Moody's (MCO) is mentioned as a peer to S&P Global's core ratings business, with an estimated next 12-month multiple of about 25x.
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Everything Just Changed For S&P Global | S&P Global (SPGI) Stock Analysis! |
Jul 9, 2026
The creator analyzes S&P Global (SPGI), noting its recent underperformance and current trading at a 5-year low valuation multiple. The recent spin-off of its mobility division is highlighted as a significant event that could change the company's valuation landscape. The analysis delves into SPGI's business segments, including indices, energy, and ratings, emphasizing their recurring revenue, strong free cash flow margins, and growth, which historically justified higher multiples.
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S&P Global (SPGI) is trading at a 5-year low valuation multiple after underperforming the market, with a recent spin-off potentially altering its valuation landscape.
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