MCO · MOODY'S CORP · Top AI ETF

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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. It operates through two segments, Moody's Analytics (MA) and Moody's Investors Services (MIS). The MA segment develops a range of products and services that support the risk management activities of institutional participants in financial markets.

Close · 3M

+10.58%

Held by 2 AI ETFs

AIVL0.557%

as of Sep 3

PQUS0.310%

as of Sep 1

Signal performance

Each tracked ETF's moves on this stock, grouped by fund. Returns are measured from the signal date to the latest close — hypothetical, no commissions or slippage.

Buy signals19

Win rate63% (12/19)

Avg buy return+1.23%

AIVLnow 0.557% of fund27 signals

AIVL · Weight decrease · 2d

weight 0.567% → 0.546% (-0.021 pp)·stock up 1.3% in the 30 days before

Sep 2·entry $490.00·now $504.30

+2.92%

since Sep 2

AIVL · Accumulation · 5d

weight 0.546% → 0.567% (+0.021 pp)·stock up 6.8% in the 30 days before

Aug 28·entry $514.95·now $504.30Fresh

-2.07%

since Aug 28

AIVL · Accumulation · 5d

weight 0.534% → 0.561% (+0.027 pp)·stock up 5.3% in the 30 days before

Aug 27·entry $509.02·now $504.30Fresh

-0.93%

since Aug 27

AIVL · Accumulation · 6d

weight 0.524% → 0.564% (+0.041 pp)·stock up 6.3% in the 30 days before

Aug 26·entry $514.55·now $504.30Fresh

-1.99%

since Aug 26

AIVL · Accumulation · 6d

weight 0.527% → 0.566% (+0.039 pp)·stock up 5.6% in the 30 days before

Aug 25·entry $513.11·now $504.30Fresh

-1.72%

since Aug 25

AIVL · Accumulation · 5d

weight 0.533% → 0.564% (+0.032 pp)·stock up 8.5% in the 30 days before

Aug 24·entry $511.35·now $504.30Fresh

-1.38%

since Aug 24

AIVL · Accumulation · 5d

weight 0.525% → 0.556% (+0.031 pp)·stock up 6.6% in the 30 days before

Aug 21·entry $503.32·now $504.30Fresh

+0.19%

since Aug 21

AIVL · Weight increase · 3d

weight 0.524% → 0.551% (+0.028 pp)·stock up 1.9% in the 30 days before

Aug 20·entry $498.77·now $504.30Fresh

+1.11%

since Aug 20

AIVL · Weight increase · 2d

weight 0.523% → 0.546% (+0.022 pp)·stock up 1.3% in the 30 days before

Aug 19·entry $497.03·now $504.30Fresh

+1.46%

since Aug 19

AIVL · Weight decrease · 2d

weight 0.532% → 0.523% (-0.009 pp)·stock down 6.6% in the 30 days before

Aug 17·entry $477.17·now $504.30

+5.69%

since Aug 17

AIVL · Weight increase · 2d

weight 0.522% → 0.525% (+0.003 pp)·stock down 1.9% in the 30 days before

Aug 10·entry $478.14·now $504.30Drifting

+5.47%

since Aug 10

AIVL · Weight increase · 2d

weight 0.529% → 0.540% (+0.011 pp)·stock up 6.7% in the 30 days before

Jul 29·entry $483.24·now $504.30Drifting

+4.36%

since Jul 29

AIVL · Weight decrease · 6d

weight 0.580% → 0.529% (-0.052 pp)·stock up 4.8% in the 30 days before

Jul 24·entry $471.50·now $504.30

+6.96%

since Jul 24

AIVL · Weight decrease · 5d

weight 0.580% → 0.534% (-0.047 pp)·stock up 6.4% in the 30 days before

Jul 23·entry $472.24·now $504.30

+6.79%

since Jul 23

AIVL · Weight decrease · 4d

weight 0.580% → 0.554% (-0.026 pp)·stock up 9.5% in the 30 days before

Jul 22·entry $489.70·now $504.30

+2.98%

since Jul 22

AIVL · Weight decrease · 3d

weight 0.580% → 0.556% (-0.024 pp)·stock up 8.9% in the 30 days before

Jul 21·entry $490.77·now $504.30

+2.76%

since Jul 21

AIVL · Weight decrease · 2d

weight 0.580% → 0.571% (-0.009 pp)·stock up 10.8% in the 30 days before

Jul 20·entry $505.37·now $504.30

-0.21%

since Jul 20

AIVL · Weight increase · 4d

stock up 14.3% in the 30 days before

Jul 16·entry $519.02·now $504.30Fresh

-2.84%

since Jul 16

AIVL · Weight increase · 3d

stock up 12.6% in the 30 days before

Jul 15·entry $504.46·now $504.30Fresh

-0.03%

since Jul 15

AIVL · Weight increase · 2d

stock up 12.0% in the 30 days before

Jul 14·entry $494.73·now $504.30Fresh

+1.93%

since Jul 14

AIVL · Weight decrease · 3d

stock up 8.3% in the 30 days before

Jul 10·entry $487.28·now $504.30

+3.49%

since Jul 10

AIVL · Accumulation · 5d

stock up 9.7% in the 30 days before

Jul 9·entry $487.02·now $504.30Drifting

+3.55%

since Jul 9

AIVL · Accumulation · 6d

stock up 7.5% in the 30 days before

Jul 8·entry $485.10·now $504.30Drifting

+3.96%

since Jul 8

AIVL · Accumulation · 6d

stock up 11.4% in the 30 days before

Jul 7·entry $500.49·now $504.30Fresh

+0.76%

since Jul 7

AIVL · Accumulation · 6d

stock up 11.2% in the 30 days before

Jul 6·entry $498.78·now $504.30Fresh

+1.11%

since Jul 6

AIVL · Accumulation · 6d

stock up 8.1% in the 30 days before

Jul 2·entry $490.51·now $504.30Drifting

+2.81%

since Jul 2

AIVL · Accumulation · 5d

stock up 0.9% in the 30 days before

Jul 1·entry $468.38·now $504.30Drifting

+7.67%

since Jul 1

PQUSnow 0.310% of fund3 signals

PQUS · Weight decrease · 2d

weight 0.310% → 0.240% (-0.070 pp)·stock down 1.9% in the 30 days before

Aug 7·entry $477.75·now $504.30

+5.56%

since Aug 7

PQUS · Weight decrease · 3d

weight 0.350% → 0.320% (-0.030 pp)·stock up 4.8% in the 30 days before

Jul 24·entry $471.50·now $504.30

+6.96%

since Jul 24

PQUS · Weight decrease · 2d

weight 0.350% → 0.330% (-0.020 pp)·stock up 6.4% in the 30 days before

Jul 23·entry $472.24·now $504.30

+6.79%

since Jul 23

Sell signals show what the stock did after the AI exited. A negative number means the AI's exit was well-timed.

Buffett-style framework

Fails the frameworkas of Aug 23

AI ETFs such as AIVL and PQUS are currently holding Moody's, with AIVL showing a clear trend of gradual accumulation, signaling a positive outlook. This activity contrasts with our framework's 'Fail' verdict, which is primarily driven by a lack of sufficient data to fully assess management and financial health, and concerns regarding the current valuation's margin of safety.

Circle of CompetenceMoody's operates in a regulated oligopoly with stable and recurring revenue streams tied to debt issuance, allowing for reasonable projection of unit economics and cash flows over a ten-year horizon.
Economic MoatMoody's benefits from strong regulatory barriers to entry, high switching costs for clients, robust brand recognition, and network effects, creating a durable economic moat.
ManagementDetailed information regarding management's candor, capital allocation discipline (e.g., specific buyback history, M&A prudence), and skin in the game is not available in the provided financials.
Financial HealthWhile the current ROE of 79.69% is exceptionally strong, comprehensive data on 10-year average ROE, consistent operating margin trends, detailed debt structure, and owner earnings calculation are not provided to fully assess all financial health criteria.
Margin of SafetyCurrent valuation multiples (PER 29.76, PBR 22.48, EV/EBITDA 29.88) are elevated, making it difficult to identify a clear and defensible discount to a conservative estimate of intrinsic value to satisfy a margin of safety.

Moody's exhibits strong foundational qualities with a predictable business model and a durable economic moat that would typically align with a Buffett-style investment. However, a comprehensive assessment is hindered by insufficient data to confirm management's capital allocation prowess and the full extent of the company's financial health. Furthermore, the current elevated valuation multiples make it challenging to ascertain a sufficient margin of safety, leading to an overall 'Fail' verdict under this framework.

Educational interpretation generated by AI applying frameworks Warren Buffett documented in his shareholder letters and other public writings. Not a statement by Mr. Buffett or Berkshire Hathaway, and not investment advice.