How the Entegra Partnership May Redefine Moody's (MCO) Role in Tech-Driven Market Infrastructure

• In November 2025, Entegra LLC announced it would integrate Moody's Corporation's cash flow analytics into its TaaS platform to boost trading transparency, efficiency, and real-time bond valuation insights.
• This collaboration couples Moody's structured finance analytics with Entegra's technology, reflecting a deeper move by Moody's into technology-powered financial market infrastructure.
• We'll explore how the integration of Moody's analytics with Entegra's TaaS platform could impact the company's investment outlook.

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Moody's Investment Narrative Recap

To own shares in Moody's, investors need to believe in the company's long-term relevance as global finance demands more transparency and data-driven risk assessment. The recent Entegra partnership should reinforce Moody’s competitive positioning in analytics, but does not appear to directly affect the most immediate catalyst, growing private credit markets, or ease concerns about the ongoing risks from alternative data and AI competition.

Among recent developments, Moody’s collaboration with Diald AI to enhance commercial property assessments stands out for its relevance to the Entegra announcement, as both signal the company’s commitment to integrating advanced analytics across new platforms. These moves highlight Moody’s active response to evolving market demands, closely aligning with key growth catalysts tied to analytics and data partnerships.

But with advancing AI competitors increasingly targeting Moody’s traditional strongholds, investors should be aware of the risk that...

Read the full narrative on Moody's (it's free!)

Moody's narrative projects $9.0 billion revenue and $3.0 billion earnings by 2028. This requires 7.3% yearly revenue growth and a $0.9 billion earnings increase from $2.1 billion today.

Uncover how Moody's forecasts yield a $545.50 fair value, a 11% upside to its current price.

Exploring Other Perspectives

Private estimates from 8 Simply Wall St Community members put Moody’s fair value between US$323 and US$546 per share. This range reflects ongoing debate about the extent to which new technology-driven integrations can offset risks from emerging competitors in data and analytics.

Explore 8 other fair value estimates on Moody's - why the stock might be worth 34% less than the current price!

Build Your Own Moody's Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Moody's research is our analysis highlighting 2 key rewards and 1 important warning sign that could impact your investment decision.
• Our free Moody's research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Moody's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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