S&P Global Gestion
Gestion contrôle des critères 2/4
Le PDG S&P Global est Martina Cheung, nommé en Jan2019, a un mandat de 7.33 ans. La rémunération annuelle totale est $ 12.83M, composée du salaire de 7.8% et des bonus 92.2%, y compris les actions et options de la société. détient directement 0.009% des actions de la société, d'une valeur de $ 11.44M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 1.5 ans et 5.3 ans.
Informations clés
Martina Cheung
Directeur général
US$12.8m
Rémunération totale
| Pourcentage du salaire du PDG | 7.79% |
| Durée du mandat du directeur général | 7.3yrs |
| Propriété du PDG | 0.009% |
| Durée moyenne d'occupation des postes de direction | 1.5yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 5.3yrs |
Mises à jour récentes de la gestion
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
Nouveau récit • 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.
Mise à jour du récit • 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.
Nouveau récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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 AlphaAnalyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$5b |
| Dec 31 2025 | US$13m | US$1m | US$4b |
| Sep 30 2025 | n/a | n/a | US$4b |
| Jun 30 2025 | n/a | n/a | US$4b |
| Mar 31 2025 | n/a | n/a | US$4b |
| Dec 31 2024 | US$8m | US$792k | US$4b |
| Sep 30 2024 | n/a | n/a | US$4b |
| Jun 30 2024 | n/a | n/a | US$3b |
| Mar 31 2024 | n/a | n/a | US$3b |
| Dec 31 2023 | US$6m | US$750k | US$3b |
| Sep 30 2023 | n/a | n/a | US$2b |
| Jun 30 2023 | n/a | n/a | US$2b |
| Mar 31 2023 | n/a | n/a | US$3b |
| Dec 31 2022 | US$12m | US$750k | US$3b |
| Sep 30 2022 | n/a | n/a | US$3b |
| Jun 30 2022 | n/a | n/a | US$4b |
| Mar 31 2022 | n/a | n/a | US$4b |
| Dec 31 2021 | US$5m | US$625k | US$3b |
| Sep 30 2021 | n/a | n/a | US$3b |
| Jun 30 2021 | n/a | n/a | US$2b |
| Mar 31 2021 | n/a | n/a | US$2b |
| Dec 31 2020 | US$5m | US$625k | US$2b |
| Sep 30 2020 | n/a | n/a | US$2b |
| Jun 30 2020 | n/a | n/a | US$3b |
| Mar 31 2020 | n/a | n/a | US$2b |
| Dec 31 2019 | US$3m | US$550k | US$2b |
Rémunération vs marché: La rémunération totale de Martina ($USD 12.83M ) est dans la moyenne des entreprises de taille similaire sur le marché US ($USD 14.80M ).
Rémunération et revenus: La rémunération de Martina a augmenté de plus de 20 % au cours de l'année écoulée.
PDG
Martina Cheung (49 yo)
7.3yrs
Titularisation
US$12,831,062
Compensation
Ms. Martina L. Cheung has been President and Chief Executive Officer of S&P Global Inc. since November 1, 2024 and has been its Board Member since July 1, 2024. Ms. Cheung serves as a Director at The Partn...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| President | 7.3yrs | US$12.83m | 0.0093% $ 11.4m | |
| Chief Enterprise Data Officer & President of S&P Global Market Intelligence | 1.5yrs | US$5.68m | 0.0027% $ 3.3m | |
| Executive VP & Chief Legal Officer | 9.8yrs | US$4.78m | 0.0044% $ 5.5m | |
| CFO & Executive VP | 1.3yrs | US$17.28m | 0.00044% $ 541.4k | |
| President of S&P Global Mobility | less than a year | US$6.44m | 0.0050% $ 6.2m | |
| Senior VP | 7.7yrs | US$1.96m | 0.0039% $ 4.8m | |
| Executive VP & Chief Client Officer | 4.3yrs | US$6.52m | 0.0026% $ 3.2m | |
| Senior VP & Chief Communications Officer | 1.5yrs | pas de données | 0.00043% $ 529.1k | |
| Executive VP & Chief People Officer | 1.5yrs | pas de données | 0.00077% $ 947.5k | |
| President of S&P Global Energy | 1.5yrs | pas de données | 0.0017% $ 2.1m | |
| President of S&P Global Ratings | 1.5yrs | pas de données | 0.00097% $ 1.2m | |
| Chief Executive Officer of S&P Dow Jones Indices | less than a year | pas de données | 0.00084% $ 1.0m |
1.5yrs
Durée moyenne de l'emploi
49.5yo
Âge moyen
Gestion expérimentée: L'équipe de direction de SPGI n'est pas considérée comme expérimentée (ancienneté moyenne 1.5 ans), ce qui suggère une nouvelle équipe.
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| President | 1.8yrs | US$12.83m | 0.0093% $ 11.4m | |
| Independent Director | 9.2yrs | US$367.56k | 0.00014% $ 172.3k | |
| Independent Director | less than a year | pas de données | 0.00090% $ 1.1m | |
| Independent Director | 4.3yrs | US$355.06k | 0.00043% $ 529.1k | |
| Independent Director | 11.6yrs | US$425.06k | 0.00016% $ 196.9k | |
| Independent Director | 9.6yrs | US$414.06k | 0.00014% $ 172.3k | |
| Independent Director | less than a year | pas de données | 0.00039% $ 479.9k | |
| Independent Director | 9.3yrs | US$364.06k | 0.00014% $ 172.3k | |
| Independent Non-Executive Chairman of Board | 5.7yrs | US$518.23k | pas de données | |
| Independent Director | 4.9yrs | US$405.06k | pas de données |
5.3yrs
Durée moyenne de l'emploi
61yo
Âge moyen
Conseil d'administration expérimenté: Les membres du conseil d'administration de SPGI sont considérés comme expérimentés (ancienneté moyenne 5.3 ans).
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/22 03:54 |
| Cours de l'action en fin de journée | 2026/05/22 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 |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* 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 expliquant comment 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 34 analystes. 21 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 |