Forum talk counts mentions of MCO in popular online stock forums, a slice of the internet rather than all of it. Company lookups show interest in the company itself, which can come from news that isn't about the stock. Attention isn't quality.
Business quality
The checklist Warren Buffett-style investors use. Annual numbers for 2025.
5/6Strong
PassReturn on equity 15%+Earns a lot on the money owners have in the business.64.5%
MissDebt under half of equityNot relying on borrowed money.1.73x equity
PassNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.31.9%
PassProfitable every yearSteady profits, not one good year.10 of 10 years
PassFree cash flow positiveBrings in more cash than it spends to run and grow.$2.6B
PassShare count not growingNot diluting owners. Falling means buybacks.-2.6% in 3 years
Revenue
$7.7B
+8.9% vs prior year
5-year growth
+7.5%/yr
revenue, per year
Total debt
$7.0B
1.73x equity
Free cash flow
$2.6B
33.4% of revenue
From annual reports filed with the SEC. Gross margin doesn't apply to banks and insurers, so it isn't scored. A checklist is a starting point for research, not a verdict.
Latest quarter
Quarter ended Sep 30, 2026
Reported Oct 21Before open6:57 am ET
EPS
$4.24
vs $3.60
Free cash flow
$668.0M
Share count
-3.5%
vs a year ago
Insider rating
Last 90 days
46Mixed
Pre-planned sales of $420K (weaker signal)
50 is neutral. Buying by more insiders, top executives and bigger stakes raises it. Selling lowers it; pre-planned sales count less.
Weekly insider trend
13 weeks agoBoughtSoldThis week
Filing buzz
Last 7 days vs normal
58/ 100
This week
2
Normal week
1.4
vs normal
1.4x
SEC filings of any kind. 50 means a normal week.
Institutional ownership
■Steady-1.4%
Institutions cut 1.4% from their holdings. 634 bought, 625 sold. 4 quarters of net selling in a row.
Shares held by institutions158.5M
Sep '24Jun '26
Safety check
From SEC filings
Share count growthYearly rate, last 3 years
-2.0%
Cash runwayAt last year's cash burn
Cash flow positive
Debt to equityLatest balance sheet: debt compared with what owners have
2.1x · $6.9B debt
Shares outstandingLatest reported
172M
Why low risk
High debt: 2.11x equity
Earnings reports
Last 12
Next reportAround Feb 17, 2027 (est.)Estimated from the same quarter last year
Results filedOct 21
Results filedJul 22
Results filedApr 22
Results filedFeb 18
Results filedOct 22, 2025
Flags and big holders
Offerings 6 months, flags 12 months, holders 90 days
No offerings, red flags or new big holders. Clean record.