Added to YB: 2026-10-01
Pitch date: 2026-09-26
MCO [neutral]
Moody's Corporation
+4.5%
current return
Author Info
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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
$78.8B
Pitch Price
$462.88
Price Target
598.00 (+24%)
Dividend
0.91%
EV/EBITDA
20.34
P/E
28.89
EV/Sales
10.42
Sector
Capital Markets
Category
growth
Moody’s Deep Dive – Buffett Owned It, Should You?
MCO (monitor): Moody’s combines a near-mandatory ratings oligopoly with a sticky analytics subscription business, supporting high-single-digit revenue and low-teens EPS growth. At $469, however, the shares trade at 27.5x 2026 earnings; a $598 end-2028 target based on 28x forecast earnings implies only ~11% annualized returns, below the 15% threshold. The business is attractive, but a larger margin of safety is preferred below $430.
Read full article (27 min)