Added to YB: 2026-08-25
Pitch date: 2026-08-22
SPGI [bullish]
S&P Global Inc.
-1.46%
current return
Author Info
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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
$431.09
Price Target
612.00 (+44%)
Dividend
0.94%
EV/EBITDA
16.79
P/E
25.10
EV/Sales
8.58
Sector
Capital Markets
Category
value
No, AI Is Not Killing S&P Global – Still A Buy-and-Hold Forever Stock
SPGI: Financial intelligence powerhouse down 22% on overblown AI fears. Only ~12% of rev/sub-10% profits exposed (Cap IQ interface); Ratings/Indices/Energy moats immune. Q2 pro forma rev +11%, EPS +23%, 54% op margin. Ackman bought. 2028 PT $612, ~16% CAGR. Buy below $440.
Read full article (21 min)