Buy, Sell or Hold: S&P Global Inc (SPGI-N) — Stock Predictions at Stockchase

NYSE:SPGI

341.66

7.92 (2.37%) 1d

Showing 1 to 15 of 21 entries

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.

publishing / printing

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.

publishing / printing

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.

publishing / printing

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)

publishing / printing

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.

publishing / printing

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.

publishing / printing

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.

publishing / printing

BUY

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

publishing / printing

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.

publishing / printing

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)

publishing / printing

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.

publishing / printing

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)

publishing / printing

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.

publishing / printing

BUY

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

publishing / printing

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)

publishing / printing

Showing 1 to 15 of 21 entries

S&P Global Inc(SPGI-N) Rating

Ranking : 4 out of 5

Bullish - Buy Signals / Votes : 6

Neutral - Hold Signals / Votes : 1

Bearish - Sell Signals / Votes : 0

Total Signals / Votes : 7

Stockchase rating for S&P Global Inc is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

S&P Global Inc(SPGI-N) Frequently Asked Questions

What is S&P Global Inc stock symbol?

S&P Global Inc is a American stock, trading under the symbol SPGI-N on the New York Stock Exchange (SPGI). It is usually referred to as NYSE:SPGI or SPGI-N

Is S&P Global Inc a buy or a sell?

In the last year, 7 stock analysts published opinions about SPGI-N. 6 analysts recommended to BUY the stock. 0 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for S&P Global Inc.

Is S&P Global Inc a good investment or a top pick?

S&P Global Inc was recommended as a Top Pick by on . Read the latest stock experts ratings for S&P Global Inc.

Why is S&P Global Inc stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is S&P Global Inc worth watching?

7 stock analysts on Stockchase covered S&P Global Inc In the last year. It is a trending stock that is worth watching.

What is S&P Global Inc stock price?

On 2022-06-24, S&P Global Inc (SPGI-N) stock closed at a price of $341.66.

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