Added to YB: 2026-03-18
Pitch date: 2026-03-16
SPGI [bullish]
S&P Global Inc.
+0.41%
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
$127.5B
Pitch Price
$431.17
Price Target
N/A
Dividend
0.91%
EV/EBITDA
18.58
P/E
29.10
EV/Sales
9.41
Sector
Capital Markets
Category
turnaround
Built to Last: 10 AI-proof SaaS Rebounds for 2026 - S&P Global Inc.
SPGI: Financial data duopoly (S&P/Moody's ~80% mkt share) w/ regulatory moat via NRSRO mandate. 5 segments: Ratings, Market Intelligence, Indices, Commodity Insights, Mobility. Missed 2026 EPS est ($19.50 vs $20) on debt issuance slowdown. AI enhances value—can't replicate S&P 500 index network effects or 95% proprietary data. ~22x FCF/earnings = 4.5% FCF yield for 100+ yr trusted franchise. Debt issuance recovery catalyst as rates stabilize + AI infrastructure buildout drives issuance rebound.
Read full article (2 min)