On November 19, 2025, market analysis highlighted Moody's Corporation's valuation following a recent dip in its stock price. Despite a 4.6% drop over the past week, the company has provided a 63% total shareholder return over three years, leading some narratives to suggest the stock is undervalued. This assessment comes as the company benefits from high demand in the expanding private credit markets, which have seen 75% year-over-year revenue growth for Moody's in that segment. These discussions follow recent commentary from CEO Rob Fauber at a J.P. Morgan conference on November 18, where he emphasized the company's strategic focus on leveraging AI and proprietary data for credit risk assessment. Fauber noted that M&A activity is expected to boost future issuance volumes and positioned Moody's to be a leader in the private credit risk space. The company is targeting high single-digit to low double-digit organic revenue growth in the medium term. However, some caution is present in the market analysis, pointing to Moody's high 37.4x earnings multiple, which is significantly above the industry average. This raises questions about whether the premium is justified by future growth prospects or if it presents a valuation risk should market sentiment change. No significant market reaction to this specific analysis has been reported.