Jul. 28 at 1:06 AM
$SPGI Heads up alert! Upcoming earnings on Thursday, 7/31/2025 for
$SPGI
Bullish (7.8)
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Financial Analysis of S&P Global (SPGI):
S&P Global Inc.
(NYSE: SPGI) has been demonstrating a robust growth trajectory, supported by strategic acquisitions and partnerships.
The company's recent collaboration with Barclays and acquisition of ARC Research signal its aggressive expansion in providing comprehensive financial data and analytics.
SPGI's integration with Anthropic to provide trusted financial data further underscores its commitment to leveraging AI for enhanced data solutions.
SPGI is trading with a trailing P/E ratio of 41.68 and a forward P/E of 31.54, indicative of high growth expectations compared to the industry average.
The company’s earnings per share (EPS) growth has been noteworthy, with analysts forecasting a single-digit percentage growth in the upcoming earnings report.
This growth is supported by the company's strong recurring revenue model and successful integration of AI-driven enhancements in their offerings.
Revenue forecasts remain optimistic, driven by strong demand for financial analytics and credit ratings as global debt levels rise.
The recent strategic agreement with Barclays and the acquisition of TeraHelix are expected to bolster SPGI's data modeling capabilities, potentially enhancing revenue streams.
Compared to industry peers, SPGI maintains a competitive edge with its diversified suite of services and consistent innovation in high-demand sectors.
Upcoming Earnings Report:
S&P Global is set to announce its second-quarter 2025 earnings on Thursday, July 31, 2025.
Historically, the company has a strong track record of beating earnings estimates, which is likely to continue, given the positive momentum in its business operations.
Analysts anticipate a modest earnings growth, supported by strategic acquisitions and continuous investment in technology enhancements.
The consensus estimates project a single-digit EPS growth, aligning with the company's long-term growth strategies.
The potential for an earnings beat remains high, given the favorable business conditions and recent strategic initiatives.
Sector Performance:
S&P Global operates in the financial services sector, which has shown mixed performance recently.
While the NYSE Financial Index experienced a slight decline in recent trading sessions, the overall sector remains resilient.
The demand for financial analytics, credit ratings, and data solutions continues to grow, providing a stable foundation for companies like SPGI.
Despite some volatility, the sector's long-term outlook remains positive, driven by ongoing digital transformation and increasing complexity in financial markets.
- Funds were net sellers of
$SPGI during the previous reporting quarter.
- Top 5 funds with large holdings in
$SPGI:
- Edgewood Management LLC, MV:
$1,366MM. Fund Rank: 83%
www.edgewood.com
- Cantillon Captal Management LLC, MV:
$921MM. Fund Rank: 71%
www.cantillon.com
- Valley Forge, MV:
$892MM. Fund Rank: 96%
www.valleyforgecapital.com
- Fayez Sarofim & Co, MV:
$787MM. Fund Rank: 68%
www.sarofim.com
- Baillie Gifford & Co Ltd, MV:
$405MM. Fund Rank: 82%
www.bailliegifford.com
- Last 10 days performance: 0%
- Last 30 days performance: 2%
- Last 90 days performance: 9%
Some of the latest news articles:
- Title: Veracyte Set to Join S&P SmallCap 600
Publication Date: 7/24/2025 9:58:00 PM, Source: yahoo
URL: https://finance.yahoo.com/news/veracyte-set-join-p-smallcap-215800420.html?.tsrc=rss
- Title: Nasdaq, S&P 500 Reach New Highs as Markets Track Latest Earnings
Publication Date: 7/24/2025 9:25:36 PM, Source: yahoo
URL: https://finance.yahoo.com/news/nasdaq-p-500-reach-highs-212536109.html?.tsrc=rss
- Title: S&P Global (SPGI) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
Publication Date: 7/24/2025 2:00:37 PM, Source: yahoo
URL: https://finance.yahoo.com/news/p-global-spgi-earnings-expected-140037133.html?.tsrc=rss
- Title: Methane Emissions Intensity of Permian Basin Declined by More than Half in Two Years, New S&P Global Commodity Insights Analysis Finds
Publication Date: 7/24/2025 11:00:00 AM, Source: yahoo
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