Advertisement
FDS vs MCO
Which Stock Would AI Choose? FactSet Research Systems (FDS) vs. Moody's Corporation (MCO) Stock Comparison
Key Takeaways
- FactSet Research Systems (FDS) and Moody's Corporation (MCO) operate in the financial information and analytics sector, serving institutional clients with data-driven insights.
- Recent market activity shows FDS benefiting from strong organic Annual Subscription Value (ASV) growth acceleration following its Q3 2026 earnings release.
- MCO has demonstrated relatively more stable longer-term performance compared to FDS, which has faced greater year-to-date and one-year declines.
- Both stocks exhibit sensitivity to broader financial services sector sentiment and macroeconomic factors affecting client spending.
- Relative performance highlights trade-offs between FDS's subscription-based growth momentum and MCO's established positioning in credit ratings and risk assessment.
- Market positioning for both remains tied to demand for analytical tools amid evolving regulatory and investment environments.
Introduction
FactSet Research Systems (FDS) and Moody's Corporation (MCO) represent two prominent players in the financial data and analytics industry. Investors and traders seeking exposure to companies that provide essential tools for portfolio management, risk assessment, and market research often evaluate these names side by side. This comparison examines their business models, recent relative performance, and key differentiators in the current market environment. Professionals monitoring sector trends and individual investors building diversified financial services allocations may find the analysis relevant for assessing positioning and volatility characteristics.
FDS Overview and Recent Performance
FactSet Research Systems (FDS) delivers financial data, analytics, and workflow solutions primarily to institutional clients in the buy-side and sell-side communities. The company's platform supports investment research, portfolio analytics, and dealmaking activities. In recent weeks, FDS shares responded positively to its fiscal Q3 2026 earnings report, which highlighted an acceleration in organic Annual Subscription Value (ASV) growth to 7.1% year-over-year—the fifth consecutive quarter of improvement. Adjusted diluted earnings per share reached $4.53, modestly exceeding consensus estimates. Despite these operational gains, the stock has recorded notable longer-term pressure, with year-to-date and trailing twelve-month returns reflecting broader sector headwinds and valuation adjustments.
MCO Overview and Recent Performance
Moody's Corporation (MCO) provides credit ratings, research, and risk assessment services to global capital markets participants. Its offerings include ratings for corporate and sovereign debt, structured finance, and analytical tools that support credit risk management. In recent market activity, MCO has maintained a comparatively steadier profile relative to peers in the financial information space. The company benefits from recurring revenue streams tied to ratings and data subscriptions, which have supported resilience amid fluctuating market conditions. Performance metrics indicate more moderate drawdowns over extended periods compared to some sector counterparts, with sentiment influenced by overall debt issuance volumes and regulatory developments.
Trending AI Robots
Tickeron maintains a curated selection of AI trading bots through its Trending AI Robots page. The platform offers hundreds of AI Trading Bots capable of trading thousands of different tickers across varied market conditions. Only the highest-performing and most suitable bots, based on current market dynamics, receive placement in this trending section. Available bots feature diverse trading styles, strategies, timeframes, performance statistics, and ticker sets, with historical win rates and returns spanning wide ranges depending on configuration. This variety allows users to explore automated approaches tailored to specific risk tolerances and market views. Review the full selection on the Trending AI Robots page for additional details.
Head-to-Head Comparison
FactSet Research Systems (FDS) emphasizes comprehensive financial data platforms and workflow integration, while Moody's Corporation (MCO) focuses on credit ratings and specialized risk analytics. Growth drivers for FDS center on expanding subscription adoption and organic Annual Subscription Value (ASV) acceleration, whereas MCO draws strength from its entrenched role in debt markets and regulatory compliance needs. Recent momentum has favored FDS following earnings-driven ASV improvements, yet MCO has shown greater consistency in longer-term relative returns. Risk factors include client budget constraints for both, with FDS potentially more exposed to technology spending cycles and MCO to credit market volumes. Sector exposure overlaps significantly in financial services, though MCO carries additional sensitivity to global debt issuance trends. Market sentiment reflects these distinctions, with FDS displaying sharper reactions to quarterly results and MCO exhibiting steadier institutional interest.
Tickeron AI Verdict
Based on observable factors such as trend consistency in subscription metrics and relative stability in recent market activity, Tickeron’s AI models currently indicate a probabilistic preference toward Moody's Corporation (MCO). This assessment considers MCO's positioning in essential credit infrastructure alongside more moderate performance volatility compared to FDS. The outlook remains subject to evolving data on client activity and macroeconomic influences.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FDS is a StrongBuy and MCO is a StrongBuy.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
FDS’s FA Score shows that 1 FA rating(s) are green whileMCO’s FA Score has 1 green FA rating(s).
- FDS’s FA Score: 1 green, 4 red.
- MCO’s FA Score: 1 green, 4 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
FDS’s TA Score shows that 6 TA indicator(s) are bullish while MCO’s TA Score has 6 bullish TA indicator(s).
- FDS’s TA Score: 6 bullish, 4 bearish.
- MCO’s TA Score: 6 bullish, 4 bearish.
Price Growth
FDS (@Financial Publishing/Services) experienced а +3.48% price change this week, while MCO (@Financial Publishing/Services) price change was +1.46% for the same time period.
The average weekly price growth across all stocks in the @Financial Publishing/Services industry was +0.21%. For the same industry, the average monthly price growth was +3.17%, and the average quarterly price growth was -9.20%.
Reported Earning Dates
FDS is expected to report earnings on Sep 17, 2026.
MCO is expected to report earnings on Oct 27, 2026.
Industries' Descriptions
@Financial Publishing/Services (+0.21% weekly)The financial publishing /services sector includes companies that provide informational products and services that are of value to investors, financial/analytics professionals and other interested readers. The products include real-time stock quotes, financial news and analyses. Think S&P Global, Inc., Moody`s Corporation, Thomson-Reuters Corp and IHS Markit Ltd. Information is critical in making financial or investment decisions, and what makes this industry’s output relevant at all times, across various economic conditions.
| FDS | MCO | FDS / MCO | |
| Capitalization | 9.36B | 82.8B | 11% |
| EBITDA | 956M | 4.36B | 22% |
| Gain YTD | -8.388 | -5.930 | 141% |
| P/E Ratio | 17.34 | 30.35 | 57% |
| Revenue | 2.44B | 8.16B | 30% |
| Total Cash | 304M | 1.5B | 20% |
| Total Debt | 1.57B | 7.52B | 21% |
FDS | MCO | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 90 | 63 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 16 Undervalued | 85 Overvalued | |
PROFIT vs RISK RATING 1..100 | 100 | 57 | |
SMR RATING 1..100 | 36 | 15 | |
PRICE GROWTH RATING 1..100 | 49 | 54 | |
P/E GROWTH RATING 1..100 | 91 | 83 | |
SEASONALITY SCORE 1..100 | n/a | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
FDS's Valuation (16) in the Financial Publishing Or Services industry is significantly better than the same rating for MCO (85). This means that FDS’s stock grew significantly faster than MCO’s over the last 12 months.
MCO's Profit vs Risk Rating (57) in the Financial Publishing Or Services industry is somewhat better than the same rating for FDS (100). This means that MCO’s stock grew somewhat faster than FDS’s over the last 12 months.
MCO's SMR Rating (15) in the Financial Publishing Or Services industry is in the same range as FDS (36). This means that MCO’s stock grew similarly to FDS’s over the last 12 months.
FDS's Price Growth Rating (49) in the Financial Publishing Or Services industry is in the same range as MCO (54). This means that FDS’s stock grew similarly to MCO’s over the last 12 months.
MCO's P/E Growth Rating (83) in the Financial Publishing Or Services industry is in the same range as FDS (91). This means that MCO’s stock grew similarly to FDS’s over the last 12 months.
| FDS | MCO | |
|---|---|---|
| RSI ODDS (%) | 3 days ago 57% | 3 days ago 64% |
| Stochastic ODDS (%) | 3 days ago 60% | 3 days ago 70% |
| Momentum ODDS (%) | 3 days ago 56% | 3 days ago 45% |
| MACD ODDS (%) | 3 days ago 56% | 3 days ago 51% |
| TrendWeek ODDS (%) | 3 days ago 57% | 3 days ago 60% |
| TrendMonth ODDS (%) | 3 days ago 56% | 3 days ago 55% |
| Advances ODDS (%) | 6 days ago 57% | 18 days ago 59% |
| Declines ODDS (%) | 4 days ago 55% | 3 days ago 51% |
| BollingerBands ODDS (%) | 3 days ago 54% | 3 days ago 73% |
| Aroon ODDS (%) | 3 days ago 60% | 3 days ago 46% |
Advertisement
FDS and
Correlation & Price change
A.I.dvisor indicates that over the last year, FDS has been loosely correlated with SPGI. These tickers have moved in lockstep 61% of the time. This A.I.-generated data suggests there is some statistical probability that if FDS jumps, then SPGI could also see price increases.
| Ticker / NAME | Correlation To FDS | 1D Price Change % | ||
|---|---|---|---|---|
| FDS | 100% | +0.06% | ||
| SPGI - FDS | 61% Loosely correlated | -0.74% | ||
| MCO - FDS | 61% Loosely correlated | -0.80% | ||
| MSCI - FDS | 52% Loosely correlated | -0.61% | ||
| NDAQ - FDS | 50% Loosely correlated | -1.02% | ||
| HLI - FDS | 49% Loosely correlated | -2.22% | ||
More | ||||
MCO and
Correlation & Price change
A.I.dvisor indicates that over the last year, MCO has been closely correlated with SPGI. These tickers have moved in lockstep 88% of the time. This A.I.-generated data suggests there is a high statistical probability that if MCO jumps, then SPGI could also see price increases.
| Ticker / NAME | Correlation To MCO | 1D Price Change % | ||
|---|---|---|---|---|
| MCO | 100% | -0.80% | ||
| SPGI - MCO | 88% Closely correlated | -0.74% | ||
| MSCI - MCO | 70% Closely correlated | -0.61% | ||
| JEF - MCO | 66% Closely correlated | -0.89% | ||
| NDAQ - MCO | 66% Closely correlated | -1.02% | ||
| SF - MCO | 66% Loosely correlated | +0.34% | ||
More | ||||