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Upturn AI SWOT - About
SPGI 
S&P Global Inc (SPGI)
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Upturn Advisory Summary
10/17/2025: SPGI (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
26 Analysts rated it
Well-followed company, solid analyst reports, reliable data for confident investing.
1 Year Target Price $612.41
1 Year Target Price $612.41
| 17 | Strong Buy |
| 8 | Buy |
| 1 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 11.13% | Avg. Invested days 52 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 10/17/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 144.46B USD | Price to earnings Ratio 36.37 | 1Y Target Price 612.41 |
Price to earnings Ratio 36.37 | 1Y Target Price 612.41 | ||
Volume (30-day avg) 26 | Beta 1.19 | 52 Weeks Range 425.60 - 578.04 | Updated Date 10/19/2025 |
52 Weeks Range 425.60 - 578.04 | Updated Date 10/19/2025 | ||
Dividends yield (FY) 0.79% | 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 2025-10-23 | When Before Market | Estimate 4.27 | 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 36.37 | Forward PE 24.69 | Enterprise Value 155568139000 | Price to Sales(TTM) 9.83 |
Enterprise Value 155568139000 | Price to Sales(TTM) 9.83 | ||
Enterprise Value to Revenue 10.58 | Enterprise Value to EBITDA 21.95 | Shares Outstanding 305300000 | Shares Floating 304622234 |
Shares Outstanding 305300000 | Shares Floating 304622234 | ||
Percent Insiders 0.25 | Percent Institutions 90.52 |
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 Henry Varnum Poor's "History of Railroads and Canals in the United States." Standard Statistics Bureau was founded in 1906, and Poor's Publishing merged with Standard Statistics in 1941 to form Standard & Poor's Corp. Over the decades, it expanded its services to include ratings, indices, and market intelligence. In 2016, McGraw Hill Financial rebranded as S&P Global Inc.
Core Business Areas
- S&P Global Ratings: Provides credit ratings, research, and analytics to investors and issuers.
- S&P Dow Jones Indices: Creates and licenses indices, including the S&P 500 and Dow Jones Industrial Average.
- S&P Global Market Intelligence: Offers data, analytics, and workflow solutions to financial institutions, corporations, and governments.
- S&P Global Commodity Insights: Provides information and benchmark prices for the energy, metals, and agriculture markets.
- S&P Global Mobility: Provides forecasts and insights on the global automotive industry.
Leadership and Structure
Douglas Peterson is the President and CEO. The organizational structure is divided into the aforementioned core business segments, each headed by a president or CEO reporting to the corporate leadership team.
Top Products and Market Share
Key Offerings
- Credit Ratings: S&P Global Ratings assesses the creditworthiness of companies and governments, influencing borrowing costs and investment decisions. They have a significant market share, estimated to be around 40% in the global credit ratings industry. Competitors include Moody's (MCO) and Fitch Ratings. Revenue contribution from this product is significant but not publicly specified.
- S&P 500 Index: A widely used benchmark for the U.S. stock market, licensed to create ETFs and other investment products. While S&P Dow Jones Indices does not directly hold market share in the traditional sense, its indices are the basis for trillions of dollars in assets under management. Competitors include MSCI and FTSE Russell. Revenue derived from licensing fees.
- Capital IQ Pro: A platform providing financial data, analytics, and research. Competitors include FactSet (FDS) and Bloomberg. Revenue is substantial. Market share is hard to pinpoint, but can be estimated to be approximately 15%.
- Platts Price Assessments: Benchmark price assessments for various commodities used in trading and risk management. A major source of revenue within the Commodity Insights segment. Competitors include Argus Media and ICIS.
Market Dynamics
Industry Overview
The financial information and analytics industry is growing, driven by increasing demand for data, insights, and risk management tools. Consolidation and technological innovation are key trends.
Positioning
S&P Global Inc. holds a leading position in the industry due to its established brand, comprehensive suite of products and services, and global reach. Its competitive advantage lies in its reputation for objectivity and quality.
Total Addressable Market (TAM)
The TAM for financial data, analytics, and ratings is estimated to be in the hundreds of billions of dollars. S&P Global is well-positioned to capture a significant portion of this market with its diverse product offerings.
Upturn SWOT Analysis
Strengths
- Strong brand recognition and reputation
- Global presence and established relationships
- Diverse product portfolio
- Recurring revenue streams
- Experienced management team
Weaknesses
- Reliance on economic cycles
- Potential for regulatory scrutiny
- Vulnerability to cyberattacks
- Integration risks from acquisitions
Opportunities
- Expanding into new markets
- Developing new products and services
- Leveraging technology to improve efficiency
- Acquiring complementary businesses
Threats
- Increased competition
- Economic downturn
- Changes in regulations
- Disruptive technologies
Competitors and Market Share
Key Competitors
- MCO
- FDS
- BBG
Competitive Landscape
S&P Global's advantages include its brand recognition and diverse product portfolio. Disadvantages may include regulatory scrutiny and reliance on economic cycles. Moody's (MCO) is strong in ratings, FactSet (FDS) in analytics, and Bloomberg in comprehensive financial data.
Major Acquisitions
IHS Markit
- Year: 2022
- Acquisition Price (USD millions): 44000
- Strategic Rationale: Expanded S&P Global's data and analytics offerings and strengthened its position in key markets.
Growth Trajectory and Initiatives
Historical Growth: S&P Global has achieved consistent growth through a combination of organic expansion and strategic acquisitions.
Future Projections: Analysts project continued growth for S&P Global, driven by increasing demand for its products and services. Specific numerical projections will be added as non-deterministic data.
Recent Initiatives: Recent initiatives include investments in technology, expansion into new markets, and acquisitions to strengthen its product portfolio.
Summary
S&P Global is a strong and well-established company with a leading position in the financial information and analytics industry. Its diverse product portfolio, global reach, and strong brand reputation are key strengths. However, it faces challenges such as increased competition and economic cycles, and should proactively address these factors to maintain its competitive edge.
Peer Comparison
Sources and Disclaimers
Data Sources:
- S&P Global Investor Relations
- Company Filings
- Market Research Reports
- Analyst Estimates
Disclaimers:
The information provided is for informational purposes only and should not be construed as financial advice. Market conditions and company performance are subject to change. Numerical financial figures are approximated and based on the most recent information available. Market Share figures are estimated.
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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