Added to YB: 2026-07-30
Pitch date: 2026-07-27
SPGI [neutral]
S&P Global Inc.
+0.22%
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
$130.2B
Pitch Price
$418.72
Price Target
N/A
Dividend
N/A
EV/EBITDA
17.69
P/E
26.79
EV/Sales
9.10
Sector
Capital Markets
Category
value
The World’s Best Toll Booths, Now on Sale - S&P Global Inc.
SPGI (overview): Duopoly credit-rating toll booth w/ MCO; Fitch distant 3rd. Wide moat via NRSRO status, century-old trusted brands, network effects. 70%+ gross margins, 20-25% ROIC across cycles (SPGI compressed by 2022 IHS Markit deal). SPGI 22x P/E vs 26x 10Y avg; MCO 26x vs 28x.
Read full article (2 min)