Watch List Battle: $SPGI vs $MCO vs $FDS (Financial Services Showdown)

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Stock Spotlight

Michael

21 episodes

2 days ago

Stock Spotlight is a podcast dedicated to highlighting intriguing investment opportunities. In each episode, host Michael shines a light on promising stocks that have earned a 'watch' or 'pass' rating on his 33-question research checklist. Listeners can expect a thorough exploration of selected companies, covering their business models, financial performance and market positioning. As the show evolves, Michael will also delve into broader investing topics.

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Watch List Battle: $SPGI vs $MCO vs $FDS (Financial Services Showdown)

Stock Spotlight

27 minutes 16 seconds

6 months ago

Watch List Battle: $SPGI vs $MCO vs $FDS (Financial Services Showdown)

On this episode of Stock Spotlight, we’re kicking off a brand-new series, Watchlist Battles. These episodes will feature quality companies going head-to-head for a potential spot in my watch list or portfolio. Today’s showdown features three financial services giants:

Standard & Poor’s Global ($SPGI) - A diversified powerhouse in financial data, credit ratings and indexing, with scale and reach that few can match. But after its massive $44B acquisition of IHS Markit in 2022, is its balance sheet still as pristine as investors expect?

Moody’s ($MCO) - A dominant force in credit ratings with strong brand equity, growing analytics capabilities and durable cash flows. But with much of its value still tied to cyclical debt issuance and a premium valuation, is the upside already priced in?

FactSet ($FDS) - A steady, subscription-driven data specialist trusted by institutional investors, known for its customizable workflows and Open:FactSet APIs. But in a market dominated by giants, can its niche positioning unlock outsized upside?

I'll break it all down over five rounds plus a bonus round at the end, so listen to see which company makes the strongest case for a spot alongside $MSCI.

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00:00 Intro

01:10 Why I'm Bullish On Financial Services

03:18 Round 1: Business Model

08:24 Round 2: Financial Quality

13:52 Round 3: Future Growth

15:42 Round 4: Management & Ownership Structure

19:40 Round 5: Valuation

22:57 Bonus Round: Best Fit With MSCI

25:20 Conclusion: Watch List Battle Winner

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Intro Music: Andrey Rossi – Seize the Day

Outro Music: Ra – Prospect

*Music provided by Uppbeat Premium

Follow me on X: https://twitter.com/invest091

Subscribe to my YouTube channel: https://www.youtube.com/@stockspotlightpodcast

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Disclosure: The host of Stock Spotlight is not a licensed financial advisor. The information and opinions shared during the show are for entertainment purposes only.