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Upturn AI SWOT - About
SPGI 
S&P Global Inc (SPGI)
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Upturn Advisory Summary
02/25/2025: SPGI (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit 0.28% | Avg. Invested days 37 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 02/25/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 155.83B USD | Price to earnings Ratio 41.14 | 1Y Target Price 608.39 |
Price to earnings Ratio 41.14 | 1Y Target Price 608.39 | ||
Volume (30-day avg) 1360170 | Beta 1.2 | 52 Weeks Range 404.65 - 544.41 | Updated Date 04/1/2025 |
52 Weeks Range 404.65 - 544.41 | Updated Date 04/1/2025 | ||
Dividends yield (FY) 0.76% | Basic EPS (TTM) 12.35 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 27.11% | Operating Margin (TTM) 38.98% |
Management Effectiveness
Return on Assets (TTM) 5.99% | Return on Equity (TTM) 11.02% |
Valuation
Trailing PE 41.14 | Forward PE 29.5 | Enterprise Value 166072523058 | Price to Sales(TTM) 10.97 |
Enterprise Value 166072523058 | Price to Sales(TTM) 10.97 | ||
Enterprise Value to Revenue 11.69 | Enterprise Value to EBITDA 24.5 | Shares Outstanding 306683008 | Shares Floating 307082826 |
Shares Outstanding 306683008 | Shares Floating 307082826 | ||
Percent Insiders 0.18 | Percent Institutions 90.68 |
Analyst Ratings
Rating 4.48 | Target Price 580.68 | Buy 7 | Strong Buy 14 |
Buy 7 | Strong Buy 14 | ||
Hold 1 | Sell 1 | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
S&P Global Inc
Company Overview
History and Background
S&P Global Inc. traces its origins back to 1860 with the publication of 'History of Railroads and Canals in the United States'. Standard & Poor's was formed in 1941 through the merger of Standard Statistics Bureau and Poor's Publishing. Over time, it expanded through acquisitions and organic growth, evolving into a global provider of ratings, benchmarks, analytics, and data.
Core Business Areas
- S&P Global Ratings: Provides credit ratings, research, and analytics to investors and issuers.
- S&P Global Market Intelligence: Offers financial data, research, and analytics to investment professionals, corporations, and universities.
- S&P Dow Jones Indices: Creates and licenses indices, including the S&P 500 and the Dow Jones Industrial Average.
- S&P Global Commodity Insights: Delivers pricing benchmarks, news, and analytics for the energy and commodities markets (formerly known as Platts).
- S&P Global Mobility: Provides intelligence and forecasts for the automotive industry.
Leadership and Structure
S&P Global is led by Douglas L. Peterson (President and CEO). The company operates with a divisional structure, with each business segment having its own leadership team. It is overseen by a Board of Directors.
Top Products and Market Share
Key Offerings
- S&P 500 Index: A leading benchmark of U.S. equity performance, tracked by trillions of dollars in investment assets. Competitors include the Russell 1000 Index (FTSE Russell) and the MSCI USA Index (MSCI). S&P Dow Jones Indices holds a strong market share in index provision.
- Credit Ratings: S&P Global Ratings assesses the creditworthiness of companies and governments, influencing borrowing costs and investment decisions. Competitors include Moody's (MCO) and Fitch Ratings (Fitch Group). S&P Global Ratings, Moody's and Fitch Ratings share ~95% of the total market share.
- Capital IQ Pro: Provides financial data, analytics, and workflow tools for investment professionals. Competitors include FactSet (FDS) and Bloomberg (private). The current market share for S&P Cap IQ Pro is 20% with 100,000+ users.
Market Dynamics
Industry Overview
The financial information and analytics industry is driven by the increasing demand for data-driven insights and risk management tools. The industry is competitive, with established players and emerging technology companies vying for market share.
Positioning
S&P Global Inc. is a leader in its industry, with a strong brand reputation and a comprehensive suite of products and services. Its competitive advantages include its global reach, its extensive data assets, and its established relationships with clients.
Total Addressable Market (TAM)
The TAM for financial information and analytics is estimated to be over $100 billion. S&P Global is positioned to capture a significant portion of this market due to its broad product portfolio, brand reputation and extensive reach.
Upturn SWOT Analysis
Strengths
- Strong brand reputation
- Global reach
- Comprehensive product portfolio
- Extensive data assets
- Established client relationships
Weaknesses
- Dependence on financial market conditions
- Potential for regulatory scrutiny
- Integration risk from acquisitions
- Sensitivity to cyber security breaches
Opportunities
- Growth in emerging markets
- Increasing demand for ESG data and analytics
- Expansion into new product areas (e.g., alternative data)
- Technological advancements (e.g., AI, machine learning)
Threats
- Economic downturns
- Increased competition
- Regulatory changes
- Cybersecurity threats
- Disruptive technologies
Competitors and Market Share
Key Competitors
- MCO
- FDS
- BBG (private)
- ICE
Competitive Landscape
S&P Global benefits from its strong brand and comprehensive data. Competitors such as Moody's offer similar services but S&P Global has a broader suite of services. FactSet focuses more on analytics, while Bloomberg offers a wide range of financial information and trading tools.
Major Acquisitions
IHS Markit
- Year: 2022
- Acquisition Price (USD millions): 44000
- Strategic Rationale: Acquisition to create a leading information services provider with comprehensive data and analytics across multiple industries.
Growth Trajectory and Initiatives
Historical Growth: S&P Global has historically grown through a combination of organic growth and acquisitions. Its performance is closely tied to the overall health of the global economy and financial markets.
Future Projections: Future growth projections vary depending on analyst estimates. Key drivers of future growth include demand for data and analytics, expansion into new markets, and product innovation.
Recent Initiatives: Recent initiatives include investments in technology, acquisitions of complementary businesses, and expansion of its ESG offerings.
Summary
S&P Global is a strong player in the financial information and analytics industry. It is well-positioned to benefit from increasing demand for data-driven insights. However, the company faces risks from economic downturns, increased competition, and cybersecurity threats. S&P Global's financial rating and market position suggest long-term growth potential.
Similar Companies
BLK
BlackRock Inc
BLK
BlackRock Inc
CME
CME Group Inc
CME
CME Group Inc
FDS
FactSet Research Systems Inc
FDS
FactSet Research Systems Inc
ICE
Intercontinental Exchange Inc
ICE
Intercontinental Exchange Inc
MCO
Moodys Corporation
MCO
Moodys Corporation
MSCI
MSCI Inc
MSCI
MSCI Inc
Sources and Disclaimers
Data Sources:
- Company Filings (10-K, 10-Q)
- Investor Presentations
- Analyst Reports
- Market Research Reports
- Company Website
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Investment decisions should be made based on individual circumstances and consultation with a qualified financial advisor. Data accuracy is not guaranteed.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About S&P Global Inc
Exchange NYSE | Headquaters New York, NY, United States | ||
IPO Launch date 2001-01-02 | President, CEO & Director Ms. Martina L. Cheung | ||
Sector Financial Services | Industry Financial Data & Stock Exchanges | Full time employees 42350 | Website https://www.spglobal.com |
Full time employees 42350 | Website https://www.spglobal.com | ||
S&P Global Inc., together with its subsidiaries, provides credit ratings, benchmarks, analytics, and workflow solutions in the global capital, commodity, and automotive markets. It operates through five segments: S&P Global Market Intelligence, S&P Global Ratings, S&P Global Commodity Insights, S&P Global Mobility, 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 Desktop, a product suite that provides data, analytics, and third-party research for global finance and corporate professionals; data and advisory solutions for 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 and other market participants information, ratings, and benchmarks. The S&P Global Commodity Insights segment provides information and benchmark prices for the commodity and energy markets. The S&P Global Mobility segment offers solutions serving the full automotive value chain, including vehicle manufacturers (original equipment manufacturers), automotive suppliers, mobility service providers, retailers, consumers, and finance and insurance companies. 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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