Professional
Added to YB: 2026-07-10
Pitch date: 2026-07-02
SPGI [bullish]
S&P Global Inc.
-3.16%
current return
Author Info
No bio for this author
Company Info
S&P Global Inc., together with its subsidiaries, provides benchmarks, data, analytics, and workflow solutions in the global capital, energy and commodity, and automotive markets.
Market Cap
$121.5B
Pitch Price
$438.69
Price Target
N/A
Dividend
0.94%
EV/EBITDA
16.79
P/E
25.10
EV/Sales
8.58
Sector
Capital Markets
Category
growth
Middle Coast Investing New Position: S&P Global Inc.
SPGI (new position): Owns S&P 500/Dow indices + ratings agency—two elite businesses. Trades at 'normal' multiple as market doubts 3 data units (energy, CarFax/Mobility spinoff July 1, market intelligence—the AI-threatened Achilles' heel). AI risk still theoretical; good businesses too strong to ignore, though pro-cyclical. Thesis needs continued above-market earnings growth + multiple re-rating.
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