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Upturn AI Summary - About
S&P Global Inc(SPGI)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for SPGI
10/09/2026: SPGI (1-star) is currently NOT-A-BUY. Pass it for now.
S&P Global Inc is a foundational provider of data, ratings, and benchmarks that serves as essential infrastructure for global capital markets. The company benefits from a strong competitive position, particularly through its widely-used indices and regulatory-backed ratings, which generate consistent, high-margin revenue. Its primary investment story centers on the integration of its massive data assets to provide advanced analytics for evolving financial sectors. Investors should monitor risks related to credit market cyclicality, regulatory pressure, and the integration of large-scale acquisitions. The stock generally suits investors seeking a blend of long-term growth and stable dividend income, though its premium valuation reflects its high-quality business profile.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | The company leverages its entrenched market position to drive steady organic growth and high margins. |
| Momentum investor | Mixed fit | The stock often follows broader market sentiment toward financials, making it conditional on positive market uptrends. |
| Value investor | Mixed fit | The company often trades at a premium multiple due to its high business quality and market dominance. |
| Dividend investor | Strong fit | S&P Global is a reliable dividend grower with a strong history of returning capital to shareholders. |
| Low-risk investor | Strong fit while signal remains positive | Its essential market infrastructure role and recurring revenue provide lower relative volatility compared to pure cyclical stocks. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium | The stock can be sensitive to market-wide volatility and shifts in interest rates that impact credit markets. |
| Valuation risk | Medium / high | Investors often pay a high multiple for the company's quality, which can lead to corrections if growth expectations are not met. |
| Competition risk (data/analytics) | Medium | The company faces constant pressure from nimble fintech competitors and established players like FactSet. |
| Business quality | Strong | The company's essential benchmarks and regulatory standing create a wide economic moat. |
| Dividend income | Low | The dividend is secure, but the yield is relatively low compared to high-yield income investments. |
| Execution risk | Medium | Continued success depends on the effective integration of technology and data assets acquired in large mergers. |
Price Behavior
Downtrend
The stock has experienced a sustained decline in price over recent periods.
Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
Analysis of Past Performance
Type Stock | Historic Profit -18.59% | Avg. Invested days 40 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/09/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 120.23B USD | Price to earnings Ratio 24.82 | 1Y Target Price 518.52 |
Price to earnings Ratio 24.82 | 1Y Target Price 518.52 | ||
Volume (30-day avg) 1.9M shares | Beta 1.09 | 52 Weeks Range 358.55 - 518.88 | Updated Date 10/11/2026 |
52 Weeks Range 358.55 - 518.88 | Updated Date 10/11/2026 | ||
Dividends yield (FY) 0.96% | Basic EPS (TTM) 16.43 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Ratings | Credit ratings on debt issuances and research. | The company collects fees for providing credit assessment services required by bond issuers. |
| Market Intelligence & Indices | Subscription-based data platforms and index licensing fees. | This is a reliable, recurring revenue stream from professionals using data and benchmarks. |
| Commodity & Mobility | Specialized analytics for energy, metals, and automotive sectors. | These segments serve niche, essential industries, providing diversified income. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Valuation
Trailing PE 24.82 | Forward PE 19.88 | Enterprise Value 155.57B | Price to Sales(TTM) 7.46 |
Enterprise Value 155.57B | Price to Sales(TTM) 7.46 | ||
Enterprise Value to Revenue 10.58 | Enterprise Value to EBITDA 21.95 | Shares Outstanding 294.80M | Shares Floating 294.08M |
Shares Outstanding 294.80M | Shares Floating 294.08M | ||
Percent Insiders 0.11 | Percent Institutions 90.79 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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