Buffett Brain · Research note
Score updated 26 Sept 2026 · analysis from 7 Sept 2026
SPGI· Financial Services
S&P Global
S&P Global's strong management and durable revenue streams contrast with its stretched valuation and sector-relative margin challenges.
Buffett fit
Partial fit
Owner
59
Durability
82
Management
92
Price
28
Score updated 26 Sept 2026 · analysis from 7 Sept 2026
Buffett's checklist
Each number against Buffett's bar, and where it ranks among Financial Services stocks in our database.
How much profit the business makes on each dollar invested in it. Higher is better.
What is left of each sale after the cost of making the product. A high number often means pricing power.
The cash the business earns for its owners, compared with the price of the whole company.
How fast sales grew each year over the last five years.
How many years of today's profit you pay for at today's price. Lower means cheaper.
How much the company owes compared with what it owns outright. Lower is safer.
The four pillars
How the business measures up on each of Buffett's four tests.
Owning 100% of S&P Global would mean benefiting from its steady revenue streams and strong cash flow, with $5.46 billion in .
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S&P Global's durability is supported by its critical role in financial markets, providing essential data and analytics.
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Management has effectively used capital, evidenced by a share count CAGR of -1.42% and a dividend CAGR of 12.02%.
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The current yield of 4.19% is below the 8-10% threshold for a no-brainer buy.
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For and against
The strongest points on each side, with the numbers behind them.
In its favor
6- 111.8% is above the sector top-quintile cutoff of 10.6%.
- 25-year EPS CAGR of 12.85% indicates robust growth.
- 3 of $5.46 billion supports capital returns.
- 4Share count CAGR of -1.42% reflects effective .
Concerns
5- 1 of 29.1 suggests high valuation with limited .
- 2 of 70.25% is below the sector top-quintile of 81.5%.
- 3 of 40.28% falls short of sector top-quintile of 58.8%.
- 4Current ratio of 0.82 suggests potential short-term liquidity issues.
Price history
$449-5.3%· 5-year return
Weekly closing prices. Touch or hover the line for a date.
The business
How the business works
S&P Global Inc. provides benchmarks, data, analytics, and workflow solutions across various markets, generating $15.34 billion in revenue. The company's four segments include Market Intelligence, Ratings, Energy, and Dow Jones Indices. The Market Intelligence segment offers a robust suite of data and analytics products. With a 70.25% and a 40.28% , the unit economics are strong, but below sector top-quintile thresholds.
How this analysis has moved
The call has held across 6 reviews.
Sep 27, 2026 → Oct 27, 2026
What other investors would say
The same company, judged by three other documented playbooks.
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