
Looking beyond Wall Street's top-and-bottom-line estimate forecasts for Moody's (MCO), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended June 2025.
Moody's (MCO) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
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 Fortifies Position in Latin America, Fully Buys ICR Chile
MCO fully acquires ICR Chile, reinforcing its strategy for Latin America and deepening credit market footprint.
Moody's: The Only Flaw Is The Current Share Price
Moody's boasts a durable competitive advantage, dominating the credit ratings market with a 40% share and a reputation for impartiality and expertise. Financials are stellar: high margins, strong free cash flow, and a capital-light model make Moody's a consistent compounder, even through crises. Despite robust dividend growth and buybacks, the current yield is low and valuation is stretched, making the stock unattractive for new purchases now.
Moody's: My BUY Rating On The Ratings King
Moody's boasts a resilient business model, dominant market position, and high margins, underpinned by strong competitive moats and capital-light operations. The MIS segment is highly profitable but cyclical, while Moody's Analytics offers stable, recurring revenue and promising growth in areas like KYC and regulatory solutions. Key risks include reputational and regulatory threats, but long-term opportunities exist in global credit growth, emerging markets, and AI-driven product innovation.
Moody's: Market Recovery Not Reflected In The Guidance Cut
Moody's delivered strong Q1 results, but shares lagged after a guidance cut due to macro uncertainty and weaker issuance outlook. Credit spreads have narrowed, and market sentiment has improved since Moody's guidance, suggesting results could beat current expectations. The valuation is in line with historical averages, and I see 2025 estimates as beatable, making this a solid entry point for long-term investors.
How Moody's Will Profit From New Issuance
My investment journey began with Benjamin Graham's teachings, emphasizing cash flow analysis and earnings power, which I adapted to the technology industry. Warren Buffett's early use of Moody's Manual for stock screening highlights the importance of in-depth industry knowledge and fundamental analysis. Moody's offers a strong investment case with 96% recurring revenue, high retention rates, and a dominant market position in the credit ratings industry.
Is Moody's Stock a Buy Now?
The latest quarterly update from Moody's (MCO -0.11%) delivered mixed signals for investors to interpret. For the period ended March 31, the financial services intelligence giant posted an 8% year-over-year increase in quarterly revenue, while adjusted earnings per share (EPS) were up 14% to $3.83, with both metrics surpassing Wall Street estimates.
Moody's: Q1, Analytics Strength Offsets Weaker Debt Issuance Outlook (Rating Upgrade)
Moody's Corporation reported strong Q1 2025 earnings, with revenue and EPS exceeding expectations, driven by robust performance in ratings. Despite trimming FY 2025 guidance due to macroeconomic uncertainties, Moody's valuation has become more attractive at a price-to-cash flow of 31.2x. Risks include potential declines in credit issuances and slower up-sells from new AI products, but Moody's strong market position and recurrent revenue provide resilience.
