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Looking up the ticker with the regulator···
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S&P Global Inc.
Rule-based classification of fundamentals against the sector. Not a price forecast and not investment advice.
Weak signals across every dimension
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1 of 5 met · composite in line with peers
Business quality, valuation against the sector, and position in the 52-week range — whether they line up or not.
Stable quality
Profitability
4/4
Debt & liquidity
1/3
Efficiency
2/2
Valuation is where the tension sits most clearly for S&P Global Inc.: the P/E of 26.5× runs +52% above the sector median of 17.4×, and P/B of 4.0× sits +40% above its median of 2.9× — a premium the fundamentals do not obviously justify. The F-Score of 7/9 reflects a business that is profitable but carries more debt than its peers, with the balance-sheet sub-score at 1/3. Revenue growth of 7.9% and EPS growth of 18.7% both run near the sector median, so there is no standout expansion to explain the multiple. Consensus models earnings growth ahead of the realized three-year CAGR of {{value:eps_cagr_3y}} per SEC filings — the market expects more than the track record has delivered, and analyst forecasts carry a known optimistic bias of roughly 10%. The composite of 37/100 against the sector median captures that gap between price and underlying performance.
| Ticker | Name | F-Score | ROE | Revenue YoY | Op. margin |
|---|---|---|---|---|---|
| AXP | American Express | 4/9 | 34% |
Quarter-by-quarter classification · a retrospective read by the current logic · not a price forecast
Rule-based classification of fundamentals against the sector. Not a price forecast and not investment advice. The method did not see these quarters in real time; this is the current logic applied to past reports.
The market prices in earnings growth; analyst sentiment is steady; has not always beaten consensus.
Price against next year's expected earnings. The forward P/E already carries analyst optimism — read it alongside the “Versus consensus” line.
A forward P/E below the current one means the market expects earnings to grow; above it, to fall. The historical growth is realized figures from SEC filings, not a forecast.
The three-month change in the share of positive analyst ratings. This is sentiment, not an earnings-estimate revision, and not a call to act.
When SPGI reports on 2026-10-28, track revenue growth year over year alongside the F-Score profitability signals, which currently sit at a clean 4/4. Given the P/E at 52% above the sector median, any softness in earnings growth will put that premium under pressure.
Pull SPGI's latest 10-K on SEC EDGAR and focus on the leverage and liquidity section — the F-Score flags only 1/3 there. Management's discussion should clarify debt structure and cash deployment decisions that explain that gap.
From the same-sector table in section 06, pick two or three companies and line up one metric — P/E or P/B works well given SPGI's readings of 17.4× and 2.87× against sector medians. The table is alphabetical with no ranking, so the selection and interpretation are yours to make.
Steps you can check yourself, based on the figures in this brief.
Piotroski F-Score: nine binary tests of financial strength from the annual report. A ✓ marks a test passed, a dot (·) a test failed.
Over 4 years: -29%+42%+56%-2%
Over 4 years: 1.802.211.691.62
Over 4 years: +35%+12%+14%+8%
The context on the right shows how each figure compares with the sector median. The trend below tracks the change over recent fiscal years.
Beat consensus in 7 of 8 recent quarters — the company clears estimates regularly (consensus is often set conservatively).
Last quarter's EPS against consensus, plus the estimated date of the next report.
| +6% |
| — |
| BAC | Bank of America | 5/9 | 10% | +7% | — |
| BLK | BlackRock | 3/9 | 11% | +19% | 29% |
| C | Citigroup | 3/9 | 7% | +6% | — |
| CB | Chubb | 6/9 | 15% | +7% | — |
| GS | Goldman Sachs | 5/9 | 14% | +9% | — |
| JPM | JPMorgan Chase | 3/9 | 16% | +3% | — |
| MA | Mastercard | 7/9 | 210% | +16% | 58% |
| MS | Morgan Stanley | 3/9 | 16% | +14% | — |
| PGR | Progressive | 6/9 | 40% | +16% | — |
| SCHW | Charles Schwab | 5/9 | 18% | +22% | — |
| SPGI | S&P Global Inc. | 7/9 | 14% | +8% | 42% |
| USB | U.S. Bancorp | 7/9 | 12% | +4% | — |
| V | Visa | 5/9 | 64% | +11% | 60% |
| WFC | Wells Fargo | 3/9 | 12% | +2% | — |
A sample of 15 companies in the sector including the target, alphabetical, unranked. Data from the latest SEC annual reports.
Rule-based classification of fundamentals against the sector. Not a price forecast and not investment advice.
A simplified retrospective read: no analyst forecast (not available historically); the source is the annual report as of the date, so neighbouring quarters can rest on the same data. Quarters with the same classification in a row are merged into one row — each row is one change in the read, not a separate quarter. One ticker is an illustration of the classification logic, not statistics. How we calculate →
The last few quarters are recent context, not a fixed rate. Consensus for near quarters is set low, so companies clear it routinely; over long horizons the forecasts run the other way, too high.
A description of what the market and analysts expect. Not a price forecast and not investment advice. Analyst forecasts run systematically optimistic over long horizons — read them with that discount.