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v0.1
SPGI$418.91+1.35%
Fair $114.26⚡ Tech $1299.44-72.7%

SPGI

S&P Global Inc.

Financial Services / Financial Data & Stock ExchangesNYSE

$418.91

+5.57 (+1.35%)

Significantly Overvalued-72.7%Fair Value $114.26Fund rank 38/100 · PassSEC 19/19 yrs·Base $963.65⚡ Tech $114.26|
SA 40/C
F-Score: 7/9
Significantly Overvalued

Book/ROE base 3Y

$124.81

-33.2% CAGR · P/B 1.1x

Book/ROE base 5Y

$132.33

-20.6% base · -18.4% expected

Precio de entrada

$48.81

MOS 35% · confianza 81%

Book/ROE escenarios

audited · book/share $102.02 · quality 46.0/100

Pass 38/100
Bear 5Y$35.50-39.0%
Base 5Y$132.33-20.6%
Bull 5Y$304.14-6.2%
Return 0/100Downside 0/100Model quality 88/100Data QA 100/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

40/100

C

Piotroski

7/9

balance/quality

Valuation

0/100

-72.7% upside

5Y CAGR

-18.4%

0/100

Data QA

90/100

SEC 100%

Latest source: sec-companyfactsPeriods: 19Warnings: 1sec-companyfacts: 19
Generic DCF/FCF bypassed: financial balance-sheet sector valued with a sector-specific Book/ROE model. Estimated downside of 72.7% from current price
Thesis & Journal · SPGILocal privado en este navegador · S&P Global Inc.
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$124.0B

P/E

29.3x

↑

EV/EBITDA

18.2x

↑

ROE

14.4%

↑

Gross Margin

70.2%

↑

Debt/Equity

0.42

↑
52-Week Range$419
$382$579

TradingView lightweight chart

SPGI price, volumen y niveles de valoración

Último $418.91Periodo +1333.7%
Buy zone: $48.81Bear 5Y: $35.50Fair value: $114.26Base 5Y: $132.33Bull 5Y: $304.14

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2007–2025 · 18 años de histórico normalizado

Revenue CAGR

+4.6%

FCF CAGR

+7.5%

FCF margin

35.6%

FCF / Net income

1.22x

Latest source

SEC-backed

Margin decomposition

Último año: revenue $15.34B · net income $4.47B · FCF $5.46B

2007-FY → 2025-FY

Gross margin

70.2%— pts

Operating margin

42.2%+17.5% pts

Net margin

29.2%+14.2% pts

FCF margin

35.6%+13.6% pts
SEC-backed annual metrics active for 2025, 2024, 2023, 2022, 2021, 2020, 2019, 2018, 2017, 2016, 2015, 2014, 2013, 2012, 2011, 2010, 2009, 2008, 2007. Local SEC Companyfacts override Yahoo/FMP for audited annual line items; provider-only fields remain as fallback.
MetricTTM
2025SEC
2024SEC
2023SEC
2022SEC
2021SEC
2020SEC
2019SEC
2018SEC
2017SEC
2016SEC
2015SEC
2014SEC
2013SEC
2012SEC
2011SEC
2010SEC
2009SEC
2008SEC
2007SEC
Income Statement
Revenue$15.34B$15.34B$14.21B$12.50B$11.18B$8.30B$7.44B$6.70B$6.26B$6.06B$5.66B$5.31B$5.05B$4.70B$1.23B$3.95B$3.64B$5.87B$6.36B$6.77B
Net Income$4.47B$4.47B$3.85B$2.63B$3.25B$3.02B$2.34B$2.12B$1.96B$1.50B$2.11B$1.16B$-115.0M$1.38B$-216.0M$911.0M$828.0M$731.0M$799.5M$1.01B
EBITDA$7.69B$7.69B$6.78B$5.15B$6.02B$4.40B$3.82B$3.43B$3.00B$2.76B$3.52B$2.07B$247.0M$1.50B$1.31B$1.20B$1.13B$1.71B$1.85B—
EPS14.6614.6612.358.2310.2012.519.668.607.735.787.944.21-0.424.91-0.763.002.652.332.512.94
Gross Margin70.2%70.2%69.3%66.9%66.4%———————————————
Operating Margin42.2%42.2%39.3%32.2%44.2%50.9%48.6%48.2%44.6%42.6%59.0%36.1%2.2%28.9%28.3%27.2%28.2%21.4%21.6%24.8%
Net Margin29.2%29.2%27.1%21.0%29.0%36.4%31.4%31.7%31.3%24.7%37.2%21.8%-2.3%29.3%-17.6%23.0%22.8%12.5%12.6%15.0%
Balance Sheet
Debt/Equity0.420.420.340.340.302.028.078.245.835.035.4818.611.630.611.640.790.540.650.93—
Current Ratio0.680.68——————————————————
Cash Flow
Free Cash Flow$5.46B$5.46B$5.57B$3.57B$2.51B————————————$1.26B$1.07B$1.49B
Returns
ROE14.4%14.4%11.6%7.7%8.9%148.8%459.5%443.2%311.8%211.0%324.0%595.9%-23.6%105.8%-28.2%60.4%37.4%39.6%62.3%60.4%
Valuation
P/E29.2629.2634.7452.1342.0634.2944.4149.8855.5074.2254.03101.90—87.37—143.00161.89184.12170.92145.92
EV/EBITDA18.1518.1524.5028.5920.11———————————————
P/B4.214.214.044.003.7651.05204.05221.13172.97156.66175.04607.25238.6892.27159.1986.3760.5872.69106.6288.16
Growth & Yield
Revenue Growth7.9%7.9%13.7%11.8%34.8%11.5%11.1%7.0%3.2%7.1%6.5%5.2%7.4%283.5%-69.0%8.7%-38.0%-7.6%-6.2%—
EPS Growth18.7%18.7%50.1%-19.3%-18.5%29.5%12.3%11.3%33.7%-27.2%88.6%1102.4%-108.6%746.1%-125.3%13.2%13.7%-7.2%-14.6%—
Dividend Yield0.9%0.9%——————————————————

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

36.4%

muy exigente

EPS terminal req.

$37.17

Spread vs growth

-17.7%

5Y implied EPS CAGR

25.1%

muy exigente

EPS terminal req.

$44.98

Spread vs growth

-6.4%

10Y implied EPS CAGR

17.3%

exigente

EPS terminal req.

$72.44

Spread vs growth

1.4%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total -16.3%

Total return

-16.3%

Start / end P/E

41.0x → 28.6x

EPS bridge

12.35 → 14.66

Residual

-5.7%

EPS growth+18.7%
Multiple rerating-30.2%
Dividend+0.9%
Residual / FX / buybacks / cross-term-5.7%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.