
Zacks Securities and Exchanges industry players like SPGI, CME, ICE, NDAQ and CBOE gain from rising crypto adoption, a higher non-trading revenue base and tech investments. However, competition remains a drag.
S&P Global Inc. is an American publicly traded corporation headquartered in Manhattan, New York City. Its primary areas of business are financial information and analytics.
| Revenue (TTM) | $16.12B |
| Gross Profit (TTM) | $11.43B |
| EBITDA | $8.14B |
| Operating Margin | 44.80% |
| Return on Equity | 14.30% |
| Return on Assets | 7.03% |
| Revenue/Share (TTM) | $53.79 |
| Book Value | $106.86 |
| Price-to-Book | 3.80 |
| Price-to-Sales (TTM) | 7.77 |
| EV/Revenue | 10.58 |
| EV/EBITDA | 21.95 |
| Quarterly Earnings Growth (YoY) | 17.70% |
| Quarterly Revenue Growth (YoY) | 10.40% |
| Shares Outstanding | $294.80M |
| Float | $294.09M |
| % Insiders | 0.11% |
| % Institutions | 91.06% |
Volatility is currently contracting

Zacks Securities and Exchanges industry players like SPGI, CME, ICE, NDAQ and CBOE gain from rising crypto adoption, a higher non-trading revenue base and tech investments. However, competition remains a drag.

Granular, broker-sourced consensus estimates, financial line items and segment data from Visible Alpha are now accessible through the S&P Global AI Data Portal for earnings preparation, portfolio monitoring and equity research workflows. NEW YORK, Oct. 15, 2026 /PRNewswire/ -- S&P Global (NYSE: SPGI) today announced that Visible Alpha data is now available through the S&P Global AI Data Portal, a solution that enables customers to access verifiable data via MCP-enabled AI applications.

Investors are concerned that the new monetization model will not be as lucrative for S&P Global (SPGI -0.53%).

S&P Global possesses durable moats in ratings and indices, with entrenched brands and high barriers to entry. SPGI trades at an attractive valuation, as AI disruption fears have led the market to discount the Market Intelligence business to near zero. Organic revenue growth guidance of 6-8% for FY, with a history of exceeding top-line estimates, underpins the investment case.

Thomas Kim to join S&P Global October 19, 2026 Steve Kemps to retire at the end of the year NEW YORK, Oct. 9, 2026 /PRNewswire/ -- S&P Global (NYSE: SPGI) today announced the appointment of Thomas Kim as the company's new Chief Legal Officer, effective October 19, 2026. Mr. Kim will report directly to President and Chief Executive Officer (CEO) Martina Cheung and will oversee S&P Global's Legal, Government Affairs, Risk and Compliance function.

S&P Global is a Buy after the Mobility spin-off, which sharpened its focus on high-margin core businesses: Ratings, Indices, Energy, and Market Intelligence. SPGI's consolidated pro forma adjusted operating margin reached 54.3% in Q2, with Ratings and Indices delivering exceptional 68% and 70% margins, respectively. Management guides for 6%-8% organic constant-currency revenue growth in 2026, continued margin expansion, and at least $7 billion in share repurchases by end-2026.

New platform capabilities bring AI deeper into research and modeling workflows while expanding analytics across valuation, credit and global markets. NEW YORK, Oct. 6, 2026 /PRNewswire/ -- S&P Global (NYSE: SPGI) today announced the latest updates to S&P Capital IQ Pro, led by an expanded ChatIQ experience that brings conversational AI deeper into the platform.

New framework delivers independent risk transparency for onchain investment vehicles, furthering S&P Global's offerings across the DeFi space SINGAPORE, Oct. 4, 2026 /PRNewswire/ -- S&P Global Ratings, a division of S&P Global (NYSE: SPGI), today launched its Vault Risk Assessment (VRA), a new analytical approach that delivers independent, forward-looking insights into the risks associated with digital asset lending vaults. The initiative brings institutional-grade transparency to the rapidly evolving digital asset ecosystem and supports informed decision-making for market participants.

NEW YORK, Sept. 29, 2026 /PRNewswire/ -- The Board of Directors of S&P Global (NYSE: SPGI) has approved a cash dividend on the Company's common stock for the fourth quarter of 2026.

NEW YORK, Sept. 29, 2026 /PRNewswire/ -- S&P Global's (NYSE: SPGI) third quarter 2026 results will be issued on Tuesday, October 27, 2026, via news release at approximately 7:15 a.m.
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