S&P Global (SPGI)
NYSEFinancialsFinancial - Data & Stock ExchangesSnapshot 2026-10-29
$460.66+2.52%
Close 2026-10-29 · 1-day change
NYSEFinancialsFinancial - Data & Stock ExchangesSnapshot 2026-10-29
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 RiskS&P Global’s case rests on a durable franchise, with revenue growth moderating in its latest quarter. Q3 2026 revenue grew 7% year over year, down from 10% in earlier quarters. Q3 non-GAAP EPS beat consensus, supporting the recent performance. SPGI trades at 25× P/E versus a 12× peer median, near its 23× history. The market prices more growth than our forecast, leaving expectations full. A 19% next-quarter miss probability and expensive valuation threaten the premium. The 2026 adjusted EPS pillar needs review; its comparison is unverified. Peer multiples imply a price about 44% below where it trades; the thesis is on watch. This read is provisional.
Trailing returns as of 2026-10-29. SPGI is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 24 analysts currently covering SPGI (as of Oct 2026).
Based on 7 Wall Street analysts offering 12-month price targets for SPGI in the last 4 months.
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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 2026-10-29. 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.
Advances: Deliver 2026 revenue growth guidance
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 2026-10-29. EPS is implied from price ÷ P/E. Not investment advice.
Current $460.66
The last 12 months of price, then the range of analyst 12-month targets from today’s $460.66.
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.
2026 EPS outlook supports growth, while a potential Capital IQ separation remains exploratory.
Advances: Deliver 2026 revenue growth guidance
Reported Q3 earnings beat supports delivery against 2026 revenue growth guidance.
Advances: Deliver 2026 revenue growth guidance
Higher full-year outlook alongside improved profit supports delivery of 2026 growth guidance.
Advances: Drive profitable growth through core divisions and innovation
Q3 earnings beat supports profitable core growth; Capital IQ review adds uncertainty.
Advances: Drive profitable growth through core divisions and innovation
EPS and revenue beats provide incremental evidence of operating growth.
Advances: Drive profitable growth through core divisions and innovation
Acquisition may add innovation capabilities, but its strategic and financial scale is unspecified.
Advances: Complete separation of Mobility division by mid-2026
Pro forma financials support preparation for the planned Mobility separation, though do not confirm completion.
Advances: Complete separation of Mobility division by mid-2026
Spin-off enhances business focus and valuation attractiveness.
