S&P GLOBAL INC (SPGI) Stock Fundamental Analysis

USA • New York Stock Exchange • NYSE:SPGI • US78409V1044

439.28 USD
-12.43 (-2.75%)
At close: Feb 6, 2026
439.99 USD
+0.71 (+0.16%)
After Hours: 2/6/2026, 8:06:50 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Analyst Ratings Earnings Estimates Financials Ownership News
Fundamental Rating

5

SPGI gets a fundamental rating of 5 out of 10. The analysis compared the fundamentals against 238 industry peers in the Capital Markets industry. While SPGI belongs to the best of the industry regarding profitability, there are some minor concerns on its financial health. SPGI is quite expensive at the moment. It does show a decent growth rate.


Dividend Valuation Growth Profitability Health

7

1. Profitability

1.1 Basic Checks

  • SPGI had positive earnings in the past year.
  • SPGI had a positive operating cash flow in the past year.
  • In the past 5 years SPGI has always been profitable.
  • In the past 5 years SPGI always reported a positive cash flow from operatings.
SPGI Yearly Net Income VS EBIT VS OCF VS FCFSPGI Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 1B 2B 3B 4B 5B

1.2 Ratios

  • SPGI has a Return On Assets of 7.06%. This is in the better half of the industry: SPGI outperforms 79.50% of its industry peers.
  • The Return On Equity of SPGI (12.69%) is better than 71.13% of its industry peers.
  • The Return On Invested Capital of SPGI (9.20%) is better than 84.52% of its industry peers.
  • Measured over the past 3 years, the Average Return On Invested Capital for SPGI is in line with the industry average of 7.27%.
  • The 3 year average ROIC (7.04%) for SPGI is below the current ROIC(9.20%), indicating increased profibility in the last year.
Industry RankSector Rank
ROA 7.06%
ROE 12.69%
ROIC 9.2%
ROA(3y)5.33%
ROA(5y)10.95%
ROE(3y)9.41%
ROE(5y)127.31%
ROIC(3y)7.04%
ROIC(5y)17.3%
SPGI Yearly ROA, ROE, ROICSPGI Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 100 200 300 400

1.3 Margins

  • SPGI has a better Profit Margin (28.10%) than 71.13% of its industry peers.
  • In the last couple of years the Profit Margin of SPGI has declined.
  • With a decent Operating Margin value of 42.03%, SPGI is doing good in the industry, outperforming 76.57% of the companies in the same industry.
  • In the last couple of years the Operating Margin of SPGI has declined.
  • SPGI has a better Gross Margin (62.66%) than 70.29% of its industry peers.
  • SPGI's Gross Margin has been stable in the last couple of years.
Industry RankSector Rank
OM 42.03%
PM (TTM) 28.1%
GM 62.66%
OM growth 3Y-9.24%
OM growth 5Y-3.73%
PM growth 3Y-9.39%
PM growth 5Y-3.07%
GM growth 3Y-2.06%
GM growth 5Y-1.12%
SPGI Yearly Profit, Operating, Gross MarginsSPGI Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 20 40 60

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ROAROEROICOperating and Profit MarginShow most profitable peers

4

2. Health

2.1 Basic Checks

  • The number of shares outstanding for SPGI has been reduced compared to 1 year ago.
  • SPGI has more shares outstanding than it did 5 years ago.
  • Compared to 1 year ago, SPGI has about the same debt to assets ratio.
SPGI Yearly Shares OutstandingSPGI Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 100M 200M 300M
SPGI Yearly Total Debt VS Total AssetsSPGI Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 2022 2023 2024 20B 40B 60B

2.2 Solvency

  • The Debt to FCF ratio of SPGI is 2.08, which is a good value as it means it would take SPGI, 2.08 years of fcf income to pay off all of its debts.
  • The Debt to FCF ratio of SPGI (2.08) is better than 85.77% of its industry peers.
  • A Debt/Equity ratio of 0.34 indicates that SPGI is not too dependend on debt financing.
  • With a decent Debt to Equity ratio value of 0.34, SPGI is doing good in the industry, outperforming 71.13% of the companies in the same industry.
Industry RankSector Rank
Debt/Equity 0.34
Debt/FCF 2.08
Altman-Z N/A
ROIC/WACCN/A
WACCN/A
SPGI Yearly LT Debt VS Equity VS FCFSPGI Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 10B 20B 30B

2.3 Liquidity

  • A Current Ratio of 0.97 indicates that SPGI may have some problems paying its short term obligations.
  • SPGI has a Current ratio (0.97) which is comparable to the rest of the industry.
  • A Quick Ratio of 0.97 indicates that SPGI may have some problems paying its short term obligations.
  • SPGI has a Quick ratio (0.97) which is in line with its industry peers.
Industry RankSector Rank
Current Ratio 0.97
Quick Ratio 0.97
SPGI Yearly Current Assets VS Current LiabilitesSPGI Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 2022 2023 2024 2B 4B 6B 8B

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WACCDebt/EquityHow to determine the health of a companyAltman-Z scoreShow peers with great health

5

3. Growth

3.1 Past

  • SPGI shows a strong growth in Earnings Per Share. In the last year, the EPS has been growing by 14.80%, which is quite good.
  • Measured over the past years, SPGI shows a quite strong growth in Earnings Per Share. The EPS has been growing by 10.51% on average per year.
  • SPGI shows quite a strong growth in Revenue. In the last year, the Revenue has grown by 9.04%.
  • The Revenue has been growing by 16.23% on average over the past years. This is quite good.
EPS 1Y (TTM)14.8%
EPS 3Y4.67%
EPS 5Y10.51%
EPS Q2Q%21.59%
Revenue 1Y (TTM)9.04%
Revenue growth 3Y19.64%
Revenue growth 5Y16.23%
Sales Q2Q%8.76%

3.2 Future

  • The Earnings Per Share is expected to grow by 12.15% on average over the next years. This is quite good.
  • SPGI is expected to show a small growth in Revenue. In the coming years, the Revenue will grow by 7.21% yearly.
EPS Next Y15.88%
EPS Next 2Y13.72%
EPS Next 3Y13.09%
EPS Next 5Y12.15%
Revenue Next Year8.61%
Revenue Next 2Y8.07%
Revenue Next 3Y7.8%
Revenue Next 5Y7.21%

3.3 Evolution

  • When comparing the EPS growth rate of the last years to the growth rate of the upcoming years, we see that the growth is stable.
  • When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is decreasing.
SPGI Yearly Revenue VS EstimatesSPGI Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 5B 10B 15B 20B
SPGI Yearly EPS VS EstimatesSPGI Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 5 10 15 20 25

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Find the best growth stocksShow best growing peers

3

4. Valuation

4.1 Price/Earnings Ratio

  • The Price/Earnings ratio is 25.39, which means the current valuation is very expensive for SPGI.
  • Based on the Price/Earnings ratio, SPGI is valued a bit more expensive than the industry average as 70.71% of the companies are valued more cheaply.
  • SPGI is valuated at similar levels of the S&P average when we compare the Price/Earnings ratio to 27.93, which is the current average of the S&P500 Index.
  • Based on the Price/Forward Earnings ratio of 21.62, the valuation of SPGI can be described as rather expensive.
  • Compared to the rest of the industry, the Price/Forward Earnings ratio of SPGI indicates a slightly more expensive valuation: SPGI is more expensive than 60.25% of the companies listed in the same industry.
  • When comparing the Price/Forward Earnings ratio of SPGI to the average of the S&P500 Index (27.77), we can say SPGI is valued slightly cheaper.
Industry RankSector Rank
PE 25.39
Fwd PE 21.62
SPGI Price Earnings VS Forward Price EarningsSPGI Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 10 20 30 40

4.2 Price Multiples

  • 72.80% of the companies in the same industry are more expensive than SPGI, based on the Enterprise Value to EBITDA ratio.
  • The rest of the industry has a similar Price/Free Cash Flow ratio as SPGI.
Industry RankSector Rank
P/FCF 24.36
EV/EBITDA 19.05
SPGI Per share dataSPGI EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 0 50 -50 100

4.3 Compensation for Growth

  • The PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a correct valuation of the company.
  • SPGI has a very decent profitability rating, which may justify a higher PE ratio.
  • SPGI's earnings are expected to grow with 13.09% in the coming years. This may justify a more expensive valuation.
PEG (NY)1.6
PEG (5Y)2.42
EPS Next 2Y13.72%
EPS Next 3Y13.09%

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Price/EarningsPrice/FCFFCF per shareEV/EBITDAPEG RATIOShow best valued peers

5

5. Dividend

5.1 Amount

  • SPGI has a yearly dividend return of 0.86%, which is pretty low.
  • SPGI's Dividend Yield is slightly below the industry average, which is at 6.13.
  • With a Dividend Yield of 0.86, SPGI pays less dividend than the S&P500 average, which is at 1.81.
Industry RankSector Rank
Dividend Yield 0.86%

5.2 History

  • On average, the dividend of SPGI grows each year by 9.40%, which is quite nice.
  • SPGI has been paying a dividend for at least 10 years, so it has a reliable track record.
  • SPGI has not decreased its dividend for at least 10 years, so it has a reliable track record of non decreasing dividend.
Dividend Growth(5Y)9.4%
Div Incr Years34
Div Non Decr Years34
SPGI Yearly Dividends per shareSPGI Yearly Dividends per shareYearly Dividends per share 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 1 2 3

5.3 Sustainability

  • SPGI pays out 27.50% of its income as dividend. This is a sustainable payout ratio.
  • SPGI's earnings are growing more than its dividend. This makes the dividend growth sustainable.
DP27.5%
EPS Next 2Y13.72%
EPS Next 3Y13.09%
SPGI Yearly Income VS Free CF VS DividendSPGI Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2016 2017 2018 2019 2020 2021 2022 2023 2024 1B 2B 3B 4B 5B
SPGI Dividend Payout.SPGI Dividend Payout, showing the Payout Ratio.SPGI Dividend Payout.PayoutRetained Earnings

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Find the best dividend stocksShow peers with best dividend

S&P GLOBAL INC

NYSE:SPGI (2/6/2026, 8:06:50 PM)

After market: 439.99 +0.71 (+0.16%)

439.28

-12.43 (-2.75%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)10-30
Earnings (Next)02-10
Inst Owners90.29%
Inst Owner Change-2.03%
Ins Owners0.03%
Ins Owner Change1.74%
Market Cap133.01B
Revenue(TTM)15.01B
Net Income(TTM)4.22B
Analysts84.12
Price Target619.53 (41.03%)
Short Float %1.37%
Short Ratio2.79
Dividend
Industry RankSector Rank
Dividend Yield 0.86%
Yearly Dividend3.56
Dividend Growth(5Y)9.4%
DP27.5%
Div Incr Years34
Div Non Decr Years34
Ex-Date02-25
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)4.04%
Min EPS beat(2)2.89%
Max EPS beat(2)5.18%
EPS beat(4)4
Avg EPS beat(4)4.17%
Min EPS beat(4)2.35%
Max EPS beat(4)6.25%
EPS beat(8)7
Avg EPS beat(8)4.34%
EPS beat(12)10
Avg EPS beat(12)3.5%
EPS beat(16)11
Avg EPS beat(16)2.01%
Revenue beat(2)1
Avg Revenue beat(2)-0.06%
Min Revenue beat(2)-0.44%
Max Revenue beat(2)0.32%
Revenue beat(4)3
Avg Revenue beat(4)0.14%
Min Revenue beat(4)-0.44%
Max Revenue beat(4)0.53%
Revenue beat(8)6
Avg Revenue beat(8)0.39%
Revenue beat(12)8
Avg Revenue beat(12)0.29%
Revenue beat(16)8
Avg Revenue beat(16)-1.39%
PT rev (1m)0.64%
PT rev (3m)-0.3%
EPS NQ rev (1m)1.07%
EPS NQ rev (3m)1.19%
EPS NY rev (1m)0.22%
EPS NY rev (3m)1.21%
Revenue NQ rev (1m)0.4%
Revenue NQ rev (3m)0.51%
Revenue NY rev (1m)0.13%
Revenue NY rev (3m)0.46%
Valuation
Industry RankSector Rank
PE 25.39
Fwd PE 21.62
P/S 8.86
P/FCF 24.36
P/OCF 23.57
P/B 4
P/tB N/A
EV/EBITDA 19.05
EPS(TTM)17.3
EY3.94%
EPS(NY)20.32
Fwd EY4.62%
FCF(TTM)18.04
FCFY4.11%
OCF(TTM)18.64
OCFY4.24%
SpS49.58
BVpS109.77
TBVpS-57.77
PEG (NY)1.6
PEG (5Y)2.42
Graham Number206.71
Profitability
Industry RankSector Rank
ROA 7.06%
ROE 12.69%
ROCE 11.7%
ROIC 9.2%
ROICexc 9.49%
ROICexgc 320.83%
OM 42.03%
PM (TTM) 28.1%
GM 62.66%
FCFM 36.38%
ROA(3y)5.33%
ROA(5y)10.95%
ROE(3y)9.41%
ROE(5y)127.31%
ROIC(3y)7.04%
ROIC(5y)17.3%
ROICexc(3y)7.24%
ROICexc(5y)31.92%
ROICexgc(3y)428.86%
ROICexgc(5y)N/A
ROCE(3y)8.95%
ROCE(5y)21.99%
ROICexgc growth 3YN/A
ROICexgc growth 5Y-1.07%
ROICexc growth 3Y-51.31%
ROICexc growth 5Y-29.01%
OM growth 3Y-9.24%
OM growth 5Y-3.73%
PM growth 3Y-9.39%
PM growth 5Y-3.07%
GM growth 3Y-2.06%
GM growth 5Y-1.12%
F-Score7
Asset Turnover0.25
Health
Industry RankSector Rank
Debt/Equity 0.34
Debt/FCF 2.08
Debt/EBITDA 1.52
Cap/Depr 15.4%
Cap/Sales 1.21%
Interest Coverage 250
Cash Conversion 75.32%
Profit Quality 129.47%
Current Ratio 0.97
Quick Ratio 0.97
Altman-Z N/A
F-Score7
WACCN/A
ROIC/WACCN/A
Cap/Depr(3y)10.62%
Cap/Depr(5y)17.68%
Cap/Sales(3y)0.94%
Cap/Sales(5y)0.85%
Profit Quality(3y)119.24%
Profit Quality(5y)124.96%
High Growth Momentum
Growth
EPS 1Y (TTM)14.8%
EPS 3Y4.67%
EPS 5Y10.51%
EPS Q2Q%21.59%
EPS Next Y15.88%
EPS Next 2Y13.72%
EPS Next 3Y13.09%
EPS Next 5Y12.15%
Revenue 1Y (TTM)9.04%
Revenue growth 3Y19.64%
Revenue growth 5Y16.23%
Sales Q2Q%8.76%
Revenue Next Year8.61%
Revenue Next 2Y8.07%
Revenue Next 3Y7.8%
Revenue Next 5Y7.21%
EBIT growth 1Y14.33%
EBIT growth 3Y8.58%
EBIT growth 5Y11.89%
EBIT Next Year16.41%
EBIT Next 3Y10.96%
EBIT Next 5Y9.42%
FCF growth 1Y62.24%
FCF growth 3Y16.02%
FCF growth 5Y15.9%
OCF growth 1Y61.74%
OCF growth 3Y16.5%
OCF growth 5Y15.43%

S&P GLOBAL INC / SPGI FAQ

Can you provide the ChartMill fundamental rating for S&P GLOBAL INC?

ChartMill assigns a fundamental rating of 5 / 10 to SPGI.


What is the valuation status for SPGI stock?

ChartMill assigns a valuation rating of 3 / 10 to S&P GLOBAL INC (SPGI). This can be considered as Overvalued.


What is the profitability of SPGI stock?

S&P GLOBAL INC (SPGI) has a profitability rating of 7 / 10.


What is the expected EPS growth for S&P GLOBAL INC (SPGI) stock?

The Earnings per Share (EPS) of S&P GLOBAL INC (SPGI) is expected to grow by 15.88% in the next year.


Is the dividend of S&P GLOBAL INC sustainable?

The dividend rating of S&P GLOBAL INC (SPGI) is 5 / 10 and the dividend payout ratio is 27.5%.