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Current Value
Goal
Buy
Dividends
Return
Total Gain
Pct of Portfolio
Reported
Reviewed
Current Price
Average Paid
SPGI S&P Global Inc.
10-24-24
5-5-24
493.81
Quality
Quality
Story
Predictability
1 Year Total Return
12.24
3 Year Total Return
3.71
10 Year Total Return
20
Years
1
2
3
4
5
6
7
8
9
10
Revenue CAGR
-5
22
20
17
15
12
11
11
10
10
Eps Cagr (F) 13
-5
3
-4
1
5
6
8
11
11
12
Eps 10 Yr 80%
-5
13
-18
17
23
12
23
29
18
16
Eps 20 Yr 70%
18
-3
18
8
14
-11
-12
19
11
19
1Year Div Growth
3.43
3Year Div Growth
7.93
5Year Div Growth
11.09
10Year Div Growth
12.06
Dividend Yield
0.74
Dividend Yield with Buy Backs
3.22
5 Year Average Dividend Yield
0.83
5 Year YOC
1.20
Payout
32%
Moat
Beta
0.6
ROIC Now
6.0
ROIC Times Growth
79
Share Count CAGR
6.51
Analyst Recommendations
4.3
Credit Rating
No
Debt to Ebitda
1.9
Debt to Capital
0.24
Joseph Carlson
2023-08-17
Chris Hohn
2023-08-17
Compounding Quality
2023-08-17
Nicholas Ward
2023-12-30
EARNINGS REPORTED
10-24-2024
Ignore
MS
PE15
Avg PE
Avg Yield
Flags
Watch
Hold Buys
Hold Automated
Margin of Safety
-40
-35
-30
-25
-20
-15
-10
-5
0
5
10
15
20
25
-10
-5
0
5
10
15
20
25
30
35
40
45
50
55 *
ROIC PE Actual
A
B
C
D
F
X
ROIC PE Value
A
B
C
D
F
X
Growth: 13.2 ROIC: 6.0 Trailing PE: 44.1 Forward PE: 29.4
Gro
4%
8% *
10%
12%
14%
16%
18%
20%
22%
24%
26%
28%
30%
32%
34%
36%
38%
40%
>40
<3
3%
12.5
12.9
13.3
13.8
14.3
14.4
14.5
14.7
14.9
15.1
15.3
15.5
15.7
15.9
16.1
16.3
16.5
4%
7.1
12.5
13.1
13.8
14.5
15.2
15.4
15.6
15.8
16.1
16.3
16.6
16.8
17.1
17.3
17.6
17.8
18.1
5%
12.5
13.4
14.3
15.2
16.1
16.4
16.7
17.0
17.3
17.6
17.9
18.2
18.5
18.8
19.1
19.4
19.7
6%
3.3
12.5
13.6
14.8
15.9
17.1
17.4
17.8
18.2
18.6
19.0
19.4
19.8
20.2
20.6
21.0
21.4
21.8
7%
12.5
13.9
15.3
16.7
18.2
18.7
19.2
19.7
20.2
20.7
21.2
21.7
22.2
22.7
23.2
23.7
24.2
8%
0
12.5
14.2
15.9
17.6
19.4
20.0
20.6
21.2
21.8
22.4
23.0
23.6
24.2
24.8
25.4
26.0
26.6
9%
0
12.5
14.5
16.6
18.7
20.9
21.6
22.3
23.0
23.7
24.4
25.1
25.8
26.5
27.2
27.9
28.6
29.3
10%
0
12.5
14.9
17.4
19.9
22.4
23.2
24.0
24.8
25.7
26.5
27.4
28.2
29.1
29.9
30.8
31.6
32.5
11%
12.5
15.3
18.2
21.0
23.9
24.8
25.7
26.7
27.7
28.7
29.7
30.7
31.7
32.7
33.7
34.7
35.7
12%
12.5
15.7
18.9
22.1
25.4
26.4
27.4
28.5
29.6
30.7
31.8
32.9
34.0
35.1
36.2
37.3
38.4
13% *
12.5
16.1
19.8
23.2
26.9
28.0
29.1
30.3
31.5
32.7
33.9
35.1
36.3
37.5
38.8
39.9
41.1
14%
12.5
16.5
20.7
24.3
28.4
29.6
30.8
32.1
33.4
34.7
36.0
37.3
38.6
39.9
41.4
42.5
43.8
15%
12.5
16.9
21.6
25.4
29.9
31.2
32.5
33.9
35.3
36.7
38.1
39.5
40.9
42.3
44.0
45.1
46.5
16%
12.5
17.3
22.5
26.5
31.4
32.8
34.2
35.7
37.2
38.7
40.2
41.7
43.2
44.7
46.6
47.7
49.2
17%
12.5
17.7
23.4
27.6
32.9
34.4
35.9
37.5
39.1
40.7
42.3
43.9
45.5
47.1
49.2
50.3
51.9
18%
12.5
18.1
24.3
28.7
34.4
36.0
37.6
39.3
41.0
42.7
44.4
46.1
47.8
49.5
51.8
52.9
54.6
>18
Code
A
B
C
D
F
P
S
X
Moat
Wide
Narrow
None
Credit Rating
AAA
AA+
AA
AA-
A+
A
A-
No debt
BBB+
BBB
BBB-
< BBB
None
VL Safety
1
2
3
4
5
None
VL Strength
A++
A+
A
B++
B+
B
<B
None
Dividend
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
None
Safety Score
Exchange
Price
Price
MS Stars
DAY
-0.57
1W
501.80
-10.45
-2.08
2W
491.81
-0.46
-0.09
4W
516.77
-25.42
-4.92
8W
502.82
-11.47
-2.28
12W
522.01
-30.66
-5.87
26W
453.27
38.08
8.40
52W
427.93
63.42
14.82
Target
5%
Morningstar Target
5%
Analyst Target
-15%
Dividend Radar Fair Value
0%
Trailing PE
44
Forward PE
29
Vs. 5 Year P/E (26%)
126
Vs. 5 Year Dividend Yield
117
Expected PE based on ROIC and Growth
Dip
3
52 Week Low
408
52 Week High
533
X
With 0% Margin of Safety
470.00
23.81
5.07%
My Fair Value
470.00
23.81
5.07%
Analyst Target
580.44
-86.63
-14.92%
Average Value
424.64
69.17
16.29%
+ Morningstar Value
470.00
23.81
5.07%
- PE 15 Value
175.23
318.58
181.80%
- Average PE Value
0.00
0.00
0.00%
+ Avg Yield Value
438.55
55.26
12.60%
- Div Radar Value
493.81
0.00
0.00%
+ Nicholas Ward 2023-10 X
360.00
133.81
37.17%
+ Joseph Carlson 2024-01 X
430.00
63.81
14.84%