MCO
Market read
The latest filing is mixed. 5 of 35 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 0 directly disclosed connections are confirming.
Invalidation: The live read weakens if participation falls to 12 of 35 members or fewer.
Research brief
The latest filing is mixed. 5 of 35 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 0 directly disclosed connections are confirming.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“Transaction revenue increased $23 million compared to the same period in the prior year, primarily due to higher banking activity in the U.S., supported by favorable spreads and strong investor demand.”10-Q · Jul 23, 2026 ↗
“Recurring revenue increased $11 million, primarily reflecting the impact of annual price increases and higher monitored credits.”10-Q · Jul 23, 2026 ↗
“Three Months Ended March 31, 2026 2025 Operating income $ 922 $ 846 Adjustments: Depreciation and amortization 122 113 Restructuring 27 33 Reserve for international non-income tax obligation 34 — Charges related to asset abandonment — 2 Adjusted Operating Inc…”10-Q · Apr 23, 2026 ↗
“Transaction revenue increased $56 million compared to the prior year, which primarily reflected: – higher issuance activity for speculative-grade bonds driven by elevated third-quarter activity as issuers took advantage of favorable conditions, including tigh…”10-Q · Oct 23, 2025 ↗
Valuation discipline
Price/sales 10.9× · EV/sales 11.5×. Comparisons use only industry-matched filing peers.
Scenarios are withheld for Financial Services until sector-specific earnings and capital metrics are available; generic revenue/P/S scaffolds would be misleading.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for MCO. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Latest filing assessment · baseline
10-Q filed 2026-04-23 against the comparable filing from 2025-04-23.
“Net cash (used in) provided by investing activities The $315 million increase in cash used in investing activities in the three months ended March 31, 2026 compared to the same period in 2025 was primarily due to: – a $485 million decrease in sales and maturities of investments primarily due to the maturity of certificates of deposit in the first quarter of 2025, of which the proceeds were used to repay notes payable in the prior year; partially offset by: – lower cash paid for acquisitions, net of cash acquired of $200 million primarily due to amounts paid for the acquisition of CAPE Analytics in the first quarter of 2025.”
“Constant currency revenue (1) decline for FIG was 1%. – Recurring revenue increased by $7 million, primarily reflecting the impact of annual price increases and higher monitored credits; partially offset by: – a decrease in Transaction Revenue of $4 million compared to the first quarter of 2025, primarily reflecting lower volumes from infrequent issuers, particularly in the insurance sector.”
“G was 1%. – Recurring revenue increased by $7 million, primarily reflecting the impact of annual price increases and higher monitored credits; partially offset by: – a decrease in Transaction Revenue of $4 million compared to the first quarter of 2025, primarily reflecting lower volumes from infrequent issuers, particularly in the insurance sector.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Filing peers
Companies whose filings use similar operating language.
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What is moving around it
MCO is currently a Early Follower in the organic co-movement group Software Stocks. This group is discovered from market behaviour rather than assigned from an industry taxonomy. No verified filing-linked names are available yet.
Context history
No durable theme membership has been observed for this name yet.