Added to YB: 2026-02-26
Pitch date: 2026-02-24
SPGI [neutral]
S&P Global Inc.
+1%
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
$120.9B
Pitch Price
$419.41
Price Target
N/A
Dividend
0.96%
EV/EBITDA
17.74
P/E
27.61
EV/Sales
8.99
Sector
Capital Markets
Category
value
S&P Global Stock Breakdown: AI Threatening This Moat... or an Attractive Opportunity?
SPGI (overview): Down 25% on AI fears but core moats intact. Ratings (46% op profit) & Indices (19%) protected by regulation/IP. Market Intelligence (15%) faces data scraping risk but requires 100% accuracy institutions demand. Paid 28x EBITDA for IHS Markit, ROIC fell 60%→10%. Trading 27x FCF, fair at 8-9% growth + 4% yield = 12-13% return if multiple holds.
Read full article (13 min)