Added to YB: 2026-10-07
Pitch date: 2026-10-02
SPGI [bullish]
S&P Global Inc.
+9.84%
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
$386.76
Price Target
500.00 (+18%)
Dividend
0.94%
EV/EBITDA
16.79
P/E
25.10
EV/Sales
8.58
Sector
Capital Markets
Category
value
Compounder Watchlist, Edition 1: Ten Names, One Below Its Range - S&P Global Inc.
SPGI: S&P Global trades at $390.12, inside the below-$405 buy zone and beneath estimated fair value of $405-$500, at 23.8x trailing GAAP and 20.7x adjusted earnings. June-quarter revenue was $4.15bn versus $4.12bn expected, while adjusted EPS missed by 2.9%; operating income was $1.86bn at a 44.8% margin. The key uncertainty is the GAAP-adjusted earnings gap and margin durability: trailing GAAP operating margin is 43.0%, versus a 40% kill trigger.
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