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Upturn AI SWOT - About
SPGI 
S&P Global Inc (SPGI)
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Upturn Advisory Summary
09/15/2025: SPGI (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Number of Analysts
26 Analysts rated it
Well-followed company, solid analyst reports, reliable data for confident investing.
1 Year Target Price $621.9
1 Year Target Price $621.9
| 17 | Strong Buy |
| 8 | Buy |
| 1 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 19.05% | Avg. Invested days 52 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 09/15/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 166.15B USD | Price to earnings Ratio 41.83 | 1Y Target Price 621.9 |
Price to earnings Ratio 41.83 | 1Y Target Price 621.9 | ||
Volume (30-day avg) 26 | Beta 1.2 | 52 Weeks Range 425.60 - 578.04 | Updated Date 09/15/2025 |
52 Weeks Range 425.60 - 578.04 | Updated Date 09/15/2025 | ||
Dividends yield (FY) 0.68% | Basic EPS (TTM) 13.01 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 27.29% | Operating Margin (TTM) 42.69% |
Management Effectiveness
Return on Assets (TTM) 6.26% | Return on Equity (TTM) 11.29% |
Valuation
Trailing PE 41.83 | Forward PE 28.17 | Enterprise Value 176206419000 | Price to Sales(TTM) 11.3 |
Enterprise Value 176206419000 | Price to Sales(TTM) 11.3 | ||
Enterprise Value to Revenue 11.99 | Enterprise Value to EBITDA 24.86 | Shares Outstanding 305300000 | Shares Floating 304625287 |
Shares Outstanding 305300000 | Shares Floating 304625287 | ||
Percent Insiders 0.25 | Percent Institutions 90.42 |
Upturn AI SWOT
S&P Global Inc
Company Overview
History and Background
S&P Global Inc. traces its roots back to 1860 with the publication of 'Poor's Manual of Railroads.' It evolved through mergers and acquisitions to become a leading provider of credit ratings, benchmarks, analytics, and data to the capital and commodity markets worldwide.
Core Business Areas
- S&P Global Market Intelligence: Provides multi-asset class data, research, and analytics to institutional investors, investment banks, and corporations.
- S&P Global Ratings: Offers independent credit ratings, research, and analytics to investors and issuers.
- S&P Dow Jones Indices: Maintains a wide variety of indices to meet the needs of investors. The company is a provider of financial market indices, benchmarks, and custom solutions.
- S&P Global Commodity Insights: Delivers independent energy information, benchmark prices and analytics to global commodity markets.
- S&P Global Mobility: Provides comprehensive data, forecasts and advisory services to automotive manufacturers, suppliers and technology companies.
Leadership and Structure
Douglas L. Peterson is the President and CEO. The company has a hierarchical organizational structure with distinct divisions, each headed by senior executives. A board of directors oversees the overall strategy and governance.
Top Products and Market Share
Key Offerings
- Credit Ratings (S&P Global Ratings): Independent credit ratings assess the creditworthiness of debt instruments and issuers. S&P Global Ratings, along with Moody's (MCO) and Fitch Ratings, dominate the credit rating industry. The Big Three account for roughly 95% of the market share. S&P holds around 40%.
- S&P 500 Index (S&P Dow Jones Indices): A leading benchmark for U.S. equity performance. Competitors include MSCI (MSCI) and FTSE Russell (LSEG). The S&P 500 is the most widely followed index in the world, making it difficult to assess market share by revenue.
- Market Intelligence Platform (S&P Global Market Intelligence): Provides in-depth data and analytics on companies, industries, and markets. Competitors include FactSet (FDS) and Bloomberg. S&P Global is one of the leaders in the Market Intelligence space, but an exact market share is difficult to calculate.
- Platts Pricing (S&P Global Commodity Insights): Benchmark pricing assessments for commodities markets. It serves as a price reference in physical and derivative contracts.
Market Dynamics
Industry Overview
The financial information services industry is driven by the increasing demand for data, analytics, and insights to support investment decisions, risk management, and regulatory compliance. The commodity intelligence industry serves the energy industry which also provides market data and analytics.
Positioning
S&P Global Inc. holds a leading position in credit ratings, financial indices, and market intelligence. Its brand reputation, comprehensive data offerings, and global reach provide a competitive advantage.
Total Addressable Market (TAM)
The TAM for financial information services is estimated to be in the hundreds of billions of dollars. S&P Global Inc. is well-positioned to capture a significant portion of this market due to its broad product portfolio and strong brand reputation.
Upturn SWOT Analysis
Strengths
- Strong brand reputation
- Leading market position in credit ratings and indices
- Comprehensive data and analytics offerings
- Global reach
- Recurring revenue model
Weaknesses
- Dependence on the financial markets
- Potential for regulatory scrutiny
- Exposure to cybersecurity risks
- Integration risks related to acquisitions
- Concentration of revenues in credit ratings
Opportunities
- Growing demand for ESG data and analytics
- Expansion into new geographic markets
- Increasing adoption of cloud-based solutions
- Development of new data products and services
- Acquisitions of complementary businesses
Threats
- Economic downturns
- Increased competition from other data providers
- Regulatory changes
- Technological disruptions
- Geopolitical risks
Competitors and Market Share
Key Competitors
- MCO
- FDS
- MSCI
- LSEG
Competitive Landscape
S&P Global Inc. has a strong competitive position due to its brand reputation, comprehensive data offerings, and global reach. However, it faces competition from other established players and emerging data providers.
Major Acquisitions
IHS Markit
- Year: 2022
- Acquisition Price (USD millions): 44000
- Strategic Rationale: Diversified S&P Global's product portfolio and expanded its presence in key markets, particularly in the energy and transportation sectors.
Trucost
- Year: 2016
- Acquisition Price (USD millions): 40
- Strategic Rationale: Expanded their product portfolio to Environmental, Social, and Governance solutions.
Growth Trajectory and Initiatives
Historical Growth: S&P Global Inc. has achieved consistent revenue and earnings growth through a combination of organic growth and strategic acquisitions.
Future Projections: Analysts project continued revenue and earnings growth for S&P Global Inc., driven by the increasing demand for financial information and analytics.
Recent Initiatives: Recent strategic initiatives include the acquisition of IHS Markit to offer insights and analytics to customers, and investments in ESG data and analytics capabilities.
Summary
S&P Global Inc. is a strong company with a leading position in its key markets. Its solid financial performance, recurring revenue model, and strategic acquisitions have fueled growth. The company must manage regulatory risks, technological disruptions, and increasing competition to maintain its leadership position and capitalize on future opportunities.
Peer Comparison
Sources and Disclaimers
Data Sources:
- S&P Global Inc. Investor Relations
- Company Filings (SEC)
- Market Research Reports
- Industry News Sources
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market share data are estimates and may vary. Financial data is based on publicly available information and may be subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About S&P Global Inc
Exchange NYSE | Headquaters New York, NY, United States | ||
IPO Launch date 2001-01-02 | President, CEO & Director Ms. Martina L. Cheung | ||
Sector Financial Services | Industry Financial Data & Stock Exchanges | Full time employees 42350 | Website https://www.spglobal.com |
Full time employees 42350 | Website https://www.spglobal.com | ||
S&P Global Inc., together with its subsidiaries, provides credit ratings, benchmarks, analytics, and workflow solutions in the global capital, commodity, and automotive markets. It operates through five segments: S&P Global Market Intelligence, S&P Global Ratings, S&P Global Commodity Insights, S&P Global Mobility, and S&P Dow Jones Indices. The S&P Global Market Intelligence segment provides multi-asset-class data and analytics integrated with purpose-built workflow solutions. This segment offers Desktop, a product suite that provides data, analytics, and third-party research for global finance and corporate professionals; data and advisory solutions for research, reference data, market data, derived analytics, and valuation services; enterprise solutions, such as software and workflow solutions; and credit and risk solutions for selling ratings' credit ratings and related data and research, analytics, and financial risk solutions. The S&P Global Ratings segment operates as an independent provider of credit ratings, research, and analytics offering investors and other market participants information, ratings, and benchmarks. The S&P Global Commodity Insights segment provides information and benchmark prices for the commodity and energy markets. The S&P Global Mobility segment offers solutions serving the full automotive value chain, including vehicle manufacturers (original equipment manufacturers), automotive suppliers, mobility service providers, retailers, consumers, and finance and insurance companies. The S&P Dow Jones Indices segment operates as an index provider that maintains various valuation and index benchmarks for investment advisors, wealth managers, and institutional investors. It has operations in the United States, European region, Asia, and internationally. S&P Global Inc. was founded in 1860 and is headquartered in New York, New York.
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