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

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S&P Global Inc (SPGI)

420.12

+7.83 (1.90%)

as of Jun 4, 2026, 8:00:00 pm Market Open.

101 watching

Investor Insights

Jun 5, 2026, 12:00 am

This summary was created by AI, based on 11 opinions in the last 12 months.

S&P Global Inc (SPGI) is a prominent player in the financial data sector, renowned for its long-standing dividend aristocrat status, boasting 50 consecutive years of dividend increases. Despite current fears surrounding AI's potential disruption to financial research companies, many analysts believe that SPGI's proprietary data and strong market position create a significant competitive moat. The company's reliance on a diverse and robust distribution system for historical market data is seen as a key asset, helping to mitigate concerns over AI's impact. Even with a decline of around 25% this year due to AI-related fears, SPGI is viewed as undervalued compared to its historical pricing metrics. Its business model, characterized by high operating margins and recurring revenue through subscriptions, suggests resilience and the ability to adapt to technological changes while the overall demand for market data continues to grow.

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.

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S&P Global Inc (SPGI)