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S&P Global (SPGI) Stock Analysis

Here is a fundamental analysis of S&P Global (SPGI), benchmarking its profitability, financial strength, dividend and valuation against its industry group peers.

Performance

Cumulative Growth

SPGI
GSPC
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S&P Global (SPGI) vs. S&P 500 (GSPC): Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for S&P Global (SPGI) and S&P 500 (GSPC). Returns over one year are annualized.

Performance at a Glance

S&P Global (SPGI) metric values compared with Financial Services industry-group medians
MetricCurrent stock: SPGIIndustry group median
1-Year Return-17.56%3.05%

Risk

Drawdown

SPGI
GSPC
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S&P Global (SPGI) vs. S&P 500 (GSPC): Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Risk at a Glance

S&P Global (SPGI) metric values compared with Financial Services industry-group medians
MetricCurrent stock: SPGIIndustry group median
1-Year Volatility27.99%33.90%
Beta1.081.04

Company Profile

Company profile fields for S&P Global (SPGI)
Profile ItemSPGI
NameS&P Global Inc.
Country/RegionUnited States
GICS SectorFinancials
GICS Industry GroupFinancial Services
GICS IndustryCapital Markets
GICS Sub-IndustryFinancial Exchanges & Data
Market Capitalization121.63 billion USD
CurrencyUSD
ExchangeNYSE
Listing DateFebruary 21, 1973
Security TypeCommon Stock

Valuation

Price-to-Earnings Ratio (TTM)

S&P Global (SPGI) trades at P/E ratio of 25.99, in the richer earnings-multiple quartile for its industry. That premium needs support from growth, durable earnings, or stronger business quality.

SPGI

Financial Services industry group

25.99

Group distribution
Max
45.29
SPGI
25.99
Q3
25.35
Median
14.55
Q1
9.01
Min
0.62
Largest peers
V
28.55
MA
28.31
SPGI
25.99
MS
20.21
GS
20.03
BRK.B
14.56
BRK.A
14.55
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Where S&P Global (SPGI) stands on P/E ratio within its Financial Services peer group — the box is the group’s distribution and the dots its largest members.

Price-to-Sales Ratio (TTM)

S&P Global (SPGI) trades at 7.73 on P/S ratio, in the higher sales-valuation quartile. Investors are paying up for each dollar of revenue, so stronger margins, growth, or revenue quality need to carry that price.

SPGI

Financial Services industry group

7.73

Group distribution
Max
10.00
SPGI
7.73
Q3
4.88
Median
2.89
Q1
1.44
Min
-1.20
Largest peers
V
14.46
MA
12.75
SPGI
7.73
GS
5.26
MS
4.81
BRK.B
2.81
BRK.A
2.81
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Where S&P Global (SPGI) stands on P/S ratio within its Financial Services peer group — the box is the group’s distribution and the dots its largest members.

Price-to-Book Ratio (MRQ)

S&P Global (SPGI) trades at 3.90 on P/B ratio, in the higher book-value quartile. The market is paying a premium to book, so stronger ROE, cleaner assets, or a better growth profile need to justify it.

SPGI

Financial Services industry group

3.90

Group distribution
Max
7.19
SPGI
3.90
Q3
3.53
Median
1.66
Q1
0.90
Min
0.00
Largest peers
MA
64.65
V
17.55
SPGI
3.90
MS
3.37
GS
3.08
BRK.A
1.45
BRK.B
0.00
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Where S&P Global (SPGI) stands on P/B ratio within its Financial Services peer group — the box is the group’s distribution and the dots its largest members.

Valuation at a Glance

S&P Global (SPGI) metric values compared with Financial Services industry-group medians
MetricCurrent stock: SPGIIndustry group median
Price-to-Earnings Ratio (TTM)25.9914.55
Price-to-Sales Ratio (TTM)7.732.89
Price-to-Book Ratio (MRQ)3.901.66
Free Cash Flow Yield----

Profitability

Return on Equity (TTM)

S&P Global (SPGI) posts ROE of 13.94%, roughly around the peer group’s normal range. Shareholders’ equity is producing a return that looks broadly typical for the industry.

SPGI

Financial Services industry group

13.94%

Group distribution
Max
42.17%
Q3
21.57%
SPGI
13.94%
Median
12.32%
Q1
5.04%
Min
-17.69%
Largest peers
MA
232.08%
V
60.35%
MS
16.39%
GS
14.55%
SPGI
13.94%
BRK.B
10.50%
BRK.A
10.50%
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Where S&P Global (SPGI) stands on ROE within its Financial Services peer group — the box is the group’s distribution and the dots its largest members.

Net Profit Margin (TTM)

S&P Global (SPGI) keeps 30.36% of revenue as net profit, roughly in line with the peer group’s normal net margin range. Its full cost stack is taking a typical share of sales for the industry.

SPGI

Financial Services industry group

30.36%

Group distribution
Max
66.55%
Q3
30.45%
SPGI
30.36%
Median
16.66%
Q1
4.52%
Min
-26.88%
Largest peers
V
51.68%
MA
45.88%
SPGI
30.36%
GS
29.36%
MS
24.75%
BRK.B
19.31%
BRK.A
19.31%
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Where S&P Global (SPGI) stands on net margin within its Financial Services peer group — the box is the group’s distribution and the dots its largest members.

Operating Profit Margin (TTM)

S&P Global (SPGI) turns 44.28% of revenue into operating profit, roughly in line with the peer group’s normal operating margin range. Its core cost structure looks typical for the industry.

SPGI

Financial Services industry group

44.28%

Group distribution
Max
95.95%
Q3
48.40%
SPGI
44.28%
Median
26.61%
Q1
12.07%
Min
-36.26%
Largest peers
V
67.35%
MA
60.84%
SPGI
44.28%
MS
40.62%
GS
38.60%
BRK.B
14.35%
BRK.A
14.35%
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Where S&P Global (SPGI) stands on operating margin within its Financial Services peer group — the box is the group’s distribution and the dots its largest members.

Profitability at a Glance

S&P Global (SPGI) metric values compared with Financial Services industry-group medians
MetricCurrent stock: SPGIIndustry group median
Return on Equity (TTM)13.94%12.32%
Return on Assets (TTM)6.92%2.91%
Net Profit Margin (TTM)30.36%16.66%
Operating Profit Margin (TTM)44.28%26.61%
Gross Profit Margin (TTM)----

Financial Strength

Current Ratio (MRQ)

current ratio is set aside for S&P Global (SPGI) in Financial Services: these balance sheets are not best read through a current/non-current split, so regulatory, funding, or liquidity-coverage measures usually matter more.

Debt-to-Equity Ratio (MRQ)

debt-to-equity ratio is set aside for S&P Global (SPGI) in Financial Services: leverage is part of the business model itself, so capital adequacy, funding mix, and regulatory measures are usually better risk gauges.

Financial Strength at a Glance

S&P Global (SPGI) metric values compared with Financial Services industry-group medians
MetricCurrent stock: SPGIIndustry group median
Current Ratio (MRQ)----
Debt-to-Equity Ratio (MRQ)----
Net Debt / EBITDA----

Dividends

Dividend Yield (TTM)

S&P Global (SPGI) has dividend yield of 0.90%, in the industry’s normal income range. It provides a meaningful dividend without the red flag of an unusually high headline yield.

SPGI

Financial Services industry group

0.90%

Group distribution
Max
9.57%
Q3
3.98%
SPGI
0.90%
Median
0.00%
Q1
0.00%
Min
0.00%
Largest peers
MS
1.81%
GS
1.65%
SPGI
0.90%
V
0.80%
MA
0.69%
BRK.B
0.00%
BRK.A
0.00%
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Where S&P Global (SPGI) stands on dividend yield within its Financial Services peer group — the box is the group’s distribution and the dots its largest members.

Dividend Payout Ratio (TTM)

S&P Global (SPGI) has payout ratio of 24.35%, within the industry’s typical payout band. The dividend shares profits with investors while leaving earnings coverage that looks normal for the peer group.

SPGI

Financial Services industry group

24.35%

Group distribution
Max
248.04%
Q3
99.70%
Median
25.37%
SPGI
24.35%
Q1
0.00%
Min
0.00%
Largest peers
MS
35.55%
GS
28.31%
SPGI
24.35%
V
21.97%
MA
18.23%
BRK.B
--
BRK.A
--
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Where S&P Global (SPGI) stands on payout ratio within its Financial Services peer group — the box is the group’s distribution and the dots its largest members.

Dividends at a Glance

S&P Global (SPGI) metric values compared with Financial Services industry-group medians
MetricCurrent stock: SPGIIndustry group median
Dividend Yield (TTM)0.90%0.00%
Dividend Payout Ratio (TTM)24.35%25.37%