Related posts

3 Bullish Stocks in Financials, Lumber and Social Media30 Stocks Top Picks (NOV 16-22)
Investor Insights

This summary was created by AI, based on 5 opinions in the last 12 months.

Overall, experts have a positive outlook on S&P Global Inc with a focus on its strong business economics, recurring revenue from subscriptions, and potential for long-term growth. They note the recent stabilization in the ratings business and the company's resilience despite share price volatility. Some caution is advised in timing entry into the stock and waiting for a pullback to add new capital. The stock's high margins, profitability, and scalability make it an attractive option for investors who believe in increased passive investment in ETFs.

Consensus
Positive
Valuation
Fair Value
BUY ON WEAKNESS
S&P Global Inc

Yesterday, it reported a strong top and bottom line beat and raised their full-year forecast. This quarter deserves more attention as shares are down 5%.

publishing / printing
PARTIAL BUY
S&P Global Inc

Take note of its high at the very end of 2021 at $480, and the stock is just below that now. If you want to enter, do it now with a tranche, then add another tranche past $480.

publishing / printing
PARTIAL BUY
S&P Global Inc

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. 

publishing / printing
PAST TOP PICK
S&P Global Inc
(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.

publishing / printing
BUY ON WEAKNESS
S&P Global Inc

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.

publishing / printing
TOP PICK
S&P Global Inc

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)
publishing / printing
WAIT
S&P Global Inc

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. 

publishing / printing
PAST TOP PICK
S&P Global Inc
(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.

publishing / printing
TOP PICK
S&P Global Inc
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.
publishing / printing
BUY ON WEAKNESS
S&P Global Inc
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.
publishing / printing
COMMENT
S&P Global Inc
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.
publishing / printing
BUY
S&P Global Inc
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.
publishing / printing
BUY
S&P Global Inc
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
S&P Global Inc
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
S&P Global Inc
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
Showing 1 to 15 of 33 entries

S&P Global Inc(SPGI-N) Rating

Ranking : 5 out of 5

Bullish - Buy Signals / Votes : 5

Neutral - Hold Signals / Votes : 0

Bearish - Sell Signals / Votes : 0

Total Signals / Votes : 5

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, 5 stock analysts published opinions about SPGI-N. 5 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?

5 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 2024-05-24, S&P Global Inc (SPGI-N) stock closed at a price of $438.24.