S&P Global Inc. (SPGI) AI Stock Analysis

S&P Global Inc., along with its subsidiaries, is a leading provider of credit ratings, benchmarks, analytics, and workflow solutions across global capital, commodity, and automotive markets. Operating through six distinct divisions, the company offers a comprehensive range of services tailored to meet the diverse needs of investors, institutions, and corporations worldwide. Its S&P Global Ratings division acts as an independent authority in credit ratings, research, and analytics. The S&P Dow Jones Indices division maintains valuation and index benchmarks. Additional divisions include S&P Global Commodity Insights, S&P Global Market Intelligence, S&P Global Mobility, and S&P Global Engineering Solutions.

Revenue increased from $8.30B in FY2021 to $11.18B in FY2022, $12.50B in FY2023, $14.21B in FY2024, and $15.34B in FY2025, reflecting a 5-year revenue CAGR of 15.6%. Revenue growth was 7.9% in FY2025, down from 13.7% in FY2024. Operating margin stood at 42.2% in FY2025 with net income of $4.47B and diluted EPS of $17.83. Free cash flow was $5.46B in FY2025 compared to $5.57B in FY2024. For the latest quarter ended June 30, 2026, quarterly revenue growth was 10.4% year-over-year, and quarterly earnings growth was 17.7%. Trailing twelve-month revenue reached $16.12B with a profit margin of 30.5%.

As of June 30, 2026, S&P Global held $4.14B in cash and short-term investments against total debt of $15.75B, leaving net debt at $11.61B. Total assets stood at $62.91B and shareholders' equity was $31.62B, resulting in a debt-to-equity ratio of 0.50 and a current ratio of 0.95. In FY2025, the company generated $5.65B in operating cash flow and deployed $195.0M toward capital expenditures, $5.00B to share buybacks, and $1.17B to dividends paid.

SPGI trades at a trailing P/E of 26.1x and a forward P/E of 19.9x, compared to median metrics of 14.2x and 12.2x for its S&P 500 Financial Services peers. The stock's price-to-sales multiple is 7.9x and EV-to-EBITDA is 21.9x, above the peer medians of 3.1x and 15.1x, respectively. Over the past year, SPGI fell 2.9%, trailing the S&P 500 return of 16.8%. Over five years, the stock gained 6.7%, while the S&P 500 gained 83.0%.

S&P Global pays an annual forward dividend of $3.88 per share, offering a dividend yield of 0.90% with a payout ratio of 19.7%. Dividends are distributed quarterly and have been paid for 42 consecutive years. The 5-year annualized dividend growth rate is 7.5%, and the last ex-dividend date was November 25, 2026.

Wall Street analysts hold 17 Strong Buy, 6 Buy, and 1 Hold ratings on SPGI. The mean price target is $514.05, which is 19.6% above the last close of $429.64. For the current fiscal year ending December 31, 2026, analysts estimate EPS of $17.88 on revenue of $14.84B. For the next fiscal year, 24 analysts estimate EPS of $20.17 and revenue of $15.56B. S&P Global beat EPS estimates in 3 of the last 4 quarters, and its next earnings date is October 27, 2026.

This page is an AI-written research summary of S&P Global Inc. (SPGI). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: SPGI income statement, SPGI balance sheet, SPGI key metrics, SPGI analyst forecast, SPGI chart. See the SPGI stock overview for the latest quote and news.