Moody’s Corporation (MCO) is a financial exchanges & data company in the Financials sector. Listed on the NASDAQ, Moody’s Corporation is a component of the S&P 500 index. As of 2026-06-10, the stock is trading at $450.69.
Key Metrics & Risk
Based on 5-year historical data from Yahoo Finance (daily returns, annualized using 252 trading days).
| Metric | Value |
|---|---|
| Latest Price | $450.69 |
| Latest Date | 2026-06-10 |
| Expected Return (Annualized) | 9.70% |
| Risk / Std Dev (Annualized) | 26.33% |
| Sharpe Ratio (rf=4.5%) | 0.20 |
S&P 500 Context
- Sector: Financials
- Sub-Industry: Financial Exchanges & Data
- Exchange: NASDAQ
- Index: S&P 500 Component
Risk/Return Profile
The stock shows an annualized expected return of 9.70% with an annualized volatility of 26.33%. The Sharpe ratio of 0.20 (assuming 4.5% risk-free rate) indicates below-average risk-adjusted returns relative to the risk-free rate.
Modern Portfolio Theory Positioning
This stock is plotted on the S&P 500 Modern Portfolio Theory chart which visualizes the risk/return trade-off across all S&P 500 components. The chart uses Sharpe ratio as the color dimension, allowing quick identification of stocks with superior risk-adjusted performance.
Fundamentals
| Metric | Value |
|---|---|
| Market Cap | 78.72B |
| Enterprise Value | 84.77B |
| Trailing P/E | 32.35 |
| Forward P/E | 24.24 |
| Price to Book | 26.29 |
| Price to Sales | 10.0 |
| EV/Revenue | 10.77 |
| EV/EBITDA | 22.23 |
| Profitability | | | Profit Margin | 31.69% | | Operating Margin | 45.74% | | ROE | 71.36% | | ROA | 14.82% |
| Growth | | | Revenue Growth | 8.1% | | Earnings Growth | 7.8% |
| Dividend | | | Dividend Yield | 91.0% | | Payout Ratio | 27.62% | | 5Y Avg Yield | 80.0% |
| Financial Health | | | Total Revenue | 7.87B | | Total Debt | 7.4B | | Total Cash | 1.51B | | Free Cash Flow | 2.27B | | Operating Cash Flow | 3.08B |
| Price & Technical | | | 52W High | $546.88$ | | 52W Low | $402.28$ | | 50-Day Avg | $448.14$ | | 200-Day Avg | $475.36$ | | Beta | 1.34 | | Shares Outstanding | 0.17B | | Float Shares | 0.16B | | Insider Holdings | 14.25% | | Institutional Holdings | 81.1% | | Short Ratio | 3.53 | | Short % of Float | 2.49% |
| Analyst Targets | | | Target High | $610.0$ | | Target Low | $489.0$ | | Target Mean | $536.0$ | | Target Median | $532.5$ | | # of Analysts | 20 | | Recommendation | buy |
Disclaimer
This analysis is for educational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Always conduct your own research or consult a qualified financial advisor before making investment decisions.