3Q 2022 Investor Presentation
Track Record of Successful M&A Delivery
Capabilities
Acquired
Ann't
Date
Pre-
Acquisition
Growth1
Post-
Acquisition
Growth²
Target
Performance
Climate & Natural
Disaster Risk
Incremental $150M revenue
by 2025
⑪ ON TRACK
Projecting MSD sales growth in 2022
Aug 2021
LSD%
HSD LDD%
Modelling
(RMS)
AHEAD
Accretive to adjusted diluted
EPS in 2024
→
Projected to be adjusted diluted EPS-
accretive in 20233
Screening
Capabilities
Jan 2020 Mid-teens% Mid-thirties%
Double sales to
$300M by 20234
(RDC, GRID)
AHEAD
Projecting to achieve $300M target in 2022
Private Company
Data
(BvD, ORBIS)
May 2017
-10%
Mid-teens%
~$80 million in
synergies by 2021
EXCEEDED
Over $85M in synergies achieved by 2021
1.
Note: LSD = low-single-digit; MSD = mid-single-digit; HSD = high-single-digit; LDD = low-double-digit.
Approximate three-year Revenue CAGR preceding the acquisition. RMS: 2018-2020; RDC: 2017-2019; BvD: 2014-2016.
2.
3.
4.
RMS forecasted to generate $150M in additional revenue, implying HSD - LDD growth, on average, through 2025; RDC and BVD revenue: Trailing twelve months as of June 30, 2022.
As stated during Moody's Third Quarter 2022 Earnings Call, on October 25, 2022.
Target includes BvD's compliance products.
MOODY'S
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3Q 2022 Investor Presentation 13View entire presentation