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S&P Global (SPGI) Competitors

$427.51
+5.92 (+1.40%)
(As of 05/31/2024 ET)

SPGI vs. MCO, EFX, TRU, DNB, V, MA, ACN, ARM, ADP, and FI

Should you be buying S&P Global stock or one of its competitors? The main competitors of S&P Global include Moody's (MCO), Equifax (EFX), TransUnion (TRU), Dun & Bradstreet (DNB), Visa (V), Mastercard (MA), Accenture (ACN), ARM (ARM), Automatic Data Processing (ADP), and Fiserv (FI).

S&P Global vs.

Moody's (NYSE:MCO) and S&P Global (NYSE:SPGI) are both large-cap finance companies, but which is the better investment? We will compare the two businesses based on the strength of their valuation, risk, earnings, profitability, community ranking, analyst recommendations, institutional ownership, media sentiment and dividends.

In the previous week, S&P Global had 9 more articles in the media than Moody's. MarketBeat recorded 21 mentions for S&P Global and 12 mentions for Moody's. S&P Global's average media sentiment score of 0.83 beat Moody's' score of 0.79 indicating that Moody's is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Moody's
8 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive
S&P Global
10 Very Positive mention(s)
2 Positive mention(s)
9 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Moody's presently has a consensus target price of $400.50, suggesting a potential upside of 0.88%. S&P Global has a consensus target price of $467.89, suggesting a potential upside of 9.45%. Given Moody's' stronger consensus rating and higher possible upside, analysts plainly believe S&P Global is more favorable than Moody's.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Moody's
0 Sell rating(s)
4 Hold rating(s)
9 Buy rating(s)
0 Strong Buy rating(s)
2.69
S&P Global
0 Sell rating(s)
1 Hold rating(s)
10 Buy rating(s)
0 Strong Buy rating(s)
2.91

Moody's has a net margin of 27.01% compared to Moody's' net margin of 22.01%. S&P Global's return on equity of 54.50% beat Moody's' return on equity.

Company Net Margins Return on Equity Return on Assets
Moody's27.01% 54.50% 12.92%
S&P Global 22.01%12.20%7.04%

92.1% of Moody's shares are held by institutional investors. Comparatively, 87.2% of S&P Global shares are held by institutional investors. 0.1% of Moody's shares are held by insiders. Comparatively, 0.1% of S&P Global shares are held by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock will outperform the market over the long term.

Moody's received 61 more outperform votes than S&P Global when rated by MarketBeat users. However, 72.43% of users gave S&P Global an outperform vote while only 59.57% of users gave Moody's an outperform vote.

CompanyUnderperformOutperform
Moody'sOutperform Votes
526
59.57%
Underperform Votes
357
40.43%
S&P GlobalOutperform Votes
465
72.43%
Underperform Votes
177
27.57%

S&P Global has higher revenue and earnings than Moody's. Moody's is trading at a lower price-to-earnings ratio than S&P Global, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Moody's$5.92B12.25$1.61B$9.1643.34
S&P Global$12.50B10.70$2.63B$8.9247.93

Moody's has a beta of 1.26, meaning that its stock price is 26% more volatile than the S&P 500. Comparatively, S&P Global has a beta of 1.14, meaning that its stock price is 14% more volatile than the S&P 500.

Moody's pays an annual dividend of $3.40 per share and has a dividend yield of 0.9%. S&P Global pays an annual dividend of $3.64 per share and has a dividend yield of 0.9%. Moody's pays out 37.1% of its earnings in the form of a dividend. S&P Global pays out 40.8% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. Moody's has increased its dividend for 15 consecutive years and S&P Global has increased its dividend for 52 consecutive years. Moody's is clearly the better dividend stock, given its higher yield and lower payout ratio.

Summary

Moody's beats S&P Global on 11 of the 21 factors compared between the two stocks.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding SPGI and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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SPGI vs. The Competition

MetricS&P GlobalConsumer credit reporting agencies, mercantile reporting agencies, IndustryBusiness SectorNYSE Exchange
Market Cap$133.77B$36.50B$6.70B$17.81B
Dividend Yield0.85%1.01%2.79%3.51%
P/E Ratio47.9336.3618.2024.70
Price / Sales10.705.12576.5010.16
Price / Cash26.0116.3029.4419.14
Price / Book3.895.384.715.90
Net Income$2.63B$661.52M$119.57M$976.46M
7 Day Performance-2.45%-2.58%-0.33%0.62%
1 Month Performance2.56%1.41%0.46%3.61%
1 Year Performance13.69%-1.38%5.09%20.81%

S&P Global Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
MCO
Moody's
3.5638 of 5 stars
$405.80
-1.2%
$400.50
-1.3%
+22.7%$74.10B$5.92B44.3015,151Short Interest ↑
EFX
Equifax
4.8937 of 5 stars
$236.51
-1.5%
$270.19
+14.2%
+11.0%$29.24B$5.27B52.6714,900Insider Selling
Short Interest ↑
News Coverage
TRU
TransUnion
4.2799 of 5 stars
$75.02
-1.7%
$83.60
+11.4%
-1.2%$14.57B$3.91B-52.4613,200
DNB
Dun & Bradstreet
2.9287 of 5 stars
$9.56
-4.7%
$13.64
+42.7%
-3.9%$4.23B$2.31B-119.506,414Positive News
V
Visa
4.691 of 5 stars
$271.12
-1.2%
$303.76
+12.0%
+20.3%$495.86B$32.65B30.2928,800Short Interest ↑
MA
Mastercard
4.9248 of 5 stars
$445.08
-1.4%
$497.78
+11.8%
+20.5%$413.75B$25.10B35.3833,400Insider Selling
ACN
Accenture
4.9469 of 5 stars
$297.73
-1.1%
$380.24
+27.7%
-7.5%$199.70B$64.11B26.99733,000
ARM
ARM
0.6515 of 5 stars
124.94
+9.0%
N/AN/A$129.98B$3.23B0.005,963Short Interest ↑
ADP
Automatic Data Processing
4.7662 of 5 stars
$243.30
-2.2%
$255.42
+5.0%
+15.6%$99.58B$18.01B27.1563,000Analyst Upgrade
Positive News
FI
Fiserv
4.3845 of 5 stars
$148.42
-1.3%
$164.83
+11.1%
+32.8%$86.84B$19.09B27.7442,000

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This page (NYSE:SPGI) was last updated on 6/2/2024 by MarketBeat.com Staff

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