SPGI
S&P Global Inc.Financial Services · $116.8B market cap
Verdict
Share price
$386.27
close of Oct 3, 2026
Fair value
$372.79
Sticker Price
Payback Price
$149.11
buy price
SPGI is Fairly Valued: at $386.27 it's within 4% of its fair value of $372.79. Its buy price (Payback Price) is $149.11, 61% below today's price. Business quality is mixed: 2 of 5 key numbers clear the 10% bar.
How we valued it
Free Cash Flow. Sales grew 11% a year over the last 3 years, below the 15% we look for in a fast grower, so we value it on its free cash flow instead of an earnings forecast.
Business quality
2 of 5 clear the 10% bar. What are the Big Five?
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14 of the investors we track hold SPGI. In Q2 2026, 4 opened a position, 1 added, 2 trimmed and 1 sold out. Who we track
Chris Hohn
TCI Fund Management · as of Q2 2026
$5.7B
14,081,957 shares
Valley Forge Capital Management
Valley Forge Capital Management · as of Q2 2026
$620.7M
1,524,036 shares
John Armitage
Egerton Capital · as of Q2 2026
$143.3M
351,920 shares
Pat Dorsey
Dorsey Asset Management · as of Q2 2026
$128.9M
316,413 shares
Thomas Gayner
Markel Group · as of Q2 2026
$47.9M
117,690 shares
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Triple Frond Partners
Triple Frond Partners · as of Q2 2026
$47.5M
116,700 shares
William Von Mueffling
Cantillon Capital Management · as of Q2 2026
$29.0M
71,249 shares
Christopher Bloomstran
Semper Augustus · as of Q2 2026
$18.7M
45,989 shares
David Rolfe
Wedgewood Partners · as of Q2 2026
$12.8M
31,339 shares
Lindsell Train
Lindsell Train · as of Q2 2026
$3.0M
7,400 shares
Wallace Weitz
Weitz Investment Management · as of Q2 2026
$2.9M
7,150 shares
Dodge & Cox Funds
Dodge & Cox Funds · as of Q2 2026
$2.1M
5,200 shares
Glenn Greenberg
Brave Warrior Advisors · as of Q2 2026
$571K
1,401 shares
Ruane Cunniff LP
Ruane Cunniff LP · as of Q2 2026
$216K
531 shares
Moves in Q2 2026
New position: Triple Frond Partners, John Armitage, Glenn Greenberg, Christopher Bloomstran
Added: Pat Dorsey
Trimmed: William Von Mueffling, Valley Forge Capital Management
Sold out: Li Lu
Insider activity
Since Jul 1, 2026: no open-market purchases and 6 other filings (stock awards, tax withholding and similar). Why purchases matter
Other filings
Thomas Darren Robert
Co-Head, Market Intelligence · 2026-08-01
Tax withholding
$94K
Thomas Darren Robert
Co-Head, Market Intelligence · 2026-08-01
Option exercise
558 shares
Eager William W
President, S&P Global Mobility · 2026-07-01
D-Return
3,569 shares
Eager William W
President, S&P Global Mobility · 2026-07-01
D-Return
4,917 shares
Eager William W
President, S&P Global Mobility · 2026-07-01
Award
4,917 shares
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Eager William W
President, S&P Global Mobility · 2026-07-01
Award
13,286 shares
About S&P Global Inc.
S&P Global Inc., together with its subsidiaries, provides benchmarks, data, analytics, and workflow solutions in the global capital, energy and commodity, and automotive markets. It operates through five segments: S&P Global Market Intelligence, S&P Global Ratings, S&P Global Energy, S&P Global Mobility, and S&P Dow Jones Indices. The S&P Global Market Intelligence segment provides multi-asset-class data and…
Financial - Data & Stock Exchanges
Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works