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Upturn AI SWOT - About
SPGI 
S&P Global Inc (SPGI)
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Upturn Advisory Summary
08/28/2025: 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 $620.24
1 Year Target Price $620.24
| 17 | Strong Buy |
| 8 | Buy |
| 1 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 19.83% | Avg. Invested days 51 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 08/28/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 167.17B USD | Price to earnings Ratio 42.02 | 1Y Target Price 620.24 |
Price to earnings Ratio 42.02 | 1Y Target Price 620.24 | ||
Volume (30-day avg) 26 | Beta 1.19 | 52 Weeks Range 425.60 - 578.04 | Updated Date 08/29/2025 |
52 Weeks Range 425.60 - 578.04 | Updated Date 08/29/2025 | ||
Dividends yield (FY) 0.68% | Basic EPS (TTM) 13.03 |
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 2025-07-31 | When - | Estimate 4.2 | Actual 4.43 |
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 42.02 | Forward PE 32.05 | Enterprise Value 177220015000 | Price to Sales(TTM) 11.37 |
Enterprise Value 177220015000 | Price to Sales(TTM) 11.37 | ||
Enterprise Value to Revenue 12.06 | Enterprise Value to EBITDA 25 | Shares Outstanding 305300000 | Shares Floating 304625287 |
Shares Outstanding 305300000 | Shares Floating 304625287 | ||
Percent Insiders 0.25 | Percent Institutions 90.43 |
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 'History of Railroads and Canals in the United States.' Standard & Poor's was formed in 1941 through the merger of Standard Statistics Bureau and Poor's Publishing. Over the years, it expanded into financial information, ratings, and analytics, becoming S&P Global in 2016.
Core Business Areas
- S&P Global Ratings: Provides credit ratings, research, and analytics to investors and other market participants.
- S&P Global Market Intelligence: Offers financial data, research, and analytics, including Capital IQ and SNL Financial, for investment professionals, government agencies, and corporations.
- S&P Dow Jones Indices: Creates and licenses indices, including the S&P 500 and Dow Jones Industrial Average, used as benchmarks for investment portfolios.
- S&P Global Commodity Insights: Provides information and benchmark prices for the commodities, energy, and metals markets.
- S&P Global Mobility: Provides intelligence and forecasting for the automotive industry.
Leadership and Structure
The current CEO of S&P Global is Douglas Peterson. The company operates with a divisional structure, with each business segment led by its own executive team. The Board of Directors provides oversight and strategic guidance.
Top Products and Market Share
Key Offerings
- S&P 500 Index: A widely used benchmark for US equity performance. Generates revenue through licensing fees from investment products tracking the index. Competitors include MSCI, FTSE Russell. Market share difficult to pinpoint exactly as it is an index, but a large percentage of passively managed U.S. equity assets are benchmarked against it.
- Credit Ratings: Assess the creditworthiness of borrowers. A key revenue driver for S&P Global Ratings. Competitors include Moody's (MCO) and Fitch Ratings. Together the three make up around 90% of the market.
- Capital IQ: A platform for financial data and analysis. Competitors include Bloomberg and Refinitiv (LSEG). Competitively positioned within the financial data provider market.
- Platts: A source of benchmark prices and information for the energy and commodity markets. Competitors include Argus Media and Wood Mackenzie.
Market Dynamics
Industry Overview
The financial information and analytics industry is experiencing growth due to increasing data needs and regulatory requirements. The credit ratings industry is subject to regulatory scrutiny. The index market is evolving with increasing demand for customized and ESG-focused indices.
Positioning
S&P Global Inc. is a leading provider of financial information, ratings, and analytics. Its competitive advantages include its brand reputation, extensive data assets, and global reach.
Total Addressable Market (TAM)
The TAM for financial information services and credit ratings is estimated to be in the hundreds of billions of dollars. S&P Global is positioned to capture a significant portion of this market due to its leading market position and comprehensive offerings.
Upturn SWOT Analysis
Strengths
- Strong brand reputation
- Global presence
- Diversified revenue streams
- Extensive data assets
- Established relationships with clients
Weaknesses
- Dependence on the financial markets
- Regulatory scrutiny
- Potential for conflicts of interest in ratings business
- Exposure to economic downturns
Opportunities
- Growth in emerging markets
- Expansion into new data and analytics services
- Increasing demand for ESG data and ratings
- Acquisition opportunities
- Adoption of AI and Machine Learning
Threats
- Increased competition
- Economic recession
- Cybersecurity risks
- Regulatory changes
- Disruptive technologies
Competitors and Market Share
Key Competitors
- Moody's (MCO)
- London Stock Exchange Group (LSEG)
- FactSet (FDS)
Competitive Landscape
S&P Global benefits from a strong brand and a diversified product portfolio. Moody's is a primary competitor in credit ratings. LSEG and FactSet compete in financial data and analytics. The market is competitive but S&P Global holds a significant leadership position.
Major Acquisitions
IHS Markit
- Year: 2022
- Acquisition Price (USD millions): 44000
- Strategic Rationale: Expanded S&P Global's offerings in data and analytics, particularly in energy, commodities, and financial services.
Growth Trajectory and Initiatives
Historical Growth: S&P Global has experienced steady growth over the past decade, driven by acquisitions and organic expansion of its business segments.
Future Projections: Analysts project continued revenue and earnings growth for S&P Global, supported by increasing demand for data and analytics services.
Recent Initiatives: Recent initiatives include acquisitions to expand its data and analytics capabilities, investments in technology, and the introduction of new ESG-focused products.
Summary
S&P Global demonstrates robust financial strength with consistent revenue growth, diversified revenue streams, and a strong brand reputation. The company benefits from its leading position in ratings and indices, and expansion into data and analytics. Regulatory scrutiny and economic cycles present challenges, but strategic acquisitions and growth initiatives position it favorably. Its growth trajectory remains positive.
Peer Comparison
Sources and Disclaimers
Data Sources:
- S&P Global Investor Relations
- Company Filings (10-K, 10-Q)
- Analyst Reports
- Market Research Reports
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Market conditions and company performance are 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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