VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Stock Comparison

Moody's Corporation vs S&P Global Inc.

Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.

Moody's Corporation

MCO · New York Stock Exchange

Market cap (USD)$81.2B
Gross margin (TTM)67.5%
Operating margin (TTM)43.5%
Net margin (TTM)29.9%
SectorFinancials
IndustryFinancial - Data & Stock Exchanges
CountryUS
Data as of2025-12-21
Moat score
79/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

Full stock profile

Dive deeper into Moody's Corporation's moat claims, evidence, and risks.

View MCO analysis

S&P Global Inc.

SPGI · New York Stock Exchange

Market cap (USD)$133B
Gross margin (TTM)70%
Operating margin (TTM)40.7%
Net margin (TTM)27.5%
SectorFinancials
IndustryFinancial - Data & Stock Exchanges
CountryUS
Data as of2025-12-21
Moat score
77/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

Full stock profile

Dive deeper into S&P Global Inc.'s moat claims, evidence, and risks.

View SPGI analysis

Comparison highlights

  • Moat score gap: Moody's Corporation leads (79 / 100 vs 77 / 100 for S&P Global Inc.).
  • Segment focus: Moody's Corporation has 2 segments (53.5% in Moody's Investors Service (Credit Ratings)); S&P Global Inc. has 5 segments (32.6% in S&P Global Market Intelligence).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Strong vs Moderate.
  • Moat breadth: Moody's Corporation has 5 moat types across 4 domains; S&P Global Inc. has 9 across 5.

Primary market context

Moody's Corporation

Moody's Investors Service (Credit Ratings)

Market

Credit ratings and ratings-related research

Geography

Global

Customer

Issuers, investors, regulators

Role

Credit rating agency / research provider

Revenue share

53.5%

S&P Global Inc.

S&P Global Market Intelligence

Market

Financial market data, analytics, and workflow tools for institutions

Geography

Global

Customer

B2B (institutional investors, banks, insurers, corporates)

Role

Data/analytics and workflow software provider

Revenue share

32.6%

Side-by-side metrics

Moody's Corporation
S&P Global Inc.
Ticker / Exchange
MCO - New York Stock Exchange
SPGI - New York Stock Exchange
Market cap (USD)
$81.2B
$133B
Gross margin (TTM)
67.5%
70%
Operating margin (TTM)
43.5%
40.7%
Net margin (TTM)
29.9%
27.5%
Sector
Financials
Financials
Industry
Financial - Data & Stock Exchanges
Financial - Data & Stock Exchanges
HQ country
US
US
Primary segment
Moody's Investors Service (Credit Ratings)
S&P Global Market Intelligence
Market structure
Oligopoly
Oligopoly
Market share
29%-32% (estimated)
n/a
HHI estimate
3,568
n/a
Pricing power
Strong
Moderate
Moat score
79 / 100
77 / 100
Moat domains
Legal, Network, Demand, Supply
Demand, Supply, Legal, Network, Financial
Last update
2025-12-21
2025-12-21

Moat coverage

Shared moat types

Regulated Standards PipeDe Facto StandardBrand TrustData Workflow LockinScope Economies

Moody's Corporation strengths

No unique moat types yet.

S&P Global Inc. strengths

Compliance AdvantageSwitching Costs GeneralEcosystem ComplementsBenchmark Pricing Power

Segment mix

Moody's Corporation segments

Full profile >

Moody's Investors Service (Credit Ratings)

Oligopoly

53.5%

Moody's Analytics (Risk & Data/Software)

Competitive

46.5%

S&P Global Inc. segments

Full profile >

S&P Global Market Intelligence

Oligopoly

32.6%

S&P Global Ratings

Oligopoly

29.6%

S&P Global Commodity Insights

Oligopoly

15.1%

S&P Global Mobility

Competitive

11.3%

S&P Dow Jones Indices

Oligopoly

11.4%

Want the full wide moat stocks list?

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Proven models entering the expansion stage with unit economics that work.

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Curation & Accuracy

This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).

Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.