S&P Global (SPGI) Could Deliver Mid-Teens EPS Growth From a Cheaper Valuation
Eagle Capital Management, an investment management firm, released its Q2 2026 investor letter, highlighting S&P Global Inc. (NYSE:SPGI) as a high-quality stock with low volatility. The company provides benchmarks, data, analytics, and workflow solutions in various markets, including global capital, energy, commodities, and automotive.
S&P Global's portfolio includes the S&P ratings franchise, S&P Indexes, Platts, and Capital IQ. Despite being widely priced for perfection in the past, the stock has since de-rated, trading at a high teens multiple. Eagle Capital Management expects S&P Global to navigate AI integration effectively, with most of their businesses operating with oligopoly/monopoly assets, network effects, or regulatory moats.
The firm expects EPS growth for S&P Global to reach the mid-teens over the next several years as the economy normalizes.
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