S&P Global Inc (SPGI) Buy, Sell or Hold

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S&P Global Inc (SPGI)

438.00

-1.89 (0.43%)

as of Jul 2, 2026, 11:45:41 pm Market Open.

103 watching

Investor Insights

Jul 4, 2026, 12:00 am

This summary was created by AI, based on 10 opinions in the last 12 months.

S&P Global Inc. (SPGI) has been recognized as a top dividend aristocrat with a solid history of 50 consecutive years of dividend increases. The company's extensive proprietary data, particularly in the oil market and financial research, is seen as a strong competitive advantage, providing a moat that AI cannot easily penetrate. Despite fears surrounding AI potentially disrupting the financial analysis industry, many experts believe these concerns to be exaggerated, arguing that SPGI's robust business model, including a profitable ratings segment, will help it adapt to new technologies. The stock has recently declined, trading at a lower price-to-earnings ratio compared to its historical average, making it appealing to investors seeking long-term value despite the market's current sentiment. Overall, SPGI is expected to benefit from its diverse data offerings, a reputation for quality, and its oligopoly in the ratings business, even amidst AI-related fears in the market.

Consensus

Positive

Valuation

Undervalued

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PARTIAL BUY

Would not worry about share price volatility. Good vehicle if you believe in increased passive investment in ETF's. Good company, but better options for investors out there.

PAST TOP PICK

(A Top Pick Dec 16/22, Up 28%)

Ratings business dried up last year, as higher interest rates squashed need for new debt. This part of the business is stabilizing. Other divisions doing well. Lots of recurring revenue from subscriptions. Wait for a pullback to add new capital.

BUY ON WEAKNESS

Wonderful business and business economics. Share price has been volatile because a big portion of business comes from bond ratings, and there have been fewer bond issues. Always fairly expensive. Right now 24-25x, fair. Free cashflow used to build out products.

TOP PICK

Financial information services. Highly profitable. Very high margins of 45-46%. Scalable. 72% recurring revenues. Great growth story for the longer term. Yield is 0.95%.

(Analysts’ price target is $446.86)

WAIT

A good business. Upside angle will come from the resumption of issuance, which has been in the doldrums. This will work as the capital markets recover.

PAST TOP PICK

(A Top Pick Feb 15/22, Down 7%)

Stock ratings and index compilation.
Will continue to hold.
Recent market selloff tough on company shares.
Expecting shares to recover in 2023.
Strong business model for the long term shareholder.

TOP PICK

Move to passive investing creating large opportunity. Leader in ratings industry as well. Strong balance sheet and good management team. Recent market selloff creating buying opportunity.

BUY ON WEAKNESS

Is watching company for performance. Shares not at a price that is justifiable yet. Is a good time for growth investors to invest. Strong business model will asset light strategy.

COMMENT

It is a tough market and 80% of companies are technically broken. Look for companies outperforming the others and that are good and getting better. Wait for the market to get a footing - it could go lower.

BUY

Shares have fallen because of the general PE contraction in growth stocks. Also, their ratings business closed a merger last February, and it accounts for a third of company revenues and 40% of profits. Last month, they pulled their guidance because they saw the issuance for high-yield debt and leveraged loans dry up. Unusual, but it speak to uncertain about the economy. SPGI will add more insight when they report this month. She likes it that 76% of its revenues are recurring. The PE and share price are attractive and you can start a position now.

BUY

Warned yesterday on earnings. With higher rates, fewer bonds are being issued, so fewer credit ratings needed. Eventually, bonds have to be issued. A cyclical issue, nothing structurally wrong. Trades at 25x earnings. Don't miss a chance to buy one of the world's great businesses at a pretty attractive multiple.

BUY

Pandemic saw lots of issuance, as companies shored up balance sheets and took advantage of low interest rates. Company indicates volumes, not necessarily profits, will decline this year. Maturing issuances still need to be rolled over. Recurring revenue from monitoring bonds. Developing new ESG rankings. Recent acquisition will be complementary. She'd add at this price level.

BUY

Old tech is different from high flyers that aren't profitable, and these have been hurt the most. SPGI is high quality, solid ROE. Price momentum has come off, baby with the bathwater. Reasonably priced, no debt. Small yield, reasonable payout ratio.

TOP PICK

They have 4 divisions. Their ratings business enjoys an oligopoly and makes up half their revenues; business has been strong in the last two years. They get maintenance revenues for existing issues, plus more as they issues must get matured and must be replaced. M&A has really picked up and so has benfitted their debt issuance business. Market intelligence business supplies price feeds for investment pros. Also, they are developing new ESG products. All these businesses are profitable and will grow this year. (Analysts’ price target is $490.83)

PAST TOP PICK

(A Top Pick Jan 18/21, Up 41%) It executes well. You can eneter this pullback. The ratings business is half their revenues, enjoying an oligopoly. Their desktop business is subscription-based. Their deal for IHS Market will close this quarter and open the fixed-income market; they provide data to the bond market, also subs-based. This will raise their recurring revenue stream from 70% to 76%. They're in high-margin businesses.

Showing 16 to 30 of 46 entries

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S&P Global Inc (SPGI)