S&P Global (SPGI)
NYSEFinancialsFinancial - Data & Stock ExchangesSnapshot 2026-11-04
$481.69+3.36%
Close 2026-11-04 · 1-day change
NYSEFinancialsFinancial - Data & Stock ExchangesSnapshot 2026-11-04
Research Workspace
Put SPGI beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Financials is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Achieve adjusted EPS near $19.4 to $19.65 in 2026: Comparison needs review.
View ThesisRevenue is growing steadily — about 9% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityMiddle-of-the-pack management execution.
View ManagementExpectations look high — what the market is pricing in runs ahead of what analysts forecast.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskSPGI's index and data franchise must keep compounding to justify the price. Revenue growth slowed to 7% in the latest quarter. The company beat earnings estimates by 3.4% in Q3. It trades at 25x earnings versus a 12x peer median. The market is pricing in more growth than we forecast. The primary pillar is under pressure. The thesis comparison is not yet verified. Peer multiples imply a price about 45% below where it trades. The thesis is on watch. This read is provisional.
Trailing returns as of 2026-11-04. SPGI is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 23 analysts currently covering SPGI (as of Nov 2026).
Based on 7 Wall Street analysts offering 12-month price targets for SPGI in the last 4 months.
Continue this research
Compare SPGI with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| SPGI Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 13 valuation methods, at three horizons. As of 2026-11-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Financial Exchanges & Data — fair value, gap to price, and forward P/E.
Compare the value case
Put SPGI next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Hiring investor perception team signals strategic focus on core value.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-11-04. EPS is implied from price ÷ P/E. Not investment advice.
Current $481.69
The last 12 months of price, then the range of analyst 12-month targets from today’s $481.69.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Above average on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Optimize the portfolio and focus investment on core businesses
Strategic review of Capital IQ separation directly addresses portfolio optimization.
Advances: Drive profitable growth through core divisions and innovation
Q3 earnings beat confirms profitable growth and execution of core strategy.
Advances: Drive profitable growth through core divisions and innovation
Raised outlook confirms margin expansion and profitable growth trajectory.
Advances: Optimize the portfolio and focus investment on core businesses
Review of Capital IQ unit signals active portfolio optimization and focus.
Advances: Drive profitable growth through core divisions and innovation
EPS and revenue beats validate core division growth and margin discipline.
Advances: Drive profitable growth through core divisions and innovation
OpenZeppelin acquisition supports innovation and growth in core tech divisions.
Advances: Complete the Mobility Global spin-off
Filing pro forma financials confirms progress in completing Mobility spin-off.
