Added to YB: 2026-04-20
Pitch date: 2026-04-16
SPGI [neutral]
S&P Global Inc.
-0.07%
current return
Author Info
Bob’s Payment Stock Substack is a former analyst and portfolio manager. Fundamental buy-and-hold investor. Talking stocks and markets. Focus on Payments, Financial Technology, and Payroll and HCM. Sign up for the newsletter.
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
$131.0B
Pitch Price
$442.88
Price Target
N/A
Dividend
0.88%
EV/EBITDA
19.04
P/E
30.19
EV/Sales
9.65
Sector
Capital Markets
Category
growth
Q1 2026: Portfolio Update + Investable Universe - Long S&P Global
SPGI (holding update): ~60% adj op profit from ratings & indices w/ regulatory lock-in & minimal competition. Should benefit from global debt maturity wall + passive investing shift. Not better/worse than peers/AI but required for debt issuance & index ETFs/funds. Positioned for strong rev/earnings/FCF growth.
Read full article (1 min)