Added to YB: 2025-08-04
Pitch date: 2025-08-01
SPGI [bullish]
S&P Global Inc.
-17.18%
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
$121.0B
Pitch Price
$515.14
Price Target
827.00 (+94%)
Dividend
0.95%
EV/EBITDA
16.73
P/E
25.00
EV/Sales
8.55
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)