Investment Opportunities Amid Market Corrections
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 5 days ago
0mins
Should l Buy SPGI?
Source: Fool
- Market Correction Impact: At the start of 2023, broader market weakness led to the S&P 500 and Nasdaq indices briefly falling over 10%, although they have since partially recovered, creating opportunities for investors to buy high-quality companies at lower prices.
- Berkshire Hathaway Buyback: Following Warren Buffett's retirement, Greg Abel has taken over as CEO and announced the resumption of stock buybacks, with shares currently priced at $476.38, down 11% from their 52-week high, indicating a strategic move to repurchase shares at a valuation of 1.4 times book value.
- Progressive Insurance Performance: Despite Progressive's stock declining over 33% in the past two years, its premiums grew by 10% in 2023 and 2024, and the company reported a combined ratio of 85% in the first quarter, showcasing its strong underwriting capabilities.
- S&P Global Market Position: S&P Global holds a 50% share of the U.S. credit ratings market, and despite facing pressures from the software sell-off and potential AI disruptions, its ratings and indices businesses remain strong moats, with the stock priced near its lowest multiple in four years, making it an attractive buy for long-term investors.
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Analyst Views on SPGI
Wall Street analysts forecast SPGI stock price to rise
15 Analyst Rating
14 Buy
1 Hold
0 Sell
Strong Buy
Current: 424.320
Low
546.00
Averages
617.77
High
675.00
Current: 424.320
Low
546.00
Averages
617.77
High
675.00
About SPGI
S&P Global Inc. provides essential intelligence. Its operations consist of five businesses: S&P Global Market Intelligence (Market Intelligence), S&P Global Ratings (Ratings), S&P Global Commodity Insights (Commodity Insights), S&P Global Mobility (Mobility) and S&P Dow Jones Indices (Indices). Market Intelligence is a global provider of multi-asset-class data and analytics integrated with purpose-built workflow solutions. Ratings is an independent provider of credit ratings, research, and analytics, offering investors and other market participants information, ratings and benchmarks. Commodity Insights is an independent provider of information and benchmark prices for the commodity and energy markets. Mobility is a provider of solutions serving the full automotive value chain, including vehicle manufacturers and retailers. Indices is a global index provider that maintains a variety of valuation and index benchmarks for investment advisors, wealth managers and institutional investors.
About the author

Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Wealth Accumulation Support: This initiative, established under the Working Family Tax Cut program, is designed to provide families with tax-advantaged savings and investment opportunities, thereby enhancing long-term economic security and increasing employee satisfaction and loyalty.
- Long-term Corporate Commitment: S&P Global has consistently invested in programs that support employee financial security and work-life balance, and this matching program further solidifies its leadership in employee benefits, likely attracting more top talent to the company.
- Strategic Implications: By implementing such initiatives, S&P Global not only enhances employee financial security but also strengthens its appeal in a competitive market, supporting its ongoing growth in a rapidly changing global economic landscape.
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