S&P Global Yönetim
Yönetim kriter kontrolleri 2/4
S&P Global CEO'su Martina Cheung, Jan2019 tarihinde atandı, in görev süresi 7.33 yıldır. in toplam yıllık tazminatı $ 12.83M olup, şirket hissesi ve opsiyonları dahil olmak üzere 7.8% maaş ve 92.2% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.009% ine doğrudan sahiptir ve bu hisseler $ 11.44M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 1.5 yıl ve 5.3 yıldır.
Anahtar bilgiler
Martina Cheung
İcra Kurulu Başkanı
US$12.8m
Toplam tazminat
| CEO maaş yüzdesi | 7.79% |
| CEO görev süresi | 7.3yrs |
| CEO sahipliği | 0.009% |
| Yönetim ortalama görev süresi | 1.5yrs |
| Yönetim Kurulu ortalama görev süresi | 5.3yrs |
Son yönetim güncellemeleri
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
Yeni Anlatı • 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.
Anlatı Güncellemesi • 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.
Yeni Anlatı • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaCEO Tazminat Analizi
| Tarih | Toplam Tazminat | Maaş | Şirket Kazançları |
|---|---|---|---|
| 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$2b |
Tazminat ve Piyasa: Martina 'ın toplam tazminatı ($USD 12.83M ) US pazarındaki benzer büyüklükteki şirketler için ortalamadır ($USD 14.84M ).
Tazminat ve Kazançlar: Martina 'in maaşı son bir yılda %20'den fazla arttı.
CEO
Martina Cheung (49 yo)
7.3yrs
Görev süresi
US$12,831,062
Tazminat
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...
Liderlik Ekibi
| İsim | Pozisyon | Görev süresi | Tazminat | Sahiplik |
|---|---|---|---|---|
| President | 7.3yrs | US$12.83m | 0.0093% $ 11.4m | |
| Chief Enterprise Data Officer & President of S&P Global Market Intelligence | 1.5yrs | US$5.68m | 0.0027% $ 3.3m | |
| Executive VP & Chief Legal Officer | 9.8yrs | US$4.78m | 0.0044% $ 5.5m | |
| CFO & Executive VP | 1.3yrs | US$17.28m | 0.00044% $ 541.4k | |
| President of S&P Global Mobility | less than a year | US$6.44m | 0.0050% $ 6.2m | |
| Senior VP | 7.7yrs | US$1.96m | 0.0039% $ 4.8m | |
| Executive VP & Chief Client Officer | 4.3yrs | US$6.52m | 0.0026% $ 3.2m | |
| Senior VP & Chief Communications Officer | 1.5yrs | Veri yok | 0.00043% $ 529.1k | |
| Executive VP & Chief People Officer | 1.5yrs | Veri yok | 0.00077% $ 947.5k | |
| President of S&P Global Energy | 1.5yrs | Veri yok | 0.0017% $ 2.1m | |
| President of S&P Global Ratings | 1.5yrs | Veri yok | 0.00097% $ 1.2m | |
| Chief Executive Officer of S&P Dow Jones Indices | less than a year | Veri yok | 0.00084% $ 1.0m |
1.5yrs
Ortalama Görev Süresi
49.5yo
Ortalama Yaş
Deneyimli Yönetim: SPGI 'un yönetim ekibi deneyimli olarak kabul edilmiyor ( 1.5 yıl), bu da yeni bir ekibin varlığını gösteriyor.
Yönetim Kurulu Üyeleri
| İsim | Pozisyon | Görev süresi | Tazminat | Sahiplik |
|---|---|---|---|---|
| President | 1.8yrs | US$12.83m | 0.0093% $ 11.4m | |
| Independent Director | 9.2yrs | US$367.56k | 0.00014% $ 172.3k | |
| Independent Director | less than a year | Veri yok | 0.00090% $ 1.1m | |
| Independent Director | 4.3yrs | US$355.06k | 0.00043% $ 529.1k | |
| Independent Director | 11.6yrs | US$425.06k | 0.00016% $ 196.9k | |
| Independent Director | 9.6yrs | US$414.06k | 0.00014% $ 172.3k | |
| Independent Director | less than a year | Veri yok | 0.00039% $ 479.9k | |
| Independent Director | 9.3yrs | US$364.06k | 0.00014% $ 172.3k | |
| Independent Non-Executive Chairman of Board | 5.7yrs | US$518.23k | Veri yok | |
| Independent Director | 4.9yrs | US$405.06k | Veri yok |
5.3yrs
Ortalama Görev Süresi
61yo
Ortalama Yaş
Deneyimli Yönetim Kurulu: SPGI 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 5.3 yıldır).
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/05/22 09:26 |
| Gün Sonu Hisse Fiyatı | 2026/05/22 00:00 |
| Kazançlar | 2026/03/31 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
|
| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
|
* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
S&P Global Inc. 34 Bu analistlerden 21, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| null null | Argus Research Company |
| Jeffrey Meuler | Baird |
| Manav Patnaik | Barclays |