HomeStocksUSNYSEMoody's (MCO)

Moody's (MCO) Value Investing Data

🇺🇸MCO

As of 2026-07-23 · Last updated: 2026-07-24 · Source: SEC EDGAR (10-K, 10-Q), stockanalysis (price, consensus, TTM metrics), Yahoo Finance (fiscal year-end closes), U.S. DOJ press release (2017 RMBS settlement), Company IR · Prices & financials updated periodically (not real-time) · Information tool (not investment advice)

Moody's (MCO) Financial Health Check
In short: There are some financial points to watch
Does it earn well?
Yes, very strongly
It earns very efficiently on invested capital and keeps a large slice of each sale as profit.
Metrics · ROE 76.9% · Operating Margin 46.2% · Net Margin 34.3%
Will the company survive?
Heavy debt burden
Debt exceeds twice its equity, so financial risk warrants a closer look.
Metrics · D/E ~238% · Current Ratio 1.19
Is the price expensive now?
Not cheap (fair to slightly pricey)
Because it is a good, popular company, those expectations are already priced in.
Metrics · P/E 30.0 · P/B 27.2

Operating margin 46.2% tops rival SPGI (42.5%). But ROE 76.9% mostly reflects buybacks shrinking equity to $3.0B, and P/B 27.2x has the same cause.

Compiled from public financial data. Not a recommendation to buy or sell any security. · Source: stockanalysis (margins, P/B, ROE are TTM; equity cross-checked against SEC EDGAR), as of 2026-07-23

Business Summary · Key Value Metrics
Together with S&P Global, Moody's forms the global credit-ratings duopoly. It runs two segments: MIS, which rates debt issuers, and MA, which sells risk-analytics software and data. Recurring revenue is 99% of MA's total (ARR about $3.7B). TTM revenue $8.16B, operating margin 46.2%, net margin 34.3%.
Current Price
$472.24
-3.57% -$17.46 · Close 2026-07-23
Analyst Consensus Target (external reference)
$555.29
Avg. of 24 external analysts · stockanalysis (24-analyst consensus, Buy · high $610 / low $500)
P/E (TTM)
30.0x
TTM
ROE
76.9%
TTM · buybacks shrank equity
Operating margin
46.2%
TTM · above SPGI (42.5%)
P/B
27.2x
equity only $3.0B
Dividend yield
0.87%
quarterly dividend
Market cap
$82.5B
as of 2026-07-23

Economic Moat · Key Business Segments

Moody's and S&P Global split the ratings market as a duopoly. Issuers effectively need a rating to raise debt, so revenue tracks issuance: Q2 2026 issuance topped $2 trillion and MIS revenue reached $1.26B (+25% YoY) at a 68.3% adjusted operating margin. On the other side, MA draws 99% of its revenue from recurring contracts with ARR near $3.7B (+9% YoY), cushioning the business when issuance freezes (Source: company IR, stockanalysis).

Duopoly structureMoody's and S&P Global divide the market; a century of rating history is the barrier.
Regulation as moatInstitutional mandates and capital rules require recognized ratings, fixing demand in place.
Recurring revenue at MA99% of analytics revenue is subscription-based, ARR about $3.7B, damping the cycle.
Asset-light economicsNo factories or inventory, so operating margin runs 46% and most cash returns to holders.

10-Year Financial Trends

Revenue compounded at a 9-year CAGR of +8.8% ($3.6B in 2016 to $7.7B in 2025). Net income +28.0% and EPS +29.2% look explosive, but that is base-year distortion: in Q4 2016 Moody's booked a ~$864M settlement with the U.S. DOJ and 21 states over RMBS ratings ($702M after tax, $3.62 a share), pushing 2016 EPS to $1.36. Reversing it implies ~$4.98: EPS CAGR +11.9%, net income +10.9%. In 2022 a rate spike froze issuance, cutting revenue 12% and margin to 34.4%; 2025 margin was 43.4%. Q2 2026 (July 22): revenue $2.19B (+15% YoY), diluted EPS $5.03 (Source: SEC EDGAR, U.S. DOJ, stockanalysis).

10-Year Growth

Revenue$7.7B · CAGR +8.8%
$7.7B$0.0B20162025
Operating Income$3.4B · CAGR +20.0%
$3.4B$0.0B20162025
EPS$13.67 · CAGR +29.2%
$13.67$0.0020162025

10-Year Valuation

P/E (year-end)37.4x · avg 37.6x
71.7x18.4x20162025
ROA15.5% · avg 12.3%
16.0%4.5%20162025
Operating Margin43.4% · avg 39.0%
47.1%16.7%20162025
📊 Annual Data Table (MCO) — expand/collapse
YearRevenue (B$)Op. Income (B$)EPS ($)P/E (x)ROA (%)Op. Margin (%)
20163.60.651.3669.3518.1
20174.21.825.1528.711.643.3
20184.441.876.7420.813.842
20194.8327.423213.941.4
20205.372.399.3930.914.344.5
20216.222.8411.7833.215.145.7
20225.471.887.4437.49.634.4
20235.922.148.7344.71136.1
20247.092.8811.264213.340.6
20257.723.3513.6737.415.543.4

Recent Quarterly Operating Income

Quarterly operating income YoY growth:

2021 +16%2022 -12%2023 +8%2024 +20%2025 +9%Q2 26 +15%

9-Year CAGR: Revenue +8.8% · Operating Income +20.0% (+9.2% ex-2016 settlement) · Net Income +28.0% (+10.9% ex-settlement) · EPS +29.2% (+11.9% ex-settlement)

Source: SEC EDGAR 10-K (revenue, operating income, net income, diluted EPS, total assets, equity); fiscal year-end closes from Yahoo Finance; cross-checked against stockanalysis. P/E is year-end close ÷ diluted EPS and matches stockanalysis for all five overlapping years (2021-2025). Because equity was negative from 2015 to 2017 under accumulated buybacks, ROA replaces the ROE series.

Mega-Cap Value Metric Comparison

Moody's 46.2% operating margin beats rival S&P Global's 42.5%, though its $8.2B of revenue is about half SPGI's $15.7B. The gaps in ROE (76.9% vs 13.9%) and P/B (27.2x vs 4.0x) reflect capital structure rather than business quality — years of buybacks cut Moody's equity to $3.0B, and the small denominator inflates both ratios at once (Source: stockanalysis, company IR).

Metric★ MCOSPGIMSCI
P/E (TTM)30.026.630.3
Operating margin46.2%42.5%
ROE76.9%13.9%
P/B27.24.0
Revenue (TTM)$8.2B$15.7B$3.3B

P/E, margin, ROE, P/B, revenue are TTM · Source: stockanalysis, retrieved 2026-07-24.

Key Risk Factors (from 10-K)

Dependence on the issuance cycle MIS revenue tracks debt issuance directly. When the 2022 rate spike froze issuance, revenue fell 12% and operating margin dropped to 34.4%. The same shock can recur.Source: company 10-K
Shrinking equity and P/B Buybacks cut equity from $4.05B at end-2025 to $2.99B by March 2026 in a single quarter. ROE 76.9% and P/B 27.2x embed that shrinkage, so peer comparisons need care.Source: SEC EDGAR 10-Q
Regulatory and litigation history Moody's paid roughly $864M in 2016 to settle DOJ and state claims over RMBS ratings. Ratings agencies face standing regulatory and litigation exposure.Source: U.S. DOJ press release
✦ ValueCrab Dashboard PreviewMCO $472.24 -3.57% · as of 2026-07-23
My portfolio · full stock comparison · live metrics in one viewView in ValueCrab Dashboard →

Value Investing FAQ (MCO)

Q. What are the key value metrics for Moody's (MCO)?P/E (TTM) 30.0, ROE 76.9%, operating margin 46.2%, P/B 27.2, dividend yield 0.87%, and a 9-year revenue CAGR of +8.8% (Source: stockanalysis, SEC EDGAR, as of 2026-07-23).
Q. Doesn't a 76.9% ROE mean this is an outstanding business?Not on the number alone. ROE is net income divided by equity, and years of buybacks cut Moody's equity to $3.0B, shrinking the denominator. S&P Global, in the same business, posts a 13.9% ROE. Operating margin distorts less: 46.2% for MCO versus 42.5% for SPGI.
Q. Why were 2016 results so weak?Moody's settled with the U.S. Department of Justice and 21 states for about $864M over allegations it inflated pre-crisis RMBS ratings, booking $702M after tax ($3.62 per share) in Q4 2016. That pushed EPS down to $1.36; reversing it implies roughly $4.98.
Q. How does Moody's differ from S&P Global?Both are ratings duopolists. SPGI's $15.7B of revenue is about double Moody's $8.2B because it also owns index businesses (the S&P 500 among them) and commodity information. Moody's is more concentrated in ratings and risk analytics, and carries the higher operating margin at 46.2% versus 42.5%.

Same Category

US · NYSE category

Free Weekly Reports + 1:1 Coaching

Get free weekly US-stock value investing reports, and analyze your holdings and watchlist together in 1:1 coaching.

Get Free Weekly Reports →View 1:1 Coaching →