S&P Global spin-off boosts profits with AI-resistant products, promising strong growth and potential 20% returns by 2030

S&P Global's recent mobility spin-off has simplified its business and shifted 80% of profits to proprietary, AI-resistant 'Benchmark' products, driving high single-digit revenue growth. This shift, combined with operating leverage and free cash flow deployment, is expected to compound earnings per share at mid double-digit rates over a long runway. Additionally, a rumored spin-off of CapitalIQ could further streamline operations and enhance earnings and valuation multiples, potentially delivering a 20% total shareholder return through 2030.