Moody's Crecimiento futuro
Future controles de criterios 2/6
Se prevé un crecimiento anual de los beneficios y los ingresos de Moody's de 9.3% y 6.4% por año respectivamente. Se prevé que el BPA crezca en un 11.1% al año. Se espera que la rentabilidad financiera sea de 87.2% en 3 años.
Información clave
9.3%
Tasa de crecimiento de los beneficios
11.06%
Tasa de crecimiento del BPA
| Crecimiento de los beneficios de Capital Markets | 11.3% |
| Tasa de crecimiento de los ingresos | 6.4% |
| Rentabilidad financiera futura | 87.23% |
| Cobertura de analistas | Good |
| Última actualización | 08 Jun 2026 |
Actualizaciones recientes sobre el crecimiento futuro
Recent updates
Actualización de narrativa • Jun 02
MCO: Dual Engine Model And AI Integration Will Support Durable Upside
Moody's updated analyst price target edges up by $1 to $536, as analysts factor in a slightly higher assumed P/E multiple alongside relatively stable revenue growth, profit margin and discount rate inputs. Analyst Commentary Recent Street research on Moody's shows a mix of optimism and caution around valuation and execution, with several firms adjusting price targets both higher and lower by wide dollar ranges.
Nueva narrativa • May 22
Moody's future looks bright with a 31.18x PE growth in the next 5 years
Moody’s is not just a credit rating agency — it is one of the foundational infrastructure providers of the global financial system. Every year, governments, corporations, banks, and structured finance issuers collectively raise trillions of dollars in debt, and most of that debt requires a Moody’s rating to access institutional capital markets.Seeking Alpha • May 12
Moody's Corporation: Too Much Negativity Baked Into Its Stock Price
Summary Moody's Corporation's ordinary shares have underperformed YTD, but I view AI disruption fears as overstated and see recent weakness as a buying opportunity. The analytics segment's core value lies in proprietary data, expert insights, and regulatory compliance, which AI tools cannot easily replicate or replace. The Investor Services segment has shown robust growth. Tight credit spreads and relatively low real borrowing rates might sustain issuances for an extended period. Moody's stock's multiples are high on an absolute basis, yet tame on a 5-year relative basis. I expect narrative-driven selloff to reverse, with MCO's fundamentals and asset-light, cash-rich model supporting long-term outperformance despite cyclical and AI-related risks. Read the full article on Seeking AlphaActualización de narrativa • May 01
MCO: AI Data Moats And Q4 Execution Will Support Durable Upside
Analysts have trimmed Moody's fair value estimate by $2.85 to $535.00. This reflects slightly lower modeled revenue growth, a modestly higher discount rate, and a reduced future P/E multiple, partly offset by a small uplift to long-term profit margin assumptions, in line with recent mixed shifts in Street price targets.Nueva narrativa • Apr 20
MCO 04-2026
Moody's Corporation is a regulatory-moated oligopoly wrapped in a compounding software business. The MIS ratings franchise holds the most durable structural position in financial services: NRSRO designation is a legal prerequisite for capital adequacy calculations in virtually every major financial market globally, the duopoly with S&P has been unbroken for over four decades, and the proprietary century-old default database cannot be replicated at any cost.Actualización de narrativa • Apr 15
MCO: AI Productivity And Data Moats Will Sustain Ratings Strength Into 2026
Moody's updated Analyst Price Target moves lower by about $38 to $537.85, as analysts temper assumptions for revenue growth, profit margins and future P/E multiples, while still highlighting solid recent results and competitive strengths in ratings and data. Analyst Commentary Recent research points to a mixed but generally constructive tone around Moody's, with most firms trimming price targets while still recognizing strengths in its ratings and data businesses.Actualización de narrativa • Feb 09
MCO: Issuance And Private Credit Demand Will Drive Rating Strength Into 2026
Narrative Update The analyst price target for Moody's has been adjusted to reflect a mix of lower and higher Street targets, including cuts such as the recent reduction at Goldman Sachs and increases from firms citing stronger issuance trends, a favorable environment for Moody's Investors Service, and a more constructive outlook for rating agencies into 2026. Analyst Commentary Recent research on Moody's reflects a mix of optimism around issuance trends and earnings potential, alongside some restraint on valuation and expectations.Actualización de narrativa • Jan 25
MCO: Fair Outlook Sees Issuance Strength Balancing Private Credit Ratings Uncertainty
The analyst price target for Moody's has been raised from US$561.68 to US$575.53, as analysts point to solid recent issuance trends, a more favorable earnings outlook for the Moody's Investors Service segment, and sustained interest in the stock from multiple research houses. Analyst Commentary Recent Street research on Moody's reflects a generally positive tone, with several firms lifting price targets and one upgrade in rating, all tied closely to issuance trends and expectations for the Moody's Investors Service segment.Actualización de narrativa • Jan 10
MCO: Fair Outlook Balances Issuance Strength With Data And Analytics Uncertainty
The analyst price target for Moody's has been raised from about US$545.50 to roughly US$561.68, with analysts pointing to stronger assumptions around revenue growth, profit margins and a slightly lower discount rate. This is supported by recent research that highlights a constructive outlook for rating agencies, improving issuance trends and Moody's expanding role in data and analytics.Actualización de narrativa • Sep 21
Private Credit Evolution And AI Integration Will Shape Market Success
Moody's saw only marginal improvements in both revenue growth and net profit margin forecasts, resulting in the consensus analyst price target rising slightly from $543.40 to $545.50. What's in the News Moody's launched Agentic Solutions, an AI-powered product suite automating and optimizing complex decision-making workflows for regulated industries, enhancing productivity, transparency, and workflow efficiency across finance, risk, and strategy.Artículo de análisis • Jul 26
The Moody's Corporation (NYSE:MCO) Second-Quarter Results Are Out And Analysts Have Published New Forecasts
As you might know, Moody's Corporation ( NYSE:MCO ) just kicked off its latest quarterly results with some very strong...Seeking Alpha • Apr 24
Moody's: Q1, Analytics Strength Offsets Weaker Debt Issuance Outlook (Rating Upgrade)
Summary Moody's Corporation reported strong Q1 2025 earnings, with revenue and EPS exceeding expectations, driven by robust performance in ratings. Despite trimming FY 2025 guidance due to macroeconomic uncertainties, Moody's valuation has become more attractive at a price-to-cash flow of 31.2x. Risks include potential declines in credit issuances and slower up-sells from new AI products, but Moody's strong market position and recurrent revenue provide resilience. Read the full article on Seeking AlphaSeeking Alpha • Feb 28
Moody's: A Long Term Compounder At A Hefty Price
Summary Moody's, a pioneer in bond credit ratings, has grown into a financial services giant with two main segments: Moody's Investors Service (MIS) and Moody's Analytics (MA). MIS, generating $3.8 billion in 2024, provides essential credit ratings that influence companies' borrowing costs, while MA offers SaaS-based decision solutions, contributing $3.3 billion. Moody's boasts strong financials with $7.1 billion in 2024 revenue, 20% growth, and high margins, driven by its competitive edge in the credit rating market. Despite a higher valuation than historical averages, Moody's shares offer potential returns of 4.7%-9.8% annually over the next five years, depending on EBITDA growth and multiples. Read the full article on Seeking AlphaSeeking Alpha • Feb 08
Moody's Q4: Expect A Beat And Raise
Summary Moody's Corporation (MCO) has a robust business model, and over 100 years of industry presence, making it a reliable investment even in volatile markets. MCO has a 5-year total return of 96.1%, stellar Q3 '24 results with revenue up 23% and earnings up 39%, and raised its Q4 guidance. Risks are primarily macroeconomic, such as potential market volatility due to changes in government policies, but long-term prospects remain strong. I rate MCO a Buy for long-term, capital appreciation-focused investors due to its consistent dividend growth and strong financial performance. Read the full article on Seeking AlphaSeeking Alpha • Jan 29
Moody's And The Stargate Project: A Potential Catalyst No One Is Talking About
Summary Moody's Corporation is widely known for its unbeatable moat that has made it one of Warren Buffett's long-term picks. The most recent data on global debt suggest that Moody's will report a strong Q4 and that 2025 will be a favorable year. The Stargate Project and the AI wars could constitute yet another (hidden) catalyst for Moody's. Read the full article on Seeking AlphaSeeking Alpha • Dec 06
Moody's: Overvalued But Still A Hold
Summary Moody's has had a strong year-to-date return of 30%, but its current valuation at a 37.2 P/E ratio suggests it is overvalued. Moody's operates through two main segments: Moody's Investor Services and Moody's Analytics, both critical to the financial sector. Despite Moody's impressive growth, S&P Global offers better value with a lower P/E ratio and faster cash flow growth, making it a more attractive investment. I will hold my Moody's shares long-term due to its high-quality business, despite expecting lower short-term returns. Read the full article on Seeking AlphaSeeking Alpha • Oct 23
Moody's Q3 Earnings: Emerging Benefactors And Solid Baseline Results
Summary Moody's Corporation's Q3 earnings report showed impressive line items and guidance. Segmental growth remains robust, and profit margins are comprehensive. Normalization in M&A, expansion in private debt, and entry into catastrophe insurance analytics offerings add optimism. Inflated valuation multiples are likely justified by compelling growth figures. Risks include market pessimism post-earnings, potential mean reversion of high multiples, and uncertainty in M&A deal flow recovery. Read the full article on Seeking AlphaSeeking Alpha • Sep 25
Moody's: Fundamentals Are Better Than Expected, But Valuation Is Still High
Summary I maintain a hold rating for Moody’s stock due to concerns about its premium valuation relative to S&P Global Inc. Recent positive developments in MCO’s MIS segment and potential growth in the MA segment have improved my outlook but don't justify the premium. MCO’s GenAI products show promising growth potential, with significant increases in usage and cross-selling capabilities, enhancing long-term earnings prospects. Read the full article on Seeking AlphaSeeking Alpha • Aug 28
Moody's: Capitalize On The Upcoming Global Easing Cycle
Summary Moody's is a high-quality compounder with a deep economic moat and strong cash flow, delivering a 19% annualized return over the past decade. The Fed's rate cut cycle is expected to boost global bond issuances, benefiting MCO's MIS segment, which saw strong earnings from narrowing credit spreads and lower treasury yields. Despite conservative guidance due to election-related uncertainty, MCO's historical performance and the initiation of a global monetary easing cycle suggest a promising outlook for 2025. Key risks include potential delays in the Fed's rate cuts and underperformance in the MA segment, but MCO's robust business model mitigates permanent capital loss risks. Read the full article on Seeking AlphaSeeking Alpha • Aug 15
Moody's Corporation: Great Business But Currently Very Expensive
Summary Moody's is a global credit ratings agency assisting organizations in managing risk in fixed income investments. It operates in two segments: Moody's Analytics and Moody's Investors Service. Moody's has been growing through strategic acquisitions internationally, more than doubling revenues and incomes every decade, and has an asset-light business model. Moody's is currently very richly valued by the market; some of the highest valuations since 2000 by P/E and operating cash flow yield metrics. Now is not a good time to start a long position; rather it may be a good time to sell Moody's shares to take some profits. Read the full article on Seeking AlphaSeeking Alpha • Jul 20
Moody's: Q2 Earnings, What To Expect And What I Am Doing As Investor
Summary Duopolies like S&P Global and Moody's are strong investments. When Moody's reported Q1 earnings, we saw potential for growth in Q2. In this article, we discuss the new favorable developments for the company, while taking a look at its valuation. Read the full article on Seeking AlphaPrevisiones de crecimiento de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Flujo de caja libre | Flujo de caja operativo | Núm. de analistas medio |
|---|---|---|---|---|---|
| 12/31/2028 | 9,533 | 3,293 | 3,679 | 3,980 | 12 |
| 12/31/2027 | 8,851 | 3,004 | 3,306 | 3,669 | 20 |
| 12/31/2026 | 8,234 | 2,764 | 2,917 | 3,329 | 20 |
| 3/31/2026 | 7,873 | 2,495 | 2,747 | 3,083 | N/A |
| 12/31/2025 | 7,718 | 2,459 | 2,575 | 2,901 | N/A |
| 9/30/2025 | 7,501 | 2,244 | 2,398 | 2,717 | N/A |
| 6/30/2025 | 7,307 | 2,132 | 2,371 | 2,677 | N/A |
| 3/31/2025 | 7,226 | 2,106 | 2,496 | 2,820 | N/A |
| 12/31/2024 | 7,088 | 2,058 | 2,521 | 2,838 | N/A |
| 9/30/2024 | 6,896 | 2,003 | 2,325 | 2,641 | N/A |
| 6/30/2024 | 6,555 | 1,858 | 2,085 | 2,400 | N/A |
| 3/31/2024 | 6,232 | 1,683 | 2,042 | 2,318 | N/A |
| 12/31/2023 | 5,916 | 1,607 | 1,880 | 2,151 | N/A |
| 9/30/2023 | 5,726 | 1,513 | 1,774 | 2,051 | N/A |
| 6/30/2023 | 5,529 | 1,427 | 1,648 | 1,925 | N/A |
| 3/31/2023 | 5,416 | 1,377 | 1,315 | 1,612 | N/A |
| 12/31/2022 | 5,468 | 1,374 | 1,191 | 1,474 | N/A |
| 9/30/2022 | 5,717 | 1,555 | 1,130 | 1,396 | N/A |
| 6/30/2022 | 5,968 | 1,726 | 1,268 | 1,496 | N/A |
| 3/31/2022 | 6,140 | 1,976 | 1,615 | 1,799 | N/A |
| 12/31/2021 | 6,218 | 2,214 | 1,866 | 2,005 | N/A |
| 9/30/2021 | 5,969 | 2,101 | 2,267 | 2,364 | N/A |
| 6/30/2021 | 5,799 | 2,094 | 2,354 | 2,439 | N/A |
| 3/31/2021 | 5,681 | 2,026 | 2,381 | 2,477 | N/A |
| 12/31/2020 | 5,371 | 1,778 | 2,043 | 2,146 | N/A |
| 9/30/2020 | 5,314 | 1,824 | 1,876 | 1,967 | N/A |
| 6/30/2020 | 5,198 | 1,736 | 1,805 | 1,897 | N/A |
| 3/31/2020 | 4,977 | 1,537 | 1,583 | 1,653 | N/A |
| 12/31/2019 | 4,829 | 1,422 | N/A | 1,675 | N/A |
| 9/30/2019 | 4,656 | 1,313 | N/A | 1,572 | N/A |
| 6/30/2019 | 4,497 | 1,244 | N/A | 1,439 | N/A |
| 3/31/2019 | 4,458 | 1,310 | N/A | 1,437 | N/A |
| 12/31/2018 | 4,443 | 1,310 | N/A | 1,461 | N/A |
| 9/30/2018 | 4,548 | 1,085 | N/A | 1,489 | N/A |
| 6/30/2018 | 4,530 | 1,092 | N/A | 1,573 | N/A |
| 3/31/2018 | 4,356 | 1,028 | N/A | 1,659 | N/A |
| 12/31/2017 | 4,204 | 1,001 | N/A | 755 | N/A |
| 9/30/2017 | 3,981 | 547 | N/A | 720 | N/A |
| 6/30/2017 | 3,835 | 485 | N/A | 672 | N/A |
| 3/31/2017 | 3,763 | 428 | N/A | 493 | N/A |
| 12/31/2016 | 3,604 | 267 | N/A | 1,259 | N/A |
| 9/30/2016 | 3,528 | 913 | N/A | 1,149 | N/A |
| 6/30/2016 | 3,446 | 889 | N/A | 1,106 | N/A |
| 3/31/2016 | 3,435 | 896 | N/A | 1,145 | N/A |
| 12/31/2015 | 3,485 | 941 | N/A | 1,198 | N/A |
| 9/30/2015 | 3,496 | 960 | N/A | 1,202 | N/A |
| 6/30/2015 | 3,477 | 943 | N/A | 1,155 | N/A |
Previsiones de crecimiento futuro de los analistas
Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (9.3% al año) de MCO es superior a la tasa de ahorro (3.5%).
Beneficios vs. Mercado: Se prevé que los beneficios (9.3% al año) de MCO crezcan menos que el mercado US (17.1% al año).
Beneficios de alto crecimiento: Se prevé que los beneficios de MCO crezcan, pero no significativamente.
Ingresos vs. Mercado: Se prevé que los ingresos (6.4% al año) de MCO crezcan más despacio que el mercado de US (11.9% al año).
Ingresos de alto crecimiento: Se prevé que los ingresos 6.4% al año) de MCO crezcan más despacio que 20% al año.
Previsiones de crecimiento de los beneficios por acción
Rentabilidad financiera futura
ROE futura: Se prevé que la rentabilidad financiera de MCO sea muy elevada dentro de 3 años (87.2%).
Descubre empresas en crecimiento
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/06/09 19:21 |
| Precio de las acciones al final del día | 2026/06/09 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Moody's Corporation está cubierta por 32 analistas. 20 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| John Eade | Argus Research Company |
| Jeffrey Meuler | Baird |
| Manav Patnaik | Barclays |