Added to YB: 2026-07-30
Pitch date: 2026-07-27
SPGI [neutral]
S&P Global Inc.
-1.79%
current return
Author Info
Jimmy's Journal is an investor and equity analyst sharing research every week. Sign up for the newsletter.
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
$126.5B
Pitch Price
$417.88
Price Target
N/A
Dividend
0.90%
EV/EBITDA
17.41
P/E
26.15
EV/Sales
8.89
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)