Over the past six months, S&P Global’s shares (currently trading at $414.07) have posted a disappointing 19.2% loss, well below the S&P 500’s 9.3% gain. This may have investors wondering how to approach the situation.
Following the drawdown, is now the time to buy SPGI? Find out in our full research report, it’s free.
Why Do Investors Watch SPGI Stock?
Tracing its roots back to 1860 when it published the first railroad industry manual, S&P Global (NYSE: SPGI) provides credit ratings, market intelligence, commodity data, automotive analytics, and financial indices that help investors and businesses make decisions.
Three Positive Attributes:
1. Revenue Climbing Higher
We at StockStory place the most emphasis on long-term growth, but within financials, a stretched historical view may miss recent interest rate changes, market returns, and industry trends. S&P Global’s annualized revenue growth of 10.7% over the last two years is above its five-year trend, suggesting some bright spots. 
Note: Quarters not shown were determined to be outliers because they were impacted by outsized investment gains/losses that are not indicative of the recurring fundamentals of the business.
2. EPS Surges Higher Over the Last Two Years
Although long-term earnings trends give us the big picture, we like to analyze EPS over a shorter period to see if we are missing a change in the business.
S&P Global’s EPS grew at a remarkable 17% compounded annual growth rate over the last two years, higher than its 10.7% annualized revenue growth. This tells us the company became more profitable on a per-share basis as it expanded.
3. Stellar ROE Showcases Lucrative Growth Opportunities
Return on equity, or ROE, tells us how much profit a company generates for each dollar of shareholder equity, a key funding source for financial firms. Over a long period, financial firms with high ROE tend to compound shareholder wealth faster through retained earnings, buybacks, and dividends.
Over the last five years, S&P Global has averaged an ROE of 19.7%, excellent for a company operating in a sector where the average shakes out around 10% and those putting up 25%+ are greatly admired. This shows S&P Global has a strong competitive moat.
Final Judgment
S&P Global is an interesting business with potential. After the recent drawdown, the stock trades at 20.1× forward P/E (or $414.07 per share). Is now a good time to buy? See for yourself in our comprehensive research report, it’s free.
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