Professional
Added to YB: 2026-04-24
Pitch date: 2026-02-22
SPGI [bullish]
S&P Global Inc.
+6.43%
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
$132.9B
Pitch Price
$412.51
Price Target
N/A
Dividend
0.86%
EV/EBITDA
19.28
P/E
30.63
EV/Sales
9.77
Sector
Capital Markets
Category
growth
White Brook Capital Partners Portfolio Holding: S&P Global Inc.
SPGI (new position): Bought Q1 dip from >$550 to ~$380 on AI moat fears. Toll biz providing ratings, analytics & insight benefits from private credit growth, data center financing & AI-driven products. Energy/commodities div thriving on new investment. Ratings div gains from stable/declining rates. Rare combo of defensive resilience + high growth potential.
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