Moodys Corporation Strategic Asset Allocation Index
Moodys Corporation strategic asset allocation index. Moodys Corporation (MCO) has a Strategic Asset Allocation Index of 18.9% as of March 2026. Strategic assets (PP&E of $- plus long-term investments of $594.00 Million) total $594.00 Million, measured against net assets of $3.14 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See MCO net asset quality index to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Moodys Corporation (2004–2025)
Strategic asset allocation index of Moodys Corporation from 2004 to 2025. This chart shows how Moodys Corporation's Strategic Asset Allocation Index has evolved across 10 annual periods from 2004 to 2025. As of March 2026, the index stands at 18.9%, representing strategic assets of $594.00 Million against net assets of $3.14 Billion USD. Check MCO goodwill-adjusted equity ratio to evaluate the tangible quality of the company's equity base.
Moodys Corporation Strategic Asset Allocation Index by Year (2004–2025)
Moodys Corporation strategic asset allocation index by year from 2004 to 2025. The table below presents the year-by-year Strategic Asset Allocation Index for Moodys Corporation from 2004 to 2025, covering 10 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. For live market cap and overall valuation, see market value of Moodys Corporation.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 38.1% | $1.60 Billion | $1.00 Billion | $599.00 Million | $4.21 Billion | ▼ -0.4 pp |
| 2024 | 38.5% | $1.44 Billion | $872.00 Million | $563.00 Million | $3.73 Billion | ▼ -4.7 pp |
| 2023 | 43.2% | $1.50 Billion | $880.00 Million | $621.00 Million | $3.48 Billion | ▲ +13.0 pp |
| 2021 | 30.2% | $881.00 Million | $438.00 Million | $443.00 Million | $2.92 Billion | ▲ +6.8 pp |
| 2020 | 23.4% | $413.00 Million | $278.00 Million | $135.00 Million | $1.76 Billion | ▼ -25.8 pp |
| 2019 | 49.2% | $409.00 Million | $292.00 Million | $117.00 Million | $831.00 Million | ▼ -15.5 pp |
| 2018 | 64.7% | $425.00 Million | $320.40 Million | $104.60 Million | $656.50 Million | ▲ +27.7 pp |
| 2006 | 37.0% | $62.00 Million | $62.00 Million | $- | $167.40 Million | ▲ +19.1 pp |
| 2005 | 17.9% | $55.40 Million | $55.40 Million | $- | $309.40 Million | ▲ +3.7 pp |
| 2004 | 14.2% | $45.20 Million | $45.20 Million | $- | $317.50 Million | — |