Charles Akre’s and John Neff’s 10 Stock Picks with Huge Upside Potential

7. Moody’s Corporation (NYSE:MCO)

% holding in portfolio: 12.6%

Upside Potential: 13.77%

Moody’s Corporation (NYSE:MCO) is a global provider of credit ratings, research, and risk analysis. Operating from its headquarters located in New York, the company delivers financial intelligence across fixed-income markets, regulatory compliance, and ESG evaluation through Moody’s Investors Service and Moody’s Analytics. The company differentiates itself from its peers, like Fitch Ratings, through data-rich risk models and integrated software platforms. Its revenue base is supported by bond issuance cycles and the expansion of structured finance and credit analytics services.

Moody’s Corporation (NYSE:MCO) commands a heavyweight 12.6% position among our list of Charles Akre’s stocks. MCI is also a multi-decade holding of Akre Capital. The company aligns with Akre’s thirst for durable competitive advantages, and rightly so, since its revenue for 2024 has increased by 20%, reaching over $7 billion. Additionally, the company has asserted its leadership by being named the best rating agency by Extel for the 13th consecutive year. Moody’s Corporation (NYSE:MCO)’s plans for 2025 include repurchasing $1.3 billion in shares and achieving mid-single-digit revenue growth for the full year, thus sustaining their positive outlook in the upcoming periods.

The upside potential of Moody’s Corporation (NYSE:MCO), estimated by analysts, stands at 13.77%, adding value to the confidence in the company’s future growth potential and increasing its attractiveness to the market.