MCO
Moodys Corporation
NYSE: MCO · FINANCIAL SERVICES · FINANCIAL DATA & STOCK EXCHANGES
$447.85
+1.36% today
Updated 2026-06-12
Market cap
$79.23B
P/E ratio
32.56
P/S ratio
10.06x
EPS (TTM)
$13.93
Dividend yield
0.83%
52W range
$400 – $544
Volume
1.0M
Moodys Corporation (MCO) Financial Forecast & Price Target 2030
Research-backed projections from analyst consensus, management guidance, and sector analysis.
Research-backed MCO price target 2030 projection accounting for share dilution, balance sheet debt, and time value of money.
Current price
$447.85
Today
Analyst consensus
$536.50
+19.79% · 12M
2030 Base
$322.63
-27.96% future
NPV today
$191.34
@ 12% WACC
27 analysts:
13 Buy6 Hold0 Sell
Management guidance
Management reaffirmed full-year 2026 guidance in Q1 2026 earnings, expecting high-single-digit revenue growth driven by both Moody's Investors Service (ratings) and Moody's Analytics (data/solutions) segments. CEO Rob Fauber emphasized sustained demand for analytics services, cloud platforms, and AI-driven solutions. No specific 2027-2030 revenue targets disclosed, but guidance implies confidence in mid-to-high single-digit organic growth as a mature financial data leader.
Sources: Management guidance, analyst consensus, sector analysishigh confidence
MCO · Moodys Corporation · Revenue & price projection · 2023–2030E
Actual / 2030 target Projected revenue Base case price Bull to bear range
Bear case (2030)
$130.51
NPV today: $77.40
Base case (2030)
$322.63
NPV today: $191.34
Bull case (2030)
$642.83
NPV today: $381.24
WallStSmart.com
MCO financial forecast · Research-backed projections
| Metric | 2025 | 2026 (E) | 2027 (E) | 2028 (E) | 2029 (E) | 2030 (E) ★ |
|---|---|---|---|---|---|---|
| Revenue | $7.7B | $8.5B | $9.1B | $9.8B | $10.5B | $11.3B |
| Revenue growth | 8.9% | 9.8% | 7.6% | 7.7% | 7.4% | 7.3% |
| Net margin | — | 36.2% | 37.0% | 37.8% | 38.2% | 38.4% |
| EPS | $14.95 | $17.50 | $19.20 | $21.10 | $22.85 | $24.60 |
| Diluted shares | — | 175M | 176M | 176M | 176M | 177M |
| Net debt | — | $5.79B | $4.40B | $2.90B | $1.30B | $-428.09M |
| P/S multiple | — | 5.0x | 5.0x | 5.0x | 5.0x | 5.0x |
| Implied price (base) | — | $208.68 | $234.41 | $262.34 | $291.64 | $322.63 |
★ 2030E is the model's terminal target year. Implied price = (Revenue × P/S − Net debt) ÷ Diluted shares.
Scenario detail · Three drivers, three outcomes
| 2030E driver | Bear | Base | Bull |
|---|---|---|---|
| Revenue | $11.3B | $11.3B | $11.3B |
| P/S multiple | 2.0x | 5.0x | 10.0x |
| Diluted shares | 177M | 177M | 177M |
| Net debt | $-428.09M | $-428.09M | $-428.09M |
| Implied P/E † | 5x | 13x | 26x |
| 2030 Price | $130.51 | $322.63 | $642.83 |
| NPV @ 12% | $77.40 | $191.34 | $381.24 |
† Implied P/E: Multiples remain elevated across all three scenarios because MCO is valued primarily on revenue scale during its growth phase, not near-term earnings power. Lower P/E in the bear case reflects multiple compression, but the absolute level stays high since 2030E still represents a hypergrowth-to-mature transition year.
EV to per-share bridge · How we get to $322.63 base case
MCO catalysts and risks
Growth catalysts
+ Accelerating AI adoption in credit analytics and risk assessment (Moody's Analytics segment expanding SaaS and cloud offerings)
+ Strong capital markets activity driving ratings revenue (IPOs, M&A, bond issuance tied to economic expansion through 2027-2028)
+ Tokenization and digital finance expansion (recent tokenized fund ratings signal new revenue streams in emerging fintech verticals)
+ Strategic M&A or organic expansion in enterprise risk analytics as banks and asset managers increase compliance and AI risk spending
Key risks
- Economic recession reducing debt issuance and capital markets activity (cyclical ratings revenue pressure)
- Regulatory pressure on ESG ratings and rating agency transparency (could impact margins or revenue streams)
- Intensifying competition from S&P Global (SPGI) and Fitch in ratings and analytics, limiting pricing power
- Interest rate sensitivity: lower rates reduce refinancing activity and M&A volume, compressing ratings revenue
Methodology · Moodys Corporation 2030 stock forecast model
Moodys Corporation 2030 price target is calculated using WallStSmart's research model. Revenue projections are derived from analyst consensus across 27 Wall Street analysts, management guidance from the latest earnings call, and sector growth forecasts. The model is built on five core components:
| 1. Share dilution | Projected from per-ticker schedule of SBC + equity raise activity, compounding year by year (1% cumulative for MCO by 2030) |
| 2. Net debt | EV minus net debt yields equity value; debt projected from capex cycle trajectory ($-428.09M by 2030) |
| 3. Time value | NPV calculated using 12% WACC (CAPM: beta 1.37) |
| 4. Multiple framework | P/S compresses with scale: bear 2.0x / base 5.0x / bull 10.0x |
| 5. Scenario design | Bull/Base/Bear vary revenue, margin, shares, debt, and multiple independently |
WallStSmart research model · Not financial advice · Past performance is not indicative of future results · Last researched: May 20, 2026.
MCO price target FAQ
What is the MCO price target for 2030?
WallStSmart's Moodys Corporation 2030 base case is $322.63 per share, with a bull case of $642.83 and bear case of $130.51. The NPV of the base case discounted to today at 12% WACC is $191.34.
How is the Moodys Corporation 2030 stock forecast calculated?
The MCO 2030 projection multiplies projected revenue by a growth-adjusted P/S multiple to derive enterprise value, subtracts projected net debt to get equity value, then divides by diluted shares outstanding accounting for dilution from stock-based compensation and equity raises.
Why does the MCO price target account for dilution?
Moodys Corporation is projected to grow diluted share count from 175M to 177M by 2030 (a 1% increase) through stock-based compensation and capital raises. Ignoring this would inflate the price target by approximately 1%.
What is the analyst consensus on MCO stock?
27 analysts cover MCO with an average 12-month price target of $536.50. The 2030 projection extends this framework with longer-horizon assumptions including dilution and time value of money.