S&P Global: Operating Leverage Is The Name Of The GameS&P Global (SPGI) is a foundational financial infrastructure company, currently trading at an attractive 25x forward PE with robust long-term growth prospects. SPGI's business model is resilient to AI disruption, with key segments—Ratings, Indices, Market Intelligence, and Energy—delivering diversified, high-margin revenue streams. I expect at least 8-10% long-term revenue growth and 12% FCF growth, with additional upside from buybacks, supporting a GARP investment case.
Seeking Alpha9/1/2026Positive