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MCO vs. MSCI: Moody's vs. MSCI Stock Comparison

How do Moody's (MCO) and MSCI (MSCI) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.

Company Profile

Moody's (MCO) and MSCI (MSCI) are both classified in the Financial Exchanges & Data sub-industry within the broader Capital Markets industry, placing them in the closest GICS peer bucket.

Company profile comparison for Moody's (MCO) and MSCI (MSCI)
Profile ItemMCOMSCI
NameMoody's CorporationMSCI Inc.
Country/RegionUnited StatesUnited States
GICS SectorFinancialsFinancials
GICS Industry GroupFinancial ServicesFinancial Services
GICS IndustryCapital MarketsCapital Markets
GICS Sub-IndustryFinancial Exchanges & DataFinancial Exchanges & Data
Market Capitalization87.19 billion USD46.60 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateOctober 31, 1994November 15, 2007
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

MCO
MSCI
GSPC
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Moody's (MCO) vs. MSCI (MSCI), with S&P 500 (GSPC) for reference: Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for Moody's (MCO) and MSCI (MSCI). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for Moody's (MCO) and MSCI (MSCI). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for Moody's (MCO) and MSCI (MSCI)
MetricMCOMSCI
Total Return (1Y)5.02%12.76%
Total Return (3Y, Annualized)15.27%9.86%
Total Return (5Y, Annualized)6.21%1.00%

Risk Profile

Drawdown History

MCO
MSCI
GSPC
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Moody's (MCO) vs. MSCI (MSCI), with S&P 500 (GSPC) for reference: Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for Moody's (MCO) and MSCI (MSCI). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Moody's (MCO) and MSCI (MSCI)
MetricMCOMSCI
Volatility (1Y, Annualized)28.61%29.82%
Beta (5Y)1.281.17
Max Drawdown (5Y)-40.93%-43.74%
Avg. Volume (3M)817.57K590.34K

Risk-Adjusted Performance

Risk-Return Positioning

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MCO and MSCI are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for Moody's (MCO) and MSCI (MSCI)
MetricMCOMSCI
Sharpe Ratio (1Y)0.030.28
Sortino Ratio (1Y)0.040.40

Profitability

ROE (TTM)

Capital efficiency shows on one side only: Moody's (MCO) earns 76.74% on shareholders’ equity, ranked against its industry; MSCI (MSCI) has no ROE this period.

MCO

Financial Services industry group

76.74%

MCO
76.74%
Max
44.78%
Q3
21.85%
Median
12.91%
Q1
4.48%
Min
-18.71%

MSCI

Financial Services industry group

--

Max
44.78%
Q3
21.85%
Median
12.91%
Q1
4.48%
Min
-18.71%
MSCI
--
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Moody's (MCO) vs. MSCI (MSCI): MSCI does not report ROE, so it has no value marker; MCO is benchmarked against the Financial Services industry group.

Net Margin (TTM)

For every dollar of sales, both Moody's (MCO) at 35.26% and MSCI (MSCI) at 40.31% retain more as net profit than most peers, landing in the top net margin quartile of their industries.

MCO

Financial Services industry group

35.26%

Max
62.84%
MCO
35.26%
Q3
28.05%
Median
15.36%
Q1
4.82%
Min
-28.52%

MSCI

Financial Services industry group

40.31%

Max
62.84%
MSCI
40.31%
Q3
28.05%
Median
15.36%
Q1
4.82%
Min
-28.52%
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Moody's (MCO) vs. MSCI (MSCI): A comparison of their net margin against the Financial Services industry group benchmark.

Operating Margin (TTM)

MSCI (MSCI) at 56.41% operates in the top operating margin quartile, ahead of Moody's (MCO) at 46.27%, which runs around its industry’s norm.

MCO

Financial Services industry group

46.27%

Max
107.33%
Q3
55.90%
MCO
46.27%
Median
30.09%
Q1
14.60%
Min
-44.34%

MSCI

Financial Services industry group

56.41%

Max
107.33%
MSCI
56.41%
Q3
55.90%
Median
30.09%
Q1
14.60%
Min
-44.34%
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Moody's (MCO) vs. MSCI (MSCI): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for Moody's (MCO) and MSCI (MSCI)
MetricMCOMSCI
ROE (TTM)76.74%--
ROA (TTM)15.56%21.75%
Net Margin (TTM)35.26%40.31%
Operating Margin (TTM)46.27%56.41%
Gross Margin (TTM)----

Growth

Revenue Growth

Both Moody's (MCO) at 8.89% and MSCI (MSCI) at 9.75% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.

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Moody's (MCO) vs. MSCI (MSCI): A comparison of their Revenue Growth across different time periods.

EPS Growth

Both Moody's (MCO) at 21.40% and MSCI (MSCI) at 11.67% land near their industries' usual EPS growth ranges, so bottom-line momentum looks broadly in line with peers on both sides.

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Moody's (MCO) vs. MSCI (MSCI): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Moody's (MCO) and MSCI (MSCI)
MetricMCOMSCI
Revenue Growth (YoY)8.89%9.75%
Revenue Growth (3Y CAGR)12.17%11.71%
EPS Growth (YoY)21.40%11.67%
EPS Growth (3Y CAGR)22.48%13.54%

Financial Strength

Current Ratio (MRQ)

current ratio doesn’t apply on either side: Moody's (MCO) in Financial Services and MSCI (MSCI) in Financial Services both report balance sheets without a current/non-current split, so their short-term liquidity is better judged through regulatory and funding measures.

Debt / Equity (MRQ)

debt-to-equity ratio is set aside for both: Moody's (MCO) in Financial Services and MSCI (MSCI) in Financial Services run businesses where balance-sheet leverage is part of the model, so capital-adequacy and funding measures are the better gauges of balance-sheet risk.

Financial Strength Metrics

Financial strength metrics for Moody's (MCO) and MSCI (MSCI)
MetricMCOMSCI
Current Ratio (MRQ)----
Debt / Equity (MRQ)----
Net Debt / EBITDA----

Dividends

Dividend Yield (TTM)

Both Moody's (MCO) at 0.78% and MSCI (MSCI) at 1.21% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.

MCO

Financial Services industry group

0.78%

Max
9.77%
Q3
3.92%
Median
1.09%
MCO
0.78%
Q1
0.00%
Min
0.00%

MSCI

Financial Services industry group

1.21%

Max
9.77%
Q3
3.92%
MSCI
1.21%
Median
1.09%
Q1
0.00%
Min
0.00%
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Moody's (MCO) vs. MSCI (MSCI): A comparison of their dividend yield against the Financial Services industry group benchmark.

Dividend Payout Ratio (TTM)

Both Moody's (MCO) at 24.59% and MSCI (MSCI) at 42.04% keep payout ratio within their industries’ typical mid-ranges — dividend policies that share earnings without consuming too much of them.

MCO

Financial Services industry group

24.59%

Max
241.07%
Q3
97.36%
Median
25.77%
MCO
24.59%
Q1
0.00%
Min
0.00%

MSCI

Financial Services industry group

42.04%

Max
241.07%
Q3
97.36%
MSCI
42.04%
Median
25.77%
Q1
0.00%
Min
0.00%
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Moody's (MCO) vs. MSCI (MSCI): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for Moody's (MCO) and MSCI (MSCI)
MetricMCOMSCI
Dividend Yield (TTM)0.78%1.21%
Dividend Payout Ratio (TTM)24.59%42.04%

Valuation

P/E Ratio (TTM)

Both Moody's (MCO) at 30.85 and MSCI (MSCI) at 33.90 sit in the richer earnings-multiple quartile for P/E ratio, so investors are paying more for TTM earnings than they pay for typical peers.

MCO

Financial Services industry group

30.85

Max
45.85
MCO
30.85
Q3
24.64
Median
15.37
Q1
9.68
Min
0.16

MSCI

Financial Services industry group

33.90

Max
45.85
MSCI
33.90
Q3
24.64
Median
15.37
Q1
9.68
Min
0.16
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Moody's (MCO) vs. MSCI (MSCI): A comparison of their P/E ratio against the Financial Services industry group benchmark.

P/S Ratio (TTM)

Investors are paying well above the peer range per dollar of sales for both Moody's (MCO) at 10.66 and MSCI (MSCI) at 13.58 — each P/S ratio clears its industry’s benchmark range.

MCO

Financial Services industry group

10.66

MCO
10.66
Max
9.23
Q3
4.57
Median
2.72
Q1
1.28
Min
-0.55

MSCI

Financial Services industry group

13.58

MSCI
13.58
Max
9.23
Q3
4.57
Median
2.72
Q1
1.28
Min
-0.55
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Moody's (MCO) vs. MSCI (MSCI): A comparison of their P/S ratio against the Financial Services industry group benchmark.

P/B Ratio (MRQ)

MSCI (MSCI) reports a negative P/B ratio of -15.24, meaning negative book equity — the multiple itself is not meaningful for valuation. Meanwhile Moody's (MCO) reports 26.68, ranking against industry peers normally.

MCO

Financial Services industry group

26.68

MCO
26.68
Max
7.79
Q3
3.63
Median
1.57
Q1
0.81
Min
-0.39

MSCI

Financial Services industry group

-15.24

Max
7.79
Q3
3.63
Median
1.57
Q1
0.81
Min
-0.39
MSCI
-15.24
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Moody's (MCO) vs. MSCI (MSCI): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for Moody's (MCO) and MSCI (MSCI)
MetricMCOMSCI
P/E Ratio (TTM)30.8533.90
P/S Ratio (TTM)10.6613.58
P/B Ratio (MRQ)26.68-15.24
Free Cash Flow Yield (TTM)----