u/Kratos5017 ·
Reddit — r/ValueInvesting
· June 12, 2026 at 02:44
· ⬆ 15 pts
· 💬 21 comments
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Summary
The post is a bullish analysis of S&P Global (SPGI) at current depressed valuation multiples.
Author’s thesis: SPGI’s core ratings business enjoys a near-duopoly, benefits from growing global debt issuance, and its data/index/analytics are deeply embedded in client workflows. Short-term fears offer a buying opportunity for a high-quality business.
Quality assessment: This is solid, well-reasoned due diligence – the author cites structural advantages and valuation, not hype or noise.
Score15
Comments21
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Any interest in $SPGI at these prices? The stock is trading near some of the lowest valuation multiples we’ve seen in years while the core business remains incredibly high quality. The ratings business operates in a near-duopoly and benefits from a long-term tailwind as global debt issuance continues to grow. On top of that, the company owns valuable data, index, and analytics assets that are deeply embedded in customer workflows. I think the market is overly focused on short term concerns and is giving investors a chance to buy a world class business at a reasonable valuation.