Added to YB: 2026-06-09
Pitch date: 2026-06-05
SPGI [neutral]
S&P Global Inc.
+5.31%
current return
Author Info
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
$127.6B
Pitch Price
$398.81
Price Target
N/A
Dividend
0.90%
EV/EBITDA
18.13
P/E
27.30
EV/Sales
9.20
Sector
Capital Markets
Category
growth
S&P Global Dow Jones Index - $SPGI
SPGI (overview): Deep dive on S&P Dow Jones Indices segment—asset-light 'toll' on beta via AUM-linked licenses, derivatives royalties & data subs. ~67% op margins, near-zero marginal cost, long-term contracts. Antifragile: grew revenue in 2020/2022/2025 crashes (~14% est '25). Author skeptical on true pricing power.
Read full article (7 min)