Added to YB: 2025-08-04
Pitch date: 2025-08-01
SPGI [bullish]
S&P Global Inc.
-8.43%
current return
Author Info
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Company Info
S&P Global Inc., together with its subsidiaries, provides credit ratings, benchmarks, analytics, and workflow solutions in the global capital, commodity, and automotive markets.
Market Cap
$150.7B
Pitch Price
$547.16
Price Target
827.00 (+65%)
Dividend
0.77%
EV/EBITDA
21.50
P/E
36.21
EV/Sales
11.03
Sector
Capital Markets
Category
growth
Investment Idea - S&P Global Inc.
SPGI: Ultra-strong moat in financial data/analytics with sticky subscription rev. 70% GPM, 40% OPM, 3.7% FCF yield, $5B FCF growing double digits. Benefits from QE, indexing trends, shareholder activism. Trading at 30x P/E but beats peers on margins/growth. Risks: cybersecurity, M&A impairments. 7% upside to $560.
Read full article (7 min)