Added to YB: 2026-05-07
Pitch date: 2026-05-05
SPGI [neutral]
S&P Global Inc.
+0.32%
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
$125.5B
Pitch Price
$422.21
Price Target
N/A
Dividend
0.92%
EV/EBITDA
17.86
P/E
26.84
EV/Sales
9.06
Sector
Capital Markets
Category
growth
Earnings Scorecard - S&P Global Inc.
SPGI (earnings): Q4 rev +10% YoY, organic +9%; adj EPS +14% YoY. Adj op margin expanded 100bps to 51.8%. Returned $1B via buybacks. Divisional growth: Ratings +13%, Indices +17%, Market Intelligence +8%, Energy +7%, Mobility +8%. Divesting 25% of Upstream software to SLB to focus on AI-native CERA Titan. AI monetization strong: ChatIQ, AI-enabled customers show higher ACV growth/retention. Mobility spin-off on track mid-2026. Raising buyback to ≥100% adj FCF (~$4.5B) post-Mobility debt offering.
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