S&P Global Inc.

NYSE:SPGI Aktierapport

Börsvärde: US$123.6b

S&P Global Framtida tillväxt

Future kriterier kontrolleras 2/6

S&P Global förväntas öka intäkter och intäkter med 9% respektive 6.4% per år. EPS förväntas tillväxt med 11.7% per år. Avkastningen på eget kapital förväntas bli 20.4% om 3 år.

Viktig information

9.0%

Tillväxttakt i vinsten

11.68%

Tillväxttakt för EPS

Capital Markets vinsttillväxt11.7%
Intäkternas tillväxttakt6.4%
Framtida avkastning på eget kapital20.41%
Bevakning av analytiker

Good

Senast uppdaterad19 May 2026

Senaste uppdateringarna om framtida tillväxt

Recent updates

Seeking Alpha • May 19

S&P Global: A Quality Compounder Unfairly Punished By The Market

Summary S&P Global is rated Buy after a 30% price drop, with AI disruption risks overstated. Market Intelligence faces moderate risk from AI, but SPGI’s proprietary data protect Capital IQ Pro and high switching costs and clients' regulatory and compliance risks protect software products. Ratings and Indices face much lower AI risk. These wonderful businesses gush cash with minimal reinvestment required, and contribute the lion's share of operating income. At a FWD non-GAAP PE of ~20 with projected double-digit EPS growth, SPGI offers an attractive PEGY of 1.54x and trades at a discount to competitors and its own history. Read the full article on Seeking Alpha
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.
Ny berättelse • Apr 25

S&P Global (SPGI): Strategic AI Evolution and Ratings Recovery Signal a Solidly Valued Financial Powerhouse

S&P Global (SPGI) , the world’s foremost provider of credit ratings, benchmarks, and data analytics, enters the trading session on Saturday, April 25, 2026 , as the market anticipates its Q1 2026 earnings report scheduled for Tuesday, April 28, before market open. The company is navigating a "Defining Year" characterized by a rebound in global debt issuance and the broad-scale deployment of its Agentic AI initiative.
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 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
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking Alpha • Dec 16

S&P Global: The Maturity Wall Presents A Huge Opportunity Heading Into 2025

Summary S&P Global's ratings segment is a high-margin, fortress-like business, poised to benefit from the upcoming debt maturity wall projected for the latter half of the decade. The debt maturity wall will drive new credit issuance, creating significant opportunities for S&P Global's ratings business, with peaks expected in 2026 and 2028. S&P Global's diversified segments, including indices and market intelligence, contribute to its robust, capital-light, and highly profitable business model, with consolidated operating margins around 40%. Despite competitive risks in market intelligence, S&P Global remains undervalued, presenting a rare buying opportunity given its stable cash flows and dominant market position. Read the full article on Seeking Alpha
Seeking Alpha • Nov 29

S&P Global: Cheaper Than Investors Realize

Summary S&P Global is undervalued at a forward P/E of 31x, with a 20% YTD performance. The Ratings segment, contributing one-third of revenue, has grown 36% YoY in Q3 2024, boosting profitability and EPS. Corporate debt maturity trends, with $7.3 trillion hitting maturity by 2026, ensure continued growth in the Ratings segment. Strong growth across all segments, improving profit margins, and a commitment to returning 85% of free cash flow to shareholders. Read the full article on Seeking Alpha
Seeking Alpha • Oct 24

S&P Global Q3: Accelerating Shares Buyback In Coming Weeks

Summary I reiterate a “Strong Buy” rating for S&P Global, with a fair value of $590 per share, driven by strong recovery in the rating business. S&P Global reported 16% revenue growth and 36% growth in its rating business, with plans to accelerate $1.3 billion in share repurchases. The company raised its full-year revenue and EPS guidance, projecting 12.5% revenue growth for FY24 and 10% organic growth from FY25 onwards. Key risks include new CFO Eric Aboaf and the divestiture of Fincentric, but strong debt refinancing demands and diversified high-growth areas support the rating. Read the full article on Seeking Alpha

Prognoser för vinst- och omsättningstillväxt

NYSE:SPGI - Analytikernas framtida uppskattningar och tidigare finansiella data (USD Millions )
DatumIntäkterIntäkterFritt kassaflödeKassaflöde från rörelsenGenomsnittligt Antal analytiker
12/31/202818,9946,073N/A7,62413
12/31/202717,7025,4126,6456,89121
12/31/202616,5144,9765,8716,11921
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
3/31/20206,9142,3523,0573,163N/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
6/30/20155,168-165N/A-259N/A

Analytiker Framtid Tillväxt Prognoser

Intäkter kontra sparande: SPGI s prognostiserade vinsttillväxt ( 9% per år) är över sparkvoten ( 3.5% ).

Resultat vs marknad: SPGI s intäkter ( 9% per år) förväntas växa långsammare än marknaden för US ( 16.8% per år).

Höga tillväxtresultat: SPGI s intäkter förväntas växa, men inte avsevärt.

Intäkt vs marknad: SPGI s intäkter ( 6.4% per år) förväntas växa långsammare än marknaden för US ( 11.7% per år).

Hög tillväxtintäkter: SPGI s intäkter ( 6.4% per år) förväntas växa långsammare än 20% per år.

Tillväxtprognoser för vinst per aktie

Framtida avkastning på eget kapital

Framtida ROE: SPGI s avkastning på eget kapital förväntas bli hög om 3 år ( 20.4 %)

Upptäck tillväxtföretag

7D

1Y

7D

1Y

7D

1Y

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/26 19:50
Aktiekurs vid dagens slut2026/05/22 00:00
Intäkter2026/03/31
Årlig intjäning2025/12/31

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.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* 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 användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials 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 34 analytiker. 21 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
null nullArgus Research Company
Jeffrey MeulerBaird
Manav PatnaikBarclays