InvestMoat

S&P Global vs Moody's

Closer than you think?

Moody's wins, 81 to 75, on moat and valuation.

SPGI · Financials

S&P Global

…

AccumulateFull analysis

MCO · Financials

Moody's Corporation

…

AccumulateFull analysis

SPGI

MCO

Composite
75
81
(higher)
Moat
90
91
(higher)
Growth
71
71
Valuation
65
75
(higher)

SPGI

MCO

Bear
$355
$340
Base
$475
$575
Bull
$565
$750
Upside to base
—
—

SPGI

MCO

Revenue CAGR, 3–5 yr
8-12%
8-12%

SPGI

MCO

Proprietary Data
Strong
Strong
Regulatory Lock-In
Strong
Strong
Network Effects
Strong
Strong
Transaction Embedding
Intact
Intact
System of Record
Strong
Strong
Scale Economics
N/A
N/A
Brand & Pricing Power
N/A
N/A

SPGI

MCO

Learned Interfaces
Intact
Intact
Business Logic
Intact
Intact
Public Data Access
Intact
Strong (higher)
Talent Scarcity
Intact
Intact
Bundling
Intact
Intact

Shaded cells mark the higher score or stronger moat on each row. Valuation and composite use the live price when it is available, the same as each stock page.

Which is the better stock, S&P Global or Moody's?

Moody's wins, 81 to 75, on moat and valuation. Our rating: S&P Global Accumulate, Moody's Accumulate.

Does S&P Global or Moody's have the wider moat?

Moody's scores 91 on moat to S&P Global's 90. Moody's is rated stronger on public data access.

Which is growing faster, S&P Global or Moody's?

Both score 71 on growth. We expect S&P Global to grow 8–12% a year, Moody's 8–12%.

Is S&P Global or Moody's cheaper right now?

Moody's scores 75 on valuation to S&P Global's 65. In our base case, Moody's has more upside: +19% vs 0%.

Scores in the answers use the price each valuation was last struck at; the table above updates with the live price. Not investment advice.