Added to YB: 2026-07-14
Pitch date: 2026-07-10
SPGI [neutral]
S&P Global Inc.
+1.01%
current return
Author Info
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
$127.4B
Pitch Price
$433.46
Price Target
N/A
Dividend
0.90%
EV/EBITDA
18.11
P/E
27.26
EV/Sales
9.19
Sector
Capital Markets
Category
special_situation
18.3# S&P Global versus the Cantillon effect
SPGI (overview): Analyzes S&P Global via Cantillon effect (money reaches insiders first) ahead of Mobility spin-off July 2026. Ratings = direct/early beneficiary of debt cycle (cyclical); Indices = secondary beneficiary, now capital-flow 'toll' via ETFs/passive; Market Intelligence = most indirect, defensive, most prone to disruption.
Read full article (4 min)