SPGI Stock Price & Analysis

S&P Global Inc

SPGI

S&P Global Inc

513.980

+513.980(+0%)6M

SPGI Stock Price Chart

YTD

SPGI Key Stats

High

514.910

Vol

864.04K

Low

505.255

Amount

443.12M

Open

505.760

VWAP

512.85

Mkt Cap

157.63B

EV/EBITDA(TTM)

24.43

SPGI Company Profile

S&P Global Inc. is a provider of credit ratings, benchmarks, analytics and workflow solutions in the global capital, commodity and automotive markets. Its segments include 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). Its Market Intelligence business lines include desktop, data and advisory solutions, enterprise solutions and credit risk solutions. Its Ratings segment provides credit ratings, research, and analytics, offering investors and other market participants information, ratings and benchmarks. Its Commodity Insights provide information and benchmark prices for the commodity and energy markets. Its Mobility segment offers solutions serving the full automotive value chain. Its Indices segment is a global index provider maintaining a variety of valuation and index benchmarks for investment advisors and wealth managers.

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SPGI Why It Moves

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SPGI News Sentiment

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SPGI Technical Analysis

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SPGI Why It Moves

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Should I Buy SPGI

AI-powered analysis to guide your buy, sell, or hold decision for this stock

SPGI News Sentiment

AI uncovers potential trading opportunities based on news sentiment

SPGI Fundamental Analysis

buy

Moderate Buy

Buy

Hold

Sell

High

640.00

Averages

610.21

Low

570.00

Analyst

Rating

Action

Price Target

Date

Rating Reason

Mizuho

Sean Kennedy

Buy

Initiates

$599

2025-03-12

Mizuho

UBS

Alex Kramm

Strong Buy

Maintains

$610 → $640

2025-02-18

BMO Capital

Jeffrey Silber

Buy

Maintains

$576 → $590

2025-02-13

Evercore ISI Group

David Motemeden

Buy

Maintains

$599 → $608

2025-02-12

Wells Fargo

Jason Haas

Buy

Maintains

$617 → $633

2025-02-12

Analyst	Rating	Action	Price Target	Date	Rating Reason

Mizuho Sean Kennedy	Buy	Initiates	$599	2025-03-12	Mizuho
UBS Alex Kramm	Strong Buy	Maintains	$610 → $640	2025-02-18
BMO Capital Jeffrey Silber	Buy	Maintains	$576 → $590	2025-02-13
Evercore ISI Group David Motemeden	Buy	Maintains	$599 → $608	2025-02-12
Wells Fargo Jason Haas	Buy	Maintains	$617 → $633	2025-02-12

SPGI Earnings Analysis

S&P Global Inc Corporation (SPGI.N) Q4 2024 Earnings Conference Call

Positive

EPS Growth Exceeds Guidance: S&P Global reported a 25% growth in adjusted EPS for 2024, exceeding the midpoint of initial guidance by over 13%.
Revenue Increase Overview: Total revenue increased by 15% in 2024, excluding the impact of divested Engineering Solutions, with subscription product revenue growing by 7%.
Shareholder Return Strategy: The company returned $4.4 billion to shareholders in 2024 through dividends and share repurchases, maintaining a target of returning 85% or more of expected adjusted free cash flow in 2025.
Energy Transition Revenue Growth: Energy transition and sustainability revenue grew by 23% to $104 million in Q4 2024, driven by strong performance in Commodity Insights offerings.
Vitality Index Revenue Growth: S&P Global's Vitality Index reached $1.5 billion, representing nearly 11% of total revenue, with a steady stream of innovative offerings expected to replace maturing products.

Negative

Market Intelligence Revenue Slowdown: Market Intelligence revenue growth was only 5% in Q4 2024, indicating a slowdown compared to previous quarters, with cancellations early in the year impacting overall performance.
Operating Margin Decline: Operating margin for Market Intelligence decreased by 160 basis points to 32.6% in Q4 2024, reflecting increased expenses primarily due to elevated incentive compensation.
Rising Adjusted Expenses: Adjusted expenses increased by 9% in Q4 2024, driven by ongoing investments and increased incentive compensation, which negatively impacted overall profitability.
Revenue Decline Concerns: The Vitality Index saw a significant drop in revenue contribution from maturing products, with $330 million in revenue maturing out in 2023, representing nearly 25% of the total index, raising concerns about future revenue replacement.
2025 Billed Issuance Outlook: Guidance for 2025 indicates low single-digit growth in billed issuance, a significant deceleration from the record high levels seen in 2024, suggesting potential challenges ahead.

Positive

EPS Growth Exceeds Guidance: S&P Global reported a 25% growth in adjusted EPS for 2024, exceeding the midpoint of initial guidance by over 13%.
Revenue Increase Overview: Total revenue increased by 15% in 2024, excluding the impact of divested Engineering Solutions, with subscription product revenue growing by 7%.
Shareholder Return Strategy: The company returned $4.4 billion to shareholders in 2024 through dividends and share repurchases, maintaining a target of returning 85% or more of expected adjusted free cash flow in 2025.
Energy Transition Revenue Growth: Energy transition and sustainability revenue grew by 23% to $104 million in Q4 2024, driven by strong performance in Commodity Insights offerings.
Vitality Index Revenue Growth: S&P Global's Vitality Index reached $1.5 billion, representing nearly 11% of total revenue, with a steady stream of innovative offerings expected to replace maturing products.

Negative

Market Intelligence Revenue Slowdown: Market Intelligence revenue growth was only 5% in Q4 2024, indicating a slowdown compared to previous quarters, with cancellations early in the year impacting overall performance.
Operating Margin Decline: Operating margin for Market Intelligence decreased by 160 basis points to 32.6% in Q4 2024, reflecting increased expenses primarily due to elevated incentive compensation.
Rising Adjusted Expenses: Adjusted expenses increased by 9% in Q4 2024, driven by ongoing investments and increased incentive compensation, which negatively impacted overall profitability.
Revenue Decline Concerns: The Vitality Index saw a significant drop in revenue contribution from maturing products, with $330 million in revenue maturing out in 2023, representing nearly 25% of the total index, raising concerns about future revenue replacement.
2025 Billed Issuance Outlook: Guidance for 2025 indicates low single-digit growth in billed issuance, a significant deceleration from the record high levels seen in 2024, suggesting potential challenges ahead.

SPGI News

8.5

04-01Newsfilter

PinnedS&P Global Market Intelligence's Annual Private Equity and Venture Capital Outlook Indicates Optimism Amid Macroeconomic Caution

3.0

04-02Newsfilter

S&P Global Schedules First Quarter 2025 Earnings Announcement and Conference Call for Tuesday, April 29, 2025

2.0

04-01NASDAQ.COM

JPMorgan US Quality Factor ETF Experiences Big Outflow

2.0

03-31NASDAQ.COM

SPGI Crosses Below Key Moving Average Level

3.0

03-31NASDAQ.COM

Martin Zweig Detailed Fundamental Analysis - SPGI

SPGI FAQs

Should I buy or sell SPGI Stock?

Based on the analysis of SPGI's technical indicators, fundamental strength, and market sentiment, the stock presents a compelling buy opportunity. The RSI indicates the stock is not overbought, and the Stochastic Oscillator suggests potential overselling, which could lead to a rebound. The stock's price is above key Fibonacci support levels, and the MACD, while negative, shows slowing bearish momentum. Fundamentally, SPGI's strong financials, high operating margin, and status as a Dividend King with a long history of dividend growth support its stability. Analysts' "Strong Buy" rating and the stock's position in a resilient industry further reinforce its positive outlook. Therefore, the recommendation is to buy SPGI stock.

Buy SPGI stock as it offers a combination of stability, growth potential, and positive market sentiment.