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S&P Global Inc. (SPGI) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated today

S&P Global Inc.

SPGIMarket cap $116BPrice $395.2

Country🇺🇸United States

SectorFinancials

IndustryCapital Markets

S&P Global provides credit ratings, market data, and financial analytics that determine borrowing costs for governments and corporations worldwide. Their ratings decisions can move entire bond markets and influence trillion-dollar investment flows.

In Bastion Portfolios?

52W Return-16%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+11%7

Revenue Forecast

Rev CAGR (1y)-5%2

Rev CAGR (3y)+3%2

Rev CAGR (5y)+4%4

Earnings Forecast

EPS Growth Y+1+20%8

EPS Growth Y+2+9%6

EPS Growth Y+3+10%7

Quality

Margins

EBIT Margin43%10

Net Income Margin31%9

Free Cash Flow Margin35%9

Debt

Net Debt/EBITDA1.45

Efficiency

ROE15%7

ROA9%8

Earnings Stability55

GEAR+AVERAGE47

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)224

P/E Ratio (Forward 3y)193

P/BV3.74

EV Multiples

EV/EBITDA Fwd174

EV/EBIT Fwd174

Yield

Free Cash Flow Yield0.0%4

Dividend Yield1.0%3

Momentum

Short term

1 month return-8%3

3 month return-8%4

YTD return-19%2

Mid term

Price vs 52wHigh76%4

1 year return-13%3

Long term

3 year return+18%4

5 year return+1%4

Risk Shield

Price Risk

Beta0.85

Volatility31%7

Free Cash Flow

Free Cash Flow Margin35%9

Free Cash Flow Yield0.0%4

Quality

ROCE13%8

Earnings Stability55

Net Debt/EBITDA1.45

02Growth

Is it actually growing, and how fast?

SPGIS&P Global

Revenue FY25$15.3B

GROWTH RATING↗

WEAK26 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+11%7

Revenue, next 1Y-5%2

Revenue, next 3Y, CAGR+3%2

Revenue, next 5Y, CAGR+4%4

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+20%8

EPS growth, FY27E+9%6

EPS growth, FY28E+10%7

GROWTH ASSESSMENT

STRENGTHS

Revenue grew 11%/yr over the last 3 years, ahead of 60% of companies worldwide.7/10

Earnings are set to grow faster than sales (EPS about 10%/yr vs revenue 3%/yr), so margins should widen.

WATCH

Revenue grew 11%/yr over the last 3 years; forecasts see it cooling to 3%/yr.

Over five years revenue is set to grow 4%/yr, behind 60% of companies worldwide.4/10

WEAKNESSES

Growth is the weak spot here, trailing 74% of companies worldwide.

Revenue is set to grow 3%/yr over the next 3 years, behind most of the market.3/10

BOTTOM LINE

Margin Expander

Growth is a weak point here: a business that is slowing. The one thing to watch: forward revenue growth trails the market.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

WEAK20 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-8%3

3-month return-8%4

YTD return-19%2

MID & LONG-TERM▾SCORE

% of 52-week high76%4

1-year return-13%3

3-year return+18%4

5-year return+1%4

MOMENTUM ASSESSMENT

STRENGTHS

None flagged.

WATCH

Average long-term results. Multi-year returns are middling (+18% over three years and +1.4% over five), roughly average for the market.

Returns sit at the market level over three months (-8%).

WEAKNESSES

It's down 13% over the past year, now 24% below its 52-week high. That is a touch behind the market.

The stock is underperforming over the past month (-8%) and so far this year (-19%).

BOTTOM LINE

Falling Knife

Returns rank poorly over both the short and long run, and the price is still falling. Momentum is firmly negative — catching this is a bet against the tape, not with it. Wait for a base to form. The one thing to watch: the one-year trend is weak.

04Value

Are you paying a fair price for it?

Stop guessing on S&P Global. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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Loading charts…

02Growth

Is it actually growing, and how fast?

SPGIS&P Global

Revenue FY25$15.3B

GROWTH RATING↗

WEAK26 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+11%7

Revenue, next 1Y-5%2

Revenue, next 3Y, CAGR+3%2

Revenue, next 5Y, CAGR+4%4

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+20%8

EPS growth, FY27E+9%6

EPS growth, FY28E+10%7

GROWTH ASSESSMENT

STRENGTHS

Revenue grew 11%/yr over the last 3 years, ahead of 60% of companies worldwide.7/10

Earnings are set to grow faster than sales (EPS about 10%/yr vs revenue 3%/yr), so margins should widen.

WATCH

Revenue grew 11%/yr over the last 3 years; forecasts see it cooling to 3%/yr.

Over five years revenue is set to grow 4%/yr, behind 60% of companies worldwide.4/10

WEAKNESSES

Growth is the weak spot here, trailing 74% of companies worldwide.

Revenue is set to grow 3%/yr over the next 3 years, behind most of the market.3/10

BOTTOM LINE

Margin Expander

Growth is a weak point here: a business that is slowing. The one thing to watch: forward revenue growth trails the market.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

WEAK20 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-8%3

3-month return-8%4

YTD return-19%2

MID & LONG-TERM▾SCORE

% of 52-week high76%4

1-year return-13%3

3-year return+18%4

5-year return+1%4

MOMENTUM ASSESSMENT

STRENGTHS

None flagged.

WATCH

Average long-term results. Multi-year returns are middling (+18% over three years and +1.4% over five), roughly average for the market.

Returns sit at the market level over three months (-8%).

WEAKNESSES

It's down 13% over the past year, now 24% below its 52-week high. That is a touch behind the market.

The stock is underperforming over the past month (-8%) and so far this year (-19%).

BOTTOM LINE

Falling Knife

04Value

Are you paying a fair price for it?

Stop guessing on S&P Global. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community