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IT vs SPGI
Revenue, margins, valuation, and 5-year total return — side by side.
Financial - Data & Stock Exchanges
IT vs SPGI — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Information Technology Services | Financial - Data & Stock Exchanges |
| Market Cap | $10.20B | $125.38B |
| Revenue (TTM) | $6.47B | $15.34B |
| Net Income (TTM) | $741M | $4.78B |
| Gross Margin | 68.2% | 70.2% |
| Operating Margin | 16.4% | 42.2% |
| Forward P/E | 11.4x | 21.6x |
| Total Debt | $3.62B | $14.20B |
| Cash & Equiv. | $1.72B | $1.75B |
IT vs SPGI — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Gartner, Inc. (IT) | 100 | 124.1 | +24.1% |
| S&P Global Inc. (SPGI) | 100 | 130.3 | +30.3% |
Price return only. Dividends and distributions are not included.
Quick Verdict: IT vs SPGI
Each card shows where this stock fits in a portfolio — not just who wins on paper.
IT is the clearest fit if your priority is valuation efficiency.
- PEG 0.43 vs SPGI's 2.48
- Lower P/E (11.4x vs 21.6x), PEG 0.43 vs 2.48
- 9.5% ROA vs SPGI's 7.9%, ROIC 33.9% vs 9.7%
SPGI carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.
- Dividend streak 12 yrs, beta 0.58, yield 0.9%
- Rev growth 7.9%, EPS growth 18.7%
- 333.2% 10Y total return vs IT's 55.1%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 7.9% NII/revenue growth vs IT's 3.7% | |
| Value | Lower P/E (11.4x vs 21.6x), PEG 0.43 vs 2.48 | |
| Quality / Margins | 29.2% margin vs IT's 11.4% | |
| Stability / Safety | Beta 0.58 vs IT's 0.94, lower leverage | |
| Dividends | 0.9% yield; 12-year raise streak; the other pay no meaningful dividend | |
| Momentum (1Y) | -14.8% vs IT's -65.1% | |
| Efficiency (ROA) | 9.5% ROA vs SPGI's 7.9%, ROIC 33.9% vs 9.7% |
IT vs SPGI — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
IT vs SPGI — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
SPGI leads this category, winning 5 of 5 comparable metrics.
Income & Cash Flow (Last 12 Months)
SPGI is the larger business by revenue, generating $15.3B annually — 2.4x IT's $6.5B. SPGI is the more profitable business, keeping 29.2% of every revenue dollar as net income compared to IT's 11.4%.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $6.5B | $15.3B |
| EBITDAEarnings before interest/tax | $1.3B | $7.8B |
| Net IncomeAfter-tax profit | $741M | $4.8B |
| Free Cash FlowCash after capex | $1.3B | $5.6B |
| Gross MarginGross profit ÷ Revenue | +68.2% | +70.2% |
| Operating MarginEBIT ÷ Revenue | +16.4% | +42.2% |
| Net MarginNet income ÷ Revenue | +11.4% | +29.2% |
| FCF MarginFCF ÷ Revenue | +19.4% | +35.6% |
| Rev. Growth (YoY)Latest quarter vs prior year | -1.5% | — |
| EPS Growth (YoY)Latest quarter vs prior year | +17.3% | +32.5% |
Valuation Metrics
IT leads this category, winning 6 of 7 comparable metrics.
Valuation Metrics
At 15.7x trailing earnings, IT trades at a 46% valuation discount to SPGI's 28.9x P/E. Adjusting for growth (PEG ratio), IT offers better value at 0.59x vs SPGI's 3.32x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | ||
|---|---|---|
| Market CapShares × price | $10.2B | $125.4B |
| Enterprise ValueMkt cap + debt − cash | $12.1B | $137.8B |
| Trailing P/EPrice ÷ TTM EPS | 15.65x | 28.89x |
| Forward P/EPrice ÷ next-FY EPS est. | 11.42x | 21.58x |
| PEG RatioP/E ÷ EPS growth rate | 0.59x | 3.32x |
| EV / EBITDAEnterprise value multiple | 9.86x | 18.00x |
| Price / SalesMarket cap ÷ Revenue | 1.57x | 8.18x |
| Price / BookPrice ÷ Book value/share | 34.04x | 3.57x |
| Price / FCFMarket cap ÷ FCF | 8.68x | 22.98x |
Profitability & Efficiency
IT leads this category, winning 6 of 9 comparable metrics.
Profitability & Efficiency
IT delivers a 119.8% return on equity — every $100 of shareholder capital generates $120 in annual profit, vs $13 for SPGI. SPGI carries lower financial leverage with a 0.39x debt-to-equity ratio, signaling a more conservative balance sheet compared to IT's 11.31x. On the Piotroski fundamental quality scale (0–9), SPGI scores 7/9 vs IT's 5/9, reflecting strong financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +119.8% | +12.9% |
| ROA (TTM)Return on assets | +9.5% | +7.9% |
| ROICReturn on invested capital | +33.9% | +9.7% |
| ROCEReturn on capital employed | +23.9% | +12.1% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 7 |
| Debt / EquityFinancial leverage | 11.31x | 0.39x |
| Net DebtTotal debt minus cash | $1.9B | $12.5B |
| Cash & Equiv.Liquid assets | $1.7B | $1.7B |
| Total DebtShort + long-term debt | $3.6B | $14.2B |
| Interest CoverageEBIT ÷ Interest expense | 15.64x | 22.69x |
Total Returns (Dividends Reinvested)
SPGI leads this category, winning 6 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in SPGI five years ago would be worth $11,327 today (with dividends reinvested), compared to $6,527 for IT. Over the past 12 months, SPGI leads with a -14.8% total return vs IT's -65.1%. The 3-year compound annual growth rate (CAGR) favors SPGI at 7.0% vs IT's -20.8% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | -36.3% | -17.2% |
| 1-Year ReturnPast 12 months | -65.1% | -14.8% |
| 3-Year ReturnCumulative with dividends | -50.3% | +22.4% |
| 5-Year ReturnCumulative with dividends | -34.7% | +13.3% |
| 10-Year ReturnCumulative with dividends | +55.1% | +333.2% |
| CAGR (3Y)Annualised 3-year return | -20.8% | +7.0% |
Risk & Volatility
SPGI leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
SPGI is the less volatile stock with a 0.58 beta — it tends to amplify market swings less than IT's 0.94 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. SPGI currently trades 73.1% from its 52-week high vs IT's 33.4% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.94x | 0.58x |
| 52-Week HighHighest price in past year | $451.73 | $579.05 |
| 52-Week LowLowest price in past year | $139.18 | $381.61 |
| % of 52W HighCurrent price vs 52-week peak | +33.4% | +73.1% |
| RSI (14)Momentum oscillator 0–100 | 45.4 | 42.7 |
| Avg Volume (50D)Average daily shares traded | 1.5M | 1.9M |
Analyst Outlook
SPGI leads this category, winning 1 of 1 comparable metric.
Analyst Outlook
Wall Street rates IT as "Hold" and SPGI as "Buy". Consensus price targets imply 29.4% upside for SPGI (target: $548) vs 25.3% for IT (target: $189). SPGI is the only dividend payer here at 0.91% yield — a key consideration for income-focused portfolios.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Buy |
| Price TargetConsensus 12-month target | $189.30 | $548.11 |
| # AnalystsCovering analysts | 18 | 28 |
| Dividend YieldAnnual dividend ÷ price | — | +0.9% |
| Dividend StreakConsecutive years of raises | 2 | 12 |
| Dividend / ShareAnnual DPS | — | $3.83 |
| Buyback YieldShare repurchases ÷ mkt cap | +19.5% | +4.0% |
SPGI leads in 4 of 6 categories (Income & Cash Flow, Total Returns). IT leads in 2 (Valuation Metrics, Profitability & Efficiency).
IT vs SPGI: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is IT or SPGI a better buy right now?
For growth investors, S&P Global Inc.
(SPGI) is the stronger pick with 7. 9% revenue growth year-over-year, versus 3. 7% for Gartner, Inc. (IT). Gartner, Inc. (IT) offers the better valuation at 15. 7x trailing P/E (11. 4x forward), making it the more compelling value choice. Analysts rate S&P Global Inc. (SPGI) a "Buy" — based on 28 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — IT or SPGI?
On trailing P/E, Gartner, Inc.
(IT) is the cheapest at 15. 7x versus S&P Global Inc. at 28. 9x. On forward P/E, Gartner, Inc. is actually cheaper at 11. 4x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Gartner, Inc. wins at 0. 43x versus S&P Global Inc. 's 2. 48x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.
03Which is the better long-term investment — IT or SPGI?
Over the past 5 years, S&P Global Inc.
(SPGI) delivered a total return of +13. 3%, compared to -34. 7% for Gartner, Inc. (IT). Over 10 years, the gap is even starker: SPGI returned +333. 2% versus IT's +55. 1%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — IT or SPGI?
By beta (market sensitivity over 5 years), S&P Global Inc.
(SPGI) is the lower-risk stock at 0. 58β versus Gartner, Inc. 's 0. 94β — meaning IT is approximately 62% more volatile than SPGI relative to the S&P 500. On balance sheet safety, S&P Global Inc. (SPGI) carries a lower debt/equity ratio of 39% versus 11% for Gartner, Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — IT or SPGI?
By revenue growth (latest reported year), S&P Global Inc.
(SPGI) is pulling ahead at 7. 9% versus 3. 7% for Gartner, Inc. (IT). On earnings-per-share growth, the picture is similar: S&P Global Inc. grew EPS 18. 7% year-over-year, compared to -39. 7% for Gartner, Inc.. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — IT or SPGI?
S&P Global Inc.
(SPGI) is the more profitable company, earning 29. 2% net margin versus 11. 2% for Gartner, Inc. — meaning it keeps 29. 2% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: SPGI leads at 42. 2% versus 15. 8% for IT. At the gross margin level — before operating expenses — SPGI leads at 70. 2%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is IT or SPGI more undervalued right now?
The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.
By this metric, Gartner, Inc. (IT) is the more undervalued stock at a PEG of 0. 43x versus S&P Global Inc. 's 2. 48x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, Gartner, Inc. (IT) trades at 11. 4x forward P/E versus 21. 6x for S&P Global Inc. — 10. 2x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for SPGI: 29. 4% to $548. 11.
08Which pays a better dividend — IT or SPGI?
In this comparison, SPGI (0.
9% yield) pays a dividend. IT does not pay a meaningful dividend and should not be held primarily for income.
09Is IT or SPGI better for a retirement portfolio?
For long-horizon retirement investors, S&P Global Inc.
(SPGI) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 58), 0. 9% yield, +333. 2% 10Y return). Both have compounded well over 10 years (SPGI: +333. 2%, IT: +55. 1%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between IT and SPGI?
These companies operate in different sectors (IT (Technology) and SPGI (Financial Services)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.
In terms of investment character: IT is a mid-cap deep-value stock; SPGI is a mid-cap quality compounder stock. SPGI pays a dividend while IT does not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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