Orin
SPGINYSE·Financial - Data & Stock Exchanges

S&P Global Inc. SPGI

Market cap $120.3BP/E 24.7× trailingGross margin 70.9%Reports Thu 29 Oct, before the open
$408.10
+1.60 (+0.39%)live 09:35 ET
52-wk $361.03 – $522.47
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Orin's take
0.62conviction · moderate
Refreshed 16 Aug · take v8. A new filing or a print queues the next refresh.

S&P Global's fundamentals remain compelling — FY2025 revenue grew 8% to $15.34B with diluted EPS up 18.7% to $14.66 and $5.46B in free cash flow — but the stock trades 7.3% below its 200-day MA at $451.78 with a negative MACD histogram of -0.28, signaling unresolved downtrend pressure. At 25.5x trailing earnings, SPGI trades at an ~8% discount to the peer median P/E of 27.7x, yet net insider dispositions of $14.4M over 24 months and a declining smart money score from 0.137 to 0.099 temper conviction.

The expanded Microsoft 365 Copilot collaboration is a genuine AI-monetization catalyst, but the technical and flow signals argue for patience before adding exposure.

What could go wrong

  • Debt buildup. Total debt rose from $11.93B in FY2024 to $14.2B in FY2025, a 19% increase that could pressure balance-sheet flexibility if rates remain elevated.
  • Technical breakdown. Stock at $418.80 sits below its 200-day MA of $451.78 with negative MACD histogram; a failure to reclaim the 50-day MA at $416.13 could accelerate selling.
  • Institutional outflows. Assenagon cut its SPGI stake by 90.6% in Q2 2026, and the smart money score has declined from 0.1366 in Q4 2025 to 0.0985 in Q1 2026.
  • Cyclical ratings headwind. A slowdown in debt issuance activity would directly pressure the Ratings division, the highest-margin and most visible revenue driver.

What would change my mind

Reclaim of 200-day MA. Stock closes above $451.78 on volume, confirming trend reversal and removing overhead resistancebullish
AI/data monetization traction. Microsoft Copilot integration or similar partnerships produce quantifiable revenue contribution in upcoming quarterly resultsbullish
Break below 50-day MA support. Stock closes decisively below $416.13 with rising volume, confirming downtrend continuationbearish
Ratings issuance slowdown. Quarterly revenue growth in the Ratings division decelerates below 5% YoY, signaling cyclical headwinds in the core franchisebearish

Where this comes from: FMP TTM fundamentals · FMP TTM fundamentals · FMP TTM fundamentals · FMP TTM fundamentals. Orin's read on SPGI; not advice.

Twelve months actual closes to 2026-09-23 · actual filings

Sept 25Nov 25Jan 26Mar 26May 26Jul 26

50-day average 200-day average · volume below

Largest holders · 13F Q2 2026

Money flow
FilerPositionOf fund
Vanguard Capital Management$7.9B0.2% of fund
State Street$5.9B0.2% of fund
Morgan Stanley$3.0B0.2% of fund
Geode Capital Management$2.8B0.1% of fund
Vanguard Portfolio Management$2.6B0.1% of fund
Wellington Management Group Llp$2.2B0.4% of fund

154 filers · quarter ended Q2 2026 · positions, not flows

Insiders, last 24 months: 186 Form 4 filings, net −$14.4M. Of the 50 on hand, 1 was an open-market purchase and 0 sales— the rest are grants, option exercises and tax withholding.

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Where it trades

vs its own 5y · Financial Services
MetricNowOwn medianSector
P/E24.7×37.6×21.6×
EV/EBITDA16.0×24.4×
P/S7.43×10.92×
P/B3.8×4.7×

Its P/E sits below all 5 of the last 5 years (−2.11σ from its own mean).

What the price assumes

9.0%

free-cash-flow growth every year for 10 years, discounted at 10%, is what today’s price implies — starting from $5.5B of trailing free cash flow. It is an assumption the market is making, not a forecast Orin is making.

What Wall Street published

28 firms · 2026-09-23
Consensus target

$512

$505$521 · +26% against today's price

How they rate it
  • 24 buy or overweight
  • 4 hold
  • 0 underweight or sell

The analysts’ consensus and their own ratings, not Orin’s. A target is a twelve-month opinion published by the firm that wrote it.

Against the companies it is compared to

median P/E 25.0× of 5 peers
CompanyMarket capP/EEV/EBITDAGrossNetROE
SPGIS&P Global Inc.$120B24.7×16.0×70.9%30.5%15%
BACBank of America Corporation$397B12.7×24.1×59.3%17.2%11%
BLKBlackRock, Inc.$164B25.0×15.8×55.7%24.1%12%
COFCapital One Financial Corporation$120B12.1×5.0×66.2%13.4%9%
IBKRInteractive Brokers Group, Inc.$158B36.2×14.2×93.3%10.1%21%
MCOMoody's Corporation$82B30.0×22.0×71.9%34.3%80%

The median is of the 5 peers listed above and nothing else — check it against the column. This company trades 1.1% below it. The peer set is the vendor’s, so a company can appear here that a person would not have chosen.

What it has traded at

P/E by fiscal year
FY15 23.1×FY25 35.6×

What its sector has traded at

Financial Services
FY14 29.6×FY26 23.9×

Two scales, drawn separately on purpose: a sector median and one company’s multiple are not the same number and putting them on one axis invites a comparison neither series supports.

Discounted cash flow

not recomputed since
ModelFair valueAgainstComputed
Standard DCF$281$427.68 · −34%2026-06-10
Levered DCF$249$427.68 · −42%2026-06-10

The vendor’s intrinsic-value models. Treat them as a low-growth anchor — for a fast grower the market routinely pays well above a DCF. These were computed against the price in the “against” column, not today’s.

Every estimate on one scale

price $408.10
52-week range$361 – $522
Analyst targets$505 – $521
Standard DCF$281 as of 2026-06-10, when it was $427.68
Levered DCF$249 as of 2026-06-10, when it was $427.68
At own 5y-median P/E (38×)$617
At 5y P/E range (33–53×)$537 – $878
At sector P/E (22×)$354

The vertical rule is the current price. Ranges and point estimates are the backend’s, published as they were calculated; an arrow means the estimate sits beyond this scale, and its number is on the right.