Added to YB: 2026-04-02
Pitch date: 2026-02-10
MCO [bullish]
Moody's Corporation
+5.11%
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
$417.47
Price Target
N/A
Dividend
0.95%
EV/EBITDA
21.26
P/E
31.61
EV/Sales
10.63
Sector
Capital Markets
Category
value
Moody's Corporation - $MCO
MCO: Ratings moat immune to AI—issuers save 40+ bps vs unrated debt for 8 bps rating cost, creating equilibrium no party can break. MIS alone delivers 11-14% IRR at $420 (28x 2026 EPS, cheapest in years) assuming MA worthless: 2.7% unlevered yield + 8-11% perpetual growth from 4-6% issuance volume, 3-4% pricing, margin expansion. MA ($3.3B rev, 33% margin, 96% recurring) treated as free option.
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