Added to YB: 2026-09-04
Pitch date: 2026-08-30
MCO [neutral]
Moody's Corporation
-1.37%
current return
Author Info
No bio for this author
Company Info
Moody's Corporation, together with its subsidiaries, operates as an integrated risk assessment firm in the United States, the rest of the Americas, Europe, the Middle East, Africa, and the Asia Pacific.
Market Cap
$85.7B
Pitch Price
$511.33
Price Target
N/A
Dividend
0.82%
EV/EBITDA
22.00
P/E
31.42
EV/Sales
11.27
Sector
Capital Markets
Category
N/A
Klarman’s Special Situation Stock + Portfolio & Watchlist Update - Moody's Corporation
MCO (monitor): Moody’s is framed as a “toll booth,” collecting a small, non-negotiable fee on each bond issuance with almost no incremental work. A new position from a concentrated investor who can go several quarters without buying makes the name worth examining, even after the shares rebounded 20% from their Q2 lows.
Read full article (1 min)