S&P Global Inc.

Report azionario NYSE:SPGI

Capitalizzazione di mercato: US$120.3b

S&P Global Crescita futura

Criteri Future verificati 2/6

S&P Global prevede che gli utili e i ricavi cresceranno rispettivamente di 6.6% e 3.5% all'anno. Si prevede che l'EPS crescerà di 9.6% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 22.2% in 3 anni.

Informazioni chiave

6.6%

Tasso di crescita degli utili

9.63%

Tasso di crescita dell'EPS

Capital Markets crescita degli utili12.1%
Tasso di crescita dei ricavi3.5%
Rendimento futuro del capitale proprio22.20%
Copertura analitica

Good

Ultimo aggiornamento05 Aug 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Seeking Alpha • Jul 30

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
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Nuova 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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

Previsioni di crescita degli utili e dei ricavi

NYSE:SPGI - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
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

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di SPGI ( 6.6% all'anno) è superiore al tasso di risparmio ( 3.7% ).

Guadagni vs Mercato: Si prevede che gli utili di SPGI ( 6.6% all'anno) cresceranno più lentamente rispetto al mercato US ( 17.1% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di SPGI cresceranno, ma non in modo significativo.

Ricavi vs Mercato: Si prevede che il fatturato di SPGI ( 3.5% all'anno) crescerà più lentamente rispetto al mercato US ( 13% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di SPGI ( 3.5% all'anno) crescerà più lentamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di SPGI sarà elevato tra 3 anni ( 22.2 %)

Scoprire le aziende in crescita

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Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/08/09 01:12
Prezzo dell'azione a fine giornata2026/08/07 00:00
Utili2026/06/30
Utili annuali2025/12/31

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.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* 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.

AnalistaIstituzione
null nullArgus Research Company
Jeffrey MeulerBaird
Manav PatnaikBarclays