Added to YB: 2026-09-10
Pitch date: 2026-09-08
SPGI [neutral]
S&P Global Inc.
-2.25%
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
$130.7B
Pitch Price
$428.00
Price Target
N/A
Dividend
0.87%
EV/EBITDA
17.91
P/E
27.01
EV/Sales
9.15
Sector
Capital Markets
Category
special_situation
Why S&P Global Wants to Break Itself Up (Again)
SPGI (hold): Continue holding as S&P Global explores an early-stage Capital IQ Pro separation that would shift the parent toward Ratings and Indices, each with 60%+ margins and high-teens-to-20% growth, versus Market Intelligence’s 20.2% margin and 6% Q2 growth. A rough analysis suggests RemainCo ROIC could more than double, but value creation remains unproven and the transaction would sacrifice cross-selling, diversification and growth optionality.
Read full article (8 min)