For the quarter ended March 2025, Moody's (MCO) reported revenue of $1.92 billion, up 7.7% over the same period last year. EPS came in at $3.83, compared to $3.37 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $1.88 billion, representing a surprise of +2.29%. The company delivered an EPS surprise of +7.58%, with the consensus EPS estimate being $3.56.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Moody's performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Revenue- Total external customers- Moody's Analytics: $859 million compared to the $864.87 million average estimate based on five analysts. The reported number represents a change of +7.5% year over year.
- Revenue- Total external customers- Moody's investor services: $1.07 billion versus the five-analyst average estimate of $1.01 billion. The reported number represents a year-over-year change of +7.9%.
- Revenue- Moody's Analytics- Research and Insights: $236 million compared to the $239.53 million average estimate based on four analysts. The reported number represents a change of +6.3% year over year.
- Revenue- Moody's Analytics- Data and Information: $218 million versus $222.21 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +2.8% change.
- Revenue- Moody's Analytics- Decision Solutions: $405 million versus $403.34 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +11% change.
- Revenue- Moody's investor services- Financial institutions: $191 million versus $198.39 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -2.1% change.
- Revenue- Moody's investor services- Public, project and infrastructure finance: $163 million versus $131.80 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +15.6% change.
- Revenue- Moody's Analytics: $862 million compared to the $868.73 million average estimate based on three analysts. The reported number represents a change of +7.9% year over year.
- Revenue- Moody's investor services: $1.11 billion versus $1.05 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +12.9% change.
- Revenue- Moody's investor services- Structured finance: $138 million versus the three-analyst average estimate of $131.22 million. The reported number represents a year-over-year change of +21.1%.
- Revenue- Moody's investor services- Corporate finance: $564 million versus $533.84 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +6.6% change.
- Revenue- Moody's investor services (MIS) - Intersegment revenue: $49 million versus the three-analyst average estimate of $49.20 million. The reported number represents a year-over-year change of +4.3%.
View all Key Company Metrics for Moody's here>>>
Shares of Moody's have returned -11.9% over the past month versus the Zacks S&P 500 composite's -8.9% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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Moody's Corporation (MCO): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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