SPGI's earnings base appears overwhelmingly fee-driven, with non-interest income running at roughly 102% of total revenue across the ten reported quarters, and diluted EPS rising from $2.85 in 2024Q4 to $4.69 in 2026Q1, suggesting meaningful operating momentum.
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Quarterly EPS rose from $2.85 to $4.69 over the period and the efficiency ratio compressed from about 33% to 19%, but the reported provision line of roughly $947 million to $1.1 billion warrants definitional review before these gains can be treated as durable.
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 11/7/2026, 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) |
|---|---|---|
Q4 2026Latest Oct 27, 2026 | $4.58+3.4% vs $4.43 | $3.7B+1.0% vs $3.6B |
Q3 2026 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 |
NEW YORK, Nov. 6, 2026 /PRNewswire/ -- James Hardie Industries plc. (NYSE: JHX) will replace Roku Inc. (NASD: ROKU) in the S&P MidCap 400 effective prior to the opening of trading on Wednesday, November 11.
Mastercard operates a global payments network with nearly 40,000 employees and reaches more than 220 countries. S&P Global serves as a critical infrastructure provider by offering credit ratings and benchmarks for the global capital markets.
We seek to purchase our target companies at share prices that incorporate a margin of safety. We estimate that the companies in PSH's investment portfolio will have average annual EPS growth of about 20% over the next three to five years. Our companies also have higher profit margins, better returns on capital, more favorable competitive positioning, and, in our view, more capable management teams than the average company in the S&P 500.
Bank Julius Baer and Co. Ltd Zurich reduced its position in S&P Global Inc. (NYSE: SPGI) by 11.1% during the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 149,878 shares of the business services provider's stock after selling 18,743 shares during the
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 |
|---|---|---|---|---|---|---|---|
| $467.80 | $137.91B | 27.36 | 8.18% | 31.99% | 14.88% | 0.82% | |
| $505.67 | $87.58B | 30.40 | 9.37% | 36.16% | 82.81% | 0.77% | |
| $172.27 | $97.15B | 23.37 | 9.27% | 33.78% | 14.05% | 1.12% | |
| $641.01 | $46.6B | 33.49 | 9.51% | 43.87% | — | 1.12% | |
| $4.48 | $76.27M | 59.57 | -30.02% | — | — | — | |
| $327.89 | $11.66B | 21.86 | 6.89% | 22.28% | 25.61% | 1.37% |
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)
Oct 27, 2026·SEC
Oct 23, 2026·SEC
Jul 28, 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 6.0% over the trailing twelve months, compared with the twelve months before.
Yes. S&P Global Inc. (SPGI) earned $4.99B in net income over the trailing twelve months (a 32.0% net margin).
Yes. S&P Global Inc. (SPGI) pays a dividend that yields 0.82% at the current price, a small yield.
S&P Global Inc. (SPGI) had a return on equity (ROE) of 14.9% over the trailing twelve months. That is in line with the market's typical 10-15%.
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 28.5%. This is excellent, indicating strong cost control.
