Data & analytics

Ratings, indices and financial-data franchises.

Updated June 18, 2026

S&P Global, Moody's, Verisk, FactSet, Broadridge, Morningstar — data, ratings and analytics businesses with recurring, subscription-like revenue. Pulled out of the old diffuse cluster.

Cluster Scores — equal-weight average of 17 stock member percentiles
Market Beat
Perform
18
1 Year
651 Month
831 Week
341 Day
Rank Durability
Persist
40
1 Year
406 Month
473 Month
19Trend Hold
Business Beat
Profit
61
Composite
56Revenue
65Margin
62Cash Flow
Money Flow
Pressure
44
60 Day
5130 Day
545 Day
582 Day

Cumulative excess return vs SPY — trailing 52 weeks

Average weekly rank — trailing 52 weeks (0 = bottom, 100 = top)

20 names cluster here, grouped purely by how their prices have moved together over the last five years (with the market’s common move removed) — not by GICS sector. Each row shows price change over 1 day, 1 week, 1 month and 1 year, then the four SYMBOL-card scores: Perform (beat vs the S&P 500), Persist (how steadily it holds rank), Profit (business growth) and Pressure (money flow & volatility). Scores are percentiles from 0–100; greener is stronger.

#Stock1D1W1M1YPerformPersistProfitPressure
1CBOECboe Global MarketsFinancials+0.1%+2.9%+11.9%+19.9%54259517
2JQUAJPMorgan U.S. Quality Factor ETFETF+0.2%−1.1%+1.2%+18.5%619592
3QUALiShares MSCI USA Quality Factor ETFETF+0.4%−0.8%+1.1%+17.5%599899
4MOATVanEck Morningstar Wide Moat ETFETF+0.7%−1.7%+3.3%+8.5%489672
5NDAQNasdaq, Inc.Financials+1.8%+3.2%+10.6%+2.4%3616470
6VRSNVerisignInformation Technology+7.0%+3.6%+5.7%−0.3%27272966
7MSCIMSCI Inc.Financials−0.3%−11.2%−7.7%−5.1%46288341
8MCOMoody's CorporationFinancials−0.1%−4.8%+3.4%−6.1%35727686
9CMECME GroupFinancials+0.4%+4.2%+1.1%−8.1%1817428
10JKHYJack Henry & AssociatesFinancials+1.6%−0.1%+21.2%−15.9%16587696
11FICOFair IsaacInformation Technology+2.6%−3.3%+4.7%−17.9%14539491
12SPGIS&P GlobalFinancials+1.5%−2.6%+2.0%−18.8%17118442
13ICEIntercontinental ExchangeFinancials+1.8%+5.9%+8.3%−19.9%111743
14VRSKVerisk AnalyticsIndustrials+4.2%+3.9%+14.8%−33.5%6373813
15EFXEquifaxIndustrials+3.5%−0.0%+11.4%−34.0%7306635
16BRBroadridge Financial SolutionsIndustrials+3.1%−1.4%+6.7%−37.2%5704764
17CPRTCopartIndustrials+2.7%+1.8%−5.4%−39.1%4303134
18FDSFactSetFinancials+4.3%−3.3%+11.4%−41.7%4781434
19GDDYGoDaddyInformation Technology+6.3%+2.5%+22.4%−44.6%3446928
20CSGPCoStar GroupReal Estate+1.9%−3.9%−9.2%−67.4%1975820

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