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Moody’s earnings: rev $1.9B (+13% YoY) a hair above estimates, EPS $3.41 (way up YoY) but slightly under the $3.46 number.
MIS (ratings) looked strong (+17%) — Analytics was +9% and still super recurring (they said \~97% recurring, which is kinda nuts).
How do you think the stock trades on this? Do people fixate on the EPS miss or is the “MIS strength + recurring analytics” the real takeaway? Disclaimer: holding large SPGI stock and considering also MCO.