S&P Global Gestione
Criteri Gestione verificati 2/4
S&P Global Il CEO è Martina Cheung, nominato in Jan2019, e ha un mandato di 7.67 anni. la retribuzione annua totale è $ 12.83M, composta da 7.8% di stipendio e 92.2% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.009% delle azioni della società, per un valore di $ 11.13M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 1.8 anni e 5.6 anni.
Informazioni chiave
Martina Cheung
Amministratore delegato
US$12.8m
Compenso totale
| Percentuale dello stipendio del CEO | 7.79% |
| Mandato del CEO | 7.7yrs |
| Proprietà del CEO | 0.009% |
| Durata media del management | 1.8yrs |
| Durata media del Consiglio di amministrazione | 5.6yrs |
Aggiornamenti recenti sulla gestione
Recent updates
S&P Global: More Simple Yet More Valuable
Summary Mobility spin-off has created a simpler and higher value business with 80% of profits from AI-resistant and proprietary "Benchmark" products. High single-digit revenue growth, operating leverage and FCF deployment can compound EPS at mid double digits with a long runway. A rumored CapitalIQ spin would further streamline the company and provide further upside to EPS and multiples, potentially driving a 20% TSR through 2030. 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 AlphaAnalisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | US$5b |
| 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$2b |
Compensazione vs Mercato: La retribuzione totale di Martina ($USD 12.83M ) è circa la media per le aziende di dimensioni simili nel mercato US ($USD 14.74M ).
Compensazione vs guadagni: La retribuzione di Martina è aumentata di oltre il 20% nell'ultimo anno.
AMMINISTRATORE DELEGATO
Martina Cheung (50 yo)
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...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| President | 7.7yrs | US$12.83m | 0.0093% $ 11.1m | |
| Executive VP & Chief Legal Officer | 10.1yrs | US$4.78m | 0.0045% $ 5.3m | |
| CFO & Executive VP | 1.6yrs | US$17.28m | 0.00044% $ 524.1k | |
| Senior VP | 8yrs | US$1.96m | 0.0039% $ 4.6m | |
| Executive VP | 4.6yrs | US$6.52m | 0.0026% $ 3.1m | |
| Chief Communications Officer | 1.8yrs | Nessun dato | 0.00043% $ 512.2k | |
| Executive VP & Chief People Officer | 1.8yrs | Nessun dato | 0.00078% $ 929.1k | |
| President of S&P Global Energy | 1.8yrs | Nessun dato | 0.0017% $ 2.0m | |
| President of S&P Global Ratings | 1.8yrs | Nessun dato | 0.00097% $ 1.2m | |
| Chief Executive Officer of S&P Dow Jones Indices | less than a year | Nessun dato | 0.00085% $ 1.0m | |
| Executive VP and Chief Technology & Transformation Officer | less than a year | Nessun dato | Nessun dato | |
| Co-Head of Market Intelligence | less than a year | Nessun dato | 0.0022% $ 2.6m |
Gestione esperta: Il team dirigenziale di SPGI non è considerato esperto (durata media 1.8 anni), il che suggerisce un nuovo team.
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| President | 2.2yrs | US$12.83m | 0.0093% $ 11.1m | |
| Independent Director | 9.5yrs | US$367.56k | 0.00014% $ 166.8k | |
| Independent Director | less than a year | Nessun dato | 0.00090% $ 1.1m | |
| Independent Director | 4.6yrs | US$355.06k | 0.00043% $ 512.2k | |
| Independent Director | 11.9yrs | US$425.06k | 0.00016% $ 190.6k | |
| Independent Director | 9.9yrs | US$414.06k | 0.00014% $ 166.8k | |
| Independent Director | less than a year | Nessun dato | 0.00039% $ 464.6k | |
| Independent Director | 9.7yrs | US$364.06k | 0.00014% $ 166.8k | |
| Independent Non-Executive Chairman of Board | 6yrs | US$518.23k | Nessun dato | |
| Independent Director | 5.3yrs | US$405.06k | Nessun dato |
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di SPGI sono considerati esperti (durata media dell'incarico 5.6 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/09/18 21:45 |
| Prezzo dell'azione a fine giornata | 2026/09/18 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 |
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| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
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| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
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| 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 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. 19 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 |