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
QuarterlyIQ Insights · SPGI
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within financials on a research-validated quality screen. As of 2026-11-04.
The screen ranks SPGI against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Financials names rated neutral grew net income 55% of the time over the next year (vs 61% for the rest of the cohort, n=10284).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Our focus on new high-growth adjacencies and our innovation are resonating deeply with customers around the world.
Stated in 8 of 8 supplied quarters. Management reported: “• 2026 guidance calls for revenue growth of 7.4% to 8.4%, and organic constant currency growth of 7.5% to 8.5%.” “• 2026 guidance calls for revenue growth of 5.9% to 7.9%, and organic constant currency growth of 6.0% to 8.0%, both excluding Mobility.” Revenue was $3.678 billion in 2026-Q3.
“Our focus on new high-growth adjacencies and our innovation are resonating deeply with customers around the world.”
“All of this, along with the dedication and talent of our employees, positions us well for increasingly profitable long-term growth."”
“"We are pleased with the results we achieved in the first quarter, with strong revenue growth and margin expansion in every division, demonstrating our ability to execute and deliver against our stra…”
“Our strategy, coupled with the resilience of our business model, and favorable secular and cyclical tailwinds, position us well to deliver the vision and financial targets we established at our Inves…”
“We're excited to share more at our Investor Day about how our benchmarks, differentiated data, and brands, and our multi-year strategy are expected to drive profitable revenue growth in the coming ye…”
“Our commitment to elevating customer engagement and innovation across the enterprise continues to deliver value and garner positive feedback from clients."”
The Company continues to expect to repurchase more than $7 billion in shares in total in 2026.
Stated in 8 of 8 supplied quarters. Management reported: “The Company continues to expect to repurchase more than $7 billion in shares in total in 2026.” “• In the first quarter, the Company repurchased $1 billion in shares, and now expects to return 100% or more of adjusted Free Cash Flow through dividends and share repurchases in 2026.”
“The Company continues to expect to repurchase more than $7 billion in shares in total in 2026.”
The Company has initiated a strategic review of alternatives, including potential separation, for Capital IQ and associated data businesses, which constitute the majority of Kensho Data & Platforms w…
Stated in 6 of 8 supplied quarters. Management reported: “The Company has initiated a strategic review of alternatives, including potential separation, for Capital IQ and associated data businesses, which constitute the majority of Kensho Data & Platforms within Market Intelligence.” “In a press release dated April 24, 2026, the Company also announced an agreement to divest the geoscience and petroleum engineering software portfolio in its Upstream software business within the Energy division.”
The Company expects to update adjusted guidance to exclude Mobility and institute GAAP guidance upon completion of the spin.
Stated in 4 of 8 supplied quarters. Management reported: “The Company expects to update adjusted guidance to exclude Mobility and institute GAAP guidance upon completion of the spin.” “• 2026 guidance calls for revenue growth of 5.9% to 7.9%, and organic constant currency growth of 6.0% to 8.0%, both excluding Mobility.”
“The Company expects to update adjusted guidance to exclude Mobility and institute GAAP guidance upon completion of the spin.”
Maintain expense discipline while pursuing operating-margin expansion through growth and margin improvement in the divisions.
Over the trailing year it converted 1.05x of net income into operating cash flow. Historically, Financials names rated neutral grew net income 60% of the time over the next year (vs 57% for the rest of the cohort, n=9158).
Not enough signal yet.
Not enough signal to read sensitivity to the US dollar, the broad stock market, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
12 material management or governance events in the past 24 months, led by executive changes. Historically, Financials names rated neutral grew net income 60% of the time over the next year (vs 58% for the rest of the cohort, n=10134).
Not investment advice. As of 2026-11-04.
“This allows S&P Global to increase its focus on core strategic areas, while creating a very attractive, separate company that can pursue its own profitable growth strategy independently."”
“With this context, we are providing financial guidance highlighting our expectation for continued profitable growth in 2025."”
“The Company now expects to repurchase more than $7 billion in shares in total in 2026.”
“• In the first quarter, the Company repurchased $1 billion in shares, and now expects to return 100% or more of adjusted Free Cash Flow through dividends and share repurchases in 2026.”
“Capital Return: For the full-year 2026, the Company maintains its target of returning 85% or more of adjusted free cash flow to shareholders through dividends and share repurchases.”
“The Company expects to execute additional repurchases totaling $2.5 billion in the fourth quarter of 2025, following our Investor Day.”
“Capital Return: For the full year 2025, the Company expects to return approximately 85% of adjusted free cash flow to shareholders through dividends and share repurchases.”
“Page 3 Capital Return: For the full year 2025, the Company expects to return approximately 85% of adjusted free cash flow to shareholders through dividends and share repurchases.”
“Capital Return: For the full year 2025, the Company maintains its target of returning 85% or more of adjusted free cash flow to shareholders through dividends and share repurchases.”
“The Company has initiated a strategic review of alternatives, including potential separation, for Capital IQ and associated data businesses, which constitute the majority of Kensho Data & Platforms w…”
“Post spin, we have a sharper focus on our four core divisions, having also made organizational changes in Market Intelligence and combined our supply chain products within our Energy division.”
“In a press release dated April 24, 2026, the Company also announced an agreement to divest the geoscience and petroleum engineering software portfolio in its Upstream software business within the Ene…”
“The Company remains committed to optimizing the business portfolio to enhance strategic alignment, pursue high-growth profitable initiatives, and create long-term customer and shareholder value.”
“The Company remains on track with the previously announced planned separation of its Mobility division.”
“The separation is expected to maximize shareholder value by simplifying S&P Global’s operations and allowing S&P Global to dedicate strategic and investment focus on its remaining four divisions.”
“• 2026 adjusted guidance calls for organic constant currency revenue growth of 6.0% to 8.0%, and diluted EPS in the range of $19.40 to $19.65, GAAP guidance to be provided upon completion of the Mobi…”
“The previously announced spin of the Mobility division into a separate public company remains on track.”
“The Company remains on track with the previously announced planned separation of its Mobility division.”