Joseph Carlson: một nhận định đang được xem xét lại

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GDP thực: Cục Phân tích Kinh tế Mỹ (BEA), qua FRED, số liệu công bố lần đầu. Vùng tô là khung thời gian được kiểm chứng; vùng xám là các giai đoạn suy thoái.

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up as companies became very conservative the free cash flow plummeted along with the credit rating business but again this is a onetime event and we can already see the credit markets recovering if we break this down into quarterly you can see the recovery over the past couple of quarters if we look at last year once Moody's reports its next quarter we'll have the final quarter for last year and it's going to be around $1.8 billion in free cash flow so the orange bar in 2023 should be right around there $ 1.8 billion I believe on 2024 this company will earn over $2 billion in free cash flow so this year I believe they're going to earn another additional incremental $200 million in free cash flow putting it at or above its all-time high with a current market cap of $68 billion and an expected $2 billion of free cash flow in 2024 that puts the current free cash flow yield of Moody's today based on this year's free cash cash flow at roughly 3% so the company's trading at a 3% free cash flow yield at a current 3% free cash flow yield I think there's going to be people that say that Moody's isn't worth the time or that it's too expensive and I think that's fine if you believe that but when

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