Added to YB: 2026-03-26
Pitch date: 2026-03-24
SPGI [bullish]
S&P Global Inc.
+3.96%
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
$124.0B
Pitch Price
$416.76
Price Target
N/A
Dividend
N/A
EV/EBITDA
N/A
P/E
26.52
EV/Sales
8.97
Sector
Capital Markets
Category
value
Charlie Munger Value Check: S&P Global Inc. (SPGI)
SPGI: High-quality data/ratings duopoly 30% off ATH, trading 20x fwd P/E (low end of historical range). Ratings (31% rev) & Market Intelligence (30% rev) exposed to cyclical issuance pullback. Playing for mean reversion to mid-teens IRR as 2028 maturity wall drives refinance activity. Mobility spinoff mid-2026.
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