Industry
- Aerospace & Defense 12
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- Financial 46
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- Industrial 37
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- Mining 3
- Oil & Gas 12
- Payment 5
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- Pharmaceuticals 4
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- Ratings 6
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- Retail 16
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- Technology 39
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Experian (EXPN) investment Quality Rating (A)
Experian (EXPN) earns an (A) rating. Forensic analysis of its 16.6% ROIC, the $1B "Cannibal" buyback program for 2026, and why it outperforms Equifax and TransUnion. Is Experian a Good Investment?
TransUnion (TRU) investment Quality Rating (B)
TransUnion (TRU) earns a (B) rating. Forensic analysis of its 4.2% ROIC, the $5B debt anchor, and why its $300M buyback program fails the "Reduction" test.
Equifax (EFX) investment Quality Rating (BBB)
Equifax (EFX) earns a (BBB) rating. Forensic analysis of its 8.15% ROIC, the 51.5% margins in Workforce Solutions, and why $1.2B in "Cannibal" buybacks can't hide its mortgage sensitivity.
Thomson Reuters (TRI) investment Quality Rating (AA)
Old York Financial assigns Thomson Reuters (TRI) an (AA) Operational Quality Rating. With a 26% adjusted ROIC and $2.8B in Owner Earnings, TRI is the "Legal Data Sovereign." See the forensic breakdown of its AI pivot and $1.2B capital return plan.
TMX Group Ltd. (X.TO) investment Quality Rating (A)
TMX Group (X.TO) 2025 Audit: Why Canada’s exchange monopoly earns an Old York (A) Rating. Detailed analysis of record $1.7B revenue, 31% derivatives growth, and why 1.7x leverage makes it a premier 'Fortress' asset.
Nasdaq, Inc. (NDAQ) investment Quality Rating (A)
Nasdaq 2025 Operational Quality Analysis: Why NDAQ earns an Old York A Rating. Analysis of $3.1B in Recurring Revenue (ARR), the Verafin growth engine, and why 6.8% ROIC keeps it out of the Sovereign AAA class
Intercontinental Exchange Inc. (ICE) investment Quality Rating (A)
ICE 2025 Operational Quality Audit: Why Intercontinental Exchange earns an Old York (A) Rating. A deep dive into 75% exchange margins, the Black Knight integration, and why $19B in debt separates ICE from the (AAA) 'Sovereign' class.
Fair Isaac Corp. (FICO) investment Quality Rating (AAA)
FICO 2025 Operational Quality Audit: Why Fair Isaac Corp earns a Sovereign (AAA) Rating. A principal’s analysis of 45% ROIC, terminal pricing power, and why FICO is the ultimate 'Invisible Toll Bridge' in the Global Monopoly Registry.
S&P Global Inc. (SPGI) investment Quality Rating (AAA)
S&P Global (SPGI) earns the Old York Operational Quality AAA Rating for 2025. Analysis of its 50% margins, $5.46B in Owner Earnings, and the strategic spin-off of Mobility Global. A deep-dive by Old York Financial.
Moody’s Corporation (MCO) investment Quality Rating (AAA)
Moody’s (MCO) earns the Old York Sovereign (AAA) Rating for 2025. Diagnostic includes 21% EPS growth, 51% margins, and a deep-dive into its 40% global market share. See why MCO is the ultimate toll-bridge business.