MCO vs FDS Comparison: AI Score, Valuation, Performance and Upside
Compare Moody's ratings and analytics business against FactSet's terminal/subscription model on recurring revenue quality.
Use this Moody's vs FactSet comparison to evaluate the key differences across valuation, growth, profitability, and risk before making an investment decision.
MCO holds the edge across 4 of 5 key metrics in this comparison. MCO has delivered stronger 1-year price return (-9.75% vs -17.02%), though FDS has the better forward P/E setup (15.68x vs 27.23x for MCO). MCO leads on both revenue growth (15.10%) and operating margin (49.47%), suggesting a stronger fundamental setup on both dimensions. Analyst consensus implies meaningfully more upside for MCO (+8.84%) than for FDS (-16.16%).
Human Wall Street analysts' price targets, typically implying a ~12-month view — a separate signal from this site's own AI Prediction Signal further down the page, which is a 5-/30-day machine-learning forecast based on price history alone.
| Metric | MCO | FDS |
|---|---|---|
| AI scorei | 51.2 | 35.3 |
| AI ranki | #472 | #1706 |
| Latest closei | $461.88 | $278.85 |
| 1M returni | -4.92% | -2.30% |
| 6M returni | +5.98% | +33.52% |
| 1Y returni | -9.75% | -17.02% |
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | MCO | FDS |
|---|---|---|
| 1Y ago | $9.58K (-4.2%) started 2025-09-18 | $9.26K (-7.4%) started 2025-09-18 |
| 5Y ago | $13.36K (+33.6%) started 2021-09-20 | $7.92K (-20.8%) started 2021-09-20 |
| 10Y ago | $50.45K (+404.5%) started 2016-09-19 | $18.81K (+88.1%) started 2016-09-19 |
Hypothetical — past performance does not guarantee future results.
| Metric | MCO | FDS |
|---|---|---|
| Market capi | $89.18B | $10.99B |
| Trailing P/Ei | 32.67 | 20.37 |
| Forward P/Ei | 27.23 | 15.68 |
| Price/Salesi | N/A | N/A |
| EV/Revenuei | 11.70 | 5.03 |
| Analyst targeti | $560.48 | $259.06 |
| Target upsidei | +8.84% | -16.16% |
| Metric | MCO | FDS |
|---|---|---|
| Revenue growthi | 15.10% | 6.40% |
| Earnings growthi | 56.70% | -9.60% |
| EPS growthi | +56.70% | -9.60% |
| FCF margini | +31.61% | +25.47% |
| Operating margini | 49.47% | 30.54% |
| Profit margini | 34.25% | 23.21% |
| ROIC proxyi | 76.93% | 27.03% |
| Return on equityi | 76.93% | 27.03% |
| Dividend yieldi | 0.80% | 1.50% |
| Payout ratioi | 25.00% | 29.38% |
| Dividend growth streaki | No increase yet | No increase yet |
| Betai | 1.33 | 0.69 |
| Debt/equityi | 240.68 | 77.28 |
| Current ratioi | 1.19 | 0.68 |
| Quick ratioi | 1.04 | 0.56 |
Over the past year, MCO and FDS have moved moderately in the same direction (correlation of 0.60), based on daily returns.
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
| Period | Metric | MCO | FDS |
|---|---|---|---|
| 1Y | Growthi | -4.24% | -7.43% |
| CAGRi | -4.24% | -7.44% | |
| Volatilityi | 27.82% | 46.64% | |
| Sharpe ratioi | -0.18 | -0.03 | |
| Sortino ratioi | -0.24 | -0.04 | |
| Max drawdowni | 23.61% | 36.91% | |
| Current drawdowni | 14.40% | 11.07% | |
| Avg drawdowni | 9.70% | 15.30% | |
| Ulcer Indexi | 12.00% | 18.64% | |
| Max daily dropi | 8.90% | 10.51% | |
| Max wkly dropi | 13.07% | 18.49% | |
| 5Y | Growthi | +29.29% | -23.21% |
| CAGRi | +5.28% | -5.15% | |
| Volatilityi | 26.90% | 30.06% | |
| Sharpe ratioi | 0.16 | -0.18 | |
| Sortino ratioi | 0.22 | -0.24 | |
| Max drawdowni | 41.66% | 61.49% | |
| Current drawdowni | 14.40% | 43.50% | |
| Avg drawdowni | 12.93% | 18.46% | |
| Ulcer Indexi | 16.42% | 24.59% | |
| Max daily dropi | 9.03% | 10.51% | |
| Max wkly dropi | 15.38% | 20.09% | |
| 10Y | Growthi | +362.74% | +72.06% |
| CAGRi | +16.56% | +5.58% | |
| Volatilityi | 27.87% | 28.80% | |
| Sharpe ratioi | 0.53 | 0.18 | |
| Sortino ratioi | 0.75 | 0.25 | |
| Max drawdowni | 42.02% | 61.49% | |
| Current drawdowni | 14.40% | 43.50% | |
| Avg drawdowni | 9.07% | 12.67% | |
| Ulcer Indexi | 12.98% | 18.41% | |
| Max daily dropi | 13.73% | 11.10% | |
| Max wkly dropi | 23.46% | 20.09% |
| Category | MCO | FDS |
|---|---|---|
| Company | MCO | FDS |
| Sector | Financial Services | Financial Services |
| Industry | Financial Data & Stock Exchanges | Financial Data & Stock Exchanges |
| Core business | 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. | FactSet Research Systems Inc., together with its subsidiaries, operates as a financial digital platform and enterprise solutions provider for the investment community. |
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