Is S&P Global Inc. (SPGI) A Good Stock To Buy Now?

Is SPGI a bully banal to buy? We came crossed a bullish thesis connected S&P Global Inc. connected Compounding Dividends’s Substack by TJ Terwilliger. In this article, we volition summarize the bulls’ thesis connected SPGI. S&P Global Inc.'s stock was trading astatine $412.45 arsenic of March 26th. SPGI’s trailing and guardant P/E were 28.95 and 21.60  respectively according to Yahoo Finance.

S&P Global is simply a cornerstone of the planetary fiscal system, champion known for managing the S&P 500, 1 of the world’s astir wide utilized benchmarks. Despite generating implicit $14 cardinal successful yearly gross and maintaining a 54-year streak of dividend increases, the company’s banal has declined astir 22% implicit the past six months, reflecting marketplace concerns astir AI disruption and uncertainty tied to the integration of IHS Markit.

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S&P Global operates across 5 halfway segments—Market Intelligence, Ratings, Commodity Insights, Indices, and Mobility—serving governments, fiscal institutions, and investors globally with a diversified, largely recurring revenue base.

The company’s competitory moat is exceptionally strong, built connected web effects, regulatory entrenchment, and proprietary data. Its indices concern benefits from a almighty flywheel arsenic much assets way its benchmarks, portion its recognition ratings division operates within an oligopoly alongside Moody’s and Fitch Ratings, with its ratings profoundly embedded successful fiscal regulations. Additionally, S&P’s immense humanities datasets, commodity pricing benchmarks, and unsocial assets similar CARFAX reenforce its indispensability.

While the IHS Markit acquisition has temporarily pressured returns connected invested capital, adjusted metrics suggest the concern continues to make beardown underlying returns. Management, led by CEO Martina L. Cheung, is focused connected integration, superior allocation, and strategical execution.

With secular tailwinds from rising planetary indebtedness and passive investing, alongside resilient subscription revenues, S&P Global remains well-positioned. Although risks specified arsenic regulatory scrutiny, issuance volatility, and AI disruption persist, the company’s entrenched presumption and information vantage supply a compelling semipermanent concern case.

Previously, we covered a bullish thesis connected S&P Global Inc. (SPGI) by Felix successful April 2025, which highlighted its undervaluation based connected reverse DCF analysis, beardown escaped currency travel growth, and achievable semipermanent expectations. SPGI’s banal terms has depreciated by astir 12.37% since our sum owed to risks specified arsenic regulatory scrutiny, issuance volatility, and AI disruption persisting. TJ Terwilliger shares a akin presumption but emphasizes connected its durable moat, recurring revenues, and semipermanent structural tailwinds.