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Added to YB: 2026-08-25

Pitch date: 2026-08-21

SPGI [neutral]

S&P Global Inc.

+0.8%

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

$127.1B

Pitch Price

$431.95

Price Target

N/A

Dividend

0.90%

EV/EBITDA

17.48

P/E

26.27

EV/Sales

8.92

Sector

Capital Markets

Category

value

Show full summary:
$SPGI VALUATION MODEL

SPGI (overview): DCF pegs intrinsic value at $409, stock at fair value. High-quality moat, recurring subs, pricing power. Assumes 4%/4.3% 5Y growth, 2.6% terminal, WACC 8.5%, EBITDA margin 54%→57.6%, 13.9x exit. July 2026 Mobility spin lifts margins (~100bps). Mgmt targets 7-9% organic growth.

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