Added to YB: 2026-03-24
Pitch date: 2026-03-21
SPGI [bullish]
S&P Global Inc.
-0.19%
current return
Author Info
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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
$125.4B
Pitch Price
$429.51
Price Target
N/A
Dividend
0.92%
EV/EBITDA
17.85
P/E
26.82
EV/Sales
9.06
Sector
Capital Markets
Category
dividend
Stock Idea: S&P Global Inc.
SPGI (overview): Financials data/analytics giant, $14B+ rev, Dividend King (54 yrs). Owns S&P 500 index, largest credit rater. Stock -22% in 6mo on AI disruption fears & IHS Markit integration uncertainty. 51% subscription rev buffers ratings volatility. Strong moat: network effects, regulatory barriers, proprietary data (Platts, CARFAX). ROIC solid ex-goodwill. Risks: regulatory scrutiny, debt issuance cycles, execution on $44B IHS deal.
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