S&P Global Stock: Intelligence Player Intelligent Here? (NYSE:SPGI)

S&P Global: Intelligence Player Intelligent Here? Summary S&P Global remains an information powerhouse post-IHS Markit merger, with resilient growth and premium valuations. SPGI trades at 12x sales and ~30x adjusted earnings, reflecting high expectations and robust operating margins in the forties. Recent capital allocation includes a $1.8B acquisition of With Intelligence and the planned spin-off of S&P Global Mobility, as the company continues to tweak its portfolio. Despite strong fundamentals and AI-driven optimism, I maintain a cautious stance due to valuation and potential AI disruption risks. Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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