Moodys vs S&P Global
MCO and SPGI side by side, both in business services. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How MCO and SPGI compare
S&P Global is the larger company, worth 1.6 times as much as Moodys ($136B against $87.6B).
On earnings, S&P Global is cheaper: it trades at 27.9× trailing earnings, against 31.0× for Moodys.
S&P Global grew revenue faster over the last twelve months (18.2% versus 9.0% for Moodys).
Moodys keeps more of each dollar of sales as profit, with a net margin of 35.3% compared with 29.0% at S&P Global.
Both pay dividends: Moodys yields 0.79% and S&P Global 0.83%.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | MCO | SPGI |
|---|---|---|
| Size and price | ||
| Market cap | $87.6B | $136B |
| Share price | $508.20 | $468.51 |
| Change, 1 year | 3.5% | −5.9% |
| Change, 5 years | 31.2% | 1.6% |
| Beta (5Y) | 1.19 | 0.96 |
| Employees | 5,300 | 45K |
| StockData Score | ||
| Total score | 21 | 21 |
| Valuation score | 3 (better) | 2 |
| Growth score | 4 | 6 (better) |
| Performance score | 6 | 6 |
| Health score | 4 | 4 |
| Dividend score | 4 (better) | 3 |
| Valuation | ||
| P/E | 31.0× | 27.9× (better) |
| P/S | 10.7× | 7.9× (better) |
| P/B | 26.8× | 6.9× (better) |
| EV/EBITDA | 22.5× | 18.9× (better) |
| P/FCF | 29.4× | 23.3× (better) |
| PEG | 1.38 (better) | 2.17 |
| FCF yield | 3.4% | 4.3% (better) |
| Fair value | $520.91 | $459.63 |
| Margin of safety | 2.4% (better) | −1.9% |
| Growth | ||
| Revenue growth (TTM) | 9.0% | 18.2% (better) |
| Revenue growth, 5Y average | 7.5% | 15.6% (better) |
| Net income growth (TTM) | 28.5% (better) | 18.2% |
| EPS growth (TTM) | 31.9% (better) | 22.3% |
| EPS growth, 5Y average | 7.8% | 8.7% (better) |
| Profitability | ||
| Gross margin | 74.6% (better) | 70.9% |
| Operating margin | 44.6% | 45.1% (better) |
| Net margin | 35.3% (better) | 29.0% |
| FCF margin | 36.4% (better) | 33.9% |
| Return on equity | 79.8% (better) | 18.9% |
| Return on invested capital | 33.0% (better) | 16.2% |
| Financial health | ||
| Debt / equity | 2.11 | 0.66 (better) |
| Net debt / EBITDA | 1.28 (better) | 1.37 |
| Interest coverage | – | 24.0× |
| Current ratio | 1.29 (better) | 0.74 |
| Altman Z-score | 7.89 (better) | 4.88 |
| Piotroski F-score | 8 (better) | 7 |
| Dividends and buybacks | ||
| Dividend yield | 0.79% | 0.83% (better) |
| Payout ratio | 24.6% | 23.0% |
| Years of dividend growth | 16 (better) | 5 |
| Dividend growth, 5Y average | 10.9% | 41.8% (better) |
| Buyback yield | 3.4% | 4.9% (better) |
| Shareholder yield | 4.2% | 5.7% (better) |
| Ownership | ||
| Held by institutions | 91.9% | 89.5% |
| Held by insiders | 0.12% | 0.11% |
| Insider net buying, 12 months | −$19.0M | $3.6M (better) |
| Superinvestors holding | 12 | 14 (better) |
| Short interest, % of float | 1.8% | 1.5% |
Go deeper
- MCO stock overview
- MCO income statement
- MCO valuation and score
- SPGI stock overview
- SPGI income statement
- SPGI valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.