S&P Global Inc
NYSE: SPGI
Stock price
432.99 USD
(+0%) TODAY
Financial Performance
5Y price score: (1)
The price score is a basic measure of the stock's performance against the S&P 500 Index over a five-year period.
A score of 100 indicates that the stock did as well as the S&P 500 Index.
A score below 100 means the stock underperformed the index, while a score above 100 means it outperformed the S&P 500.
10Y return: 280.3%
US$ Per
Share
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371.7
52-week range
554.5
Your model inputs
Your fair value & Margin of safety
To calculate fair value based on cost of capital and terminal growth assumptions above, please select free cash flow forecast.
Forecast:
Valuation
Free Cash Flow Yield
4.3 %
Dividend Yield TTM
0.9 %
Market cap $
$ 127,646
Price / Earnings TTM
26.4
Price / Book TTM
4
PEG TTM
1.5
Earnings growth and return
LTM
5YR
10YR
Total return (price & dividends)
(20.8) %
2.9 %
280.3 %
Free cash flow per share growth
4.9 %
24 %
5,480.2 %
Earnings per share growth
17.7 %
51.8 %
248.2 %
Business Summary:
Latest Earnings Call Takeaways
2026 Q2 (Jul 28, 2026)
1) Strong Financial Performance
- Total revenue growth of 11% YoY, with recurring revenue up 8%.
- Benchmark business revenue increased 15% YoY, contributing to 200 basis points of margin expansion and 23% EPS growth.
- Adjusted operating profit rose 15%, with margins expanding to 54.3%.
- Increased share repurchase target for 2026 to over $7 billion, representing more than 5% of market capitalization.
2) Strategic Developments and Divisional Focus
- Completion of the Mobility spin-off, creating shareholder value and allowing focus on four core divisions.
- Ratings division saw 25% YoY growth in billed issuance, with expectations for $250 billion to $300 billion in total for the year.
- Indices division reported 20% revenue growth, with $6.35 trillion in ETF AUM and record net inflows of over $600 billion.
- Energy division faced near-term headwinds due to geopolitical issues but remains focused on long-term growth opportunities.
3) Operational Initiatives and AI Integration
- Continued rapid adoption of AI solutions, with ACV growth in Market Intelligence (MI) at 60% faster for AI customers.
- Significant growth in LLM-ready APIs, with over 500 clients and a 5x increase in API call volume.
- Investments in Kensho Data & Platforms to enhance data delivery and AI capabilities, aiming for improved profitability and customer engagement.
4) Market Intelligence and Revenue Dynamics
- MI revenue grew 6% YoY, supported by vendor consolidation and AI-driven solutions.
- Subscription revenue growth was aided by a 10-year renewal, though some smaller products faced headwinds.
- Focus on high-growth opportunities while managing mature platforms for profitability.
- Adjusted expenses increased 4%, reflecting strategic investments and acquisitions.
5) Guidance and Future Outlook
- Full-year guidance for organic constant currency revenue growth remains at 6% to 8%.
- Adjusted EPS expected in the range of $17.50 to $17.75, indicating double-digit growth.
- Anticipated margin expansion of 75 to 100 basis points for the year, with a focus on maintaining strong cash flow and shareholder returns.
- Further details on specific product performance and market conditions were not fully covered.
Bottom line: S&P Global's strong Q2 performance, driven by robust growth in its benchmark businesses and strategic focus on AI integration, positions the company well for continued shareholder value creation despite facing some near-term challenges in its Energy division.
Annual Reports, Presentations And IR Contacts
Go to the websiteS&P Global Inc — Financial Overview, Stock Price, Market Cap
S&P Global Inc is a company. Founded in 1860. As of August 26, 2026, the company's market capitalization is $127645452000 with a current stock price of $432.99.
