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SPGI 
S&P Global Inc (SPGI)
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Upturn Advisory Summary
12/29/2025: 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 $609.05
1 Year Target Price $609.05
| 17 | Strong Buy |
| 8 | Buy |
| 1 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 15.37% | Avg. Invested days 47 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 12/29/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 161.64B USD | Price to earnings Ratio 38.45 | 1Y Target Price 609.05 |
Price to earnings Ratio 38.45 | 1Y Target Price 609.05 | ||
Volume (30-day avg) 26 | Beta 1.19 | 52 Weeks Range 424.77 - 576.91 | Updated Date 12/29/2025 |
52 Weeks Range 424.77 - 576.91 | Updated Date 12/29/2025 | ||
Dividends yield (FY) 0.72% | Basic EPS (TTM) 13.77 |
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 28.09% | Operating Margin (TTM) 44.32% |
Management Effectiveness
Return on Assets (TTM) 6.63% | Return on Equity (TTM) 11.99% |
Valuation
Trailing PE 38.45 | Forward PE 26.67 | Enterprise Value 170511460000 | Price to Sales(TTM) 10.77 |
Enterprise Value 170511460000 | Price to Sales(TTM) 10.77 | ||
Enterprise Value to Revenue 11.36 | Enterprise Value to EBITDA 23.25 | Shares Outstanding 302800000 | Shares Floating 302127784 |
Shares Outstanding 302800000 | Shares Floating 302127784 | ||
Percent Insiders 0.28 | Percent Institutions 90.59 |
Upturn AI SWOT
S&P Global Inc
Company Overview
History and Background
S&P Global Inc. traces its roots back to 1860 with the founding of Poor's Publishing. It evolved through mergers and acquisitions, notably the 1941 merger of Poor's Publishing and Standard Statistics to form Standard & Poor's Corporation. In 2016, the company rebranded from McGraw Hill Financial to S&P Global Inc. to better reflect its focus on data, analytics, and credit ratings.
Core Business Areas
- S&P Global Ratings: Provides independent credit ratings for a wide range of debt issuers and securities, essential for investors and capital markets. This includes ratings for corporations, governments, and structured finance products.
- S&P Global Market Intelligence: Offers data, analytics, and essential insights to financial professionals, covering markets, companies, and industries worldwide. This includes financial data, news, research, and workflow solutions.
- S&P Dow Jones Indices: The leading provider of U.S. and global equity, bond, commodity, and real estate indices, including the widely followed S&P 500 and Dow Jones Industrial Average. These indices are benchmarks for investment performance.
- S&P Global Sustainable1: Provides environmental, social, and governance (ESG) solutions, data, and insights to help clients navigate the transition to a sustainable economy. This segment is growing in importance.
- S&P Global Commodity Insights: Delivers price assessments, market data, analytics, and news for the energy and commodities markets, including oil, gas, petrochemicals, metals, and agriculture.
Leadership and Structure
S&P Global Inc. is a publicly traded company led by a Board of Directors and a senior executive management team. The CEO is Douglas Peterson. The company operates through its distinct divisions, each focusing on specific market segments and product offerings.
Top Products and Market Share
Key Offerings
- S&P Credit Ratings: A cornerstone of S&P Global's business, providing trusted credit risk assessments for debt instruments. Competitors include Moody's Investors Service and Fitch Ratings. While exact market share is proprietary, S&P is one of the top three global credit rating agencies.
- S&P 500 Index: The benchmark U.S. equity index, widely used for passive investing (ETFs, index funds) and as a performance measure. Its market share as a benchmark is substantial. Competitors include MSCI and FTSE Russell for broad market indices.
- Market Intelligence Platform: A comprehensive suite of data and analytics tools for financial professionals. Competitors include Refinitiv (a London Stock Exchange business), Bloomberg L.P., and FactSet.
- Commodity Price Assessments (e.g., Platts): Essential for price discovery and risk management in global commodity markets. Competitors include Argus Media and ICIS.
Market Dynamics
Industry Overview
S&P Global operates in the data and analytics, financial information, and credit rating industries. These sectors are characterized by increasing demand for real-time data, sophisticated analytics, regulatory compliance needs, and a growing focus on ESG factors. The industry is highly competitive and technology-driven.
Positioning
S&P Global is a leading player in its core markets, particularly in credit ratings and major equity indices. Its competitive advantages include its strong brand reputation, extensive data infrastructure, global reach, and deep industry expertise. The company benefits from network effects and is a critical component of the global financial ecosystem.
Total Addressable Market (TAM)
The TAM for financial data, analytics, and credit ratings is vast, encompassing the entire global financial services industry and beyond. S&P Global is well-positioned to capture a significant portion of this TAM through its diversified offerings, targeting capital markets, corporations, governments, and investors worldwide. The growing demand for ESG data and analytics represents a significant expansion of its TAM.
Upturn SWOT Analysis
Strengths
- Strong brand recognition and reputation (S&P)
- Dominant market position in credit ratings and major indices
- Extensive global data and analytical capabilities
- Diversified revenue streams across multiple segments
- Long-standing relationships with key financial institutions
Weaknesses
- Reliance on credit rating services, which can be cyclical
- Potential for regulatory scrutiny and criticism
- Integration challenges from recent large acquisitions (e.g., IHS Markit)
- Intense competition from established players and emerging fintech firms
Opportunities
- Growth in ESG data and analytics
- Expansion of data and analytics services for corporate clients
- Leveraging AI and machine learning for enhanced product offerings
- Further consolidation within the financial data and analytics space
- Emerging markets growth
Threats
- Increased competition and price pressures
- Regulatory changes impacting credit rating agencies
- Cybersecurity risks and data breaches
- Economic downturns affecting financial markets
- Disruption from new technologies and business models
Competitors and Market Share
Key Competitors
- Moody's Corporation (MCO)
- Fitch Ratings (Privately Held)
- Bloomberg L.P. (Privately Held)
- Refinitiv (a London Stock Exchange business) (LSEG)
- FactSet Research Systems Inc. (FDS)
Competitive Landscape
S&P Global holds a leading position, especially in credit ratings and equity indices. Its primary advantage lies in its comprehensive data, established brand, and integrated offerings. However, it faces intense competition from Moody's and Fitch in ratings, and from Bloomberg, Refinitiv, and FactSet in data and analytics. The recent IHS Markit acquisition aims to solidify its position by offering a broader and deeper suite of products.
Major Acquisitions
IHS Markit Ltd.
- Year: 2022
- Acquisition Price (USD millions): 44000
- Strategic Rationale: To create a leading provider of information, analytics, and benchmark solutions for global capital, commodities, and automotive markets, significantly expanding S&P Global's data and analytics capabilities and market reach.
Growth Trajectory and Initiatives
Historical Growth: S&P Global has a history of consistent revenue and earnings growth, augmented by strategic acquisitions. Its core businesses in ratings and indices have provided a stable foundation, while Market Intelligence and Sustainable1 have been key growth drivers.
Future Projections: Analyst estimates generally project continued revenue and earnings growth for S&P Global, driven by the ongoing demand for data and analytics, the integration of IHS Markit, and the expansion of ESG services. Growth is expected to be robust.
Recent Initiatives: Key recent initiatives include the significant acquisition of IHS Markit, aimed at creating a comprehensive data and analytics powerhouse, and the continued investment in its S&P Global Sustainable1 platform to capitalize on the growing ESG market.
Summary
S&P Global Inc. is a strong, diversified financial information and analytics company with leading positions in credit ratings and indices. Its recent acquisition of IHS Markit is a transformative move poised to enhance its competitive moat and accelerate growth. While facing robust competition and potential regulatory headwinds, its robust cash flow, consistent dividend growth, and strategic focus on data and ESG position it well for continued success.
Similar Stocks
Sources and Disclaimers
Data Sources:
- S&P Global Inc. Investor Relations
- SEC Filings (10-K, 10-Q)
- Financial News Outlets (e.g., Wall Street Journal, Reuters, Bloomberg)
- Market Research Reports
- Analyst Reports
Disclaimers:
This JSON output is an analysis based on publicly available information and is intended for informational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. Financial data is subject to change and may not be up-to-date. Users should conduct their own due diligence and consult with a qualified financial advisor before making any investment decisions.
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 Energy, 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 Energy 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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