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

Home

Daily Stock Opinions and Ratings

S&P Global Inc (SPGI)

418.80

-3.87 (0.92%)

as of Aug 14, 2026, 8:00:00 pm Market Open.

103 watching

Investor Insights

Aug 13, 2026, 12:00 am

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

S&P Global Inc. has established itself as a market leader, boasting 50 consecutive years of dividend increases and a strong moat due to its proprietary data, crucial for financial research. Despite facing pressure from AI competition, many experts believe that concerns are overstated, as SPGI's business model is largely insulated from AI disruptions, particularly in its ratings and oil market data sectors. The stock is currently trading at a lower PE ratio than historically, suggesting potential undervaluation, especially as demand for reliable market data continues to increase. With a belief that AI will serve as a tailwind rather than a headwind, analysts remain optimistic about SPGI's future performance amid temporary sell-offs attributed to AI fears. The sentiment around SPGI indicates that its fundamentals are strong and that, despite recent declines, the company is positioned for growth as the necessity for accurate and proprietary market data remains in high demand.

Consensus

Positive

Valuation

Undervalued

Similar

MSCI,MSCI

PAST TOP PICK

(A Top Pick Dec 14/20, Up 49%) Still owns it. She bought it 12 months ago. Wait for a pullback to add. She likes it long-term. All their four businesses are scalable and profitable, with over 70% of revenues being recurring. Stable and have held in during Covid. For example, their indices business benefitted during Covid from passive investing.

HOLD

Very steady performer. Earnings will probably grow next year about 10%. Not impossible it could underperform the financials group. Best place to be is more direct exposure to capital markets and asset managers. Quite attractive as a steady growth stock. It's pulled back off the highs. Great long-term hold.

BUY

Today, he'd choose SPGI over MSCI, as SPGI does bonds and is moving into China. Both are great long-term holds.

BUY

A great business to own long term. They're in the bond business and SPGI boasts incredible pricing power. Developing countries like China don't have these bond ratings, so there's a lot of organic growth ahead. It's a new holding of his. He bought it on their big IHS acquisition. SPGI remains reasonably valued. It boasts organic growth and good managers.

TOP PICK

She likes all their business segments. 70% of their revenues are recurring. There was a lot of debt issuance last year and this was benefiting them. There will be maturities this year as well as M&A activity. (Analysts’ price target is $384.50)

BUY

Extremely strong moat. Index side, plus ratings side. He has his eye on it. Similar to a MSFT, in that it's a buy, hold, and forget about it. Worth initiating a position right now.

TOP PICK

Provider of financial information and ratings. They have 4 businesses that all have attractive long term growth prospects. High margins and it is highly scalable. Capital IQ is subscription based with very high renewal rates. They are a go-to for benchmarks in the energy and commodity industries. The S&P global indices have really benefited from passive investing as funds are based on their indices and they get a cut. (Analysts’ price target is $381.25)

COMMENT

IHS and S&P announced a mega-merger today - https://finance.yahoo.com/video/p-global-buy-ihs-markit-142809335.html IHS supplies financial data and the leader in data analytics for the financial industry; S&P is the credit-rating agency. This deal with turn the new company into a colossus. Today, both stocks rallied. Usually, the acquirer gets slammed. He likes the deal and thinks it makes a lot of sense.

BUY

They have huge trends on the bond market. It is a pretty good holding and a core for her.

TOP PICK

They have diversified their business over the years. They do credit ratings on bonds which is 45% of their business. They have their indices that they sell to ETF providers. With tax reform in the US, a lot of companies brought back cash into the US resulting in decreased bond issuance and ratings. They have grown their dividend about 14% over the last 5 years. It is a quality company to get you through some of the market volatility. Yield = 1.1% (Analysts’ price target is $207.06)

TOP PICK

Very good long-term business. Double-digit return on capital. Consistent 10% a year dividend growth. Attractive level. Owns Business Week, a number of TV channels and publishes schoolbooks. Also owns S&P 500.

DON'T BUY

Good company. Strong franchise with S&P. Terrible performer because of the rating situation and that there were conflicts in the ratings provided to many of these derivative instruments. Thinks there will be lawsuits. Also expects the volume to be less.

COMMENT

Industry took a hit today and as there were charges against Moody’s (MCO-N) as they had made some mistakes in calculating ratings for some European products and both stocks were hit hard. Relatively cheap and he is looking hard at this one.

DON'T BUY

They own Standard & Poor's, one of the world's largest rating agencies. This is an oligopoly between them and Moody's. There are litigation risks. Lots of volatility.

TOP PICK

The dominant company in electronic publishing. Well run company and good balance sheet. Good price.

Showing 31 to 45 of 46 entries

Most Recent Experts

Bill Baruch, Founder, Blue Line Capital

Blue Line Capital

Richard Orrell

RN Croft Financial Group

Stan Wong

Private Wealth Management, ScotiaMcleod

The Panic-Proof Portfolio (Stockchase Research)

Stockchase Premium

The Weekly Buzzing Stocks by Billy Kawasaki

Stockchase

Stockchase, in its reporting on what has been discussed by individuals on business television programs (in particular Business News Network), neither recommends nor promotes any investment strategies.

We paraphrase the experts by hand, we watch the shows and write down what we understood from the experts’ comments. We are human and can make mistakes, help us fix any errors. If you see something that you know is not right or if there is a problem with the site, feel free to email us at : [email protected].

S&P Global Inc (SPGI)