S&P Global Inc

NYSE: SPGI

Stock price

432.99 USD

(+0%) TODAY

Financial Performance

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5Y price score: (1)

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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%

DATE RANGE:

US$ Per
Share

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371.7

52-week range

554.5

432.99

Your model inputs

Required return / cost of capital
%
FCFF terminal growth rate
%

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

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FCF Yield TTM = Trailing Twelve Months free cash flow per share / current market price per shareLearn more

4.3 %

Dividend Yield TTM

0.9 %

Market cap $

$ 127,646

Price / Earnings TTM

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P/E TTM = current market price per share / Trailing Twelve Months diluted earnings per shareLearn more

26.4

Price / Book TTM

4

PEG TTM

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Price/Earnings-to-Growth ratio = P/E TTM divided by most recent annual diluted earnings per share growth rateLearn more

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 %

Founded: 1,860

Employees: 39,911

Business Summary:S&P Global Ratings is an American credit rating agency and a division of S&P Global that publishes financial research and analysis on stocks, bonds, and commodities. S&P is considered the largest of the Big Three credit-rating agencies, which also include Moodys Investors Service and Fitch Ratings.

Fair Value Reference Estimate

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

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S&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.