$MCO · Joseph Carlson After Hours · 2026-11-02
Moody's 看起来接近公允价值：说话者将公允价值定为每股 500 美元，认为该股约高估 1-2%，因此暂不加仓。这是他愿意支付价格的参照，而非对表现不佳的预测；公司非常强劲，但在今年早些时候从 400 美元良好反弹后，估值差距已收窄，28 倍的远期市盈率使他不再加仓。
逐段跳播
接下来是“Moody's”，它是我投资组合中的第十一项，价值 53,000 美元，收益为 12,000 美元。至于 Moody's，我认为它是另一家非常接近其公允价值的公司。我估计它每股价值 500 美元。
所以，根据这个估计，Moody's 被高估了 1% 或 2%。
Next is " Moody's", which is the eleventh item in my portfolio , with a value of $53,000 and profits of $12,000. As for Moody's, I think it's another company that's very close to its fair value.
I estimate its value at $500 per share . So, based on this estimate, Moody's is overvalued by 1 or 2%.
这并不意味着这只股票的表现会不好。这里的公允价值是我认为值得为买入更多股票而支付的价格的参考。目前，我对 Moody's 持观望态度，因为它的前瞻市盈率为 28。
This does not mean that the stock's performance will not be good. Fair value in this case is a reference to what I believe is worth paying to buy more shares. Currently, I am holding off on Moody's because its forward price-to-earnings ratio is 28.
尽管这家公司非常强劲，而且最近出现了不错的回升。你本可以在今年早些时候以每股 400 美元买入它。当时的价格差距要大得多。所以，曾有很多机会买入这只股票，但价格最近上涨了。估值差距已经收窄，我认为它今天正处于公允价值。
Although the company is very strong, it has seen a good recovery recently. You could have bought it earlier this year for $400 per share. The price gap was much larger. Therefore, there were many opportunities to buy this stock, but the price has recently increased.
The valuation gap has narrowed and I believe it is at its fair value today.
这个频道对 $MCO 的历次判断
Joseph Carlson After Hours 在这只股票上共 3 条判断，这里只列相邻的几条。