Has S&P Global's Move into Environmental Data Changed Its Actual Worth in 2025?
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 30 2025
0mins
Should l Buy SPGI?
Source: Yahoo Finance
Stock Performance: S&P Global's stock has seen a slight increase of 1.1% in the last week and 1.5% over the past month, but it is down 3.8% over the past year, with recent expansions and acquisitions influencing its valuation.
Valuation Analysis: The company scores 1 out of 6 on valuation checks, indicating it is currently viewed as overvalued by 59.2% based on the Excess Returns model, which assesses its ability to generate profits above its cost of equity.
PE Ratio Insights: S&P Global's current PE ratio of 35.8x is significantly higher than industry averages, suggesting it is overvalued compared to its calculated Fair Ratio of 18.2x, which considers company-specific growth and risk factors.
Investment Narratives: Investors can create personalized Narratives to assess S&P Global's future value based on their forecasts, with varying opinions on fair value ranging from $350 to $700 per share, reflecting differing outlooks on the company's 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: 436.790
Low
546.00
Averages
617.77
High
675.00
Current: 436.790
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.
S&P Global to Announce Q1 Earnings on April 28
- Earnings Announcement Date: S&P Global (SPGI) is set to release its Q1 2023 earnings on April 28 before market open, with a consensus EPS estimate of $4.82, reflecting a 10.3% year-over-year growth, indicating ongoing potential for profitability.
- Revenue Expectations: The anticipated revenue for Q1 is $4.07 billion, representing a 7.7% year-over-year increase, which highlights the company's positive performance in market demand and business expansion, potentially reinforcing its leadership in the financial information services sector.
- Historical Performance Review: Over the past two years, SPGI has beaten EPS estimates 88% of the time and revenue estimates 100% of the time, showcasing the company's strong capabilities in financial forecasting and market performance, thereby boosting investor confidence.
- Expectation Revision Dynamics: In the last three months, EPS estimates have seen 14 downward revisions with no upward adjustments, while revenue estimates experienced 7 upward and 7 downward revisions, indicating a cautious market sentiment regarding future profitability.
See More
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- S&P Global's Analyst Update: S&P Global has raised the price target for Jefferies from $500 to $535.
- Market Implications: This adjustment reflects a positive outlook on Jefferies' performance and potential growth in the financial sector.
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- Spotify User Growth: Morgan Stanley analysts predict that Spotify will surpass 300 million paid users ahead of its next earnings report, driven by continuous innovation in interactive features and an upcoming investor day that will provide the company an opportunity to showcase product improvements, thereby enhancing user engagement and market competitiveness.
- S&P Global Rating Maintained: Although Morgan Stanley lowered its price target for S&P Global from $580 to $556, analysts remain bullish on its unique position in the information services sector, believing that its diversified portfolio and capital return capabilities will drive stock price increases, with shares rising over 6% in the past month.
- Warner Music Group Outlook Positive: Morgan Stanley raised its price target for Warner Music Group to $38, with analysts asserting that the company’s concentrated ownership of music intellectual property in Western markets indicates undervaluation, and they expect revenue and earnings to accelerate, leading to a stock price increase of over 22% in the past month.
- Datadog Strong Business Momentum: Morgan Stanley highlighted that Datadog is entering its earnings report with strong core business momentum, projecting a 30% growth in Q1 and upward revisions for Q2 and FY26, indicating an attractive setup for the company in the current market environment.
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- Global Energy Supply Disruption: The Strait of Hormuz is one of the world's most crucial waterways, previously facilitating 20% of global oil supplies and 20% of liquefied natural gas daily; its closure has severely limited the supply of energy and other commodities, increasing the risk of a recession in the future.
- Slow Oil Production Recovery: Even if the Strait of Hormuz reopens, it is estimated that it could take up to seven months for oil fields to resume full production, with many countries halting oil production due to lack of storage capacity, further delaying global economic recovery.
- Importance of Emergency Reserves: Countries have prepared for such risks by maintaining emergency oil stockpiles, such as the International Energy Agency's requirement for member countries to hold 90 days' worth of imports, akin to personal emergency funds that provide necessary support during crises.
- Pipeline Construction to Bypass the Strait: Countries like Saudi Arabia and the UAE have invested in pipelines to bypass the Strait of Hormuz, with Saudi's East-West Pipeline expanded to 7 million barrels per day; while this cannot fully offset the closure's impact, it still generates some revenue for these nations, mitigating economic losses.
See More
Impact of Strait of Hormuz Closure on Global Economy
- Energy Supply Disruption: The closure of the Strait of Hormuz disrupts 20% of global oil supplies and 20% of liquefied natural gas exports daily, causing energy prices to spike and potentially leading to broader inflation, increasing the risk of a global recession.
- Production Recovery Delays: Research from S&P Global indicates that it could take up to seven months for oil fields to resume full production, and even if the Strait reopens, the time required for oil transportation and refining will further delay economic recovery.
- Importance of Emergency Reserves: Countries are maintaining emergency oil stockpiles, such as the U.S. Strategic Petroleum Reserve, to mitigate supply crises, with the International Energy Agency requiring non-net-exporting countries to hold 90 days' worth of imports, functioning as a financial safety net during crises.
- Strategic Significance of Pipeline Construction: Countries like Saudi Arabia and the UAE are expanding pipelines (e.g., Saudi's East-West Pipeline and Abu Dhabi Crude Oil Pipeline) to bypass the Strait, which, while not fully offsetting the closure's impact, still generates some revenue, highlighting the importance of proactive investments.
See More
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- Meeting Schedule: S&P Global will hold its Annual Shareholders Meeting on May 20, 2026, at 8:30 a.m. (EDT) in a virtual format, enhancing accessibility and participation for all shareholders.
- Voting Process: Shareholders are required to log in 15 minutes prior to the meeting and use their unique 15-digit control number to vote or submit questions, ensuring a smooth process and active engagement from shareholders.
- Leadership Remarks: The meeting will be presided over by independent Chair Lord Ian Livingston, with CEO Martina Cheung delivering remarks and leading the Q&A session, where forward-looking information is expected to be discussed, bolstering shareholder confidence in the company's future.
- Information Access: Shareholders and guests can attend the meeting online via a designated link, and a webcast replay will be available within 24 hours post-meeting, ensuring transparency and information sharing for those unable to attend in real-time.
See More
S&P Global to Announce Q1 Earnings on April 28
- Earnings Announcement Date: S&P Global (SPGI) is set to release its Q1 2023 earnings on April 28 before market open, with a consensus EPS estimate of $4.82, reflecting a 10.3% year-over-year growth, indicating ongoing potential for profitability.
- Revenue Expectations: The anticipated revenue for Q1 is $4.07 billion, representing a 7.7% year-over-year increase, which highlights the company's positive performance in market demand and business expansion, potentially reinforcing its leadership in the financial information services sector.
- Historical Performance Review: Over the past two years, SPGI has beaten EPS estimates 88% of the time and revenue estimates 100% of the time, showcasing the company's strong capabilities in financial forecasting and market performance, thereby boosting investor confidence.
- Expectation Revision Dynamics: In the last three months, EPS estimates have seen 14 downward revisions with no upward adjustments, while revenue estimates experienced 7 upward and 7 downward revisions, indicating a cautious market sentiment regarding future profitability.
See More
S&P GLOBAL INC: JEFFERIES INCREASES TARGET PRICE TO $535, UP FROM $500
- S&P Global's Analyst Update: S&P Global has raised the price target for Jefferies from $500 to $535.
- Market Implications: This adjustment reflects a positive outlook on Jefferies' performance and potential growth in the financial sector.
See More
Morgan Stanley Sees Attractive Upside in Multiple Stocks Ahead of Earnings
- Spotify User Growth: Morgan Stanley analysts predict that Spotify will surpass 300 million paid users ahead of its next earnings report, driven by continuous innovation in interactive features and an upcoming investor day that will provide the company an opportunity to showcase product improvements, thereby enhancing user engagement and market competitiveness.
- S&P Global Rating Maintained: Although Morgan Stanley lowered its price target for S&P Global from $580 to $556, analysts remain bullish on its unique position in the information services sector, believing that its diversified portfolio and capital return capabilities will drive stock price increases, with shares rising over 6% in the past month.
- Warner Music Group Outlook Positive: Morgan Stanley raised its price target for Warner Music Group to $38, with analysts asserting that the company’s concentrated ownership of music intellectual property in Western markets indicates undervaluation, and they expect revenue and earnings to accelerate, leading to a stock price increase of over 22% in the past month.
- Datadog Strong Business Momentum: Morgan Stanley highlighted that Datadog is entering its earnings report with strong core business momentum, projecting a 30% growth in Q1 and upward revisions for Q2 and FY26, indicating an attractive setup for the company in the current market environment.
See More
Impact of Strait of Hormuz Closure on Global Economy
- Global Energy Supply Disruption: The Strait of Hormuz is one of the world's most crucial waterways, previously facilitating 20% of global oil supplies and 20% of liquefied natural gas daily; its closure has severely limited the supply of energy and other commodities, increasing the risk of a recession in the future.
- Slow Oil Production Recovery: Even if the Strait of Hormuz reopens, it is estimated that it could take up to seven months for oil fields to resume full production, with many countries halting oil production due to lack of storage capacity, further delaying global economic recovery.
- Importance of Emergency Reserves: Countries have prepared for such risks by maintaining emergency oil stockpiles, such as the International Energy Agency's requirement for member countries to hold 90 days' worth of imports, akin to personal emergency funds that provide necessary support during crises.
- Pipeline Construction to Bypass the Strait: Countries like Saudi Arabia and the UAE have invested in pipelines to bypass the Strait of Hormuz, with Saudi's East-West Pipeline expanded to 7 million barrels per day; while this cannot fully offset the closure's impact, it still generates some revenue for these nations, mitigating economic losses.
See More
Impact of Strait of Hormuz Closure on Global Economy
- Energy Supply Disruption: The closure of the Strait of Hormuz disrupts 20% of global oil supplies and 20% of liquefied natural gas exports daily, causing energy prices to spike and potentially leading to broader inflation, increasing the risk of a global recession.
- Production Recovery Delays: Research from S&P Global indicates that it could take up to seven months for oil fields to resume full production, and even if the Strait reopens, the time required for oil transportation and refining will further delay economic recovery.
- Importance of Emergency Reserves: Countries are maintaining emergency oil stockpiles, such as the U.S. Strategic Petroleum Reserve, to mitigate supply crises, with the International Energy Agency requiring non-net-exporting countries to hold 90 days' worth of imports, functioning as a financial safety net during crises.
- Strategic Significance of Pipeline Construction: Countries like Saudi Arabia and the UAE are expanding pipelines (e.g., Saudi's East-West Pipeline and Abu Dhabi Crude Oil Pipeline) to bypass the Strait, which, while not fully offsetting the closure's impact, still generates some revenue, highlighting the importance of proactive investments.
See More
S&P Global Announces 2026 Virtual Annual Shareholders Meeting
- Meeting Schedule: S&P Global will hold its Annual Shareholders Meeting on May 20, 2026, at 8:30 a.m. (EDT) in a virtual format, enhancing accessibility and participation for all shareholders.
- Voting Process: Shareholders are required to log in 15 minutes prior to the meeting and use their unique 15-digit control number to vote or submit questions, ensuring a smooth process and active engagement from shareholders.
- Leadership Remarks: The meeting will be presided over by independent Chair Lord Ian Livingston, with CEO Martina Cheung delivering remarks and leading the Q&A session, where forward-looking information is expected to be discussed, bolstering shareholder confidence in the company's future.
- Information Access: Shareholders and guests can attend the meeting online via a designated link, and a webcast replay will be available within 24 hours post-meeting, ensuring transparency and information sharing for those unable to attend in real-time.
See More
