S&P Global is viewed as a solid financial infrastructure company trading at an attractive 25x forward PE. Its diversified business segments like Ratings, Indices, Market Intelligence, and Energy provide high-margin revenue streams that are resilient to AI disruption. The company is expected to achieve 8-10% long-term revenue growth and 12% free cash flow growth, supported by share buybacks. Analysts see a strong buy opportunity with a potential 24% compound annual growth rate (CAGR) through 2030, driven by operating leverage, credit rating tailwinds, and undervalued stock multiples.
S&P Global has finalized its acquisition of datacenterHawk, enhancing its Energy division with advanced data center, fiber optic, and infrastructure intelligence. This integration combines datacenterHawk's detailed asset-level data with S&P Global En...
S&P Global has completed the sale of its geoscience and petroleum engineering software portfolio to Schlumberger, while continuing to supply proprietary energy data through these tools. This move allows S&P Global Energy to concentrate on delivering ...
