S&P GLOBAL INC (SPGI) Stock Fundamental Analysis

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

390.76 USD
-10.32 (-2.57%)
At close: Feb 11, 2026
391.7 USD
+0.94 (+0.24%)
After Hours: 2/11/2026, 8:04:00 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. SPGI has an average financial health and profitability rating. SPGI has a decent growth rate and is not valued too expensively.


Dividend Valuation Growth Profitability Health

6

1. Profitability

1.1 Basic Checks

  • SPGI had positive earnings in the past year.
  • In the past year SPGI had a positive cash flow from operations.
  • SPGI had positive earnings in 4 of the past 5 years.
  • SPGI had a positive operating cash flow in 4 of the past 5 years.
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

  • The Return On Assets of SPGI (7.06%) is better than 79.41% of its industry peers.
  • Looking at the Return On Equity, with a value of 12.69%, SPGI is in the better half of the industry, outperforming 70.59% of the companies in the same industry.
  • The Return On Invested Capital of SPGI (9.20%) is better than 84.87% of its industry peers.
  • SPGI had an Average Return On Invested Capital over the past 3 years of 7.04%. This is in line with the industry average of 7.22%.
  • 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

  • The Profit Margin of SPGI (28.10%) is better than 71.43% of its industry peers.
  • SPGI's Profit Margin has declined in the last couple of years.
  • Looking at the Operating Margin, with a value of 42.03%, SPGI is in the better half of the industry, outperforming 76.47% of the companies in the same industry.
  • In the last couple of years the Operating Margin of SPGI has declined.
  • With a decent Gross Margin value of 62.66%, SPGI is doing good in the industry, outperforming 70.17% of the companies in the same industry.
  • 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

  • SPGI has no outstanding debt. Therefor its Debt/Equity and Debt/FCF ratios are 0 and belong to the best of the industry.
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

  • SPGI has a debt to FCF ratio of 2.08. This is a good value and a sign of high solvency as SPGI would need 2.08 years to pay back of all of its debts.
  • SPGI's Debt to FCF ratio of 2.08 is amongst the best of the industry. SPGI outperforms 85.71% of its industry peers.
  • SPGI has a Debt/Equity ratio of 0.34. This is a healthy value indicating a solid balance between debt and equity.
  • Looking at the Debt to Equity ratio, with a value of 0.34, SPGI is in the better half of the industry, outperforming 70.59% 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 of 0.97. This is comparable to the rest of the industry: SPGI outperforms 42.86% of its industry peers.
  • 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

4

3. Growth

3.1 Past

  • The Earnings Per Share has grown by an nice 13.49% over the past year.
  • The Earnings Per Share has been growing by 8.81% on average over the past years. This is quite good.
EPS 1Y (TTM)13.49%
EPS 3Y16.87%
EPS 5Y8.81%
EPS Q2Q%14.06%
Revenue 1Y (TTM)N/A
Revenue growth 3YN/A
Revenue growth 5YN/A
Sales Q2Q%9.02%

3.2 Future

  • Based on estimates for the next years, SPGI will show a quite strong growth in Earnings Per Share. The EPS will grow by 11.90% on average per year.
  • SPGI is expected to show a small growth in Revenue. In the coming years, the Revenue will grow by 6.96% yearly.
EPS Next Y13.94%
EPS Next 2Y12.89%
EPS Next 3Y11.81%
EPS Next 5Y11.9%
Revenue Next Year7.52%
Revenue Next 2Y7.4%
Revenue Next 3Y6.86%
Revenue Next 5Y6.96%

3.3 Evolution

  • The EPS growth rate is accelerating: in the next years the growth will be better than in the last years.
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

4

4. Valuation

4.1 Price/Earnings Ratio

  • SPGI is valuated rather expensively with a Price/Earnings ratio of 21.92.
  • Based on the Price/Earnings ratio, SPGI is valued a bit more expensive than 65.55% of the companies in the same industry.
  • Compared to an average S&P500 Price/Earnings ratio of 28.23, SPGI is valued a bit cheaper.
  • SPGI is valuated rather expensively with a Price/Forward Earnings ratio of 19.23.
  • The rest of the industry has a similar Price/Forward Earnings ratio as SPGI.
  • SPGI's Price/Forward Earnings ratio indicates a valuation a bit cheaper than the S&P500 average which is at 28.01.
Industry RankSector Rank
PE 21.92
Fwd PE 19.23
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

  • Based on the Enterprise Value to EBITDA ratio, SPGI is valued a bit cheaper than 74.37% of the companies in the same industry.
  • Based on the Price/Free Cash Flow ratio, SPGI is valued a bit cheaper than the industry average as 61.76% of the companies are valued more expensively.
Industry RankSector Rank
P/FCF 21.67
EV/EBITDA 17.51
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.
PEG (NY)1.57
PEG (5Y)2.49
EPS Next 2Y12.89%
EPS Next 3Y11.81%

More info and screens

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

5

5. Dividend

5.1 Amount

  • SPGI has a yearly dividend return of 0.97%, which is pretty low.
  • The stock price of SPGI dropped by -20.88% in the last 3 months. With lower prices the dividend yield is higher, but it may be a sign investors do not trust the long term dividend.
  • Compared to an average industry Dividend Yield of 6.12, SPGI is paying slightly less dividend.
  • With a Dividend Yield of 0.97, SPGI pays less dividend than the S&P500 average, which is at 1.79.
Industry RankSector Rank
Dividend Yield 0.97%

5.2 History

  • The dividend of SPGI is nicely growing with an annual growth rate of 9.40%!
  • SPGI has paid a dividend for at least 10 years, which is a reliable track record.
  • SPGI has not decreased their dividend for at least 10 years, which is a reliable track record.
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

  • 27.50% of the earnings are spent on dividend by SPGI. This is a low number and sustainable payout ratio.
  • SPGI's earnings are growing more than its dividend. This makes the dividend growth sustainable.
DP27.5%
EPS Next 2Y12.89%
EPS Next 3Y11.81%
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 (2/11/2026, 8:04:00 PM)

After market: 391.7 +0.94 (+0.24%)

390.76

-10.32 (-2.57%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)02-10
Earnings (Next)04-27
Inst Owners90.29%
Inst Owner Change-2.03%
Ins Owners0.03%
Ins Owner Change1.74%
Market Cap118.32B
Revenue(TTM)N/A
Net Income(TTM)4.22B
Analysts83.53
Price Target619.53 (58.54%)
Short Float %1.37%
Short Ratio2.79
Dividend
Industry RankSector Rank
Dividend Yield 0.97%
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 21.92
Fwd PE 19.23
P/S 7.88
P/FCF 21.67
P/OCF 20.97
P/B 3.56
P/tB N/A
EV/EBITDA 17.51
EPS(TTM)17.83
EY4.56%
EPS(NY)20.32
Fwd EY5.2%
FCF(TTM)18.04
FCFY4.62%
OCF(TTM)18.64
OCFY4.77%
SpS49.58
BVpS109.77
TBVpS-57.77
PEG (NY)1.57
PEG (5Y)2.49
Graham Number209.85
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)13.49%
EPS 3Y16.87%
EPS 5Y8.81%
EPS Q2Q%14.06%
EPS Next Y13.94%
EPS Next 2Y12.89%
EPS Next 3Y11.81%
EPS Next 5Y11.9%
Revenue 1Y (TTM)N/A
Revenue growth 3YN/A
Revenue growth 5YN/A
Sales Q2Q%9.02%
Revenue Next Year7.52%
Revenue Next 2Y7.4%
Revenue Next 3Y6.86%
Revenue Next 5Y6.96%
EBIT growth 1Y14.33%
EBIT growth 3Y8.58%
EBIT growth 5Y11.89%
EBIT Next Year16.41%
EBIT Next 3Y10.96%
EBIT Next 5Y9.61%
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 4 / 10 to S&P GLOBAL INC (SPGI). This can be considered as Fairly Valued.


What is the profitability of SPGI stock?

S&P GLOBAL INC (SPGI) has a profitability rating of 6 / 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 13.94% 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%.