Aptiv PLC vs S&P Global Inc — how do they compare? Aptiv PLC trades at $50.38 (market cap $10.34B), while S&P Global Inc trades at $409 (market cap $121.15B). The key difference: S&P Global Inc is far larger — about 11.7× Aptiv PLC's market cap, and S&P Global Inc pays a 0.94% dividend while Aptiv PLC pays none. Which is the better fit depends on your goals.
| APTV | SPGI | |
|---|---|---|
Market Cap | $10.34B | $121.15B |
Sector | Consumer Cyclical | Financials |
52-Week High | $76.82 | $534.79 |
52-Week Low | $46.30 | $370.42 |
Enterprise Value | $15.27B | $132.63B |
Dividend Yield | — | 0.94% |
Signals from Pluang's Aura AI — not financial advice
APTV stock trades at $49.55, up 7.02% in the last session, but remains under bearish technical pressure with support at $48 and resistance at $50. The company reported Q2 2026 EPS of $1.63, beating estimates, but lowered full-year guidance due to weak China demand. Revenue grew 2% year-over-year to $20.4B in 2025, though net margins compressed to 1.07%.
The outlook is mixed: strong analyst buy consensus (63.6%) and a $70.09 price target suggest upside, but technical weakness, margin pressures, and China exposure pose near-term risks. Earnings beats highlight operational strength, but investors face volatility from guidance cuts and competitive headwinds.
S&P Global (SPGI) trades at $408.19, up 0.73% today, with strong analyst support (85.7% buy ratings) and a $523.20 consensus price target suggesting 28% upside. Recent Q2 2026 earnings beat expectations at $4.83 EPS, continuing a trend of profitability with 30.54% net margins. Technical indicators show bearish momentum near key support at $404, while fundamentals reveal robust revenue growth to $15.34B in 2025 and expanding cash flow.
The stock presents a compelling long-term opportunity given its dominant market position in ratings and indices, though near-term technical weakness and competitive pressures pose risks. Earnings consistency and strategic initiatives in AI and data analytics support upside potential, but investors should monitor debt levels increasing to 23.29% of assets.
Trailing returns across standard periods
Aptiv's signal and power solutions segment supplies components and systems that make up a vehicle's electrical system backbone, including wiring assemblies and harnesses, connectors, electrical centers, and hybrid electrical systems. The advanced safety and user experience segment provides body controls, infotainment and connectivity systems, passive and active safety electronics, advanced driver-assist technologies, and displays, as well as the development of software for these systems. Aptiv's largest customer is General Motors at roughly 12% of 2021 revenue, including sales to GM's Shanghai joint venture, followed by Stellantis at 11%, and Volkswagen at 9%. North America and Europe represented approximately 38% and 33% of total 2019 revenue, respectively.
Read more on APTV →S&P Global provides data and benchmarks to capital and commodity market participants. In 2021 and excluding IHS Markit, S&P Ratings was over 45% of the firm's revenue and over 55% of the firm's operating income. S&P Ratings is the largest credit rating agency in the world. The firm's other segments include Market Intelligence, Indices, and Platts. Market Intelligence provides desktop tools and other data solutions to investment banks, corporations, and other entities. Indices provides benchmarks for financial markets and is monetized through subscriptions, asset-based fees, and transaction-based royalties. Platts provides benchmarks to commodity markets, principally petroleum.
Read more on SPGI →