Added to YB: 2026-04-01
Pitch date: 2026-03-28
SPGI [bullish]
S&P Global Inc.
+8.97%
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
$121.1B
Pitch Price
$387.89
Price Target
621.00 (+47%)
Dividend
0.94%
EV/EBITDA
16.75
P/E
25.03
EV/Sales
8.55
Sector
Capital Markets
Category
value
S&P Global – A Deep Dive into A Beaten-Down Financial Powerhouse
SPGI: Financial data infrastructure w/ unassailable moats in Ratings (40% mkt share duopoly, 63% margin) & Indices (S&P 500 dominance, 70% margin, 12-15% growth from passive/ETF tailwind). AI fears crashed stock 28% since Aug '25 despite 8% FY25 rev growth, 50.4% op margin. AI risk isolated to 21% of profits (Market Intelligence); Ratings/Indices structurally immune. Trading 21x '26E EPS vs 31x 5yr avg. 7-9% org rev growth, dbl-digit EPS. $621 PT = 52% upside/16% IRR to '28.
Read full article (30 min)