S&P Global Inc.

SPGI
Financial Analysis · Updated May 12, 2026 · Coverage 2026-Q2
Latest Q Revenue
$4.2B
Q1 2026 · +10.4% YoY · Beat consensus by 2.6%
TTM ROIC
11.9%
FY2025 · NOPAT / Invested Capital (avg.); NOPAT = Adj. Operating Income less ~23% taxes; Invested Capital ~$50,000M incl. IHS Markit goodwill & intangibles · WACC ~8.2% · Moat spread +3.7pp

Financial Snapshot


ticker: SPGI step: 04 generated: 2026-05-12 source: quick-research

S&P Global Inc. (SPGI) — Financial Snapshot

Income Statement Summary

Metric FY2023 FY2024 FY2025 YoY (FY25)
Revenue $12.5B $14.2B $15.3B +7.9%
Adjusted Operating Margin 47.0% 49.0% 50.4% +140 bps
Adjusted Diluted EPS $12.66 $15.59 $17.83 +14%
GAAP Net Income $3.94B $3.99B ~$4.5B +13%

Segment Detail (FY2025 — Revenue)

Segment FY25 Revenue YoY
Ratings $4.72B +8.1%
Market Intelligence $4.92B +5.8%
Indices $1.85B +13.6%
Mobility $1.75B +8.6%
Commodity Insights ~$2.0B +5–6%

Cash Flow & Capital Allocation (FY2025)

Metric Value
Adjusted Free Cash Flow ~$5B+
Shareholder Return 113% of adjusted FCF
Share Repurchases >$5B
Dividend (Quarterly) $0.96 (53rd consecutive year of increases)
Dividend Yield ~0.7%
Operating Cash Flow ~$5.5B
Cash & Marketable Securities ~$3B
Total Debt ~$11B

FY2026 Guidance

Metric 2026 Guide
Organic Constant Currency Revenue Growth +6–8%
Adjusted Operating Margin Expansion (organic, ex-OSTTRA) +50–75 bps
Adjusted Operating Margin Expansion (reported, incl. OSTTRA) +10–35 bps
Adjusted Diluted EPS $19.40–19.65 (+9–10%)
Q1 Buyback Pace ~$1B (up from $650M in Q1 2025)

Key Ratios (approximate)

  • P/E: ~28x (FY26 adjusted EPS midpoint) | EV/EBITDA: ~22x | FCF Yield: ~3.0%
  • Revenue Growth (FY25): +7.9% | FCF Margin: ~33%
  • Adjusted Operating Margin: 50.4% (best-in-class for financial-data peers)
  • Dividend Yield: ~0.7% | Capital Return: ~113% of FCF (>4% yield combined)
  • Net Debt / EBITDA: ~1.4x

Growth Profile

FY25 was a strong year — revenue +7.9% (above guide), adjusted operating margin expanded 140 bps to 50.4% (industry-leading), adjusted EPS +14%, FCF return 113% of FCF to shareholders. Indices was the standout (+13.6% on $30T+ AUM growth + ETF flows); Ratings grew +8% on global debt issuance recovery; Market Intelligence grew +5.8%; Mobility +8.6% (pre-spin-off).

FY26 guide of +6–8% organic revenue growth + +50–75 bps margin expansion (organic) + 9–10% adjusted EPS growth represents a continued double-digit EPS compounder backed by ratings-cycle tailwinds + indices-AUM compounding + Market Intelligence AI productivity. Q4 2025 EPS technically missed consensus (triggering a stock decline) but the year-over-year growth setup remains strong.

OSTTRA: SPGI acquired OSTTRA (post-trade processing JV with CME) for additional capital markets infrastructure — completes spring 2026, near-term margin dilutive but accretive medium-term.

Forward Estimates

FY2026 Guide:

  • Revenue: ~$16.3–16.5B (+6–8% organic CC)
  • Adjusted EPS: $19.40–19.65 (+9–10%)
  • Buyback pace ~$4–5B annually
  • Mobility spin-off expected H1 2026

Bull case: Global debt issuance accelerates further (refinancing wave from 2020–21 LBO/private credit pipeline); Indices reaches $40T AUM tracking; ChatIQ + AI agentic offerings drive Market Intelligence acceleration to +8%; EPS reaches $22+ in FY27. Bear case: Debt issuance plateaus; AI commoditizes Market Intelligence pricing; Mobility spin-off destroys some synergy revenue; Q4 2025 EPS miss signals structural deceleration. Consensus targets $530–580 vs. trading ~$490–520 (~5–15% implied upside).

Deeper Financial Analysis

The fundamental tier adds 9 additional research dimensions for $SPGI.

Revenue Breakdown
Segment revenue, geographic mix, product-line contribution margins, and cohort dynamics.
Financial Trends
Quarter-over-quarter momentum, leading indicators, and inflection point analysis.
Balance Sheet
Debt structure, liquidity runway, dilution risk, and working capital dynamics.
Capital Allocation
Buyback cadence, M&A appetite, dividend policy, and reinvestment priorities.
Returns on Capital (ROIC)
Multi-year ROIC vs. WACC, marginal returns on reinvestment, sales-to-invested-capital efficiency, and moat spread.
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