S&P Global's transition to a pure-play data and analytics powerhouse, underscored by the Mobility spin-off, positions it for sustained fee-based growth. Revenue expanded 7.9% YoY in 2026Q2, with operating leverage driving margins to 51.2%, while the company ma...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth accelerated to 7.9% YoY in 2026Q2, with operating margin expanding to 51.2% from 42.9% in 2024Q2, reflecting strong operating leverage in a 100% fee-based model.
S&P Global holds a dominant role in the global financial system with high‑margin franchises in data, indices, and credit ratings. Its diversified business lines contribute to a robust free cash flow profile, underpinning consistent revenue generation through subscription models.
The company is projected to grow earnings at a mid‑to‑high teens compound annual growth rate over the next five years, driven by organic growth, margin expansion, and strategic capital deployment. Recent performance shows strong revenue and EPS growth, with continued gains expected through 2026, especially in the accelerated‑growth Market Intelligence segment.
S&P Global has delivered 53 consecutive years of dividend increases and regularly returns capital through buybacks. The stock is now trading below its 10‑year average P/E and P/FCF ratios, suggesting potential undervaluation relative to discounted cash flow models.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 28, 2026 | $4.83+0.4% vs $4.81 | $3.7B-10.1% vs $4.1B |
Q2 2026 Apr 28, 2026 | $4.70+2.6% vs $4.58 | $4.2B+2.1% vs $4.1B |
Q1 2026 Feb 10, 2026 | $4.30-0.7% vs $4.33 | $3.9B+0.2% vs $3.9B |
Q4 2025 Oct 30, 2025 | $4.73+7.0% vs $4.42 | $3.9B+1.5% vs $3.8B |
S&P Global's recurring revenues, AI adoption and productivity gains support growth as rising investment costs and a business reset pressure margins.
Chasing the biggest dividend yields can quietly sabotage long-term income, and three mega-cap businesses with some of the smallest payouts on the market reveal exactly why the math works against most income investors.
The target company specializes in data and information about digital financial assets, such as cryptocurrencies. S&P Global, however, didn't provide key details of its investment.
S&P Global Inc. (SPGI) Presents at Barclays 24th Annual Global Financial Services Conference Transcript
Benchmark SPGI against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for S&P Global Inc. (SPGI)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $402.44 | $118.64B | 27.45 | 8.18% | 29.15% | 12.14% | 0.95% | |
| $469.24 | $81.27B | 34.33 | 9.37% | 34.25% | 76.44% | — | |
| $152.93 | $86.25B | 26.50 | 9.27% | 30% | 13.78% | — | |
| $548.88 | $39.9B | 35.28 | 9.51% | 40.74% | — | — | |
| $4.92 | $83.77M | 65.43 | -30.02% | 7.96% | 22.4% | — | |
| $276.42 | $9.83B | 17.78 | 6% | 23.21% | 26.58% | — |
S&P Global Inc. (SPGI) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
S&P Global Inc. (SPGI) SEC filings — annual & quarterly reports (10-K, 10-Q)
Jul 28, 2026·SEC
Jul 6, 2026·SEC
Jul 2, 2026·SEC
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S&P Global Inc. (SPGI) stock FAQ — growth, dividends, profitability & financials explained
S&P Global Inc. (SPGI) grew revenue by 8.2% over the past year. This is steady growth.
Yes, S&P Global Inc. (SPGI) is profitable, generating $4.92B in net income for fiscal year 2025 (29.2% net margin).
Yes, S&P Global Inc. (SPGI) pays a dividend with a yield of 0.95%. This makes it attractive for income-focused investors.
S&P Global Inc. (SPGI) has a return on equity (ROE) of 12.1%. This is reasonable for most industries.
S&P Global Inc. (SPGI) has a net interest margin (NIM) of -0.5%. NIM has been under pressure due to interest rate environment.
S&P Global Inc. (SPGI) has an efficiency ratio of 28.0%. This is excellent, indicating strong cost control.
