Added to YB: 2026-02-13
Pitch date: 2026-02-12
SPGI [neutral]
S&P Global Inc.
+4.39%
current return
Author Info
Global Outperformers is an investment research newsletter by Jenga Investment Partners. I publish articles on listed companies monthly and share my perspectives on markets. Sign up for the newsletter.
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
$125.3B
Pitch Price
$399.15
Price Target
N/A
Dividend
0.93%
EV/EBITDA
18.31
P/E
28.61
EV/Sales
9.27
Sector
Capital Markets
Category
value
Navigating AI disruptions - S&P Global (added to core watchlist)
SPGI (added to watchlist): Fell -23% YTD to 5yr low 20.3x fwd P/E (below S&P 500). Diversified mission-critical offerings across ratings, indices, market data. Similar to MSFT - 30x P/E quality biz w/ high barriers, recurring revenue, entrenched customers. Meets 15% IRR hurdle over 5yrs at current valuation. Will add to portfolio if drops to >20% IRR opportunity.
Read full article (1 min)