UBS on U.S. Information Services: Q2 Earnings Comparison of MSCI, MCO & VRSK
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Rating Summary:
23 Buy, 5 Hold, 2 Sell
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Today's Overall Ratings:
Up: 7 | Down: 5 | New: 25
Rating Summary:
23 Buy, 5 Hold, 2 Sell
Rating Trend: = Flat
Today's Overall Ratings:
Up: 7 | Down: 5 | New: 25
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UBS on U.S. Information Services: Q2 Earnings Comparison of MSCI, MCO & VRSK
Analyst, Jennifer Huang, compares the second quarter estimates of MSCI Inc (Nasdaq: MSCI), Moody's Corp (NYSE: MCO), and Verisk Analytics (Nasdaq: VRSK). At this point, Huang has all three below consensus.
For MSCI: challenging asset-based fee comps, but reflected in valuation: Huang sees Q2 drop in asset-based fees and margins. She also expects cautious commentary from management about the outlook (including sales pipeline). Overall though, she thinks the headwinds are mostly priced into shares.
For MCO: lower debt issuance mostly factored in, focus on expense mgmt: Huang cuts Q2 EPS to $0.64, but feels the company can maintain FY guidance as long as debt issuance remains stable.
For VRSK: stable revenue growth, but expense headwinds could surprise: Huang's Q2 EPS is a $0.01 below consensus, seeing some stabilizing, but thinks valuation (23x) could be at risk if organic growth numbers aren't good enough to please investors.
Analyst, Jennifer Huang, compares the second quarter estimates of MSCI Inc (Nasdaq: MSCI), Moody's Corp (NYSE: MCO), and Verisk Analytics (Nasdaq: VRSK). At this point, Huang has all three below consensus.
For MSCI: challenging asset-based fee comps, but reflected in valuation: Huang sees Q2 drop in asset-based fees and margins. She also expects cautious commentary from management about the outlook (including sales pipeline). Overall though, she thinks the headwinds are mostly priced into shares.
For MCO: lower debt issuance mostly factored in, focus on expense mgmt: Huang cuts Q2 EPS to $0.64, but feels the company can maintain FY guidance as long as debt issuance remains stable.
For VRSK: stable revenue growth, but expense headwinds could surprise: Huang's Q2 EPS is a $0.01 below consensus, seeing some stabilizing, but thinks valuation (23x) could be at risk if organic growth numbers aren't good enough to please investors.
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