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MCOMoody's CorporationSell5.4·$490.51+4.72%
SellHigh Confidence
Investment thesis

Moody's is a genuinely high-quality franchise — operating margins of 32%, ROE of 71%, and a Piotroski F-Score of 7 out of 9 — and has delivered four consecutive earnings beats averaging about 5% above consensus; the stock nonetheless sits in a confirmed downtrend with the moving average declining 1.9% per month, leverage at a debt-to-equity ratio of 2.4 introduces meaningful balance-sheet risk, and the risk/reward of 1.24-to-1 does not yet reach the asymmetry threshold despite 6.2% upside to the analyst consensus target.

Thesis pillars

  • High Quality Franchise MarginsStable
  • Four Quarter Earnings Beat StreakStable
  • Confirmed Downtrend Technical PressureStable
  • +1 more pillar — see the Why tab for full reasoning

Full reasoning →

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Moody's Corporation (MCO) Stock Analysis

Recovery setup · Catalyst-Driven edge

SellDEATH CROSS (EXEMPT)VALUE-TRAP 1/5High Confidence

Financial Services · Financial Data & Stock Exchanges

Sell if holding. Analyst target reached at $490.51 — A.R:R is negative (-0.1) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Leverage penalty (D/E 2.4): -1.5.

In a world shaped by increasingly interconnected risks, Moody's data, insights, and innovative technologies help customers develop a holistic view of their world and unlock opportunities. Moody's offerings are distinguished by our vast proprietary and curated data and validated... Read more

$490.51-2.0% A.UpsideScore 5.4/10#9 of 11 Financial Data & Stock Exchanges
QualityF-score7 / 9FCF yield2.64%
IncomeYield0.84%(5y avg 0.80%)Payout27.62%sustainable
Stop $462.31Target $480.93(resistance)A.R:R -0.1:1
Analyst target$536.50+9.4%20 analysts
$480.93our TP
$490.51price
$536.50mean
$610

Sell if holding. Analyst target reached at $490.51 — A.R:R is negative (-0.1) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Leverage penalty (D/E 2.4): -1.5. Chart setup: Death cross but MACD improving, RSI 70. Score 5.4/10, high confidence.

Passes 8/10 gates (positive momentum, clean insider activity, positive momentum, no SEC red flags, news events none recent, earnings proximity 20d clear, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio. Suitability: aggressive.

10-K grounded · weekly refresh

About Moody's Corporation

About Moody's Corporation

Moody's Corporation generated revenue across two segments in fiscal 2025 — Moody's Investors Service (MIS) and Moody's Analytics (MA) — employing approximately 16,000 people across more than 40 countries and maintaining a presence in major global debt and risk-intelligence markets. MIS has operated as a credit rating agency for over 115 years, while MA offers curated data, research, and cloud-based workflow tools to banks, insurers, corporations, and governments navigating regulatory compliance and risk management demands.

MIS earns revenue primarily through rating fees paid by debt issuers, making a substantial portion of MIS revenue dependent on the volume and number of ratable debt securities issued in global capital markets. Annual fee arrangements with frequent issuers, debt monitoring fees, and commercial paper program ratings partially offset this dependence on new-issuance volumes. MA generates subscription-based revenue through three product lines: Research and Insights (fixed income and economic research), Data and Information (the world's largest commercial-entity database by Moody's description), and Decision Solutions (cloud-based applications for banking, insurance, and KYC workflows). MA's customer base includes banks and financial services providers who are subject to regulatory oversight and contractually pass through regulatory requirements to key data and analytics suppliers such as MA, creating sticky demand. MIS competes with S&P Global Ratings and Fitch Ratings, while MA competes with diversified providers of financial data, economic research, and enterprise risk software.

Show full overview

Moody's regulatory posture is a material operational dimension: MIS is registered with the SEC as a Nationally Recognized Statistical Rating Organization and is subject to SEC oversight and examination authority; MIS EU subsidiaries are registered with and supervised by ESMA under the pan-EU CRA regulatory framework; and MIS U.K. is regulated by the FCA. The EU Digital Operational Resilience Act (DORA), effective for EU financial institutions, imposes third-party ICT risk management requirements on MA as a data provider, and the EU AI Act — published July 2024 with phased implementation — could increase compliance costs depending on how the European Commission's proposed burden-reduction measures are finalized. The EU Regulation on ESG Rating Activities becomes applicable in July 2026, and certain MIS products may fall within its scope, adding a dated regulatory milestone that could require procedural and substantive changes to affected product lines.

See also: Financial Services · Financial Data & Stock Exchanges

From Moody's Corporation's most recent 10-K filing, extracted June 24, 2026.

news + 30-day 8-K events · 5-min refresh

Recent developments

updated 2026-07-06
TrendMatrix Research · upcoming catalyst calendar

Upcoming dated catalysts

Thu, Jul 23, 202620d to earnings· next earnings call

Thesis

Rewards
Strong earnings beat streak (4/4)
High-quality business
Risks
Analyst target reached - limited upside remaining
Leverage penalty (D/E 2.4): -1.5
Expensive valuation

Key Metrics

P/E (TTM)35.2
P/E (Fwd)26.4
Mkt Cap$85.7B
EV/EBITDA24.0
Profit Mgn31.7%
ROE71.4%
Rev Growth8.1%
Beta1.33
Dividend0.84%
Rating analysts30

Quality Signals

Piotroski F7/9MoatNarrow

Options Flow

P/C0.83neutral
IV46%normal

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.

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About TrendMatrix. TrendMatrix is a publisher of general securities research and market commentary. We publish on a regular schedule. All content is the same for every subscriber in a tier — we do not provide personalized investment advice and we do not take into account any individual subscriber's financial situation, investment objectives, risk tolerance, tax situation, or holdings.

Not investment advice. TrendMatrix is not a registered investment adviser. Our content is for informational and educational purposes only. Consult your own licensed investment adviser, broker, or tax professional before making any investment decision.

Conflicts and positions. The TrendMatrix editorial team frequently holds personal long-term positions in securities discussed. We disclose positions held at the time of publication on each piece. We maintain a trading-window policy: we do not initiate or close positions in the same direction as a TrendMatrix publication within 24 hours before or 72 hours after publication.

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Performance. Past performance is not indicative of future results. Performance figures reflect the published model only and do not reflect any individual subscriber's actual results.

Methodology · Editorial policy & full disclaimer

Rating Breakdown

2 floor-breakers

Technicals below the gate floor. Component breakdown shows what dragged the score down.static

Bollinger
0.0
Support Resistance
0.0
Gap
5.0
52w Position
8.0

Priced at a premium — multiples above sector norms. Needs delivery on growth + margins to justify.static

Ev Ebitda
0.0
Ps
2.8
Pe
3.6
Analyst Target
4.0
Peg Ratio
4.4
Forward Pe
4.7
Forward P/E: 26.4xPEG: 2.13
GatesA.R:R -0.1=NEGATIVEDeath cross exempted (quality + momentum high enough)Momentum 7.0>=5.5Insider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 20d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARRecoverySuitability: Aggressive
RSI
70 · Overbought
20D MA 50D MA 200D MADEATH CROSSSupport $437.51Resistance $490.74

Price Targets

$462
$481
A.Upside-2.0%
A.R:R-0.1:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! Target reached (-1.6% upside)
! Negative risk/reward — downside exceeds upside

Earnings

B
B
B
B
4/4 beats
Next Earnings2026-07-23 (20d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is MCO stock a buy right now?

Sell if holding. Analyst target reached at $490.51 — A.R:R is negative (-0.1) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Leverage penalty (D/E 2.4): -1.5. Chart setup: Death cross but MACD improving, RSI 70. Prior stop was $462.31. Score 5.4/10, high confidence.

What is the MCO stock price target?

Take-profit target: $480.93 (-2.0% upside). Prior stop was $462.31. Stop-loss: $462.31.

What are the risks of investing in MCO?

Analyst target reached - limited upside remaining; Leverage penalty (D/E 2.4): -1.5; Expensive valuation.

Is MCO overvalued or undervalued?

Moody's Corporation trades at a P/E of 35.2 (forward 26.4). TrendMatrix value score: 3.5/10. Verdict: Sell.

What do analysts say about MCO?

30 analysts cover MCO with a consensus score of 4.0/5. Average price target: $537.

What does Moody's Corporation do?In a world shaped by increasingly interconnected risks, Moody's data, insights, and innovative technologies help...

In a world shaped by increasingly interconnected risks, Moody's data, insights, and innovative technologies help customers develop a holistic view of their world and unlock opportunities. Moody's offerings are distinguished by our vast proprietary and curated data and validated analytical models, which provide the trusted foundation that enable our customers to navigate an increasingly complex risk landscape.

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