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Moody's boosts 2023 earnings guidance, trims free cash flow outlook (NYSE:MCO)
Will football related stocks rally on "MCO" acquisitions?
Financial Times says "Multi Club Football Ownership" is big business. Any Penny Stocks in that sector?
$MDGS $PEGY $NU-- Midday Momentum Movers
Pluristem (PSTI) Receives a Buy from H.C. Wainwright
$OBSV - DD - This can be a multi bagger in months to come. $15 PT by 2 analysts.
Clover Health (CLOV) DD - The Confirmation Bias Bag Holders Want
Clover Health (CLOV) DD - The Confirmation Bias Bag Holders Want
$OBSV - DD - This can be a multi bagger in months to come. $15 PT by 2 analysts.
Mentions
Bought FICO, MCO, and NTDOY in the past week. The timing on MCO & FICO was exceptionally bad. No selling for me.
Looks like MCO, FICO, SPGI are down on the 10% cap for credit card rates. The bear case is that means less lending and lower demand for credit scores.
TRI and RELX down 17% on that Anthropic news. FICO, SPGI, MCO, and MSCI down too though dont know what they have to do with it they dont sell legal software. They are related to credit industry.
wtf happened to the credit agencies? SPGI/MCO tanking
Bought more FICO & MCO. That nonsense about Amazon rumored to dump $50 billion into OpenAI spooked me. At these valuations, both FICO & MCO have been dragged down slightly due to the software mess so I was happy to move my money into those holdings instead.
With software pulling down needless casualties, I'm thinking of putting more money down into MCO & FICO. AMZN spooked me with the rumors of them plowing money into OpenAI. I like to steer clear of poor capital allocation, and if AMZN can't think of a better way of investing $50 billion, that concerns me as an investor.
Buffett owns shares in Moody's, he doesn't own all of Moody's. You can buy shares in it yourself if you want, it's ticker is MCO.
What in the pump. Most of my holdings are up 3%+. S&P, ASML, MELI, MCO, etc. are just mooning.
Loading MA, V, MCO, SPGI, EFX, CSU
Scooping V, MA, EFX, MCO, SPGI at mid 20 PE turns me on
Buying some boring stuff but they're thicc and print money and might eventually get a big Shrek MA, V, MCO, SPGI, EFX
Consumer spending is skyrocketing: https://fred.stlouisfed.org/graph/fredgraph.png?g=1MCO2&height=490 Meanwhile, absent a massive spike in September inflation (no reason to believe we will see that now) August core PCE at 2.9% is low enough for Fed to deliver October rate cut. 3Q will have robust earnings and growth. Current forecast for GDP at a whopping 3.9%.
MCO & SPGI sliding. Interesting price action from both.
Moody's Flags 'Significant' Risks Related to Oracle's $300 Billion AI Contracts09:44:03 AM ET, 09/18/2025 - MT Newswires 09:44 AM EDT, 09/18/2025 (MT Newswires) -- Moody's (MCO) said in a Wednesday note that Oracle's (ORCL) $300 billion in recently signed artificial intelligence contracts entail "significant" risks. The financial services company also said the contracts present a "tremendous potential" for Oracle's AI infrastructure business. Reuters said in a Wednesday report that Moody's particularly noted the contracts' "counterparty risk" that could lead to Oracle depending on large commitments from a small number clients to fund its business model. *Oracle did not immediately respond to MT Newswires' request for comment.* **No they didn't. Larry just said Ai and ORCL went up a 1/4 of a TRILLION dollars.**
Or we get another Medicare or Medicaid executive order and it’s all a waste of time. These MA plans are already looking like financial losers. Medicaid plans will not be worth pursuing as a MCO once 2027 hits. I am sure the company will truck along but I see nothing to suggest it’s gonna improve anytime in the next 4-8 quarters
SPGI & MCO are basically an oligopoly as well as Fitch (which isn't publicly traded) for rating corporate and government debt. You basically can't sell bonds to investors without a credit rating from one of those three. Many bond holders won't trust a credit rating from anyone else, so it's not worth it to get a credit rating from someone else even if they give it away for free. They also have other businesses as well. Like S&P manages the S&P 500 & DOW and gets royalties for any fund using their name. and Moody's has Moody's analytics, which uses the same data they use to rate corporate debt for some corporate customers who want access to the data to.
It’s not Luigi. Look at other health insurance stocks. The entire MCO industry is getting nailed by utilization.
If i was trying to invest 100k into a singular stock and that was a significant amount of my money, not a great idea. CVX, FICO, MCO, PANW are positions I would take if I was picking singular stocks to put into a large position.
$MCO News "Moody's (NYSE:MCO) lifted the low end of its earnings guidance range for the full year after posting second-quarter top and bottom lines that surpassed consensus estimates. The provider of credit ratings and market data analytics now sees 2025 adjusted EPS of $13.50-$14.00 (midpoint $13.75), in line with the $13.78 average analyst estimate and narrowing from $13.25-$14.00 (midpoint $13.63) in the prior view. Turning to its Q2 2025 results, adjusted EPS of $3.56, topping the $3.39 consensus, slid from $3.83 in the earlier quarter, but rose from $3.28 a year ago. Similarly, Q2 revenue of $1.90B, beating the $1.85B expected, retreated from $1.92B in Q1 and increased from $1.82B in Q2 2024. MCO shares slipped 0.6% minutes after the opening bell. Analytics revenue was $891M in Q2 vs. $859M in Q1 and $806M in Q2 2024. Q2 Investors Service revenue of $1.06B compared with $1.07B in the previous quarter and $1.06B in 2024's Q2. Expenses totaled $1.08B, unchanged from the prior three-month period and up from $1.04B in the year-ago period. Adjusted operating margin of 50.9% vs. 51.7% in Q1 and 49.6% in Q2 2024." Business as usual
Ive been selling some tech and semi cap (sold SNPS, CDNS, trimmed heavily AMAT, LRCX and KLAC, trimmed slightly AMZN, META) I am sitting on some cash and I absolutely hate not being invested. Are there any quality non tech names that anybody is willing to suggest at today’s valuations? Thanks I added a little bit to MSCI and own some SPGI, MCO, UNH . Admittedly I have a bias for large cap due to perceived safety. I was thinking using my meta proceeds to buy more SPGI and start a position in BRKB
Been patient on RACE to see if I can add a bit more at a steeper discount. ASML always looks interesting but I did my adds there during Mangomania. NTDOY (ticker for Nintendo 7974 ADR) is one I will be adding to if there are any sell offs after earnings. I'm also looking to see if there's any dips in MCO or SPGI now that the Trump Admin seems like it'll force the FED to drop interest rates. On the watchlist, MELI and AMD are two that I've had my eye on over the past couple of months but I haven't touched them yet.
If its about wealth preservation it’s definitely BRK.B or something like MCO SPGI. I don’t see anything stopping this companies from compounding. Not necessarily stocks to get rich fast, but reliable compounders that will almost certainly around in 30 years.
Thanks. Are US treasuries still considered investment grade? I know MCO changed US sovereign debt creditworthiness, but I don't know all the grades off hand. I like VGLT because it's cheaper than TLT. I guess that would be considered medium-long bonds. I was looking at EDV but I also know it has way bigger interest rate risk, not necessarily a bad thing. I think I just need someone to sell it to me. I know longer duration has lower equity correlation. I do hold some BNDX in my taxable but generally shy away from corporate bonds due to the higher correlation with stocks. That's why I also like gold and managed futures.
Hah same. When it hit $1,500 I just thought, do I sell some SPGI/MCO to buy in? Then I said "no..... there'll be some pressure tomorrow even though the valuation makes more sense here." Stock is up nearly 7% on yesterday's closing price haha
Imagine SPY ending green and MCO ending red 
MCO: downgrades US Market: Cool, anyways
Moody's out here just proving their irrelevancy. For all you bears that like puts, short Moody's ticker MCO
I'm up 1.4% on that rn Down 0.9% on TLT Up 0.9% on SPXS Up 1.3% on MCO
MCO puts 
MCO out da-win-doh!
Trump will play his Uno card with MCO…
Put it all into a weekly put for Moody (MCO)
Moody's (MCO) literally dropped their own stock.. idiots
Jeez, wish MCO had done that before the bell, would loaded up on puts.
SPGI, MCO, GOOG, HWKN. All wonderful companies, but not all lines go up simultaneously. I just think it's really stupid how so many people on this sub are opposed to going ex-US, when there's opportunities everywhere.
I nibbled a bit more on MCO. I also rethought my positioning across the board during the whole initial liberation day fiasco. I sold out of V and MA completely and went international. Dip bought Nintendo and ASML while entering positions in Constellation Software and Ferrari for the first time.
The three of them are quite similar. SPGI and MCO are the two largest credit rating agencies with Fitch coming in as the third. The credit rating business is heavily oligopolistic and they generally can increase prices above the rate of inflation while keeping their costs down, leading to incremental increases in margins over the years. SPGI is a little bit more diversified than MCO and they have another great business. This is their indices business, which is highly profitable. I’m sure you’ve heard of the S&P500 and Dow Jones. SPGI owns and manages these and many more indexes. Then they both have their data and analytics business which is okay. MCO is more of a pure play on credit. FICO is much the same, except their focus is on individual people’s credit, as opposed to companies and countries credit. All three of them are great businesses. I tend to go after monopolistic companies if you can’t tell.
uncertainty too high for now. i was buying when SPY was below $500. got my eye on GOOG, CRM, MSFT, NKE, MCO. bought some VIX calls expiring 4/9 and 4/15 on the 2nd. that was a solid trade.
Roth IRA and 401K are in S&P 500 mutual funds. Taxable brokerage is as follows: SPGI 25% MCO 19% QQQM 18% ASML 16% GOOGL 12% BRK.B 7% FICO 3%
I loaded up on Nintendo, ASML, and MCO as everything went down. This price action is fucking insane. I hate this administration.
This company screened well for me too, but they have strong competition from Bloomberg and a more limited TAM than others like SPGI, MCO, etc
BKNG, FICO, AXON & MCO paper value are bloated fantasies too
Bull thesis comes down to buying a company with proven accretive organic growth with little acquisitions in it's track record. The company has a deal win rate of over 70% while competing in mission critical WMS industry. The company is also expanding into Omni channel enterprise software which expands their SAM. Biggest risk is the macro over the retail industry. If the current environment turns into a recession, the company would still be a little overvalued, as their service revenue would drop further (they handle implementations internally as opposed to a company that outsources systems implementation like Oracle). I put money in the company, but am cautious about keeping my money there as I see attractive opportunities like Adobe or buying more of my favorite companies like ASML, MCO, GOOG, and SPGI at current valuations.
Bought my first (fractional) shares in both MCO and SPGI.
That makes sense—SPGI and MCO are solid long-term plays. ASML is definitely volatile with the broader semiconductor swings, so being cautious there seems smart. Are you leaning toward adding more GOOG first, or just waiting to see how the market moves across the board?
I'm slowly adding to two of my large holdings (SPGI, MCO), and am seeing how much more ASML and GOOG will drop before adding more. I don't want to have too much volatility from semis, so am cautious on adding more to ASML. I would say all four firms are in my sights. Most of my portfolio looks attractive to be fair as things stand.
I think this is doable and has a good chance of success provided you follow the right investors who are into long term buy and hold. Chuck Akre first spoke about Visa and MA and MCO 8 years earlier at Google Talk. He is the kind of buy and hold investor. So could have copied his trade years later and still made a huge amount of money. The idea that you need to find some esoteric stocks that haven't been discovered yet to make money is really silly. Identify good businessss in plain sight and if held by super investors who like to hold for long term bet on it (DCA even)
I have other investments. But I do set "pie in the sky" alerts for things I think may be around a while. LMT, COST, MCO, and even RDDT. So, if it hits $40...I just might take your bags and see how I do.
My 2cents will be don't reinvent the wheel. There is no need to go out looking for esoteric unheard of names of either a cheap stock or yet to be discovered amazing business. Some of the best business are in plain sight - available to all - google, MCO, spgi, AXP, ice, V, MA etc. They alone held with conviction over long term will do fabulous.
$MCO "Moody's (NYSE:MCO), 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. However, its revenue of $1.7 billion fell short of the anticipated $1.71 billion, suggesting potential hurdles in its topline performance. Overall, the quarter showcases solid earnings amid a slight revenue shortfall. During the fourth quarter, Moody's recorded a revenue of $1.7 billion, representing a 13% year-over-year increase. Despite this growth, revenue did not meet the anticipated $1.71 billion, reflecting complexities within certain business segments. Moody’s Analytics posted an 8% rise in revenue to $863 million, with strong contributions from banking and insurance segments. Meanwhile, MIS saw an impressive 18% growth to $809 million, fueled by a 29% spike in transactional revenue attributed to higher corporate finance activities. Looking forward to 2025, management forecasts a high-single-digit growth in revenue with an Adjusted Diluted EPS range between $14.00 and $14.50. Moody’s remains optimistic about leveraging favorable market conditions through strategic execution in both its segments." Flat earnings with a solid outlook. It's really hard to find lower risk businesses that provide excellent returns like the credit ratings agencies.
I’m gonna quote Yogi Berra to answer your question: “It’s hard to make predictions, especially about the future.” …but yeah, there’s seems to be a rotation out of the Mag 7 (aside from META), investing in finance (JPM, GS, MCO, V), mid caps and industrial.
my roth atm is 100% the following 5: QXO AZO MCO PRM RACE
MELI looks very interesting right now. I wish I had more money available, because that would be top of my buy list. Either that or adding to MCO.
Visa (V) + Mastercard (MA) (combined 80% of market effective monopoly by owning both) Moody's (MCO) & S&P (SPGI) (combined 80% of global market effective monopoly) ASML (pure monopoly)
One quick gut check I like to do is compare to similar market cap stocks. For ABNB, interesting ones with good moats at similar market cap: -MCO - Moody’s. -BN - Brookfield. -WM - Waste Management Tough choice. But I personally really like Brookfield, it would be my first choice.
All Railroads and big garbage/recycling companies like WM and RSG that buy every competition. Amazon,Google,VISa,Mastercard,SPGI,MCO. To create a other company like them from scratch is basically impossible,it requires years of time and billions of investment at a lost for a few years.
I can't imagine ever selling: MCO, SPGI, CNI, CP, CPRT, IDXX, RY
Bought some as well as MCO on the post earnings dip. It's hard to find better businesses out there, especially with their competitive advantages and their growth rates.
Ya. You need to find buy and hold investors that have concentrated positions. I don't blindly copy, but I do research on companies that these investors hold: * Chris Hohn * Dev Kantesaria * Mark Massey * Stanley Druckenmiller I "copied" FICO, SPGI, MCO, V, and MA because of their MSFT level margins and stable growth. Been beating QQQ and SPY for 5 years straight. Mostly because of NVDA and PLTR (Stanley owns both).
$MCO Moody's raised its earnings outlook after reporting a jump in profit and revenue for the third quarter amid a rise in transactional revenue. The credit-ratings and research company said Tuesday it saw a profit $534 million, or $2.93 a share, compared with $389 million, or $2.11 a share, in the year-ago period. Adjusted EPS came in at $3.21, above analyst views of $2.87, taken from FactSet. Revenue came in at $1.81 billion, compared with $1.47 billion. Analysts were expecting $1.71 billion, according to a FactSet consensus. The company said transactional revenue grew 70%, reflecting heightened activity from infrequent issuers across all lines of business. Moody's Investors Service revenue rose 41% to $1.0 billion, while the Analytics division was up 7% at $831 million. Looking forward, the company raised adjusted EPS guidance for 2024 to between $11.90 and $12.10, from its previous range of $11.00 to $11.40.
IMO SPGI and MCO's are better bets now. With lowered rates, and a ton of debt coming due, the cyclical slowdown in their business model is ending. Plus they bring in a ton of money from other sources to.
no..... Have a concentrated portfolio with 10-15 stocks in it pick monopolies/dominant industry leaders and good growth companies HODL ...?... Profit Like, you had 10 years to pick stuff like AAPL, MSFT, Visa, Mastercard, SPGI, MCO, UNH, INTU, MSCI, ODFL, NVDA and so many others
It's a repeat of the MCO fully autonomous shuttle that has been taking customers to a restaurant miles away since 2019 (or at least it was still doing it last time I checked)
Except it doesn't fit the Boring tunnels already. And then there is already a fully autonomous shuttle ferrying passengers from MCO to a restaurant since 2019, so this van is already old tech despite the FSD vaporware
I know Stock YouTubers are hated but one named Joseph Carlon pumped FICO and MCO as long term holds.
Half of it is the common standard moat (reduces frictions for companies raising debt), half it is switching costs (built into workflows). Even if these products just light money on fire, institutional inertia says that so long as we are all lighting money on fire together, then no one gets fired. I'd rather own V/MCO than the companies trying to disrupt them. Regulation is the main bear case.
It's a common standard moat -- by coalescing around a common standard, we reduce friction, which creates value, and thus the only way to disrupt these “common standard” moats (outside of legal decree) is by having an order of magnitude improvement over the incumbent product, such that the benefits of switching standards outweighs the costs (i.e., digital vs kodak film). This is hard to do so long as the current standard is “good enough”. Other examples are SPGI/MCO, FICO, MSCI, PDF file formats, imperial verses metric measuring systems, etc.
SPGI, MCO, MSCI. All good picks. Chris Hohn, Dev Kantesaria, and Mark Massey have a substantial position.
For those who say it has always been expensive, no it hasn't. Fact check: just a decade ago, it had a P/E of 20. Multiple expansion has supercharged returns. We are currently in a quality bubble similar to the Nifty Fifty, which is why you have stocks like MCO, CTAS, COST, and CTAS at P/E ratios of 47, 52, 55, and 92, respectively. Read fund letters and there is no mention of valuation. They think they deserve to outperform the market because they identified an obviously great business.
The largest Medicaid MCO would love to hire them.
dividends are pointless. Companies make better returns to shareholders via stock buybacks and reinvestments into their business Buy monopolistic stocks with solids dividends and good growth, if you seriously care about it MCO/SPGI Visa/Mastercard MSCI ODFL WM/RSG MSFT AAPL Google META
Sure! In my opinion some high quality compounding machines that I have chosen to invest in over the past 5-10 years are as follows: MSFT GOOG MA V ASML SPGI MCO MSCI FICO UNH This isn’t an exhaustive list, just some of the ones I have chosen.
MCO. I have faith in my employer.
A month ago I would have said SPGI and MCO. But both have really shot up in the last month or so. They might still be a good deal today, but they're nowhere near as much on sale as they used to be.
Look up the Joseph Carlson show, I may not agree with his opinions all the time but the man does put out solid fundamental financial analysis; some of his portfolio choices include: Texas Roadhouse (TXRH) Chipotle (CMG) Costco (COST) Mastercard (MA) Moody’s (MCO)
I just invested in CME, Chicago Mercantile Exchange. Great dividend, solid balance sheet, dominant in its area, good growth. I mentioned to two people I bought this and they did not know you can own stock exchanges. This is a great area to invest. CME revenue shot up strongly when 2008 hit so that is also impressive it does even better in bad times. No one ever talks about this area and there are a bunch of exchanges to buy. I sold MCO to buy it. Moody's is way over priced and it suffers the Buffet effect (if Buffet owns it it must be good).
* SPGI * MCO * FICO * V * MA i.e. bet on financial stocks with strong moats, not the banks. The first two have a primary business of credit ratings and are a duopoly that dominate the industry, and have very profitable side businesses with strong moats as well. The third is quite literally so dominant that lenders are required to use their FICO scores for home loans. And the last 2 are a duopoly for credit cards, which continue to dominate and continue to eat away at cash transactions (which are still quite large in number).
Traditional equities you say.. in that case, you can never go wrong with moody's corp (MCO) Arther J Gallagher (AJG), fair Isaac corp (fico), Markel group (MKL) , and finally, the goat BRK-B. Also, can't go wrong with a smp500 ETF like VOO.
>Northland Securities analyst [Nehal Chokshi](https://www.tipranks.com/experts/analysts/nehal-chokshi) maintained a Buy rating on AvePoint ([AVPT](https://www.tipranks.com/stocks/avpt?ref=MCO_STOCK) – [Research Report](https://www.tipranks.com/subscribe/research-report/?symbol=avpt&ref=MCO_STOCK&refersTo=&merge=Markets)) today and set a price target of $18.00. The company’s shares closed last Friday at $9.04. Nice. Still one of about 3 out of 98,644 companies that SPAC'd worth a shit...
* SPGI & MCO - Make a lot of their money off of credit ratings on corporate & government debt. For the moment there's been a drop in debt issuance due to higher rates, but there's a big backlog of debt that's going to need to be renewed soon regardless of what interest rates do. And they both have other business segments that are very strong. * FICO - Similar to the above, except with consumer credit this time. * V & MA - AI isn't going to change the fact that people are spending more and more money with credit cards.
Haha right? I'm going to MCO next week. What? No not the Orlando Airport, obviously I was talking about Disney World.
Apple (AAPL) 43.3% $167.1 billion Bank of America (BAC) 10.2% $39.5 billion American Express (AXP) 9.4% $36.3 billion Coca-Cola (KO) 6.5% $25.1 billion Chevron (CVX) 5.4% $20.9 billion Occidental Petroleum (OXY) 4.1% $15.9 billion Kraft Heinz (KHC) 3.0% $11.6 billion Moody’s (MCO) 2.6% $9.9 billion Mitsubishi (MSBHF) 2.0% $7.7 billion Mitsui & Co. (MITSY) 1.6% $6.3 billion
They are no longer a MSO, they are MCO multi country operator.
Sorry guys. I am leaving MSO gang as of today because I am not a member of MCO gang.
MELI and DHI are about 10% lower than my entry price. DHI in particular had a great earnings report but sentiment needs to change around the reality of the business model. SPGI has barely dropped but I've been amassing a large stake there as well. MCO and V are starting to become more interesting options too as their respective prices drop. I would double my DHI stake at these levels, and maybe buy a bit more MELI if it continues to draw down. I have enough international exposure between MELI and ASML, and I'm not interested in adding more geopolitical risk to my portfolio.