S&P Global Inc

NYSE
SPGI
Stock
Yield per half year: -0.1561%
Dividend yield: 0.7061%
Sector: Financials

Company Analysis S&P Global Inc

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1. Summary

Advantages

  • The stock's return over the last year (2.51%) is higher than the sector average (0%).
  • Current debt level 19.82% is below 100% and has decreased over 5 years from 40.26%.

Disadvantages

  • Price (505.87 $) is higher than fair price (149.79 $)
  • Dividends (0.7061%) are below the sector average (2.95%).
  • The company's current efficiency (ROE=11.44%) is lower than the sector average (ROE=16.52%)

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2. Share price and performance

2.1. Share price

2.3. Market efficiency

S&P Global Inc Financials Index
7 days -0.5% -1.4% 0.9%
90 days 3.5% -10.5% 19.6%
1 year 2.5% 0% 14.5%

SPGI vs Sector: S&P Global Inc has outperformed the "Financials" sector by 2.51% over the past year.

SPGI vs Market: S&P Global Inc has significantly underperformed the market by -11.99% over the past year.

Stable price: SPGI is not significantly more volatile than the rest of the market on "New York Stock Exchange" over the last 3 months, with typical variations of +/- 5% per week.

Long period: SPGI with weekly volatility of 0.0483% over the past year.

3. Summary of the report

3.1. General

P/E: 40.33
P/S: 10.93

3.2. Revenue

EPS 12.35
ROE 11.44%
ROA 6.38%
ROIC 12.56%
Ebitda margin 47.71%

4. Fundamental Analysis

4.1. Stock price and price forecast

The fair price is calculated taking into account the Central Bank refinancing rate and earnings per share (EPS)

Above fair price: The current price (505.87 $) is higher than the fair price (149.79 $).

Price is higher than fair: The current price (505.87 $) is 70.4% higher than the fair price.

4.2. P/E

P/E vs Sector: The company's P/E (40.33) is lower than that of the sector as a whole (63.37).

P/E vs Market: The company's P/E (40.33) is lower than that of the market as a whole (61.8).

4.2.1 P/E Similar companies

4.3. P/BV

P/BV vs Sector: The company's P/BV (4.14) is higher than that of the sector as a whole (2.7).

P/BV vs Market: The company's P/BV (4.14) is lower than that of the market as a whole (20.58).

4.3.1 P/BV Similar companies

4.4. P/S

P/S vs Sector: The company's P/S indicator (10.93) is higher than that of the sector as a whole (3.92).

P/S vs Market: The company's P/S indicator (10.93) is lower than that of the market as a whole (15.97).

4.4.1 P/S Similar companies

4.5. EV/Ebitda

EV/Ebitda vs Sector: The company's EV/Ebitda (24.43) is higher than that of the sector as a whole (-118.14).

EV/Ebitda vs Market: The company's EV/Ebitda (24.43) is higher than that of the market as a whole (18.72).

5. Profitability

5.1. Profitability and revenue

5.2. Earnings per share - EPS

5.3. Past profitability Net Income

Yield Trend: Rising and has grown by 12.92% over the last 5 years.

Earnings Slowdown: The last year's return (0%) is below the 5-year average return (12.92%).

Profitability vs Sector: The return for the last year (0%) exceeds the return for the sector (-52.19%).

5.4. ROE

ROE vs Sector: The company's ROE (11.44%) is lower than that of the sector as a whole (16.52%).

ROE vs Market: The company's ROE (11.44%) is lower than that of the market as a whole (42.63%).

5.5. ROA

ROA vs Sector: The company's ROA (6.38%) is higher than that of the sector as a whole (3.56%).

ROA vs Market: The company's ROA (6.38%) is lower than that of the market as a whole (23.26%).

5.6. ROIC

ROIC vs Sector: The company's ROIC (12.56%) is higher than that of the sector as a whole (5.2%).

ROIC vs Market: The company's ROIC (12.56%) is higher than that of the market as a whole (9.17%).

6. Finance

6.1. Assets and debt

Debt level: (19.82%) is quite low in relation to assets.

Debt reduction: over 5 years, the debt has decreased from 40.26% to 19.82%.

Excess of debt: The debt is not covered by net income, percentage 309.79%.

6.2. Profit growth and share price

7. Dividends

7.1. Dividend yield vs Market

Low yield: The dividend yield of the company 0.7061% is below the average for the sector '2.95%.

7.2. Stability and increase in payments

Dividend stability: The company's dividend yield 0.7061% has been steadily paid over the past 7 years, DSI=1.

Dividend growth: Company's dividend yield 0.7061% has been growing over the last 5 years. Growth over 11 years.

7.3. Payout percentage

Dividend Coverage: Current payments from income (29.44%) are at a comfortable level.

8. Insider trades

8.1. Insider trading

Insider Buying Exceeds insider sales by 100% over the last 3 months.

8.2. Latest transactions

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9. Stocks forum S&P Global Inc

9.3. Comments