NYSEFinancialsFinancial Data & Stock ExchangesSnapshot 2026-07-31
Reading SPGI? Create a free portfolio, then add this holding for ongoing Reports and tracking. Track it in a free portfolio. No credit card.
Create your account →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 — Sustain revenue growth at or above 6.3% in 2026: rev +10.0% vs 6.3%.
View ThesisRevenue growth is slowing — up about 9% over the past year and decelerating.
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 growth depends on achieving adjusted EPS of $19.40 to $19.65 in 2026. The company recently beat earnings expectations, reporting an EPS of 4.83. It trades at 22× P/E, above the 12× peer median, indicating it looks expensive. The market is pricing in more growth than we forecast, suggesting high expectations. If SPGI cuts guidance on the next call, it could negatively impact the stock. Peer multiples imply a price about 29% below where it trades. This read is provisional.
Trailing returns as of 2026-07-31. SPGI is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 25 analysts currently covering SPGI (as of Jul 2026).
Based on 3 Wall Street analysts offering 12-month price targets for SPGI in the last 4 months.
A consensus fair price across 13 valuation methods, at three horizons. As of 2026-08-01. 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.
Advances: Complete separation of Mobility division by mid-2026
Acquisition supports growth strategy and separation timeline.
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 2026-07-31. EPS is implied from price ÷ P/E. Not investment advice.
Current $411.93
The last 12 months of price, then the range of analyst 12-month targets from today’s $411.93.
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.
Around the middle on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Achieve adjusted EPS of $19.40 to $19.65 in 2026
Adjusted EPS guidance aligns with management's objectives.
Threatens: Achieve revenue growth of 6.3% to 8.3% in 2026
Earnings miss could hinder revenue growth objectives.
Threatens: Achieve adjusted EPS of $19.40 to $19.65 in 2026
Profit estimate miss impacts growth outlook.
Advances: Achieve revenue growth of 6.3% to 8.3% in 2026
Profit increase supports revenue growth objective.
Advances: Achieve revenue growth of 6.3% to 8.3% in 2026
Profit increase supports revenue growth objective.
Acquisition supports growth strategy and enhances data offerings.
Launch of AI service aligns with growth objectives.
