Added to YB: 2026-03-11
Pitch date: 2026-03-08
SPGI [bullish]
S&P Global Inc.
-7.64%
current return
Author Info
No bio for this author
Company Info
S&P Global Inc., together with its subsidiaries, provides benchmarks, data, analytics, and workflow solutions in the global capital, energy and commodity, and automotive markets.
Market Cap
$125.7B
Pitch Price
$447.55
Price Target
N/A
Dividend
0.91%
EV/EBITDA
17.90
P/E
26.90
EV/Sales
9.08
Sector
Capital Markets
Category
value
Sir Chris Hohn & The TCI Way ($SPGI)
SPGI: Chris Hohn (TCI Fund, 18%+ annualized 20+ yrs, $18.9B 2025 gain record) & Dev Kantesaria both hold as top positions. Credit ratings duopoly (80% mkt share w/ Moody's), S&P 500 Index licensing, fin data w/ high switching costs. 60%+ op margins in 2 divisions. Down 22% from 52W high on AI/guidance fears. Fwd P/E ~23x, cheapest in yrs. Pricing power, regulatory moat, proprietary data integrated into Claude. Adding at 3-4% position.
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