MCO vs. SPGI
Compare and contrast key facts about Moody's Corporation (MCO) and S&P Global Inc. (SPGI).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MCO or SPGI.
Correlation
The correlation between MCO and SPGI is 0.63, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
MCO vs. SPGI - Performance Comparison
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Key characteristics
MCO:
0.75
SPGI:
0.92
MCO:
1.29
SPGI:
1.50
MCO:
1.19
SPGI:
1.21
MCO:
0.92
SPGI:
1.19
MCO:
3.07
SPGI:
4.11
MCO:
7.42%
SPGI:
5.58%
MCO:
26.33%
SPGI:
22.02%
MCO:
-78.72%
SPGI:
-74.67%
MCO:
-6.96%
SPGI:
-3.75%
Fundamentals
MCO:
$87.97B
SPGI:
$160.23B
MCO:
$11.55
SPGI:
$12.75
MCO:
42.33
SPGI:
40.98
MCO:
2.69
SPGI:
2.27
MCO:
12.17
SPGI:
11.05
MCO:
23.70
SPGI:
4.80
MCO:
$7.23B
SPGI:
$14.49B
MCO:
$5.04B
SPGI:
$9.78B
MCO:
$2.91B
SPGI:
$6.96B
Returns By Period
In the year-to-date period, MCO achieves a 3.67% return, which is significantly lower than SPGI's 5.09% return. Over the past 10 years, MCO has underperformed SPGI with an annualized return of 17.30%, while SPGI has yielded a comparatively higher 18.44% annualized return.
MCO
3.67%
15.30%
3.87%
18.99%
14.53%
17.30%
SPGI
5.09%
12.87%
4.18%
19.12%
11.86%
18.44%
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Risk-Adjusted Performance
MCO vs. SPGI — Risk-Adjusted Performance Rank
MCO
SPGI
MCO vs. SPGI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Moody's Corporation (MCO) and S&P Global Inc. (SPGI). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
MCO vs. SPGI - Dividend Comparison
MCO's dividend yield for the trailing twelve months is around 0.73%, more than SPGI's 0.71% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MCO Moody's Corporation | 0.73% | 0.72% | 0.79% | 1.00% | 0.63% | 0.77% | 0.84% | 1.26% | 1.03% | 1.57% | 1.36% | 1.17% |
SPGI S&P Global Inc. | 0.71% | 0.73% | 0.82% | 0.99% | 0.65% | 0.82% | 0.84% | 1.18% | 0.97% | 1.34% | 1.34% | 1.35% |
Drawdowns
MCO vs. SPGI - Drawdown Comparison
The maximum MCO drawdown since its inception was -78.72%, which is greater than SPGI's maximum drawdown of -74.67%. Use the drawdown chart below to compare losses from any high point for MCO and SPGI. For additional features, visit the drawdowns tool.
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Volatility
MCO vs. SPGI - Volatility Comparison
Moody's Corporation (MCO) has a higher volatility of 7.17% compared to S&P Global Inc. (SPGI) at 6.79%. This indicates that MCO's price experiences larger fluctuations and is considered to be riskier than SPGI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
MCO vs. SPGI - Financials Comparison
This section allows you to compare key financial metrics between Moody's Corporation and S&P Global Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
MCO vs. SPGI - Profitability Comparison
MCO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Moody's Corporation reported a gross profit of 1.43B and revenue of 1.92B. Therefore, the gross margin over that period was 74.5%.
SPGI - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, S&P Global Inc. reported a gross profit of 2.62B and revenue of 3.78B. Therefore, the gross margin over that period was 69.5%.
MCO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Moody's Corporation reported an operating income of 846.00M and revenue of 1.92B, resulting in an operating margin of 44.0%.
SPGI - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, S&P Global Inc. reported an operating income of 1.58B and revenue of 3.78B, resulting in an operating margin of 41.8%.
MCO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Moody's Corporation reported a net income of 625.00M and revenue of 1.92B, resulting in a net margin of 32.5%.
SPGI - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, S&P Global Inc. reported a net income of 1.09B and revenue of 3.78B, resulting in a net margin of 28.9%.