Moody's Analytics (division of Moody's Corporation) — Cyborg Score 8/10
Strong
Risk analytics and financial data software
Strategic Profile
Product areas include credit decisioning software, portfolio analytics, climate and ESG analytics, and economic scenario tools that support stress testing frameworks, typically operating on subscription-based contracts that contribute to recurring revenue. The mix of recurring analytics revenue and higher-margin but cyclical ratings activity gives Moody's a business profile less tied solely to debt issuance cycles than in the past.
Cyborg Score Rationale
Market-leading position in risk analytics with recurring subscription revenue model, strong profitability (31.86% net margin in 2025), and resilient demand. Growth acceleration in cloud-delivered software and ESG solutions offset sensitivity to debt issuance cycles.
Top Insights
Analytics segment now represents 62.71% of parent company revenue ($4.84B in 2025), growing faster than the legacy credit ratings business
Climate and ESG solutions drove expanded demand in Q1 2026, with subscription and recurring revenue streams forming a significant share of segment performance
Parent company reported 12.4% annual sales growth and 22.5% annual EPS growth over past two years, supported in part by share repurchases
Management reiterates investment plans in data infrastructure and product development to sustain innovation in risk analytics tools
Named Competitors
Bloomberg Terminal — Integrated financial data and analytics
Refinitiv Risk — Risk management and financial data solutions
FactSet Research Systems — Integrated financial data and analytics platform with portfolio risk and credit analytics