S&P Global Stock Now 32% Cheaper, Time To Buy

S&P Global (SPGI) stock might be a good buy now. Why? Because you get high margins—reflective of pricing power and cash generation capacity—for a discounted price. Companies like this generate consistent, predictable profits and cash flows, which reduce risk and allow capital to be reinvested. The market tends to reward that.

What Is Happening With SPGI

SPGI stock is now 32% cheaper based on its P/S (price-to-sales) ratio compared to 1 year ago.

The stock may not reflect it yet, but here is what’s going well for the company. S&P Global is demonstrating pricing power through continued demand for its data, reflected in 7% organic subscription revenue growth in Market Intelligence and 12% in Ratings for Q4 2025. Expansion into high-growth areas like private markets and new AI-powered products is attracting customers. Furthermore, efficiency gains from workflow automation are set to drive the guided margin expansion for 2026.

SPGI Has Strong Fundamentals

• Recent Profitability: Nearly 37.6% operating cash flow margin and 40.2% operating margin LTM.
• Long-Term Profitability: About 34.8% operating cash flow margin and 36.3% operating margin last 3-year average.
• Revenue Growth: S&P Global saw growth of 9.0% LTM and 13.3% last 3-year average, but this is not a growth story
• Available At Discount: At P/S multiple of 7.9, SPGI stock is available at a 32% discount vs 1 year ago.

Below is a quick comparison of SPGI fundamentals with S&P medians.

*LTM: Last Twelve Months

Don’t Expect A Slam Dunk, Though

While SPGI stock may be a compelling investment opportunity, it’s always helpful to be aware of a stock’s history of drawdown. SPGI fell about 75% during the Global Financial Crisis, 40% in the Inflation Shock, and roughly 38% through the Covid crash. Even the 2018 correction wasn’t mild, hitting around 25%. No matter how strong the fundamentals, these dips show that the stock still takes a hit when markets turn ugly. Quality cushions the fall but doesn’t make it immune. But the risk is not limited to major market crashes. Stocks fall even when markets are good—think events like earnings, business updates, and outlook changes. Read SPGI Dip Buyer Analyses to see how the stock has recovered from sharp dips in the past.

If you want more details, read Buy or Sell SPGI Stock.

How We Arrived At SPGI Stock

SPGI piqued our interest because it meets the following criteria:

1. Greater than $10 Bil in market cap
2. High CFO (cash flow from operations) margins or operating margins
3. Meaningfully declined in valuation over the past 1 year

But if SPGI doesn’t look good enough to you, here are other stocks that also check all these boxes:

1. T-Mobile US (TMUS)
2. Salesforce (CRM)
3. Intuit (INTU)

Notably, a portfolio that was built starting 12/31/2016 with stocks that fulfill the criteria above would have performed as follows:

• Average 12-month forward returns of nearly 19%
• 12-month win rate (percentage of picks returning positive) of about 72%

Navigate Market Cycles With Asset Allocation, Not Just Stocks

Inflation and market volatility can erode purchasing power over time. A dedicated wealth strategy helps you diversify beyond equities to protect and grow capital.

Are you positioned to outperform over the next 1-3 years? We analyzed if adding allocations like 10% commodities and 10% gold to a standard stock-bond portfolio boosts returns. The results are clear: real assets matter. Our wealth management partner builds these robust portfolios to capture growth while leveraging the Trefis High Quality Portfolio for superior stock selection.