SPGI
S&P GlobalNYSEFinancialsFinancial Data & Stock ExchangesSnapshot 2026-05-08
As of May 8, 2026, SPGI has a composite score of 10.6 and a signal label of "mild favorable." This score is influenced by a medium confidence level of 74.8 and a moderate risk label. Key drivers include macroeconomic factors such as rates, growth, labor, and inflation, with recent guidance changes impacting the outlook. The analysis is provisional.
Price
Daily closes from AlphaVantage. Earnings/event dots are placed inline.
Factor signals
Read top-to-bottom: thesis (is this a strong company over a 1–3 year hold), watch flags (has something changed worth re-reading), and position context (how violent might the path be). Each pill is a parallel diagnostic — never aggregated into a single score.
Thesis
— is this a strong company over a 1–3 year hold?Why this rank
- Direction share1.00
- Slope (norm)-0.08
- Bonus0.00
Why this rank
Trailing four: 2024-Q3, 2025-Q1, 2025-Q2, 2025-Q3
Why this rank
Watch
— has something changed worth re-reading?Why this setup
EPS estimate $4.96 → $4.93 (-0.5% / 30d). 7 raised, 12 cut, 21 covering analysts.
0 upgrades, 0 downgrades / 30d, 2 maintained. 96% of analysts rate Buy.
0 positive, 0 negative / 30d.
F4 · Management deep-dive — recent events, stated priorities, guidance track record
Recent 8-K events
No recent events recorded.
Stated priorities
3 priorityies extracted from earnings transcripts (as of 2026-05-08).
- 1.Achieve revenue growth of 6.3% to 8.3% in 2026growthbehind0% progress
4/28: “2026 guidance now calls for reported revenue growth of 6.3% to 8.3%.”
Why this status
Stated in 2 of last 2 quarters. Revenue decreased from $3.491B in 2025-Q1 to $3.074B in 2025-Q4, indicating a decline rather than growth. Despite management's stated growth target for 2026, the trajectory shows limited progress so far.
- 2.Maintain CAPEX between $215M and $225M in 2026capital allocationmixed35% progress
4/28: “Capital expenditures (GAAP) $215 to $225 million.”
Why this status
Newly stated in 2026-Q1. No specific CAPEX figures for 2025 are provided in the financials, making it difficult to assess progress. The stated CAPEX target for 2026 remains to be evaluated in future quarters.
- 3.Achieve adjusted EPS of $19.40 to $19.65 in 2026growthbehind0% progress
4/28: “Adjusted diluted EPS in the range of $19.40 to $19.65.”
Why this status
Stated in 2 of last 2 quarters. EPS was $3.86 in 2025-Q3, with no subsequent EPS data available for 2025-Q4. The target for 2026 remains ambitious, and progress will need to be tracked in upcoming quarters.
Guidance track record
Insufficient guidance history for this ticker.
Position context
— how violent might the path be while I hold it?Why this risk level
Recent vol — 30d annualized 24%; 252d 27%.
Drawdown — Max 1y −30%. Bad day move −2%.
Beta to sector ETF (XLF) — 0.86 over 1y.
Liquidity — score 100/100.
Sub-scores — vol 55/100, drawdown 39/100, beta 87/100, earnings vol —.
via XLF
Tailwind = sector leading the S&P 500; headwind = trailing. Both can be constructive — historically, headwind regimes have averaged stronger forward returns than tailwind.
Context label only — describes the market state (e.g. real bear vs narrative panic, healthy uptrend vs late-stage froth). It is not a per-ticker buy/sell signal and does not predict factor performance.
Not investment advice. As of 2026-05-08.
What changed
The most important moves since the prior daily snapshot.
- No material changes since the prior snapshot.
No material changes since the prior snapshot.
as of 2026-05-08
Management scorecard
How management runs the business — capital, margins, balance sheet, and how reliably they guide and deliver.
What management is focused on
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
- #1
Achieve revenue growth of 6.3% to 8.3% in 2026
GrowthManagement aims for reported revenue growth between 6.3% and 8.3% for the fiscal year 2026.
BehindStated in 2 of last 2 quarters. Revenue decreased from $3.491B in 2025-Q1 to $3.074B in 2025-Q4, indicating a decline rather than growth. Despite management's stated growth target for 2026, the trajectory shows limited progress so far.
0%CEO/CFO:“2026 guidance now calls for reported revenue growth of 6.3% to 8.3%.”Multiple sourcesSource dated 2026-04-28Stated 2 of last 8 quartersFirst seen 2026-04-28Show history (2)
- 2026-Q1Multiple sources
“2026 guidance now calls for reported revenue growth of 6.3% to 8.3%.”
- 2025-Q4Multiple sources
“2026 adjusted guidance calls for organic constant currency revenue growth of 6.0% to 8.0%.”
- #2
Maintain CAPEX between $215M and $225M in 2026
Capital allocationManagement plans to keep capital expenditures within the range of $215 million to $225 million for 2026.
MixedNewly stated in 2026-Q1. No specific CAPEX figures for 2025 are provided in the financials, making it difficult to assess progress. The stated CAPEX target for 2026 remains to be evaluated in future quarters.
35%CEO/CFO:“Capital expenditures (GAAP) $215 to $225 million.”Multiple sourcesSource dated 2026-04-28Stated 1 of last 8 quartersFirst seen 2026-04-28Show history (1)
- 2026-Q1Multiple sources
“Capital expenditures (GAAP) $215 to $225 million.”
- #3
Achieve adjusted EPS of $19.40 to $19.65 in 2026
GrowthManagement targets adjusted diluted EPS in the range of $19.40 to $19.65 for the fiscal year 2026.
BehindStated in 2 of last 2 quarters. EPS was $3.86 in 2025-Q3, with no subsequent EPS data available for 2025-Q4. The target for 2026 remains ambitious, and progress will need to be tracked in upcoming quarters.
0%CEO/CFO:“Adjusted diluted EPS in the range of $19.40 to $19.65.”Multiple sourcesSource dated 2026-04-28Stated 2 of last 8 quartersFirst seen 2026-04-28Show history (2)
- 2026-Q1Multiple sources
“Adjusted diluted EPS in the range of $19.40 to $19.65.”
- 2025-Q4Multiple sources
“2026 adjusted guidance calls for diluted EPS in the range of $19.40 to $19.65.”
How this stock is priced
Two ways to read price: against peers in the same business, and against the company's own history.
Looks more expensive than peers.
Cheaper than its own typical valuation.
P/E over the last 5 years
71 monthly pointsHow this compares
A side-by-side read on composite, valuation, and risk versus peers.
| Stock | Composite | Valuation | Risk |
|---|---|---|---|
SPGI S&P Global | +11 | fair | moderate |
BRK-B Berkshire Hathaway | +6.0 | — | moderate |
JPM JPMorgan Chase | -0.9 | full | low |
V Visa Inc. | +20 | — | low |
MA Mastercard | +15 | full | low |
Risk — how this stock moves
What a normal day looks like, what a bad day looks like, and the worst the last year has thrown at it.
What could change this view
Conditional scenarios — if X happens, the score would shift by about Y points. These are not predictions.
- If rates state reverses from -0.37 (negative) to +0.37 (positive)+6.6 pts
- If financials sector trend rises from +0.07 into 'improving' (>= +0.20)+5.0 pts
- If next-quarter guidance is raised (currently NEW as of 2026-04-28)+4.0 pts
- If next-quarter guidance is cut (currently NEW as of 2026-04-28)-8.0 pts
- If financials sector trend falls from +0.07 into 'weakening' (<= -0.20)-5.0 pts
Material updates
Recent SEC 8-K filings ranked by likely impact, confidence, and recency.
- 2026-04-2811d agoItem 2.02
and 7.01. Results of Operations and Financial Condition and Regulation FD Disclosure On April 28, 2026, S&P Global Inc. (the “Registrant”) issued an earnings release containing a discussion of the Registrant’s results of operations and financial condition for the first quarter ended March 31, 2026, as well as certain guidance for 2026. The earnings release is attached as Exhibit 99 to this Form 8-K and is incorporated by reference in this
earnings preannouncementneutralscore 51
Score history
The composite score, snapshot by snapshot. The dotted line at zero separates leaning-positive from leaning-negative.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.