Fundamentals · 2026-09-09S&P 500ANNUAL BASIS

S&P Global

SPGI stock analysis · Financials · Financial Exchanges & Data

FY 2025-12-31ANNUAL FILINGS
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These are research estimates based on annual filings. Valuation uses a cash-flow proxy and explicit assumptions; prices are not live. Published valuations use annual periods first filed by the price date, with later restatements retained.
Reference share price · USD
$407.26HISTORICAL SNAPSHOT

As of · fund-implied per-share value

Fund holding value ÷ shares held. Not a live quote; not adjusted for later stock splits.

View SEC fund filing ↗
Estimated issuer market cap
$120.5B

Price × SEC outstanding shares. Shares measured 2026-04-24. Approximate; share and price dates can differ.

View share-count filing ↗
Reviewed cash-flow model

Reviewed operating-business exception limited to this annual period. S&P Global supplies benchmarks, ratings, data, analytics and workflow services. Its fee-based operating business supports the general cash-flow/operating-capital proxies for this period. Consolidated CFO less capital expenditure is $5.456bn, whereas the issuer's own free-cash-flow measure also subtracts distributions to noncontrolling owners. The balance sheet carries $4.917bn redeemable and $108m other noncontrolling interests. FCF yield remains a consolidated ownership proxy; DCF and reverse DCF are withheld until these claims have a dated valuation bridge. Business description ↗

Cash-flow proxy: excluded reinvestment

Consolidated CFO less capex does not deduct cash distributions to noncontrolling interests, unlike the issuer's own free-cash-flow measure. This is a consolidated ownership proxy; per-share DCF and reverse DCF remain withheld pending a dated minority-claim bridge. Read the cash-flow statement ↗

Valuation

DCF value

Consolidated cash flow includes noncontrolling interests. A dated valuation bridge for those claims has not been reviewed, so per-share DCF and reverse DCF remain unavailable.

Consolidated cash flow includes noncontrolling interests. A dated valuation bridge for those claims has not been reviewed, so per-share DCF and reverse DCF remain unavailable.

How this is calculated ↗
Valuation

Reverse DCF

Consolidated cash flow includes noncontrolling interests. A dated valuation bridge for those claims has not been reviewed, so per-share DCF and reverse DCF remain unavailable.

Consolidated cash flow includes noncontrolling interests. A dated valuation bridge for those claims has not been reviewed, so per-share DCF and reverse DCF remain unavailable.

How this is calculated ↗
Valuation

Relative valuation

-8.1%

7 industry peers · median 24.8×

How this is calculated ↗
Valuation

Historical multiples

39.9×

6 annual observations · snapshot P/E 27.0× · -32.5% versus history

How this is calculated ↗
Valuation

Free cash flow yield

4.5%

Annual basis · read assumptions below

How this is calculated ↗
Quality

ROIC / quality

12.0%

Normalized tax · financing-capital proxy · short-term borrowing coverage incomplete

How this is calculated ↗
Valuation

Value composite

28/100

Annual basis · read assumptions below

How this is calculated ↗
Momentum

12–1 price momentum

Split and corporate-action verification is incomplete for these fund observations. Verified adjusted endpoints are required for 12–1 momentum.

Split and corporate-action verification is incomplete for these fund observations. Verified adjusted endpoints are required for 12–1 momentum.

How this is calculated ↗
Investment

Asset growth

1.6%

Annual basis · read assumptions below

How this is calculated ↗
Investment

Net payout yield

Requires reported dividends, repurchases and issuance; missing values are not zero.

Requires reported dividends, repurchases and issuance; missing values are not zero.

How this is calculated ↗
Quality

Accrual quality

-1.4%

Annual basis · read assumptions below

How this is calculated ↗
Momentum

Fundamental momentum

2.6%

Annual basis · read assumptions below

How this is calculated ↗

Follow the cash

ANNUAL · USD

Operating cash flow and reinvestment over time

USD · bar maximum 5.7B2020-12-31: cfo $3,567,000,000.002020-12-31: capex $76,000,000.0020202021-12-31: cfo $3,598,000,000.002021-12-31: capex $35,000,000.0020212022-12-31: cfo $2,603,000,000.002022-12-31: capex $89,000,000.0020222023-12-31: cfo $3,710,000,000.002023-12-31: capex $143,000,000.0020232024-12-31: cfo $5,689,000,000.002024-12-31: capex $124,000,000.0020242025-12-31: cfo $5,651,000,000.002025-12-31: capex $195,000,000.002025
Operating cash flowCapital expenditure

Annual USD. Negative bars use a compressed lower scale. Hover or inspect the financial history table for exact values.

Make the assumptions yours

Personal inputs stay in this browser. Blank fields retain published inputs. Five-year forecast; zero net borrowing. Required return must exceed terminal growth.

How sensitive is the valuation?

DCF per-share sensitivity · includes reviewed preferred and minority-owner claims · rows: required return · columns: growth
Return / Growth3.0%5.0%7.0%
8.0%
10.0%
12.0%

Annual financial history

Open SEC filings ↗
Fiscal year-endRevenueNet incomeOperating cash flowCapital expenditureAssets
2025-12-3115.3B4.8B5.7B195M61.2B
2024-12-3114.2B4.2B5.7B124M60.2B
2023-12-3112.5B2.9B3.7B143M60.6B
2022-12-3111.2B3.5B2.6B89M61.8B
2021-12-318.3B3.3B3.6B35M15B
2020-12-317.4B2.5B3.6B76M12.5B
2019-12-316.7B2.3B2.8B115M11.3B
2018-12-316.3B2.1B2.1B113M9.4B

USD, abbreviated. Restated annual history; not a point-in-time backtest. Missing values appear as dashes.

Trace the inputs

MODEL ANNUAL PERIOD
InputValueSEC tag / sourceFiled
revenue15.3BRevenueFromContractWithCustomerExcludingAssessedTax2026-02-11
netIncome4.8BProfitLoss
Explicit consolidated amount, including the portion attributable to noncontrolling interests.
2026-02-11
Parent/common earnings proxy4.5BNetIncomeLoss2026-02-11
cfo5.7BNetCashProvidedByUsedInOperatingActivities2026-02-11
capex195MReviewed manual correction
Reviewed consolidated cash-flow statement capital-expenditure amount retained without changing the existing PP&E proxy definition. Consolidated CFO less capex does not deduct cash distributions to noncontrolling interests, unlike the issuer's own free-cash-flow measure. This is a consolidated ownership proxy; per-share DCF and reverse DCF remain withheld pending a dated minority-claim bridge.
2026-02-11
operatingIncome6.5BOperatingIncomeLoss2026-02-11
assets61.2BAssets2026-02-11
equity31.2BStockholdersEquityIncludingPortionAttributableToNoncontrollingInterest
Explicit consolidated amount, including the portion attributable to noncontrolling interests.
2026-02-11
Parent book equity proxy31.1BStockholdersEquity2026-02-11
debt13.1BLongTermDebt2026-02-11
shortDebtNot reported under a supported tag
cash1.7BCashAndCashEquivalentsAtCarryingValue2026-02-11
shares305.1MWeightedAverageNumberOfDilutedSharesOutstanding2026-02-11
dividends1.2BPaymentsOfDividendsCommonStock2026-02-11
buybacks5BPaymentsForRepurchaseOfCommonStock2026-02-11
issuanceNot reported under a supported tag