Moody's

MCO

Market cap $84.7B

Greg Abel identified four large Berkshire equity investments—Apple, American Express, Coca Cola and Moody's—and suggested they are forever stocks, or close to it.

HSY, MCO, CBRE, MTD and ZBRA are five wide-moat leaders that combine solid growth outlooks and rising estimates to help fortify portfolios for steady returns.

Investors looking for stocks in the Financial - Miscellaneous Services sector might want to consider either Orix (IX) or Moody's (MCO). But which of these two stocks offers value investors a better bang for their buck right now?

Moody's Corporation delivered strong FY results: +9% sales, +21% EPS, and expanding margins, supporting a Buy rating. MCO expects high single-digit growth in Ratings and similar growth in Analytics, with EBIT margin expansion and robust FCF guidance for 2026. AI is viewed as an enabler, not a disruptor, due to MCO's irreplicable proprietary data and deep integration with strategic clients.

More market jitters hit stocks this month, and this time the damage is leaking into the financial services sector. As usual, AI disruption was the catalyst, and several of the largest finance-sector stocks dropped 10% to 20% over just a few days.

NEW YORK--(BUSINESS WIRE)--Moody's Corporation (NYSE: MCO) announced today that Michael West, President of Moody's Investors Service, will speak at the Raymond James Annual Institutional Investors Conference on Tuesday, March 3, 2026. The presentation will begin at approximately 10:25 a.m. Eastern Time and will be webcast live. The live webcast and the materials used in connection with the presentation will be made available on Moody's Investor Relations website, ir.moodys.com. This event is co.

LRCX, NVDA, ASML and MCO use strong moats to fend off rivals and deliver consistent returns amid market shifts.

Visa has gotten off to a difficult start this year due to legislative concerns. However, the stock is relatively cheap, with a robust outlook for 2026.

Moody's delivered record Q4 results, but I maintain a 'Hold' rating due to valuation concerns. MCO's growth remains robust, with double-digit AEPS and 9% top-line growth, yet recurring sales growth is slowing. The 2026E outlook appears too bullish, particularly regarding FX, unemployment, and rating issuance assumptions.

Moody's Corporation (MCO) Q4 2025 Earnings Call Transcript