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Moody's: Blowout Earnings, And Why It Shouldn't Buy FactSet

May 03, 2021 1:42 AM ETMoody's Corporation (MCO)FDS10 Comments
Alex Pitti profile picture
Alex Pitti


  • Moody's reported a blowout Q1 which caused analysts to raise their EPS estimates further. Rising estimates help make the stock's valuation more palatable.
  • The macro environment for Moody's won't be as good in the rest of the year. Issuances were pulled forward in Q1 and comps are very tough.
  • The Analytics business is shining. This will be important in helping the firm manage weak issuances in 2H 2021.
  • I don't want Moody's to buy FactSet. FactSet is growing slower than Moody's RD&A business. Moody's is doing so well without it.
  • I'm still extremely bullish on Moody's even though it's my smallest position.
Moody"s website
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Moody’s Reports Explosive Results

Moody’s (NYSE:MCO) reported blowout Q1 results which caused it to raise its 2021 guidance. Just when its forward PE ratio started looking a little high, it was lowered by estimate upgrades. The stock market sniffed out this great

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Alex Pitti profile picture
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Analyst’s Disclosure: I am/we are long MCO. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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