Moody's: Diving Into Valuation Gap From S&P Global And 2025 Outlook
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Moody's and S&P Global, each holding a 40% share in the credit rating market, are key players in the global economy. Moody's higher exposure to high-quality credit ratings justifies its higher valuation, though the premium size is debatable. Debt issuance saw a strong recovery in 2024, but the extent of the slowdown in 2025 is uncertain.
January 06, 2025 | 3:30 am
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NEUTRAL IMPACT
Moody's holds a 40% market share in credit ratings, with a focus on high-quality ratings justifying its higher valuation. However, the premium size is questionable. The 2024 debt issuance recovery may not sustain in 2025, adding uncertainty.
Moody's significant market share and focus on high-quality ratings support its valuation. However, the uncertain debt issuance outlook for 2025 could impact future performance, leading to a neutral short-term impact.
CONFIDENCE 90
IMPORTANCE 70
RELEVANCE 80
NEUTRAL IMPACT
S&P Global shares a 40% market share in the credit rating industry alongside Moody's. The 2024 debt issuance recovery is positive, but the potential 2025 slowdown introduces uncertainty.
S&P Global's market position is strong, but like Moody's, it faces uncertainty due to potential debt issuance slowdown in 2025, resulting in a neutral short-term impact.
CONFIDENCE 90
IMPORTANCE 70
RELEVANCE 80