Share S&P Global(NYSE: SPGI) After the report of earnings in the fourth quarter, which exceeded the estimates of Wall Street, gathered sharply. For the end of December 31, the giant of the financial service giant issued a 14% year -on -year increase in quarterly income, while the modified share of the share (EPS) increased by 20% to $ 3.77. If shareholders needed more good news, the company offered a strong view of the year in advance along with the new Share the purchase authorization.
Trends are solid, but since the stocks have been 24% in the last year and are currently traded at the highest level, can rally continue? We are discussing whether S&P Global Stock is now a purchase.
S&P Global is recognized as a leader in financial analysis, including credit evaluation, investment research and index data. The resistant economic environment associated with the positive sentiment of investors to the capital markets was for its tail business.
The key performance indicator emphasizing operational dynamics is the billing edition, reflecting the value of the credit tools evaluated. This number reached a record $ 3.9 trillion in $ 2024, which is 54% compared to the previous year, which captured favorable market conditions between tight loans and lower interest rates.
Within 31% of the year -on -year contribution to income growth in 2024, the dynamics of continuing diversification beyond the traditional focus on investment and high -profile debts to other types of loans and structured products is an important dynamics. This category brought a 62% increase in income compared to last year.
S&P Global also sees a strong response to its new offers, referred to as its vitality index. In this case, products such as Carfax Car have acquired a list of data, the intelligence of energy transition and LNG prices have gained traction.
Image source: Getty Images.
Another important development of S&P Global was his effort to integrate the functionality of artificial intelligence (AI) into his ecosystem. This initiative includes a common AI Spark Assist Generative pilot to increase user productivity and proposal to the platform value.
Management comments assumed optimism that these recent innovations have placed a company for durable and profitable growth. For 2025, the Company leads to income growth between 5% and 7% against a particularly strong growth scale. 2024. Edited target range of EPS of $ 17.00 to 17.25 is an increase of 9% on Wednes the previous year.
Metric
2024
2025 estimate
Income growth (year -on -year)
14%
5% to 7%
Edited profit per share (EPS)
15.70 $
17,00 $ to 17,25 $
EPS Growth Growth (Yoy)
25%
8% to 10%
Data source: S&P Global.
Global S&P Global as a potential investment opportunity begins knowing that many of its data products and loans are often decisive in the daily operation of its customer base. Institutional investors, banks and asset managers rely on S&P Global's specialized market news and create a rooted and mutually beneficial commercial relationship.
The company's financial profile, defined by permanent cash flows and high -quality earnings due to the historically strong renewal rate of the contract, helps justify the insurance award. S&P Global shares are traded at 31 times the 2025 EPS as a pre -marketing price for earnings (P/s) ratio. In particular, this level has a modest discount for competitors in the field Moody's and Msci It offers alternative solutions, forward P/E trading in the amount of 37 and 34. This measure offers S&P Global a relatively good value, with the key advantage of its larger size and more diversified platform.
S&P Global also excels as a “dividend king”, with an impressive 52 -year history of increasing its dividends. The current quarterly rate of $ 0.96 per share provides 0.7%, which is associated with the company's equivalent of $ 4.3 billion as part of the company's obligation to reward shareholders.
I am a bull on S&P Global, which is moving until 2025. Through its exposure to the wider topics of the financial service sector, if the capital markets remain low volatility and a constant increase in assets prices, the company is to achieve the objectives of earnings. Investors who are convinced of the ability to consolidate the market share have a lot of reasons to buy and hold global shares with a long -term horizon.
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