
S&P Global Inc. (NYSE: SPGI) reported its fourth quarter and full-year 2024 financial results, revealing an adjusted earnings per share (EPS) of $3.77, surpassing the analyst estimate of $3.48. The company's revenue for the quarter reached $3.59 billion, exceeding expectations of $3.50 billion and reflecting a year-over-year growth of approximately 14%. The strong performance was attributed to growth in its Ratings division, which saw a 31% increase in revenue. For the full year, S&P Global's total revenue reached $14.2 billion, marking a 15% increase when excluding the sale of engineering solutions. Looking ahead, the company anticipates revenue growth of 5-7% for 2025, with an expected adjusted EPS between $17.00 and $17.25. Meanwhile, Moody's Corporation (NYSE: MCO) also released its fourth quarter results, reporting an adjusted EPS of $2.62, slightly above the estimate of $2.59, with revenue of $1.67 billion, which fell short of the expected $1.70 billion. Moody's net income for the quarter was $395 million, supported by an 18% year-over-year growth in its MIS revenue, driven by high issuance levels.




$MCO Differences in business model vs. $SPGI Est. 2025 revenue growth "high single digit" vs. SPGI (5-7%). - Ratings business *transactional* revenue +54%, issuance growth +42% - total MIS rev +33% 2024 -est. 2025 EPS growth of low-to-mid-teens % coming off of 26% growth in 2024
$MCO (+3.2% pre) Moody's Corporation Reports Results for Fourth Quarter and Full Year 2024; Sets Outlook for 2025 https://t.co/TwqsEoB1do
$SHOP Morgan Stanley Maintains Overweight on Shopify, Raises Price Target to $144