Intercontinental Exchange Inc vs Moody's Corp

Intercontinental Exchange Inc (ICE) is slightly overvalued and Moody's Corp (MCO) is overvalued.

Both trade above our estimate of their intrinsic value. ICE is the closer of the two: -8%, against -63% for MCO.

Values as of the 22 Sept 2026 close.

Intercontinental Exchange Inc (ICE)

Discounting its cash flows at 8.9% (average of 3 methods) values the shares at $141.52; the price of $152.93 is 8% above that value, and 76% of that value comes from beyond year five.

Leak Score 54/100 on 10 of 12 signals

Moody's Corp (MCO)

Discounting its cash flows at 10.7% (average of 3 methods) values the shares at $287.91; the price of $469.25 is 63% above that value, and 71% of that value comes from beyond year five.

Leak Score 65/100 on 10 of 12 signals

MetricICEMCO
VerdictSlightly overvaluedOvervalued
Price$152.93$469.25
Intrinsic value$141.52$287.91
Margin of safety-8%-63%
Leak Score54/100 (10/12)65/100 (10/12)
Market cap$85.9B$81.3B
Revenue growth, 5 years9.9%7.5%
Operating margin46.1%46.0%
Net margin30.7%34.3%
Return on equity13.9%80.2%
Debt to equity0.692.49
P/E21.6x29.8x
Forward P/E17.4x24.8x
P/B2.9x26.9x
Dividend yield1.4%0.8%

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