Added to YB: 2026-07-14
Pitch date: 2026-07-10
SPGI [neutral]
S&P Global Inc.
-1.8%
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
$432.59
Price Target
N/A
Dividend
0.94%
EV/EBITDA
16.79
P/E
25.10
EV/Sales
8.58
Sector
Capital Markets
Category
special_situation
18.3# S&P Global versus the Cantillon effect
SPGI (overview): Analyzes S&P Global via Cantillon effect (money reaches insiders first) ahead of Mobility spin-off July 2026. Ratings = direct/early beneficiary of debt cycle (cyclical); Indices = secondary beneficiary, now capital-flow 'toll' via ETFs/passive; Market Intelligence = most indirect, defensive, most prone to disruption.
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