MEDIUM confidence: 100% data completeness, but the composite (55) sits in the indecisive 30–70 range — strong-buy and short calls require a more decisive composite. What does confidence mean?
Technical context for active traders — derived from price, the 50/200-day moving averages, the 52-week range, and recent volume. Not part of the QScore.
Fama-French 5-factor (2×3) + Momentum, monthly OLS with Newey-West errors. Bars show signed factor betas; faded bars/figures aren't statistically significant.
AI classification of policy/regulatory sensitivity from the company's sector, industry, and business description. Exposure/sensitivity only — not a political opinion, a prediction of government action, or investment advice. As of 2026-07-12.
Dated events from the market calendar; the “also watch” items are AI-generated observations from QScoring data. Informational only — not investment advice, and dates can change.
| Metric (USD) | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|
| Revenue | $8.3B— | $11.2B+34.8% | $12.5B+11.8% | $14.2B+13.7% | $15.3B+7.9% |
| EPS (dil.) | $12.51— | $10.20-18.5% | $8.23-19.3% | $12.35+50.1% | $14.66+18.7% |
| Free Cash Flow | $3.6B— | $2.5B-29.4% | $3.6B+41.9% | $5.6B+56.0% | $5.5B-2.0% |
| Gross Margin | 73.7% | 66.4%-7.3pp | 66.9%+0.4pp | 69.1%+2.2pp | 70.2%+1.2pp |
| Operating Margin | 50.9% | 44.2%-6.7pp | 32.2%-12.1pp | 39.3%+7.1pp | 42.2%+3.0pp |
| Net Margin | 36.4% | 29.0%-7.4pp | 21.0%-8.0pp | 27.1%+6.1pp | 29.2%+2.0pp |
Absolute figures with year-over-year change. Margins show the level with the change in percentage points (pp). “n/m” = not meaningful (prior ≤ 0); ⚠ marks a large percentage off a small base — read the dollar figure.
Working the DCF backward: holding the assumptions below, this is the free-cash-flow growth today's price implies over the next 10 years. It is a read on the price's embedded expectations — not a fair-value or target price.
The price implies FCF growth above the analyst consensus of 6.1%/yr (revenue basis).
Base free cash flow $4.9B (avg FY2023–FY2025; latest year $5.5B) · equity value $137.5B · levered FCF discounted at the cost of equity. Reverse DCF is illustrative, not advice.
Avg target $505 (last qtr, 5 analysts) → $503 (last mo, 4) (-0.4%).
Buy-rated share 96% → 96% over ~3 months (-0pp).
| Quarter | Est. | Actual | Surprise |
|---|---|---|---|
| Oct 2026 | $4.43 | $4.58 | +3.4% |
| Jul 2026 | $4.81 | $4.83 | +0.4% |
| Apr 2026 | $4.58 | $4.70 | +2.6% |
| Feb 2026 | $4.33 | $4.30 | -0.7% |
| Oct 2025 | $4.42 | $4.73 | +7.0% |
| Jul 2025 | $4.21 | $4.43 | +5.2% |
| Apr 2025 | $4.20 | $4.37 | +4.0% |
| Feb 2025 | $3.47 | $3.77 | +8.6% |
Net buyback (repurchases less issuance) ÷ market cap, plus trailing dividend yield.
No recent open-market insider transactions.
Short interest, days-to-cover, and institutional-ownership change require a data-plan upgrade (not yet available).
Forward-return IC, quintile spread & hit rate publish on /performance as the tracking panel accrues enough no-look-ahead history.
The QScore of 55 for SPGI indicates a moderately positive outlook, driven by strong momentum and profitability scores of 66 and 62, respectively. The stock's momentum is fueled by a recent 12.1% return over the past three months and a bullish 50-day versus 200-day moving average crossover. However, the value score is a drag, with the stock trading at a P/E of 27.7 and P/B of 6.9, indicating a premium valuation. The short-term score of 60 is notably higher than the long-term score of 51, suggesting a recent uptick in the stock's prospects.