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S&P Global Inc

🇺🇸 SPGI · NYSE/NASDAQ · US78409V1044

Bank

Database · updates weekly

Price at analysis: USD 404.71 Current price: USD 404.88 * updated every night

Updated: 2026-09-19
Next update: 2026-09-26
Updates weekly
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Scores

Quality 73/100
Recommended max: 5% of portfolio
Opportunity 7/100

Key Metrics

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P/E (TTM)

24.6

P/E (Price-to-Earnings)
Shows how much investors pay for each $1 of profit. We display the TTM P/E (Trailing Twelve Months) which uses actual earnings from the last 4 quarters. This is more reliable than Forward P/E which uses analyst estimates.

Net Debt/EBITDA (TTM)

1.4x

Latest quarter: 5.5x

Net Debt / EBITDA
A leverage ratio showing how many years of EBITDA (earnings before interest, taxes, depreciation, and amortization) it would take to repay net debt. EBITDA approximates operating cash generation. Lower ratios (e.g., <3x) are generally safer; higher (e.g., >5x) may indicate more financial risk.
Latest quarter (2026-06-30): 5.5x
The quarterly value can spike when quarterly EBITDA is very low (e.g., one-time charges).
Quick guide: <2x manageable, >4x can be risky (sector-dependent).

ROE

14.3%

ROE (Return on Equity)
A profitability measure: how much profit is generated from shareholders’ equity. Higher isn’t always better if it comes from high debt.

EV/EBITDA

15.7x

EV/EBITDA
A valuation ratio that compares total business value (including debt) to EBITDA. Lower can mean cheaper, but context matters.

Dividend Summary

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Dividend Yield (Fwd)

0.95% TTM

Dividend Yield
The Forward yield (Fwd) shows the next announced annual dividend / current price — what you'd earn going forward. The Trailing yield (TTM) in the tooltip shows dividends actually paid in the last 12 months. Forward is shown as primary because it reflects the company's current commitment to shareholders.
Trailing Yield (TTM, last 12 months): 0.95%

Payout Ratio (Fwd)

19.7% TTM

Payout Ratio
Dividends as a percentage of earnings. The Forward payout (Fwd) uses the announced dividend divided by actual past earnings (TTM) — it tells you if the company can afford what it promised. Very high payouts can be risky, especially if profits fall.
Announced dividend / actual earnings (TTM)

Dividend History

EODHD Dividends API
Status Type Decl. Date Ex-Div Date Pay Date Currency Amount
Forecast* Quarterly — 26 Aug 2027 — USD 1.013
Forecast* Quarterly — 29 May 2027 — USD 0.9588
Forecast* Quarterly — 25 Feb 2027 — USD 0.9588
Forecast* Quarterly — 25 Nov 2026 — USD 1.075
Paid Quarterly 22 Jun 2026 26 Aug 2026 10 Sep 2026 USD 0.97
Paid Quarterly 19 May 2026 29 May 2026 10 Jun 2026 USD 0.9177
Paid Quarterly 14 Jan 2026 25 Feb 2026 11 Mar 2026 USD 0.9177
Paid Quarterly 16 Sep 2025 25 Nov 2025 10 Dec 2025 USD 0.9082

* Extrapolated from past dividend history. Not an official announcement — treat as an estimate, not a confirmed date or amount.

Summary

S&P Global operates as an elite financial data oligopoly boasting an exceptional competitive moat, pristine margins, and a newly announced 6.8% dividend hike. However, its current valuation near 25x earnings and minimal 0.95% yield offer an unattractive entry point for income-focused portfolios. Existing holders should maintain the position to benefit from compounding growth, but it remains a Watch for new capital until valuation multiples compress.

Sector Context

S&P Global operates as an irreplaceable oligopoly in financial data, indices, and credit ratings. While the sector provides essential market infrastructure, its capital-light, buyback-heavy model structurally suppresses the cash dividend yield, creating friction for pure income-focused DGI strategies.

📊 Strategy Analysis

⚠ What to Watch

📊 Historical Trends (10 Years)

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These charts show how key metrics have evolved over the past decade, helping you identify if the company is improving or deteriorating.

Debt Evolution (Net Debt / EBITDA)

Lower values are better. A declining trend indicates the company is reducing its debt (deleveraging).

Revenue & Earnings Growth

Consistent growth in revenueRevenue
The money a company brings in from selling its products or services. It’s the top line before costs.
(blue) and earningsEarnings (Profit)
What’s left after expenses. Positive earnings mean the business made a profit; negative means a loss.
(green) indicates a healthy business. Look for upward trends and recoveries after temporary dips.

Analysis date: 2026-09-19

Disclaimer: This information is for educational purposes only. Not financial advice.

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