S&P Global Resultados de beneficios anteriores
Pasado controles de criterios 4/6
S&P Global ha aumentado sus beneficios a una tasa media anual de 10%, mientras que los beneficios de la industria de Capital Markets han experimentado un crecimiento de 6.1% anual. Los ingresos han ido creciendo a una tasa media de 14.4% al año. La rentabilidad financiera de S&P Global es de 14.2%, y sus márgenes netos son de 30.4%.
Información clave
9.96%
Tasa de crecimiento de los beneficios
4.73%
Tasa de crecimiento del BPA
| Crecimiento de la industria Capital Markets | 10.26% |
| Tasa de crecimiento de los ingresos | 14.36% |
| Rentabilidad financiera | 14.23% |
| Margen neto | 30.36% |
| Última actualización de beneficios | 31 Mar 2026 |
Actualizaciones de resultados anteriores recientes
Recent updates
Seeking Alpha • May 19
S&P Global: A Quality Compounder Unfairly Punished By The Market
Summary S&P Global is rated Buy after a 30% price drop, with AI disruption risks overstated. Market Intelligence faces moderate risk from AI, but SPGI’s proprietary data protect Capital IQ Pro and high switching costs and clients' regulatory and compliance risks protect software products. Ratings and Indices face much lower AI risk. These wonderful businesses gush cash with minimal reinvestment required, and contribute the lion's share of operating income. At a FWD non-GAAP PE of ~20 with projected double-digit EPS growth, SPGI offers an attractive PEGY of 1.54x and trades at a discount to competitors and its own history. Read the full article on Seeking Alpha
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.
Nueva narrativa • Apr 25
S&P Global (SPGI): Strategic AI Evolution and Ratings Recovery Signal a Solidly Valued Financial Powerhouse
S&P Global (SPGI) , the world’s foremost provider of credit ratings, benchmarks, and data analytics, enters the trading session on Saturday, April 25, 2026 , as the market anticipates its Q1 2026 earnings report scheduled for Tuesday, April 28, before market open. The company is navigating a "Defining Year" characterized by a rebound in global debt issuance and the broad-scale deployment of its Agentic AI initiative.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 AlphaSeeking 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 AlphaSeeking Alpha • Feb 11
S&P Global: Knockout Quarter And High Bar Set For 2025
Summary S&P Global's first earnings report under CEO Martina Cheung was flawless, with strong growth across all segments and significant margin expansion. Despite concerns about 2025, S&P Global provided ambitious guidance, expecting 5%-7% growth, with adjusted EPS above consensus and robust free cash flow. The company's monopolistic position and diversified segments make it a prime beneficiary of global GDP growth. At a fair valuation, S&P Global remains a 'Buy' for long-term investors, because of its long-term double-digit growth trajectory and ahead of consensus upgrades. Read the full article on Seeking AlphaSeeking Alpha • Jan 16
S&P Global: A High-Quality, Remarkably Profitable, Near-Monopolistic Business
Summary S&P Global has been a stable holding for Wedgewood, with consistent revenue and earnings growth despite economic volatility from 2020-2023. The company's business model thrives in low-interest rate environments, benefiting from increased corporate debt refinancing and capital market activity. Despite recent underperformance relative to benchmarks, S&P Global remains a high-quality, profitable growth business with a near-monopolistic market position. The long-term outlook for S&P Global is favorable, with expected benefits from future declining interest rates and a significant wave of debt refinancings. Read the full article on Seeking AlphaSeeking Alpha • Jan 09
Overpriced Optimism: Why S&P Global's Valuation Deserves Scrutiny
Summary S&P Global's current EV/EBITDA multiple of 25 is overly optimistic, with future growth expectations likely unrealistic, potentially leading to a valuation correction. Analysts' growth estimates of 12% are based on historical data; a more realistic growth rate is 8%, indicating the stock is overvalued by 34%. Despite strong competitive advantages and shareholder returns, rising operational costs and debt could hinder future growth, making the stock a hold for existing investors. For new investors, the opportunity cost is high, and better alternatives are available, making S&P Global less attractive at current valuations. Read the full article on Seeking AlphaSeeking Alpha • Dec 16
S&P Global: The Maturity Wall Presents A Huge Opportunity Heading Into 2025
Summary S&P Global's ratings segment is a high-margin, fortress-like business, poised to benefit from the upcoming debt maturity wall projected for the latter half of the decade. The debt maturity wall will drive new credit issuance, creating significant opportunities for S&P Global's ratings business, with peaks expected in 2026 and 2028. S&P Global's diversified segments, including indices and market intelligence, contribute to its robust, capital-light, and highly profitable business model, with consolidated operating margins around 40%. Despite competitive risks in market intelligence, S&P Global remains undervalued, presenting a rare buying opportunity given its stable cash flows and dominant market position. Read the full article on Seeking AlphaSeeking Alpha • Nov 29
S&P Global: Cheaper Than Investors Realize
Summary S&P Global is undervalued at a forward P/E of 31x, with a 20% YTD performance. The Ratings segment, contributing one-third of revenue, has grown 36% YoY in Q3 2024, boosting profitability and EPS. Corporate debt maturity trends, with $7.3 trillion hitting maturity by 2026, ensure continued growth in the Ratings segment. Strong growth across all segments, improving profit margins, and a commitment to returning 85% of free cash flow to shareholders. Read the full article on Seeking AlphaSeeking Alpha • Oct 24
S&P Global Q3: Accelerating Shares Buyback In Coming Weeks
Summary I reiterate a “Strong Buy” rating for S&P Global, with a fair value of $590 per share, driven by strong recovery in the rating business. S&P Global reported 16% revenue growth and 36% growth in its rating business, with plans to accelerate $1.3 billion in share repurchases. The company raised its full-year revenue and EPS guidance, projecting 12.5% revenue growth for FY24 and 10% organic growth from FY25 onwards. Key risks include new CFO Eric Aboaf and the divestiture of Fincentric, but strong debt refinancing demands and diversified high-growth areas support the rating. Read the full article on Seeking AlphaDesglose de ingresos y gastos
Desglose de ingresos y gastos
Cómo gana y gasta dinero S&P Global. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).
Historial de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Gastos G+A | Gastos de I+D |
|---|---|---|---|---|
| 31 Mar 26 | 15,730 | 4,776 | 3,212 | 0 |
| 31 Dec 25 | 15,336 | 4,471 | 3,129 | 0 |
| 30 Sep 25 | 15,012 | 4,217 | 2,935 | 0 |
| 30 Jun 25 | 14,700 | 4,011 | 2,967 | 0 |
| 31 Mar 25 | 14,494 | 3,951 | 2,949 | 0 |
| 31 Dec 24 | 14,208 | 3,852 | 2,882 | 0 |
| 30 Sep 24 | 13,768 | 3,551 | 2,837 | 0 |
| 30 Jun 24 | 13,276 | 3,323 | 2,700 | 0 |
| 31 Mar 24 | 12,828 | 2,822 | 2,652 | 0 |
| 31 Dec 23 | 12,497 | 2,626 | 2,640 | 0 |
| 30 Sep 23 | 12,282 | 2,480 | 2,749 | 0 |
| 30 Jun 23 | 12,059 | 2,346 | 2,580 | 0 |
| 31 Mar 23 | 11,952 | 2,808 | 2,224 | 0 |
| 31 Dec 22 | 11,181 | 3,248 | 2,474 | 0 |
| 30 Sep 22 | 10,332 | 3,490 | 2,042 | 0 |
| 30 Jun 22 | 9,558 | 3,678 | 1,933 | 0 |
| 31 Mar 22 | 8,670 | 3,504 | 1,961 | 0 |
| 31 Dec 21 | 8,297 | 3,024 | 1,407 | 0 |
| 30 Sep 21 | 8,076 | 2,803 | 1,347 | 0 |
| 30 Jun 21 | 7,835 | 2,461 | 1,314 | 0 |
| 31 Mar 21 | 7,672 | 2,455 | 1,279 | 0 |
| 31 Dec 20 | 7,442 | 2,339 | 1,272 | 0 |
| 30 Sep 20 | 7,310 | 2,426 | 1,217 | 0 |
| 30 Jun 20 | 7,153 | 2,589 | 1,163 | 0 |
| 31 Mar 20 | 6,914 | 2,352 | 1,214 | 0 |
| 31 Dec 19 | 6,699 | 2,123 | 1,247 | 0 |
| 30 Sep 19 | 6,501 | 2,093 | 1,261 | 0 |
| 30 Jun 19 | 6,357 | 1,972 | 1,331 | 0 |
| 31 Mar 19 | 6,262 | 1,877 | 1,344 | 0 |
| 31 Dec 18 | 6,258 | 1,958 | 1,253 | 0 |
| 30 Sep 18 | 6,309 | 1,709 | 1,446 | 0 |
| 30 Jun 18 | 6,277 | 1,627 | 1,478 | 0 |
| 31 Mar 18 | 6,177 | 1,588 | 1,476 | 0 |
| 31 Dec 17 | 6,063 | 1,496 | 1,438 | 0 |
| 30 Sep 17 | 5,874 | 1,771 | 1,448 | 0 |
| 30 Jun 17 | 5,800 | 2,249 | 1,429 | 0 |
| 31 Mar 17 | 5,773 | 2,211 | 1,430 | 0 |
| 31 Dec 16 | 5,661 | 2,106 | 1,418 | 0 |
| 30 Sep 16 | 5,637 | 1,816 | 1,404 | 0 |
| 30 Jun 16 | 5,521 | 1,177 | 1,391 | 0 |
| 31 Mar 16 | 5,381 | 1,147 | 1,390 | 0 |
| 31 Dec 15 | 5,313 | 1,156 | 1,385 | 0 |
| 30 Sep 15 | 5,228 | -100 | 1,407 | 0 |
| 30 Jun 15 | 5,168 | -165 | 1,427 | 0 |
Ingresos de calidad: SPGI tiene ganancias de alta calidad.
Margen de beneficios creciente: Los actuales márgenes de beneficio (30.4%) de SPGI son superiores a los del año pasado (27.3%).
Análisis del flujo de caja libre vs. Beneficios
Análisis del crecimiento de los beneficios en el pasado
Tendencia de beneficios: Los beneficios de SPGI han crecido un 10% al año en los últimos 5 años.
Acelerando crecimiento: El crecimiento de los beneficios de SPGI en el último año (20.9%) supera su media de 5 años (10% al año).
Beneficios vs. Industria: El crecimiento de los beneficios de SPGI en el último año (20.9%) no superó al de la industria Capital Markets 36.1%.
Rentabilidad financiera
Alta ROE: La rentabilidad financiera de SPGI (14.2%) se considera baja.
Rentabilidad económica
Rendimiento del capital invertido
Descubre empresas con buenos resultados en el pasado
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/22 00:18 |
| Precio de las acciones al final del día | 2026/05/22 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
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.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* 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. 21 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.
| Analista | Institución |
|---|---|
| null null | Argus Research Company |
| Jeffrey Meuler | Baird |
| Manav Patnaik | Barclays |