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.
Wall Street analysts forecast SPGI stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for SPGI is 611.40 USD with a low forecast of 540.00 USD and a high forecast of 661.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
17 Analyst Rating
Wall Street analysts forecast SPGI stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for SPGI is 611.40 USD with a low forecast of 540.00 USD and a high forecast of 661.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
16 Buy
1 Hold
0 Sell
Strong Buy
Current: 541.560
Low
540.00
Averages
611.40
High
661.00
Current: 541.560
Low
540.00
Averages
611.40
High
661.00
Goldman Sachs
Buy
maintain
$637 -> $640
2025-12-16
Reason
Goldman Sachs
Price Target
$637 -> $640
2025-12-16
maintain
Buy
Reason
Goldman Sachs raised the firm's price target on S&P Global to $640 from $637 and keeps a Buy rating on the shares. The firm sees structural and cyclical tailwinds driving "healthy" debt issuance volumes and ratings revenue growth over the near-to-medium term.
BMO Capital
Outperform
maintain
$538 -> $546
2025-11-14
Reason
BMO Capital
Price Target
$538 -> $546
2025-11-14
maintain
Outperform
Reason
BMO Capital raised the firm's price target on S&P Global to $546 from $538 and keeps an Outperform rating on the shares after the company's Investor Day. High-level guidance was relatively similar to prior Investor Day, although a bit more conservative in Market Intelligence and Energy while reaffirmed in Ratings and slightly higher in Indices segments, the analyst tells investors in a research note. The event also focused on Chief Client Office, which may help S&P Global operate in a less siloed approach and potentially benefit from upsell/cross-sell and vendor consolidation, the firm added.
JPMorgan
NULL -> Overweight
maintain
$635 -> $615
2025-10-31
Reason
JPMorgan
Price Target
$635 -> $615
2025-10-31
maintain
NULL -> Overweight
Reason
JPMorgan lowered the firm's price target on S&P Global to $615 from $635 and keeps an Overweight rating on the shares. The company reported a Q3 earnings beat and 2025 guidance raise, the analyst tells investors in a research note.
Evercore ISI
Outperform
maintain
$619 -> $629
2025-10-31
Reason
Evercore ISI
Price Target
$619 -> $629
2025-10-31
maintain
Outperform
Reason
Evercore ISI raised the firm's price target on S&P Global to $629 from $619 and keeps an Outperform rating on the shares. The company posted a solid quarter with key insights ahead of the upcoming investor day, which will likely be the main focus for investors seeking updates on growth targets and margins, the analyst tells investors in a research note. The firm added that while the quarter was strong, the spotlight is firmly on the November investor day.
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.
