Moody’s vs. S&P Global: Which Ratings-Duopoly Stock Is the Better Buy?

insidermonkey.com · 2026-10-07

Moody's Corporation (NYSE:MCO) and S&P Global Inc. (NYSE:SPGI) are the two halves of one of the best moats in finance. Together, these two rate roughly 80% of the world's debt.

TickrTrends take: S&P Global operates within the highly profitable ratings agency sector, where the company generates substantial recurring revenue from its dominant market position. Given TickrTrends' current undervalued assessment, investors focused on valuation metrics should monitor whether SPGI's pricing reflects the structural advantages of its duopoly position in credit ratings, particularly amid ongoing demand for risk assessment services. The comparative analysis with Moody's highlights the importance of examining each firm's specific financial metrics and competitive positioning to understand whether current market valuations adequately capture their respective earning power.

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