S&P Global's data and analytics moat is widening as the IHS Markit integration produces compounding cross-sell. Commodity Insights (Platts) is uniquely positioned for energy transition data monetization. Indices franchise (S&P 500, Dow) is a perpetual royalty on passive flows. Ratings cycle tailwinds mirror Moody's. Multiple compression vs MCO unjustified given mix.
Thesis reviewed May 29, 2026
S&P Global Inc. is headquartered in United States, which is currently showing elevated risk signals.
πΊπΈUnited States82EXITView United States risk detail βπ¦Financials100NEUTRAL| Ticker | Company | Score | Gap | Signal Ξ | Action |
|---|---|---|---|---|---|
| MELI | MercadoLibre | 90 | -14% | β86% | AVOID |
| GGAL | Grupo Financiero Galicia S.A. | 90 | +13% | β86% | ENTRY |
| BBAR | BBVA Banco BBVA Argentina SA | 90 | +21% | β86% | ENTRY |
| BBD | Banco Bradesco S.A. (preferred ADR) | 90 | +5% | β86% | NEUTRAL |
| VIV | Telefonica Brasil (Vivo) | 90 | +8% | β86% | ENTRY |
| UBS | UBS Group AG | 90 | +17% | β86% | ENTRY |
| CIB | Bancolombia S.A. | 90 | +9% | β86% | NEUTRAL |
Investors who hold SPGI may also have indirect exposure through these country funds.
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Estimates Β· Yahoo Finance Β· Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Jared MoskowitzFL | Buy | $1kβ$15k | Jun 17, 26 | ||
| Alan Armstrong | Buy | $1kβ$15k | Mar 27, 26 | ||
| Thomas H. KeanNJ | Sell | $1kβ$15k | Jun 29, 26 | ||
| Rick LarsenWA | Buy | $1kβ$15k | Jul 8, 26 | ||
| Richard W. AllenGA | Buy | Unknown amount | Apr 16, 26 | ||
| Thomas H. KeanNJ | R | Sell | Unknown amount | Mar 26, 26 | -1.2% |
| Richard W. AllenGA | R | Buy | Unknown amount | Jan 14, 26 | +3.8% |
| Jared MoskowitzFL | D | Buy | $1kβ$15k | Jul 14, 23 | -13.7% |
| Jared MoskowitzFL | D | Buy | $1kβ$15k | Feb 13, 24 | -13.7% |