Added to YB: 2026-05-25
Pitch date: 2026-05-21
SPGI [neutral]
S&P Global Inc.
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
$123.6B
Pitch Price
N/A
Price Target
N/A
Dividend
0.93%
EV/EBITDA
17.63
P/E
26.44
EV/Sales
8.95
Sector
Capital Markets
Category
growth
Earnings Review: SPGI Q1 2026
SPGI (earnings): Q1 rev $4.17B (+10% YoY), adj EPS $4.97 (+14% YoY). FY26 guide: 6-8% rev growth, $19.53 EPS (+10%). Op margin expanded 180bps to 50.7% across segments. AI upsell driving 30-45% premium renewals; API calls up 5x QoQ. PE at 5yr low ex-2022. $1B buybacks Q1, targeting $4.5B FY26 (100%+ FCF). Mobility spinoff mid-26 unlocks $2B for buybacks/debt paydown. Oligopoly moat intact despite AI selloff fears.
Read full article (4 min)