SSNC - Buying Opportunity In Moody's Due To Tough Comps Rising Rates

• Moody's credit ratings provide so much value to issuers that the company has been able to raise prices over inflation, which has grown its operating margins.
• 2021 will be a weak year for issuances because corporations have excess cash. Tough comps will also hurt growth. Furthermore, some might view rising rates as bad for Moody's.
• Those negatives provide investors with an opportunity to buy this wide-moat growth business cheaper than they otherwise would.
• Moody's Analytics will shine in 2021, partially making up for the weakness in MIS.

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