S&P GLOBAL INC (SPGI) Stock Fundamental Analysis

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

440.555 USD
+1.28 (+0.29%)
Last: Feb 9, 2026, 12:10 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 has a decent growth rate and is not valued too expensively.


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.
  • SPGI had positive earnings in each of the past 5 years.
  • SPGI had a positive operating cash flow in each 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

  • SPGI has a Return On Assets of 7.06%. This is in the better half of the industry: SPGI outperforms 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 71.01% of the companies in the same industry.
  • SPGI has a better Return On Invested Capital (9.20%) than 84.45% 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 7.27%.
  • The last Return On Invested Capital (9.20%) for SPGI is above the 3 year average (7.04%), which is a sign of increasing profitability.
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

  • Looking at the Profit Margin, with a value of 28.10%, SPGI is in the better half of the industry, outperforming 71.01% of the companies in the same industry.
  • SPGI's Profit Margin has declined in the last couple of years.
  • SPGI has a Operating Margin of 42.03%. This is in the better half of the industry: SPGI outperforms 76.47% of its industry peers.
  • 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.
  • In the last couple of years the Gross Margin of SPGI has remained more or less at the same level.
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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4

2. Health

2.1 Basic Checks

  • SPGI has less shares outstanding than it did 1 year ago.
  • Compared to 5 years ago, SPGI has more shares outstanding
  • The debt/assets ratio for SPGI has remained at the same level compared to a year ago.
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.
  • With an excellent Debt to FCF ratio value of 2.08, SPGI belongs to the best of the industry, outperforming 85.71% of the companies in the same industry.
  • A Debt/Equity ratio of 0.34 indicates that SPGI is not too dependend on debt financing.
  • SPGI has a better Debt to Equity ratio (0.34) than 71.01% of its industry peers.
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

  • SPGI has a Current Ratio of 0.97. This is a bad value and indicates that SPGI is not financially healthy enough and could expect problems in meeting its short term obligations.
  • With a Current ratio value of 0.97, SPGI perfoms like the industry average, outperforming 42.86% of the companies in the same industry.
  • A Quick Ratio of 0.97 indicates that SPGI may have some problems paying its short term obligations.
  • The Quick ratio of SPGI (0.97) is comparable to the rest of the industry.
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.
  • The Revenue has grown by 9.04% in the past year. This is quite good.
  • Measured over the past years, SPGI shows a quite strong growth in Revenue. The Revenue has been growing by 16.23% on average per year.
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

  • Based on estimates for the next years, SPGI will show a quite strong growth in Earnings Per Share. The EPS will grow by 12.15% on average per year.
  • 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.
  • The Revenue growth rate is decreasing: in the next years the growth will be less 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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4

4. Valuation

4.1 Price/Earnings Ratio

  • A Price/Earnings ratio of 25.47 indicates a quite expensive valuation of SPGI.
  • SPGI's Price/Earnings ratio is a bit more expensive when compared to the industry. SPGI is more expensive than 70.59% of the companies in the same industry.
  • SPGI's Price/Earnings ratio indicates a similar valuation than the S&P500 average which is at 27.93.
  • A Price/Forward Earnings ratio of 21.69 indicates a rather expensive valuation of SPGI.
  • 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 60.50% 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 25.47
Fwd PE 21.69
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 72.69% of the companies in the same industry.
  • SPGI's Price/Free Cash Flow ratio is a bit cheaper when compared to the industry. SPGI is cheaper than 60.08% of the companies in the same industry.
Industry RankSector Rank
P/FCF 24.43
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.
  • The decent profitability rating of SPGI may justify a higher PE ratio.
  • A more expensive valuation may be justified as SPGI's earnings are expected to grow with 13.09% in the coming years.
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.
  • Compared to an average S&P500 Dividend Yield of 1.81, SPGI's dividend is way lower than the S&P500 average.
Industry RankSector Rank
Dividend Yield 0.86%

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 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.
  • The dividend of SPGI is growing, but earnings are growing more, so the dividend growth is 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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S&P GLOBAL INC

NYSE:SPGI (2/9/2026, 12:10:03 PM)

440.555

+1.28 (+0.29%)

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 Cap133.40B
Revenue(TTM)15.01B
Net Income(TTM)4.22B
Analysts84.12
Price Target619.53 (40.62%)
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 25.47
Fwd PE 21.69
P/S 8.89
P/FCF 24.43
P/OCF 23.64
P/B 4.01
P/tB N/A
EV/EBITDA 19.05
EPS(TTM)17.3
EY3.93%
EPS(NY)20.32
Fwd EY4.61%
FCF(TTM)18.04
FCFY4.09%
OCF(TTM)18.64
OCFY4.23%
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%.