S&P Global (SPGI) Panoramica del titolo
S&P Global Inc. insieme alle sue consociate, fornisce benchmark, dati, analisi e soluzioni per il flusso di lavoro nei mercati globali dei capitali, dell'energia e delle materie prime e del settore automobilistico. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 3/6 |
| Crescita futura | 2/6 |
| Prestazioni passate | 4/6 |
| Salute finanziaria | 4/6 |
| Dividendi | 4/6 |
Premi
Analisi del rischio
Non sono stati rilevati rischi per SPGI dai nostri controlli di rischio.
Last Earnings Call
Q2 2026 · 28 Jul 2026S&P Global Inc. reported a strong second quarter for 2026, with revenue growing 11% and adjusted EPS rising 23%. This performance was driven by a 15% revenue increase in benchmark businesses, specifically in Ratings (up 17%) and Indices (up 20%). The company achieved 200 basis points of margin expansion, reaching 54.3%.
Key milestones included the completed spin-off of the Mobility division and organizational realignments in Energy and Market Intelligence. Management raised its full-year share repurchase target by $3 billion to over $7 billion. Full-year guidance includes organic revenue growth of 6%–8% and adjusted EPS between $17.50 and $17.75.
Analyst Consensus vs. Reported Results:
- Revenue: The analyst consensus estimate was $3.58 billion; S&P Global reported $3.59 billion, beating expectations.
- EPS: The analyst consensus estimate was $4.18; S&P Global reported $4.26, beating expectations.
Market Reaction
S&P Global shares rose approximately 4.2% on July 28, 2026. Analysts attributed the positive price movement to the company’s strong "beat and raise" performance, robust issuance growth in Ratings, and the management's decision to significantly increase the share repurchase program following the Mobility spin-off.
SPGI Community Fair Values
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Analyst Price Targets
Top Community Narratives
Concorrenti di S&P Global Inc.
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$408.19 |
| Massimo di 52 settimane | US$579.05 |
| Minimo di 52 settimane | US$381.61 |
| Beta | 1.07 |
| Variazione di 1 mese | -5.18% |
| Variazione a 3 mesi | -3.04% |
| Variazione di 1 anno | -26.70% |
| Variazione a 3 anni | 5.29% |
| Variazione a 5 anni | -7.60% |
| Variazione dall'IPO | 13,649.56% |
Notizie e aggiornamenti recenti
Recent updates
S&P Global: Why This Selloff Is A Rare Buying Opportunity
Summary S&P Global (SPGI) exemplifies a capital-light, competitively advantaged, and resilient business model ideal for long-term holding. SPGI’s core offerings—risk management, benchmark data, and credit evaluation—are increasingly vital amid market volatility and geopolitical risks. A leaner, spun-off SPGI is quietly getting better, not worse — the Mobility separation streamlines the business into a higher-margin faster growing business. I assess SPGI’s current valuation using a DCF model, factoring in recast segment data and pro-forma financials post-spin-off. Read the full article on Seeking Alpha
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.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.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.
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 AlphaRendimenti per gli azionisti
| SPGI | US Capital Markets | US Mercato | |
|---|---|---|---|
| 7D | -0.9% | 2.3% | 4.2% |
| 1Y | -26.7% | 1.2% | 20.6% |
Ritorno vs Industria: SPGI ha avuto una performance inferiore rispetto al US Capital Markets che ha registrato un rendimento 1.2 % nell'ultimo anno.
Rendimento vs Mercato: SPGI ha avuto una performance inferiore al mercato US che ha registrato un rendimento 20.6 % nell'ultimo anno.
Volatilità dei prezzi
| SPGI volatility | |
|---|---|
| SPGI Average Weekly Movement | 4.4% |
| Capital Markets Industry Average Movement | 3.5% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.1% |
Prezzo delle azioni stabile: SPGI non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 4% ) di SPGI è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1860 | 44,500 | Martina Cheung | www.spglobal.com |
S&P Global Inc., insieme alle sue controllate, fornisce indici di riferimento, dati, analisi e soluzioni per i flussi di lavoro nei mercati globali dei capitali, dell’energia e delle materie prime, nonché in quello automobilistico. Opera attraverso quattro segmenti: S&P Global Market Intelligence, S&P Global Ratings, S&P Global Energy e S&P Dow Jones Indices. Il segmento S&P Global Market Intelligence fornisce dati e analisi relativi a diverse classi di attività, integrati con soluzioni per i flussi di lavoro appositamente progettate.
S&P Global Inc. Riepilogo dei fondamenti
| SPGI statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$120.32b |
| Utili (TTM) | US$4.92b |
| Ricavi(TTM) | US$16.12b |
SPGI è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| SPGI Conto economico (TTM) | |
|---|---|
| Ricavi | US$16.12b |
| Costo del fatturato | US$4.69b |
| Profitto lordo | US$11.43b |
| Altre spese | US$6.51b |
| Utili | US$4.92b |
Ultimi utili riportati
Jun 30, 2026
Prossima data di guadagno
n/a
| Utile per azione (EPS) | 16.70 |
| Margine lordo | 70.90% |
| Margine di profitto netto | 30.54% |
| Rapporto debito/patrimonio netto | 41.4% |
Come si è comportato SPGI nel lungo periodo?
Vedi performance storica e confrontoDividendi
SPGI paga dividendi affidabili?
Vedere la storia dei dividendi e i benchmark di SPGI| S&P Global date dei dividendi | |
|---|---|
| Data di stacco del dividendo | Aug 26 2026 |
| Data di pagamento dei dividendi | Sep 10 2026 |
| Giorni fino al dividendo Ex | 16 days |
| Giorni prima della data di pagamento dei dividendi | 31 days |
SPGI paga dividendi affidabili?
Vedere la storia dei dividendi e i benchmark di SPGIAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/08/09 21:09 |
| Prezzo dell'azione a fine giornata | 2026/08/07 00:00 |
| Utili | 2026/06/30 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
S&P Global Inc. è coperta da 34 analisti. 20 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| null null | Argus Research Company |
| Jeffrey Meuler | Baird |
| Manav Patnaik | Barclays |