SPGI logo

S&P Global Inc. Stock Price

NYSE:SPGI Community·US$123.2b Market Cap
  • 2 Narratives written by author
  • 0 Comments on narratives written by author
  • 404 Fair Values set on narratives written by author

SPGI Share Price Performance

US$426.66
-130.37 (-23.40%)
US$518.72
Fair Value
US$426.66
-130.37 (-23.40%)
17.7% undervalued intrinsic discount
US$518.72
Fair Value
Price US$426.66
AnalystConsensusTarget US$518.72
SakuraCoffee US$380.00

SPGI Community Narratives

·
Fair Value US$518.72 17.7% undervalued intrinsic discount

Navigating Market Dynamics, A Growth Journey Through Innovation And Demand In Ratings And Climate Solutions

1users have liked this narrative
0users have commented on this narrative
134users have followed this narrative
Fair Value
·
Fair Value US$380 12.3% overvalued intrinsic discount

Guidance Cuts and AI Concerns Shake S&P Global

1users have liked this narrative
0users have commented on this narrative
23users have followed this narrative
US$380
12.3% overvalued intrinsic discount
Fair Value
Revenue
1.77% p.a.
Profit Margin
30.36%
Future PE
26.57x
Price in 2031
US$558.87
US$518.72
17.7% undervalued intrinsic discount
Revenue
2.95% p.a.
Profit Margin
35.03%
Future PE
29.22x
Price in 2029
US$651.34

Trending Discussion

No trending discussion available.

Updated Narratives

SPGI logo

Guidance Cuts and AI Concerns Shake S&P Global

Fair Value: US$380 12.3% overvalued intrinsic discount
23 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
SPGI logo

SPGI: Proprietary Data And Mobility Spin Are Expected To Support Multiple

Fair Value: US$518.72 17.7% undervalued intrinsic discount
134 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Proven track record with adequate balance sheet and pays a dividend.

0 Risks
4 Rewards

S&P Global Inc. Key Details

US$16.1b

Revenue

US$4.7b

Cost of Revenue

US$11.4b

Gross Profit

US$6.5b

Other Expenses

US$4.9b

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
16.70
70.90%
30.54%
41.4%
View Full Analysis

About SPGI

Founded
1860
Employees
44500
CEO
Martina Cheung
WebsiteView website
www.spglobal.com

S&P Global Inc., together with its subsidiaries, provides benchmarks, data, analytics, and workflow solutions in the global capital, energy and commodity, and automotive markets. It operates through four segments: S&P Global Market Intelligence, S&P Global Ratings, S&P Global Energy, and S&P Dow Jones Indices. The S&P Global Market Intelligence segment provides multi-asset-class data and analytics integrated with purpose-built workflow solutions. This segment offers Data, Analytics & Insights, a desktop product suite that provides data, analytics, and third-party research for global finance and corporate professionals; research, reference data, market data, derived analytics, and valuation services; enterprise solutions, such as software and workflow solutions; and credit and risk solutions for selling Ratings' credit ratings and related data and research, analytics, and financial risk solutions. The S&P Global Ratings segment operates as an independent provider of credit ratings, research, and analytics offering investors information and independent benchmarks for their investment and financial decisions as well as access to the capital markets. The S&P Global Energy segment provides information and benchmark prices for the energy and commodity markets. The S&P Dow Jones Indices segment operates as an index provider that maintains various valuation and index benchmarks for investment advisors, wealth managers, and institutional investors. It has operations in the United States, European region, Asia, and internationally. S&P Global Inc. was founded in 1860 and is headquartered in New York, New York.

Recent SPGI News & Updates

Seeking Alpha Aug 14

S&P Global: AI Disintermediation  Concern Is An Opportunity

Summary Earlier this year, we initiated a position in S&P Global, a business we have admired for decades and previously owned in 2017. Indices is a high-margin royalty on equity market appreciation and continued active-to-passive flows. AI disruption risk is overestimated; less than 7% of revenue is exposed, while proprietary data and workflow tools remain resilient and in demand. We believe earnings are likely to compound in the low-to-mid teens driving an annualized return in the mid-20s%. Read the full article on Seeking Alpha

Recent updates

No updates