S&P Global (SPGI) Aktievy
S&P Global Inc. och dess dotterbolag tillhandahåller benchmarking, data, analys och arbetsflödeslösningar inom de globala kapital-, energi- och råvaru- samt fordonsmarknaderna. Mer information
| Snöflinga Score | |
|---|---|
| Värdering | 1/6 |
| Framtida tillväxt | 1/6 |
| Tidigare resultat | 4/6 |
| Finansiell hälsa | 4/6 |
| Utdelningar | 4/6 |
Belöningar
Riskanalys
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SPGI Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$380
FV
13.3% övervärderad intrinsisk rabatt1.77%
Revenue growth p.a.
142
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S&P Global Inc. Konkurrenter
Prishistorik och prestanda
| Historiska aktiekurser | |
|---|---|
| Aktuell aktiekurs | US$430.50 |
| 52 veckors högsta | US$579.05 |
| 52 veckors lägsta | US$381.61 |
| Beta | 1.08 |
| 1 månads förändring | 0.97% |
| 3 månaders förändring | 3.63% |
| 1 års förändring | -18.32% |
| 3 års förändring | 3.48% |
| 5 års förändring | 3.88% |
| Förändring sedan börsintroduktionen | 14,401.05% |
Senaste nyheter och uppdateringar
Recent updates
Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Seeking Alpha • Jun 09
S&P Global: Do You Appreciate The AI Threat?
Summary S&P Global is rated Hold due to limited valuation upside and unresolved AI risks, despite strong fundamentals. The upcoming Mobility spin-off will structurally boost margins by 270bps but has minimal impact on top line growth. SPGI's Market Intelligence segment faces significant AI disruption risk, while Ratings, Energy, and Indices are largely insulated. Current valuation offers ~11% upside to a $470 price target, insufficient to offset competitive and technological uncertainty. Read the full article on Seeking AlphaUppdatering av berättelse • 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.
Ny berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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 AlphaAktieägarnas avkastning
| SPGI | US Capital Markets | US Marknad | |
|---|---|---|---|
| 7D | -2.1% | 2.4% | 0.7% |
| 1Y | -18.3% | 3.6% | 20.6% |
Avkastning vs industri: SPGI presterade sämre än US Capital Markets branschen som gav 3.6 % under det senaste året.
Avkastning vs Marknaden: SPGI presterade sämre än US marknaden som gav 20.6 % under det senaste året.
Prisvolatilitet
| SPGI volatility | |
|---|---|
| SPGI Average Weekly Movement | 4.0% |
| Capital Markets Industry Average Movement | 3.9% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.2% |
Stabil aktiekurs: SPGI har inte haft någon betydande prisvolatilitet under de senaste 3 månaderna jämfört med marknaden för US.
Volatilitet över tid: SPGI s veckovolatilitet ( 4% ) har varit stabil under det senaste året.
Om företaget
| Grundad | Anställda | VD OCH KONCERNCHEF | Webbplats |
|---|---|---|---|
| 1860 | 44,500 | Martina Cheung | www.spglobal.com |
S&P Global Inc. tillhandahåller tillsammans med sina dotterbolag referensvärden, data, analyser och arbetsflödeslösningar på de globala marknaderna för kapital, energi och råvaror samt fordonsindustrin. Företaget bedriver sin verksamhet inom fyra segment: S&P Global Market Intelligence, S&P Global Ratings, S&P Global Energy och S&P Dow Jones Indices. Segmentet S&P Global Market Intelligence tillhandahåller data och analyser för flera tillgångsklasser integrerade med specialutvecklade arbetsflödeslösningar.
S&P Global Inc. Sammanfattning av grunderna
| SPGI grundläggande statistik | |
|---|---|
| Börsvärde | US$128.15b |
| Vinst(TTM) | US$4.78b |
| Intäkter(TTM) | US$15.73b |
26.7x
P/E-förhållande8.1x
P/S-förhållandeÄr SPGI övervärderat?
Se Verkligt värde och värderingsanalysResultat & intäkter
| SPGI resultaträkning (TTM) | |
|---|---|
| Intäkter | US$15.73b |
| Kostnad för intäkter | US$4.65b |
| Bruttovinst | US$11.09b |
| Övriga kostnader | US$6.31b |
| Intäkter | US$4.78b |
Senast redovisade vinst
Mar 31, 2026
Nästa vinstdatum
Jul 28, 2026
| Vinst per aktie (EPS) | 16.14 |
| Bruttomarginal | 70.47% |
| Nettovinstmarginal | 30.36% |
| Skuld/egenkapitalförhållande | 36.8% |
Hur har SPGI utvecklats på lång sikt?
Se historisk utveckling och jämförelseUtdelningar
0.9%
Aktuell utdelningsavkastning24%
UtbetalningskvotGer SPGI en tillförlitlig utdelning?
Se SPGI utdelningshistorik och jämförelsetal| S&P Global datum för utdelning | |
|---|---|
| Ex utdelningsdag | Aug 26 2026 |
| Utbetalningsdag för utdelning | Sep 10 2026 |
| Dagar till Ex-utdelning | 45 days |
| Dagar till utdelningsdag | 60 days |
Ger SPGI en tillförlitlig utdelning?
Se SPGI utdelningshistorik och jämförelsetalFöretagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/07/10 15:58 |
| Aktiekurs vid dagens slut | 2026/07/10 00:00 |
| Intäkter | 2026/03/31 |
| Årlig intjäning | 2025/12/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som används för att skapa denna rapport finns på vår Github-sida; vi har också guider om hur du använder våra rapporter och handledningar på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
S&P Global Inc. bevakas av 33 analytiker. 12 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| null null | Argus Research Company |
| Jeffrey Meuler | Baird |
| Manav Patnaik | Barclays |