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Comparison of Moody's Corporation and S&P Global Inc. Business Models

1 report, 1 independent Updated 00:00
AI-generated briefing. Brind wrote this from the reports listed below. It can be wrong. Each section says how much you can rely on it, and the sources are linked so you can check.

What happened

Some supportReported by 1 outlet

Moody's Corporation and S&P Global Inc. are major financial data providers that together rate roughly 80% of the world’s debt. Both companies are facing worries that higher interest rates are slowing the pace of debt issuance. However, they trade at different valuations, with Moody's Corporation trading near 30 times earnings and S&P Global Inc. trading near 25 times earnings.

From insidermonkey.com

Why it matters

Some supportBrind's analysis of the reports

S&P Global Inc. is more diversified than Moody's Corporation, as credit ratings account for only about a third of its revenue. The remaining revenue comes from segments like Market Intelligence data, Commodity Insights, and S&P Dow Jones Indices. This difference in business structure creates distinct investment choices for the market.

From insidermonkey.com

Who's involved

  • Moody's CorporationOne of the two companies that rates roughly 80% of the world’s debt.
  • S&P GlobalOne of the two companies that rates roughly 80% of the world’s debt.

Who could feel it

Possible knock-on effects

These are possibilities Brind reasoned out, not predictions, and not advice. Most are not stated in any report.

  • Moody's CorporationSpeculative

    Macroeconomic worries about slowing debt issuance might affect Moody's Corporation's core revenue and valuation.

  • S&P GlobalSpeculative

    Macroeconomic worries about slowing debt issuance could affect S&P Global Inc.'s core revenue and valuation.

Keep exploring

The entities involved

Coverage

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