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

NYSE:SPGI

399.88

18.07 (4.32%) 1d

Showing 1 to 15 of 17 entries

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

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.

publishing / printing

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.

publishing / printing

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.

publishing / printing

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.

publishing / printing

Showing 1 to 15 of 17 entries

S&P Global Inc(SPGI-N) Rating

Ranking : 4 out of 5

Bullish - Buy Signals / Votes : 4

Neutral - Hold Signals / Votes : 1

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. 4 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 2022-01-25, S&P Global Inc (SPGI-N) stock closed at a price of $399.88.

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