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TickerMCO
SectorFinancial - Data & Stock Exchanges
Mkt cap$78.8B
EV / EBITDA21.4×
PostureHigh Velocity
Composite70/100
LensBuyer-side
SE-Cluster Research·Issuer Brief·Q2 2026CIK 1059556

Moody’s Corporation

MCOHIGH VELOCITYFILING INTENSITY

Moody’s Corporation reads as an High Velocity (composite 70/100); Consistent Strategic Buyer deploying $451M across 0 disclosed transactions, down 86% vs the prior cycle · primary market Financial Infrastructure, ranked #8 on disclosed spend.

Lens

Disclosed M&A capital (2023–2025)

$451M

−86%

vs $3.2B in 2020–2022

Disclosed transactions

N/A

−99%

3/3 active fiscal years in window

Buyer archetype

Consistent Strategic Buyer

Meaningful spend appears across repeat years.

Composite score

70

/100

High Velocity dominates · Filing Intensity

Financial snapshot
Revenue$7.9B
EBITDA$4B
Enterprise value$84.7B
EV / Revenue10.8×
EV / EBITDA21.4×
P/EN/A
Cash$1.5B
Total debt$7B
as of 2026-05-10
§ I·SE-Cluster Issuer Brief

Behavioral posture, nine reads.

Each index scores the issuer 0–100 against an EDGAR-anchored definition. Scores ≥ threshold elevate the issuer into the index's constituent set; the dominant index drives the masthead label.

Active Acquirer

48/100

Companies actively deploying disclosed capital into M&A

  • $8.6B disclosed buyer spend

Buyer Cadence

40/100

Buyer-side companies with recent filing activity

  • Filed within 33d
  • 29 acquisition-history signals
  • 233 8-Ks

Target Probability

20/100

Issuers showing target-side patterns from filings

  • 11 activism filings

Spin/Carve

2/100

Issuers showing spin-off, carve-out, or sum-of-parts posture

  • 3 spin pre-registrations
  • Latest event 28y ago; heavily discounted
  • 11 activism filings

Pressure Watch

20/100

Issuers facing activism, governance, or control pressure

  • 11 activism filings
  • Latest activism 7.7y ago; heavily discounted

Distress Watch

18/100

Issuers showing financial-distress filing patterns

  • 11 activism filings

Restatement Risk

0/100

Issuers with accounting-integrity flags from filings

  • 1 auditor change
  • Latest event 18y ago; heavily discounted

Capital Velocity

Dominant
70/100

Issuers with the highest filing-activity intensity

  • 233 8-Ks
  • 5 form types

Quiet Power

0/100

Large issuers with low signal volume and clean disclosure cadence

  • Enterprise value $84.7B
  • 10-Q 33d ago
  • 4 active signals
§ II·SE-Cluster Issuer Brief

Capital cadence.

Ten-year disclosed M&A activity. Bars show spend ($MM); ticks show recorded transaction count. Disclosure tier annotated where v6 audited corpus carries an entry.

16
17
18
19
20
21
22
23
24
25

Disclosed spend $MM Disclosed transactions (right axis)Peak spend year: $3,511M · Peak count: 4

FYDisclosed buysDisclosed spendAvg ticketAudited tier
2025N/A$227MN/AN/A
2024N/A$221MN/AN/A
2023N/A$3MN/AN/A
2022N/A$97MN/AN/A
20213$2.2B$726MN/A
20204$897M$224MN/A
§ III·SE-Cluster Issuer Brief

Strategy posture.

The buyer's playbook in terms of strategic archetype: what each disclosed move says about how they're deploying capital.

Archetype mix

  • Bolt On
    20%
  • Technology Acquisition
    20%
  • Geographic Expansion
    20%
  • Tuck In
    20%
  • Platform
    20%

Strategy keywords

Terms recurring across recent 10-K acquisition disclosures.

  • bolt_on
  • geographic_expansion
  • technology_acquisition
  • platform
  • tuck_in
§ IV·SE-Cluster Issuer Brief

Filing language.

Direct excerpts from acquisition disclosures and strategy sections: the verbs the buyer chose, in the filings they signed.

The 2013 acquisition of Amba Investment Services is illustrative of Moody’s strategy to pursue selective, bolt-on acquisitions and expand product and service offerings for our customers.

10-KFY2013

Both companies will help the Company pursue its objective to be the world’s foremost authority and services provider in credit risk-sensitive markets.

10-KFY2011

The 2011 acquisitions of Barrie & Hibbert and majority stake in the companies of Copal Partners advanced Moody’s strategy.

10-KFY2011

competition for customers and market share has spurred more aggressive tactics by some competitors

10-KFY2009

Selective, bolt-on acquisitions that accelerate the ability to scale and grow Moody’s businesses;

10-KFY2016
§ V·SE-Cluster Issuer Brief

Market context.

Where this issuer sits inside its SE-Cluster rollup wedge, with disclosed-spend rank plus trading comparables against the public peer set.

Primary market

Financial Infrastructure

Market spend (2023–2025)
$186.1B
Market spend (2020–2022)
$98.1B
Recent vs prior
+90%
Issuer rank in market
#8 of 186
Share of market capital
1.7%

Valuation positioning

21.4×EV / EBITDA

MCO trades at a +4.0-turn premium to the Financial Infrastructure peer median of 17.4×.

EV / Revenue
10.8×
Net debt / EBITDA
1.4×
Peer median EV / EBITDA
17.4×

Trading comparables

FMP market data · 2026-05-10

CompanyEV / EBITDAEV / RevNet debt / EBITDARevenueM&A 2023–2025
25.4×13.1×2.9×$2.3BN/A
24.5×15.1×3.0×$3.2B$755M
Moody’s CorporationMCO
21.4×10.8×1.4×$7.9B$451M
17.4×8.7×1.5×$15.7B$2.6B
16.2×8.2×3.2×$13.1B$10.3B
10.1×3.9×1.2×$2.4B$372M

Trading multiples from FMP market data; disclosed M&A spend from the SE-Cluster EDGAR 10-K corpus. Peer set = top disclosed buyers in Financial Infrastructure. Bars scaled to the highest EV/EBITDA in the set.

§ VI·SE-Cluster Issuer Brief

Target landscape.

Public-issuer targets that fit this buyer's archetype and target categories from filing-derived signal. Scores reflect cross-signal fit; reasons cite the EDGAR-anchored facts that drove the match.

No qualifying public-issuer targets surfaced from the current signal mix.

Stated target categories

No target categories enumerated in the audited corpus for this issuer.

§ VII·SE-Cluster Issuer Brief

Filing activity & signal stream.

Filing cadence and event-driven signals visible on EDGAR. The signal stream below is curated from restatement / spin-carve / activism categories, providing context for any near-term call.

Filing cadence

  • 10-K (annual)262026-02-18
  • 10-Q (quarterly)852026-04-23
  • 8-K (event)2332026-04-22
  • Proxy / DEF 14A622026-03-04
  • Activism (13D / DFAN / PREC)112018-09-10

Signals on file

  • elevated

    Auditor change

    2008-03-05

    1 Item 4.01 filing on file; certifying accountant change.

  • elevated

    Spin registration

    1998-06-18

    3 Form 10-12 filings on file; pre-spin registration.

  • elevated

    Activism on file

    2018-09-10

    11 activist filings on file (13D, DFAN14A, PREC14A series).

  • info

    Signal

    Disclosed acquisition spend

  • info

    Signal

    10-K strategy themes

  • info

    Signal

    Spin/Carve candidate

§ VIII·SE-Cluster Issuer Brief

Audited corpus.

No audited record on file for this CIK in the current v6 corpus.

This issuer has not been extracted into the v6 audited acquirer corpus yet. The brief above pulls from ranking-level aggregates and issuer-index signal only.