S&P Global Inc. (NYSE: SPGI) has traded sideways this year as markets shifted between risk-on and risk-off sentiment. The stock trades near $503/share, supported by strong recurring revenue and one of the most profitable data and analytics businesses in the world. Despite periods of volatility, SPGI’s core segments in ratings, indices, and financial intelligence remain steady.
Recently, SPGI reported improving trends in its Ratings business as credit issuance began to recover. The company also introduced new AI powered analytics tools within Market Intelligence aimed at enhancing research workflows and expanding cross selling opportunities. These moves signal that SPGI is investing in higher value products to strengthen its moat.
This article explores where analysts believe SPGI could trade by 2027. We reviewed consensus targets and valuation models to outline the stock’s potential path. These figures reflect current analyst expectations and are not TIKR’s own predictions.
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Analyst Price Targets Suggest Modest Upside
S&P Global trades at about $503/share today. The latest average analyst price target is $610/share, which implies roughly 21% upside. Upside in this range typically signals modest potential supported by steady earnings growth.
Analyst forecasts are fairly consistent:
- High estimate: ~$675/share
- Low estimate: ~$538/share
- Median target: ~$615/share
- Ratings: 17 Buys, 6 Outperforms, 1 Hold
For investors, this suggests analysts expect dependable returns supported by SPGI’s recurring revenue base and long term demand for ratings, indices, and financial data. If credit markets continue to improve, SPGI may deliver results toward the higher end of the forecast range.
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S&P Global: Growth Outlook and Valuation
The company’s fundamentals appear solid based on the model inputs:
- Revenue growth forecast: 7.4%
- Operating margins: 51.1%
- P E multiple: 26.1x
- Model target price: $638/share
- Based on analysts’ average estimates, TIKR’s Guided Valuation Model using a 26.1x forward P E suggests S&P Global could trade near $638/share by 2027.
- That implies about 26.8% total return, or roughly 11.8% annualized.
These numbers suggest steady compounding supported by strong margins and a reliable business mix. For investors, S&P Global looks like a high quality company with consistent earnings power rather than rapid growth, offering a clear path to stable long term returns.
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What’s Driving the Optimism?
S&P Global benefits from several long term strengths that support its growth outlook. Demand for ratings is improving as issuance normalizes, which directly boosts one of the company’s most profitable segments. The indices business also continues to expand as ETF adoption rises globally, helping SPGI grow alongside market assets.
Technology investments are another positive driver. New AI based analytics tools in Market Intelligence are helping clients work more efficiently and become more embedded in SPGI’s ecosystem. This increases customer loyalty and supports long term pricing power.
For investors, these dynamics highlight why SPGI is viewed as a steady compounder. The company’s mix of essential data, indices, and subscription based services provides resilience even when market conditions fluctuate.
Bear Case: Valuation and Macro Sensitivity
Despite its strengths, SPGI is not without risks. The stock trades at a premium valuation near 36x forward earnings, which leaves limited room for disappointment if growth slows. With mid single digit revenue growth, any earnings miss could create short term pressure.
SPGI is also sensitive to credit issuance cycles. If issuance weakens again, Ratings revenue could slow, which may weigh on performance. Competition is also increasing as other data providers invest in advanced analytics and AI driven tools.
For investors, the main concern is valuation compression rather than business deterioration. SPGI’s model is durable, but a premium multiple requires consistent execution.
Outlook for 2027: What Could S&P Global Be Worth?
Based on analysts’ average estimates, TIKR’s Guided Valuation Model suggests S&P Global could trade near $638/share by 2027. From today’s price of about $503/share, that represents roughly 27% upside, or around 12% annualized returns.
This forecast points to steady compounding rather than aggressive growth. The model already assumes a recovery in issuance and continued strength in SPGI’s data and indexing businesses. To deliver meaningfully higher returns, SPGI would likely need stronger issuance cycles, faster adoption of its analytics tools, or better operating leverage.
For investors, S&P Global remains a high quality long term holding with stable growth, predictable earnings, and a clear path to steady returns.
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