S&P Global: When Risk Is High, Invest In Companies With High Walls

Jan. 09, 2023 1:55 PM ETS&P Global Inc. (SPGI)CME, MCO, MSCI, NDAQ6 Comments
Christopher Robb profile picture
Christopher Robb


  • S&P Global is the largest of the "Big Three" rating agencies which comprise a powerful oligopoly at the heart of financial services; a bulwark against 2023 risks.
  • The recent merger with IHS Markit appears to be creating more synergies than originally projected and should help provide a competitive advantage over its chief rivals.
  • The company's earnings are currently projected to accelerate throughout 2023, which helps insulate against the constellation of risks stalking markets.
  • The company has a professional management team with a demonstrated track record of navigating crises and rewarding shareholders.
  • Artificial Intelligence is often misunderstood and thought to be more advanced than it is. However, S&P Global's data-centered business is an area where upside potential is realistic and significant.

The Big Three credit rating agencies

fazon1/iStock Editorial via Getty Images

S&P Global (NYSE:SPGI) is a steady company with a solid and necessary business and several truly enticing growth prospects. Its recent merger with IHS Markit is on course to meeting the estimated synergies, and the

Market position of SPGI

SEC, Office of Credit Ratings Staff Report

Market Probability Tracker

Atlanta Fed

Ratings Granularity

S&P Market Intelligence

Dollar strength

S&P Market Intelligence


Company Reports, Q32022

Price Return

Seeking Alpha

total return

Seeking Alpha


Company Reports, Q32022


Seeking Alpha

price targets

TD Ameritrade

EPS Projections

TD Ameritrade

Historical Earnings v. Forecast



Seeking Alpha

Most favored 2023 companies


Historical earnings


Growth drivers

S&P Global Investor Day, 2022

Investing in Growth

S&P Global Investor Day, 2022

Essential Regulatory Findings

SEC, Credit Rating Agency Staff Report

This article was written by

Christopher Robb profile picture
I was Senior Writer and Vice President at Fundstrat Global Advisors for over 2 years. Prior to that, I was Senior Research Analyst at Dentons, now the world's largest law firm. I focus on company management, fundamentals, earnings, contrarian investing, and the effects of geopolitical developments on risk assets.

Disclosure: I/we have a beneficial long position in the shares of SPGI either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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