Three Stocks Charlie Munger Would Buy Now
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 21 2026
0mins
Should l Buy SPGI?
Source: Fool
- S&P Global's Resilience: With a market cap of $127 billion and a current price of $424.43, S&P Global's 65% gross margin and 43% operating margin highlight its strong profitability, making it attractive even with a P/E ratio of 29, close to the market average.
- Fair Issac's Profitability: Fair Issac boasts an impressive 83% gross margin and a staggering 394% increase in free cash flow over the past decade, now at $718 million, despite a P/E ratio of 44, which is above the market average, its current price of $1,126.34 presents a compelling investment opportunity.
- Home Depot's Market Position: As a leader in the home improvement sector, Home Depot has a market cap of $319 billion, and its current price of $320.75 is near a 52-week low; however, its stable 32% gross margin and over $2 billion in quarterly free cash flow demonstrate strong financial fundamentals.
- Investor Opportunities: In the current market environment, Charlie Munger would likely advise investors to consider S&P Global, Fair Issac, and Home Depot, particularly as their stock prices are at relatively low levels, showcasing long-term investment potential.
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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: 406.240
Low
546.00
Averages
617.77
High
675.00
Current: 406.240
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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CERAWeek Insights: Executives from major oil companies shared their perspectives on the situation during the S&P Global annual energy conference held in Houston.
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