Added to YB: 2025-10-30
Pitch date: 2025-09-30
MCO [neutral]
Moody's Corporation
-6.7%
current return
Author Info
No bio for this author
Company Info
Moody's Corporation, together with its subsidiaries, operates as an integrated risk assessment firm in the United States, the rest of the Americas, Europe, the Middle East, Africa, and the Asia Pacific.
Market Cap
$76.9B
Pitch Price
$475.99
Price Target
N/A
Dividend
0.95%
EV/EBITDA
21.26
P/E
31.61
EV/Sales
10.63
Sector
Capital Markets
Category
growth
Mar Vista U.S. Quality Premier Strategy Portfolio Holding: Moody's Corporation
MCO (holding update): Down on AI competition concerns after FactSet warned of margin pressure from startups & traditional rivals. However, Moody's Analytics aggressively rolling out agentic AI models to embed services deeper into bank/insurance/asset mgr workflows, expanding economic moat.
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