Investment Thesis
S&P Global provides indispensable credit ratings, market benchmarks, energy intelligence, and workflow solutions that power global capital markets.
- Ratings Leverage: Corporate, structured finance, and government ratings scale with issuance cycles and regulatory demand.
- Index & Data Growth: S&P Dow Jones Indices and Market Intelligence deliver high-margin recurring revenue streams.
- After IHS Markit Integration: Combined datasets unlock cross-selling across energy, automotive, and financial services verticals.