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S&P Global Inc (SPGI)

Fair bewertet
Financial ServicesFinancial Data & Stock ExchangesUnited States

Fundamental

74

Kurs

$389.52

Marktkapitalisierung

$116.72B

Teil 1 · Was das Unternehmen wert ist

Übersicht

S&P Global Inc., together with its subsidiaries, provides benchmarks, data, analytics, and workflow solutions in the global capital, energy and commodity, and automotive markets. It operates through four segments: S&P Global Market Intelligence, S&P Global Ratings, S&P Global Energy, and S&P Dow Jones Indices. The S&P Global Market Intelligence segment provides multi-asset-class data and analytics integrated with purpose-built workflow solutions. This segment offers Data, Analytics & Insights, a desktop product suite that provides data, analytics, and third-party research for global finance and corporate professionals; research, reference data, market data, derived analytics, and valuation services; enterprise solutions, such as software and workflow solutions; and credit and risk solutions for selling Ratings' credit ratings and related data and research, analytics, and financial risk solutions. The S&P Global Ratings segment operates as an independent provider of credit ratings, research, and analytics offering investors information and independent benchmarks for their investment and financial decisions as well as access to the capital markets. The S&P Global Energy segment provides information and benchmark prices for the energy and commodity markets. The S&P Dow Jones Indices segment operates as an index provider that maintains various valuation and index benchmarks for investment advisors, wealth managers, and institutional investors. It has operations in the United States, European region, Asia, and internationally. S&P Global Inc. was founded in 1860 and is headquartered in New York, New York.

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Direct competitors

Who this company fights with for the same customers

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Bilanz & Liquidität

Umsatz

$15.73B

Letzte 12 Monate (bis 31.3.2026)

Nettogewinn

$4.78B

Letzte 12 Monate (bis 31.3.2026)

Freier Cashflow

$5.46B

Gesamtes Eigenkapital

$31.13B

Gesamtverbindlichkeiten

$25.05B

Current Ratio

0.68

Zinsdeckungsgrad

22.63

Schulden/EBITDA

1.82

Gewinn je Aktie

Umsatz & Nettogewinn

Freier Cashflow

Ertragsaufschlüsselung

Historische Aufstellung

Margen im Zeitverlauf

Verschuldung im Zeitverlauf

Wie schwer die Schulden wiegen

Wachstumsraster

Wachstum — Umsatz

Innerer-Wert-Schätzung

Allgemeiner FallFair bewertet

Innerer Wert

$390.48

Aktueller Kurs

$389.52

Sicherheitsmarge

+0.2%

Innerer-Wert-Spanne

$288.51 - $492.45

Streubreite zwischen den verwendeten Bewertungsmethoden, kein statistisch kalibriertes Konfidenzintervall.

Bewertungsmethoden

Kursziel der Analysten:$520.30
Diskontierter Cashflow (DCF):$343.29
Gewinnmultiplikator (P/E):$338.58
Graham-Wachstumsformel:$374.18
Ertragskraftwert (EPV):$184.72
Gerechtfertigtes P/B:$183.76
Dividendendiskontierung (Gordon):$61.56
P/FFO, Funds from Operations:$305.41
Gewinn im Zyklusmittel:$205.09
Umsatzmultiplikator:$142.75
Analystenkonsens:Starker Kauf (29B / 5H / 0S)
Letzte Gewinnüberraschung:-0.48%

Bewertungskennzahlen

P/E-Verhältnis

24.95

ROE

14.4%

P/B-Verhältnis

3.75

P/FCF

21.02

Bruttomarge

70.5%

ROIC

10.6%

Rentabilitäts-Radar

Wertschöpfung (Wettbewerbsvorteil)

ROIC

10.6%

WACC

9.4%

ROIC − WACC

+1.1 pp

Der ROIC übersteigt die Kapitalkosten: Das Unternehmen schafft Wert für die Aktionäre.

Fundamentalanalyse-Kriterien

Bestanden (20)

  • EPS shows upward trend
  • EPS CAGR 9.34%
  • Price CAGR 14.98%
  • ROIC 10.6%
  • Gross Margin 70.5%
  • P/FCF 21.02
  • Debt/Equity ratio
  • Operating Margin 43.9%
  • Positive Free Cash Flow
  • CapEx intensity
  • Interest Coverage
  • Debt/EBITDA
  • Return on Tangible Assets
  • ROE 15.5%
  • Revenue Growth 5Y 15.6%
  • Analyst Consensus 85% Buy
  • Earnings Quality (OCF/NI) 1.20
  • Share Dilution -2.2%
  • Net Margin Trend 30.4% vs 27.3%
  • Piotroski F-Score 7/9

Nicht bestanden (7)

  • P/B Ratio 3.75
  • Current Ratio
  • Low reliance on intangibles
  • Price below Graham Number
  • DCF valuation (Overvalued)
  • Earnings Surprise avg 0.8%
  • PEG Ratio 2.75

Nicht verfügbar (1)

  • Dividend Payout NaN%

Piotroski F-Score

7/9

Starke finanzielle Gesundheit

score
criteria

Gewinnqualität

1.20

Hohe Qualität: Gewinne durch Cashflow gedeckt

Aktienverwässerung

-2.2%

Aktienrückkäufe. Aktionärsfreundlich

Institutionelle Beteiligungen

Unternehmensführung

Führungsteam

NamePositionAlter
Ms. Martina L. CheungPresident, CEO & Director49
Mr. Steven Kemps C.P.A.Executive VP & Chief Legal Officer60
Mr. Eric Walter AboafCFO & Executive VP-
Mr. Christopher CraigSenior VP, Controller & Chief Accounting Officer52
Ms. Sally MooreExecutive VP, Chief Client Officer & Co-Head of Market Intelligence Kensho Data & Platforms49
Ms. Christina TwomeyChief Communications Officer44
Mr. Girish GanesanExecutive VP & Chief People Officer44
Mr. David ErnsbergerPresident of S&P Global Energy50
Mr. Yann Le PallecPresident of S&P Global Ratings-
Ms. Catherine R. ClayChief Executive Officer of S&P Dow Jones Indices58

Prüfungsrisiko

2

Vorstandsrisiko

2

Vergütungsrisiko

3

Aktionärsrechterisiko

6

Teil 2 · Der Preis und der Einstiegszeitpunkt

Dieser Teil sagt nicht, ob das Unternehmen etwas taugt: Er hilft bei der Wahl des Kaufzeitpunkts, nachdem die Fundamentaldaten überzeugt haben. Enthalten: technische Analyse, Potenzial, historische Drawdowns, Gamma-Exposure.

Dokumente

  • Jahresbericht (10-K)

    Ein jährlicher Überblick über das Geschäft, die Finanzergebnisse und die Risiken des Unternehmens.

    Eingereicht am 2026-02-11

    Dokument ansehen
  • Quartalsbericht (10-Q)

    Ein Update zur finanziellen Entwicklung der letzten drei Monate.

    Eingereicht am 2026-07-28

    Dokument ansehen
  • Ad-hoc-Meldung (8-K)

    Eine Mitteilung über ein wichtiges Ereignis, etwa einen Führungswechsel oder eine bedeutende Ankündigung.

    Eingereicht am 2026-07-28

    Dokument ansehen

via SEC EDGAR

Ertragshistorie

via SEC EDGAR

Latest News

Recent headlines for SPGI, sourced from Markets Gazette.

  • 11d agoPOSITIVE
    S&P Global Agrees To Acquire Smart Contract Security Firm OpenZeppelin

    S&P Global has announced its agreement to acquire OpenZeppelin, a prominent firm specializing in smart contract security and auditing for blockchain technology. This strategic move by S&P Global, a leading provider of credit ratings, benchmarks, and analytics, signals a significant expansion into the burgeoning digital asset and Web3 ecosystem. The acquisition is expected to bolster S&P Global's capabilities in assessing the security and reliability of decentralized applications and smart contracts, a critical component for institutional adoption of blockchain technology. Investors may view this as a forward-looking strategy to capture value in the evolving financial technology landscape.

  • 14d agoPOSITIVE
    S&P Global to acquire blockchain security platform OpenZeppelin

    S&P Global Inc. has announced its agreement to acquire OpenZeppelin, a prominent blockchain security platform. OpenZeppelin's smart contracts have been instrumental in facilitating over $37 trillion in value transfers, highlighting its significant role in the digital asset ecosystem. This strategic acquisition by S&P Global, a major player in financial information and analytics, is expected to bolster its capabilities in the rapidly evolving blockchain and cryptocurrency security space. Investors may view this move positively, anticipating enhanced service offerings and a stronger competitive position for S&P Global in the digital finance sector.

  • 29d agoNEUTRAL
    S&P Weighs Multibillion-Dollar Spinout of Data Unit CapIQ

    S&P Global is reportedly exploring a multibillion-dollar spinout of its Capital IQ Pro data and research platform. This strategic move could establish Capital IQ Pro as an independent entity, potentially unlocking significant value. While the specifics of the spinout remain undisclosed, such a separation could allow S&P Global to focus on its core credit rating and market intelligence businesses, while Capital IQ Pro could pursue its own growth trajectory. Investors will be watching for further details on the valuation and structure of the potential deal.

  • 7/28/2026POSITIVE
    S&P Acquires Nigerian Rating Agency to Deepen Africa Coverage

    S&P Global Ratings has acquired a majority stake in Agusto & Co., a Nigerian credit rating agency. This strategic move is designed to significantly enhance S&P's presence and analytical capabilities across the African continent, a region identified as having substantial untapped potential and currently underserved by global rating services. The acquisition is expected to bolster S&P's data and insights into African markets, potentially leading to more accurate risk assessments and new product development. For investors, this signals S&P's commitment to emerging markets and could pave the way for increased investment flows into Africa as transparency and data availability improve.

  • 7/28/2026NEGATIVE
    S&P Global’s Shares Drop as Company Misses Profit Estimates

    S&P Global Inc. reported quarterly earnings that missed analyst expectations, primarily impacted by geopolitical events such as the US-Iran War. This conflict has created challenges in increasing contract pricing for its crucial energy data, news, and analysis division. The company's inability to pass on costs effectively suggests potential headwinds in its core business segments, raising concerns for investors about future revenue growth and profitability. The market reaction reflects a cautious outlook on the company's ability to navigate these external pressures.

  • 6/20/2026POSITIVE
    Is AI a Threat to S&P Global? The Answer May Surprise Investors.

    Contrary to investor concerns that Artificial Intelligence (AI) might disrupt its business model, S&P Global Inc. is poised to benefit from the technology. The company, a key provider of credit ratings, benchmarks, and analytics, is integrating AI to enhance its data analysis capabilities and product offerings. This strategic adoption is expected to improve efficiency, generate new revenue streams, and strengthen its competitive position in the financial information services sector. Investors should monitor S&P Global's AI-driven initiatives for potential growth catalysts.

  • 6/10/2026POSITIVE
    Here's How Much You Would Have Made Owning S&P Global Stock In The Last 10 Years

    An analysis of S&P Global Inc. stock performance over the past decade reveals a substantial return for investors. While specific figures are not detailed in the provided snippet, the title implies significant capital appreciation, likely driven by the company's dominant position in credit ratings, benchmarks, and data analytics. This sustained growth suggests a robust business model and effective management, making SPGI a potentially attractive long-term holding for investors seeking exposure to essential financial market infrastructure.

  • 5/18/2026NEUTRAL
    S&P’s Mobility Unit Sells $2 Billion of Notes Pre-Spinoff

    S&P Global Inc.'s mobility unit has successfully issued $2 billion in high-grade notes, a move preceding its planned separation from the parent company. The issuance, priced on Tuesday, indicates strong investor appetite for the unit's debt despite the impending spinoff. This transaction allows the mobility unit to establish its own capital structure and financial independence, potentially paving the way for a smoother transition post-spinoff. For investors, this signals the unit's financial viability and its ability to access capital markets effectively.

via Markets Gazette