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S&P Global Inc. SPGI

Financial — Financial Data & Stock Exchanges
S&P 500 Member Dividend Champion (5y) Insider Buys (last 12m)
Indexes indicate stock being part of an index ,
Growth Flags show if company had growth for consecutive years ,
Insider Buys alert about insiders buying in the last 12 month

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Insider Decisions

Total buys
3.57
in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — — — — 1 — 2 1 — — — —
Sell — — — — — — — — — — — —
Insider Ownership
0.46%

Capital & Financial Ratios

Market Cap
119,490.00
Revenue
16,121.00
Net Income
5,317.00
Free Cash Flow
5,573.00
Net Debt
11,029.00
Current Ratio
0.95
Debt/Equity
0.48
P/E ratio
24.73
P/S ratio
7.43
P/B ratio
3.79
Past 5Y EPS Growth
7.51%
This Y EPS Growth
5.99%
Next Y EPS Growth
13.30%
Next 5Y EPS Growth
10.90%
in millions of $

Dividends

Payout Ratio
0.49
Annual Dividend Rate
3.60
Annual Dividend Yield
0.88%
total individual payouts
2028 ‡‡‡‡‡
2027 ‡‡‡‡‡
2026 3.92
—
—
—
2025 3.84
—
—
—
—
2024 3.64
—
—
—
—
2023 3.60
—
—
—
—
2022 3.32
—
—
—
—
2021 3.08
—
—
—
—
2020 2.68
—
—
—
—
2019 2.28
—
—
—
—
2018 2.00
—
—
—
—
2017 1.64
—
—
—
—
2016 1.44
—
—
—
—
predictions in italic, special payouts not included in total or ratios

Assets vs Liabilities

2023 2024 2025 Q'26
Cash 1,317.00 1,686.00 1,801.00 4,141.00
Receivables 2,826.00 2,867.00 3,441.00 3,438.00
Inventory — — — —
Other 3,852.00 3,793.00 196.00 120.00
5,143.00 5,459.00 6,296.00 8,709.00
2023 2024 2025 Q'26
Payables 557.00 553.00 610.00 611.00
ST’ Debt 47.00 4.00 718.00 2,572.00
Other 1,033.00 869.00 1,053.00 1,194.00
6,125.00 6,392.00 7,637.00 9,125.00
in millions of $

Compound Annual Growth

10y 5y 3y
Sales ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Cash Flow ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Earnings ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Book Value ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡

Revenue

Mar Jun Sep Dec Year
’26 4,171.00 4,146.00 — —
—
’25 3,777.00 3,755.00 3,888.00 3,916.00
15,336.00
’24 3,491.00 3,549.00 3,575.00 3,593.00
14,208.00
’23 3,160.00 3,101.00 3,084.00 3,152.00
12,497.00
’22 2,389.00 2,993.00 2,861.00 2,938.00
11,181.00
’21 2,016.00 2,106.00 2,087.00 2,088.00
8,297.00
’20 1,786.00 1,943.00 1,846.00 1,867.00
7,442.00
in millions of $

Operating Cash Flow

Mar Jun Sep Dec Year
’26 1,037.00 1,439.00 — —
—
’25 953.00 1,445.00 1,505.00 1,748.00
5,651.00
’24 948.00 1,556.00 1,445.00 1,740.00
5,689.00
’23 594.00 769.00 1,013.00 1,334.00
3,710.00
’22 222.00 454.00 814.00 1,113.00
2,603.00
’21 768.00 923.00 967.00 940.00
3,598.00
’20 680.00 937.00 809.00 1,141.00
3,567.00
in millions of $

Free Cash Flow

Mar Jun Sep Dec Year
’26 1,010.00 1,401.00 — —
—
’25 910.00 1,384.00 1,460.00 1,702.00
5,456.00
’24 924.00 1,524.00 1,410.00 1,707.00
5,565.00
’23 566.00 1,740.00 (25.00) 1,286.00
3,567.00
’22 2,824.00 1,318.00 797.00 (2,425.00)
2,514.00
’21 752.00 914.00 970.00 927.00
3,563.00
’20 669.00 930.00 784.00 1,108.00
3,491.00
in millions of $

EPS

Mar Jun Sep Dec Year
’26 4.69 4.08 — —
—
’25 3.54 3.50 3.86 3.75
14.66
’24 3.16 3.23 3.11 2.85
12.35
’23 2.47 1.60 2.33 1.83
8.23
’22 4.47 2.86 1.84 1.33
10.20
’21 3.12 3.30 3.30 2.79
12.51
’20 2.62 3.28 1.88 1.88
9.66

Target Price Range

High
‡‡‡‡‡
‡‡‡‡‡
Average
‡‡‡‡‡
‡‡‡‡‡
Low
‡‡‡‡‡
‡‡‡‡‡

Recommendation Rating

1.4
1
Buy
2
3
Hold
4
5
Sell
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 264.26 303.83 385.70 404.11 — — —
Low Price
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 447.33 419.79 504.53 547.82 — — —
High Price
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 39,950 40,450 42,350 44,500 — — —
Employees
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 0.28 0.31 0.34 0.34 — — —
Revenue/Emp
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 11,181.00 12,497.00 14,208.00 15,336.00 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Revenue
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 66.43% 66.86% 69.31% 70.25% — — —
Gross Margin
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 4,702.00 3,671.00 5,308.00 6,227.00 — — —
EBT
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 42.05% 29.38% 37.36% 40.60% ‡‡‡ ‡‡‡ ‡‡‡
EBT Margin
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 3,522.00 2,893.00 4,167.00 4,820.00 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Net Income
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1,013.00 1,143.00 1,173.00 1,179.00 — — —
Depreciation
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 35.28 39.25 45.60 50.32 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Revenue/Sh
‡‡‡‡ ‡‡‡‡ ‡‡‡ ‡‡‡‡ ‡‡‡‡ ‡‡‡‡‡ 10.25 8.25 12.36 14.67 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Earnings/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 8.21 11.65 18.26 18.54 — — —
Cash Flow/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (0.28) (0.45) (0.40) (0.64) ‡‡‡ ‡‡‡ ‡‡‡
Capex/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 7.93 11.20 17.86 17.90 — — —
Free CF/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡ 115.11 107.73 106.73 102.48 — — —
Book Value/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 316.90 318.40 311.60 304.80 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Shares
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 30.09 50.04 38.12 33.70 ‡‡‡‡ ‡‡‡‡ ‡‡‡‡
PE Ratio
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 8.99 10.52 10.33 9.83 ‡‡‡ ‡‡‡ ‡‡‡
PS Ratio
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 2.75 3.83 4.41 4.82 ‡‡‡ ‡‡‡ ‡‡‡
PB Ratio
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 9.85 11.33 11.02 10.57 ‡‡‡ ‡‡‡‡ ‡‡‡‡
EV/Sales
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 43.81 39.70 28.13 29.70 — — —
EV/FCF
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 2,603.00 3,710.00 5,689.00 5,651.00 ‡‡‡ ‡‡‡ ‡‡‡
Op' Cash Flow
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (89.00) (143.00) (124.00) (195.00) ‡‡‡‡‡ ‡‡‡‡‡ —
Capex
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 2,514.00 3,567.00 5,565.00 5,456.00 — — —
FCF
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (332.00) (982.00) (933.00) (1,341.00) — — —
Working Cap'
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 10,956.00 11,459.00 11,398.00 13,088.00 — — —
Total Debt
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 9,655.00 10,142.00 9,712.00 11,287.00 — — —
Net Debt
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 36,477.00 34,300.00 33,256.00 31,235.00 — — —
Sh' Equity
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 8.46% 4.29% 6.38% 7.36% — — —
ROA
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡ 6.70% 5.65% 8.12% 9.52% — — —
ROIC
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 16.84% 7.42% 11.40% 13.87% — — —
ROE
predictions in italic, sparklines do not include predictions

Analyst Commentary (Summary)

S&P Global Inc. (SPGI) has solidified its dominance in financial data and analytics through the transformative $44 billion IHS Markit acquisition in 2022, sparking a 42% YoY revenue explosion to $11.8 billion and fueling a 150% cumulative rise from 2016 to $14.2 billion in 2023. With over 80% recurring subscription revenue, scalability shines—revenue per employee rebounding 20% YoY in 2023, EPS up 112% since 2016, and analysts forecasting $18.9 billion by 2028 at a 10% CAGR. Free cash flow per share surged 125% to $17.86 amid recovering margins (gross at 69.3%, EBT rebounding to 40.6% projected), positioning SPGI for deleveraging, buybacks, and dividends despite post-merger debt.

Valuation looks compelling forward: trailing PE at 52.9x moderates to 24.8x on projected $16.55 EPS in 2026, with EV/FCF at 29.6x reflecting 20%+ margins and stock highs tripling since 2016 to $533 forecasted. Analyst targets skew bullish—34% upside to mean, 70% to high—backed by AI/ESG tailwinds and strong EPS/revenue correlations (r=0.92-0.95) decoupling from macro noise. Yet insider sells outpace buys 12:1, debt lingers at $13.1 billion, and regulatory risks loom, making this high-conviction hold a provocative bet on resilient growth amid underappreciated vulnerabilities.

Read full commentary →

S&P Global Inc. (SPGI) Latest News

News by impact score

Fine-tune

18 Sep

4 , 9:37 PM
S&P Global Inc. acquires OpenZeppelin, adding blockchain and smart contract security capabilities to its credit assessment and data services. Acquisition of OpenZeppelin marks a major strategic expansion into blockchain verification and fintech infrastructure.

3 , 4:32 AM
S&P Global maintained Oracle's investment grade rating despite internal metrics that contradict the decision. Questioning of S&P Global's Oracle rating consistency may erode credibility of its core credit rating business.

17 Sep

4 www.cryptoprowl.com, 2:16 PM
S&P Global Inc. acquired OpenZeppelin to expand its tokenized finance operations. Acquisition marks a major strategic expansion into tokenized finance that can alter SPGI's competitive positioning.

3 decrypt.co, 12:33 PM
S&P Global Inc. partners with OpenZeppelin to expand deeper into cryptocurrency services and operations. Partnership advances crypto initiatives with moderate effects on strategic positioning.

3 beincrypto.com, 11:38 AM
S&P Global acquires the auditor responsible for most stablecoins, with questions raised over acquisition timing and dual purchase rationale. Acquisition expands S&P Global into stablecoin auditing and crypto oversight, likely producing moderate effects on operations and positioning without fundamentally reshaping company trajectory.

3 , 7:59 AM
S&P Global's energy study concludes rising demand will constrain more ambitious climate targets. S&P Global's own energy study publication strengthens its market analysis positioning without shifting core operations or financial trajectory.

16 Sep

3 , 10:23 AM
Recurring revenues aid S&P Global Inc. (SPGI) despite investments pressuring margins. Recurring revenue gains balanced against margin pressure from investments point to moderate influence on SPGI financial trajectory.

9 Sep

3 , 4:34 PM
S&P Dow Jones Indices CEO addresses index restructuring. Index restructuring may affect S&P Global product offerings and competitive positioning.

8 Sep

3 , 11:59 AM
S&P Global reported Q2 earnings results placed in direct comparison with peer financial exchanges and data providers, covering key performance metrics and sector positioning. Q2 earnings figures and peer comparisons can moderately shift short-term investor sentiment and valuation views for SPGI.

4 Sep

3 , 10:13 PM
S&P Global Inc. released updates prompting investor reevaluation of its strategic outlook and performance trajectory. Company-specific updates may moderately influence financials and market positioning without major trajectory shifts.

3 Sep

3 , 10:51 AM
S&P Global (SPGI) could deliver mid-teens EPS growth from a cheaper valuation. Mid-teens EPS growth outlook at reduced valuation indicates moderately noticeable effects on future performance and investor views.

1 Sep

3 , 2:43 PM
S&P Global shares rise on reports of possible CapIQ spinoff. Possible CapIQ spinoff signals major strategic restructuring that may affect operations and valuation but remains unconfirmed.

3 , 12:25 PM
S&P Global Inc. completes acquisition of datacenterHawk. Acquisition adds data center intelligence capabilities with moderate effects on operations and positioning.

31 Aug

3 , 9:30 AM
S&P Global's remaining divisions post spin-out show strong profitability. Post spin-out profitability confirms solid financial performance for remaining operations.

27 Aug

3 , 3:58 PM
S&P Global CFO states AI acts as accelerant for clients. CFO comments on AI may influence short-term market sentiment around SPGI innovation without altering core trajectory.

26 Aug

3 , 1:09 PM
Deeper integration of S&P Global into Microsoft 365 Copilot could alter the company's bull case and investment outlook. Integration with Microsoft 365 Copilot may affect SPGI operations and market sentiment without fundamentally redefining long-term trajectory.

24 Aug

4 , 7:30 AM
S&P Global Inc. participates in a $500 billion project developing blockchain technology for continuous 24/7 financial markets. Blockchain markets initiative targets core financial data and ratings operations with potential to shift competitive positioning.

21 Aug

4 , 10:21 AM
S&P Global plans mobility business spin-off alongside AI investments to drive higher profitability and growth. Mobility spin-off and AI push represent major strategic moves that could significantly alter SPGI trajectory.

3 , 6:16 AM
S&P Global expands AI collaboration with Microsoft, raising questions if the stock is fully priced. AI tie-up expansion may moderately influence SPGI innovation and positioning but remains limited by existing valuation concerns.

19 Aug

3 , 7:53 AM
S&P Global (SPGI) is positioned to unlock growth potential amid AI fears. SPGI can achieve noticeable growth by capitalizing on opportunities while addressing AI concerns.

18 Aug

3 , 5:11 AM
S&P Global integrates AI-ready data into Copilot workflows. AI data integration into Copilot supports SPGI product innovation in analytics and data services.

12 Aug

4 , 8:00 AM
S&P Global expands collaboration with Microsoft to integrate its essential intelligence into Microsoft 365 Copilot. Expanded Microsoft partnership embeds SPGI data in Copilot and strengthens revenue streams plus competitive positioning in AI tools.

8 Aug

4 , 2:14 AM
S&P Global advances deeper private markets integration alongside a stronger 2026 outlook, potentially shifting the investment case for the company. Deeper private markets integration and upgraded 2026 forecasts represent major strategic moves likely to alter company trajectory and investor sentiment.

5 Aug

3 , 3:14 PM
S&P Global adds With Intelligence data while valuation questions persist. Data addition provides incremental operational reach but leaves valuation issues unresolved and does not alter core trajectory.

3 www.trefis.com, 1:04 PM
SPGI distributed $58 billion in payouts while its stock lags, creating an investor trade-off between returns and performance. Payout scale of $58 billion signals capital return focus but has not reversed SPGI stock underperformance.

4 Aug

3 , 2:00 PM
S&P Dow Jones Indices launches S&P U.S. CLO Investment Grade Indices to track investment grade collateralized loan obligations. New CLO indices expand S&P's fixed income product range and support its core indices business.

3 Aug

4 , 2:07 AM
S&P Global launches Private Markets Intelligence platform and new AI data tools. AI tools and private markets platform represent major product launches that can significantly boost SPGI data services revenue and competitive edge.

29 Jul

4 , 10:00 AM
SPGI's Q2 earnings call emphasized AI growth opportunities and continued share buybacks. AI initiatives and buybacks point to major strategic growth and capital return for SPGI.

3 , 7:12 PM
S&P Global acquires Agusto to enter African credit ratings market. Agusto purchase gives S&P Global initial foothold in African ratings with modest scale and financial effect.

3 , 8:00 AM
S&P Global adds expanded private markets datasets from With Intelligence to S&P Capital IQ Pro platform. Platform dataset expansion modestly strengthens S&P Global data services in private markets.
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