Moody's: Big Buybacks Are Creating A Floor Price

Moody's Corporation combines a global ratings duopoly and a high-growth SaaS analytics business, delivering resilient, recurring revenues and strong operating leverage. MCO's Q4 2025 saw 13% revenue growth and 38.9% adjusted EPS growth, driven by AI adoption, private credit momentum, and robust operating margins in both segments. At a forward P/E of 25.2, MCO trades at a 10% discount to a $482 fair value estimate, with 12.3% annual EPS growth forecast through 2028.