
S&P Global (SPGI) Stock Forecast & Price Target
S&P Global (SPGI) Analyst Ratings
Bulls say
S&P Global is a leading provider of financial data and benchmarks to capital and commodity market participants. Its largest segments by profitability and revenue are the Ratings division and Market Intelligence, which offers desktop, data, and advisory solutions. S&P also has an Energy division (including Platts) and an Indices division. They are expected to spin off their Mobility division in 2026. The company has a solid debt issuance environment and a diverse revenue mix, making it a compounder and a core holding in investment portfolios. The company also has strong sustainability efforts, including a focus on diversity, equity, and inclusion and a goal to achieve net-zero emissions by 2040. However, risks to the stock include a decline in credit issuance and increased competition in the market data space.
Bears say
S&P Global is expected to face headwinds, as its 2025 revenue and adjusted EBIT mix is projected to be lower in the aftermath of the Mobility Global spinoff compared to its main competitor Moody's Corporation. The company's business mix may be perceived as having lower quality compared to Moody's, and we anticipate SPGI's overall complexity to continue to result in a conglomerate discount relative to its competitor. Additionally, the company's target price of $510 is based on a ~25x FY27E EPS, and although SPGI has a strong data and market intelligence platform, its stock may face challenges due to a negative investor sentiment and lower projected growth compared to competitors.
This aggregate rating is based on analysts' research of S&P Global and is not a guaranteed prediction by Public.com or investment advice.
S&P Global (SPGI) Analyst Forecast & Price Prediction
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