S&P Global Inc.

Informe acción NYSE:SPGI

Capitalización de mercado: US$123.2b

S&P Global Crecimiento futuro

Future controles de criterios 2/6

Se prevé un crecimiento anual de los beneficios y los ingresos de S&P Global de 6.6% y 3.5% por año respectivamente. Se prevé que el BPA crezca en un 9.6% al año. Se espera que la rentabilidad financiera sea de 22.2% en 3 años.

Información clave

6.6%

Tasa de crecimiento de los beneficios

9.63%

Tasa de crecimiento del BPA

Crecimiento de los beneficios de Capital Markets12.1%
Tasa de crecimiento de los ingresos3.5%
Rentabilidad financiera futura22.20%
Cobertura de analistas

Good

Última actualización17 Aug 2026

Actualizaciones recientes sobre el crecimiento futuro

Recent updates

Seeking Alpha • Aug 14

S&P Global: AI Disintermediation  Concern Is An Opportunity

Summary Earlier this year, we initiated a position in S&P Global, a business we have admired for decades and previously owned in 2017. Indices is a high-margin royalty on equity market appreciation and continued active-to-passive flows. AI disruption risk is overestimated; less than 7% of revenue is exposed, while proprietary data and workflow tools remain resilient and in demand. We believe earnings are likely to compound in the low-to-mid teens driving an annualized return in the mid-20s%. Read the full article on Seeking Alpha
Actualización de narrativa • Jul 22

SPGI: Proprietary Data And Mobility Spin Are Expected To Support Multiple

S&P Global's analyst fair value estimate has been raised by about $15 to roughly $519. Analysts attribute the change to stronger debt issuance trends, pro forma adjustments following the Mobility Global spinoff, and the perceived resilience of the company's proprietary data assets in recent research updates.
Actualización de narrativa • Jul 07

SPGI: AI Data Repositioning After Mobility Spin Will Support Earnings Multiple

For S&P Global, the analyst price target in this update is trimmed by about $30 to $503. Analysts cite revised revenue growth assumptions after the Mobility spin and slightly higher discount rates, partly offset by a firmer profit margin outlook and a modestly higher future P/E multiple.
Actualización de narrativa • Jun 15

SPGI: AI Data Partnerships And Workflows Will Support Earnings Multiple

Analysts have made a modest upward adjustment to the S&P Global price target, reflecting a slightly lower discount rate and steady assumptions for revenue growth, profit margin, and future P/E. These assumptions are broadly supported by recent mixed target revisions across the Street.
Actualización de narrativa • Jun 01

SPGI: Mobility Spin Off And AI Initiatives Will Support Earnings Multiple

Analysts have made a modest adjustment to the S&P Global price target, reflecting updated assumptions around slightly lower revenue growth, a small change in discount rate, firmer profit margins, and a lower future P/E. Recent target moves have ranged from a $5 trim at Wells Fargo to increases of $3 to $20 at other firms.
Nueva narrativa • May 08

Guidance Cuts and AI Concerns Shake S&P Global

S&P Global has strong long-term fundamentals, but in the near term, it faces AI-related uncertainty, slower growth expectations, and shifting investor sentiment. At its core, the softer guidance in the ratings segment is being interpreted as a signal about the broader economic environment.
Actualización de narrativa • Apr 25

SPGI: AI Competition Concerns Will Reset But Not Break Earnings Multiple

Analysts have trimmed the S&P Global fair value estimate by about $4 to $534. This reflects a series of recent price target cuts and slightly higher discount rate and P/E assumptions, while keeping revenue growth and margin expectations broadly similar.
Actualización de narrativa • Apr 11

SPGI: AI Competition Concerns Will Shape Future Earnings Multiple

The analyst price target for S&P Global has been revised lower to $556, reflecting a broader wave of target cuts across the Street as analysts factor in a slightly lower discount rate, modestly adjusted long term growth and margin assumptions, and heightened competitive concerns around data and AI. Analyst Commentary Street research on S&P Global has turned more cautious overall, with several firms trimming price targets while still recognizing the company’s scale in ratings, data, and index services.
Actualización de narrativa • Mar 28

SPGI: Debt Issuance Strength And AI Tools Will Support Premium Earnings

Analysts have made a marginal upward revision to the S&P Global price target, reflecting a fair value move from about $537.90 to roughly $538.52. They cite recent strength in debt issuance volumes and a generally constructive view on long term growth in information and business services, despite renewed competitive concerns around market data and the impact of AI.
Actualización de narrativa • Mar 13

SPGI: Ratings Franchise And AI Data Platform Will Support Premium Earnings

Analysts have trimmed their average price targets on S&P Global into a roughly $550 to $575 range. This reflects slightly higher competitive concerns around data and AI while still generally supporting a premium valuation driven by steady growth expectations and a forward P/E near 31x.
Actualización de narrativa • Feb 26

SPGI: Ratings Strength And AI Data Integrations Will Support Earnings Quality

The analyst price target in our S&P Global model has been reset from about $610 to about $538, as analysts factor in more intense competition in market data, evolving views on the impact of AI, and a lower assumed future P/E multiple. This still sits alongside generally constructive Street research on longer term growth for information and business services companies.
Actualización de narrativa • Feb 11

SPGI: Ratings Strength And AI Data Expansion Will Support Earnings Quality

The updated analyst price target for S&P Global moves from approximately $505 to $611, as analysts factor in revised assumptions around discount rates, slightly different revenue growth expectations, higher profit margins, and a lower future P/E multiple. Analyst Commentary Recent Street research on S&P Global reflects a mix of higher and lower price targets, with analysts weighing nearer term execution risks against longer term earnings power and cash flow generation.
Seeking Alpha • Apr 29

S&P Global: Beyond Ratings, Index Innovation And Spin-Off Strategies Fuel Success

Summary S&P Global is attractive due to its strong free cash flow, diversified business segments, and resilience in a volatile market. The company's Q1 2025 earnings showed 8% revenue growth and a 12% increase in EPS, despite market uncertainties. S&P Global's valuation remains appealing, with a forward PE of 28 and strong growth prospects, making it a solid long-term investment. The announced spin-off and additional share repurchase program are expected to unlock further value and enhance stock performance. Read the full article on Seeking Alpha
Seeking Alpha • Mar 17

S&P Global: A Collection Of All-Star Businesses

Summary S&P Global's Ratings, Indices, and Commodity Insights units have strong moats and exceptional economics, making them core to the company's long-term growth. Market Intelligence, despite being the largest revenue source, has lower margins and its growth investments could be better allocated elsewhere. Mobility, a newer unit, shows potential but hasn't yet proven it can create a standardized language like the other three businesses. With a commitment to return 85% of free cash flow to shareholders and sustainable growth, S&P Global remains a strong long-term investment. Read the full article on Seeking Alpha

Previsiones de crecimiento de beneficios e ingresos

NYSE:SPGI - Estimaciones futuras de los analistas y datos financieros pasados (USD Millions)
FechaIngresosBeneficiosFlujo de caja libreFlujo de caja operativoNúm. de analistas medio
12/31/202816,7495,6826,7626,89114
12/31/202715,6425,0296,0356,34520
12/31/202614,6374,7665,4605,65513
6/30/202616,1224,9235,5735,729N/A
3/31/202615,7304,7765,5565,735N/A
12/31/202515,3364,4715,4565,651N/A
9/30/202515,0124,2175,4615,643N/A
6/30/202514,7004,0115,4115,583N/A
3/31/202514,4943,9515,5515,694N/A
12/31/202414,2083,8525,5655,689N/A
9/30/202413,7683,5515,1445,283N/A
6/30/202413,2763,3234,7114,851N/A
3/31/202412,8282,8223,9254,064N/A
12/31/202312,4972,6263,5673,710N/A
9/30/202312,2822,4803,3663,489N/A
6/30/202312,0592,3463,1823,290N/A
3/31/202311,9522,8082,8742,975N/A
12/31/202211,1813,2482,5142,603N/A
9/30/202210,3323,4902,3672,430N/A
6/30/20229,5583,6782,5332,583N/A
3/31/20228,6703,5043,0193,052N/A
12/31/20218,2973,0243,5633,598N/A
9/30/20218,0762,8033,7333,799N/A
6/30/20217,8352,4613,5583,641N/A
3/31/20217,6722,4553,5723,655N/A
12/31/20207,4422,3393,4913,567N/A
9/30/20207,3102,4263,3493,430N/A
6/30/20207,1532,5893,2963,383N/A
3/31/20206,9142,352N/A3,163N/A
12/31/20196,6992,123N/A2,776N/A
9/30/20196,5012,093N/A2,435N/A
6/30/20196,3571,972N/A2,171N/A
3/31/20196,2621,877N/A1,997N/A
12/31/20186,2581,958N/A2,064N/A
9/30/20186,3091,709N/A2,214N/A
6/30/20186,2771,627N/A2,245N/A
3/31/20186,1771,588N/A2,023N/A
12/31/20176,0631,496N/A2,016N/A
9/30/20175,8741,771N/A1,506N/A
6/30/20175,8002,249N/A1,594N/A
3/31/20175,7732,211N/A1,728N/A
12/31/20165,6612,106N/A1,560N/A
9/30/20165,6371,816N/A1,808N/A
6/30/20165,5211,177N/A1,732N/A
3/31/20165,3811,147N/A1,729N/A
12/31/20155,3131,156N/A227N/A
9/30/20155,228-100N/A-94N/A

Previsiones de crecimiento futuro de los analistas

Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (6.6% al año) de SPGI es superior a la tasa de ahorro (3.7%).

Beneficios vs. Mercado: Se prevé que los beneficios (6.6% al año) de SPGI crezcan menos que el mercado US (16.9% al año).

Beneficios de alto crecimiento: Se prevé que los beneficios de SPGI crezcan, pero no significativamente.

Ingresos vs. Mercado: Se prevé que los ingresos (3.5% al año) de SPGI crezcan más despacio que el mercado de US (12.9% al año).

Ingresos de alto crecimiento: Se prevé que los ingresos 3.5% al año) de SPGI crezcan más despacio que 20% al año.

Previsiones de crecimiento de los beneficios por acción

Rentabilidad financiera futura

ROE futura: Se prevé que la rentabilidad financiera de SPGI sea alta dentro de 3 años (22.2%)

Descubre empresas en crecimiento

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Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/08/19 04:15
Precio de las acciones al final del día2026/08/19 00:00
Beneficios2026/06/30
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

S&P Global Inc. está cubierta por 34 analistas. 20 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
null nullArgus Research Company
Jeffrey MeulerBaird
Manav PatnaikBarclays