S&P Global (SPGI) Aperçu de l'action
S&P Global Inc. et ses filiales fournissent des indices de référence, des données, des analyses et des solutions de flux de travail sur les marchés mondiaux des capitaux, de l'énergie, des matières premières et de l'automobile. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 1/6 |
| Croissance future | 1/6 |
| Performances passées | 4/6 |
| Santé financière | 4/6 |
| Dividendes | 4/6 |
Récompenses
Analyse des risques
SPGI ont passé avec succès nos contrôles de risques.
SPGI Community Fair Values
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Analyst Price Targets
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S&P Global Inc. Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$432.96 |
| Plus haut sur 52 semaines | US$579.05 |
| Plus bas sur 52 semaines | US$381.61 |
| Bêta | 1.08 |
| Variation sur 1 mois | 1.92% |
| Variation sur 3 mois | 4.22% |
| Variation sur 1 an | -18.28% |
| Variation sur 3 ans | 5.08% |
| Variation sur 5 ans | 5.21% |
| Évolution depuis l'introduction en bourse | 14,483.92% |
Nouvelles et mises à jour récentes
Recent updates
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.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.S&P Global: Do You Appreciate The AI Threat?
Summary S&P Global is rated Hold due to limited valuation upside and unresolved AI risks, despite strong fundamentals. The upcoming Mobility spin-off will structurally boost margins by 270bps but has minimal impact on top line growth. SPGI's Market Intelligence segment faces significant AI disruption risk, while Ratings, Energy, and Indices are largely insulated. Current valuation offers ~11% upside to a $470 price target, insufficient to offset competitive and technological uncertainty. Read the full article on Seeking AlphaSPGI: 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.
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.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.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.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.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.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.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.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 AlphaS&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 AlphaS&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 AlphaS&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 AlphaOverpriced 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 AlphaRendement pour les actionnaires
| SPGI | US Capital Markets | US Marché | |
|---|---|---|---|
| 7D | -1.6% | 2.2% | -0.4% |
| 1Y | -18.3% | 2.3% | 18.4% |
Rendement vs Industrie: SPGI a sous-performé le secteur US Capital Markets qui a rapporté 2.3 % au cours de l'année écoulée.
Rendement vs marché: SPGI a sous-performé le marché US qui a rapporté 18.4 % au cours de l'année écoulée.
Volatilité des prix
| SPGI volatility | |
|---|---|
| SPGI Average Weekly Movement | 4.1% |
| Capital Markets Industry Average Movement | 3.8% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.2% |
Cours de l'action stable: SPGI n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de SPGI ( 4% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 1860 | 44,500 | Martina Cheung | www.spglobal.com |
S&P Global Inc., avec ses filiales, fournit des indices de référence, des données, des analyses et des solutions de flux de travail sur les marchés mondiaux des capitaux, de l’énergie et des matières premières, ainsi que de l’automobile. La société opère à travers quatre segments : S&P Global Market Intelligence, S&P Global Ratings, S&P Global Energy et S&P Dow Jones Indices. Le segment S&P Global Market Intelligence fournit des données et des analyses couvrant plusieurs classes d’actifs, intégrées à des solutions de flux de travail spécialement conçues.
S&P Global Inc. Résumé des fondamentaux
| SPGI statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$127.51b |
| Bénéfices(TTM) | US$4.78b |
| Recettes(TTM) | US$15.73b |
Le site SPGI est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| SPGI compte de résultat (TTM) | |
|---|---|
| Recettes | US$15.73b |
| Coût des recettes | US$4.65b |
| Marge brute | US$11.09b |
| Autres dépenses | US$6.31b |
| Les revenus | US$4.78b |
Derniers bénéfices déclarés
Mar 31, 2026
Prochaine date de publication des résultats
Jul 28, 2026
| Résultat par action (EPS) | 16.14 |
| Marge brute | 70.47% |
| Marge bénéficiaire nette | 30.36% |
| Ratio dettes/capitaux propres | 36.8% |
Quelles ont été les performances à long terme de SPGI?
Voir les performances historiques et les comparaisonsDividendes
Le site SPGI verse-t-il des dividendes fiables ?
Voir SPGI l'historique des dividendes et les indices de référence| S&P Global dates des dividendes | |
|---|---|
| Date ex-dividende | Aug 26 2026 |
| Date de paiement du dividende | Sep 10 2026 |
| Jours jusqu'au dividende Ex | 47 days |
| Jours jusqu'à la date de paiement du dividende | 62 days |
Le site SPGI verse-t-il des dividendes fiables ?
Voir SPGI l'historique des dividendes et les indices de référenceAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/07/09 21:40 |
| Cours de l'action en fin de journée | 2026/07/09 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
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| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
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* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d'analyse utilisé pour générer ce rapport sont disponibles sur notre page Github, nous proposons également des guides pour apprendre à utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
S&P Global Inc. est couverte par 33 analystes. 10 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| null null | Argus Research Company |
| Jeffrey Meuler | Baird |
| Manav Patnaik | Barclays |