S&P Global (SPGI). Buy the dip? Or wait some more?

u/Poursam · Reddit — r/ValueInvesting · August 10, 2026 at 16:24 · ⬆ 17 pts · 💬 32 comments  | View on Reddit ↗
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Summary

  • u/Poursam highlights SPGI as a high-quality franchise trading at ~$410 and ~25x P/E, below its historical ~35x average.
  • The thesis relies on strong moats in credit ratings/indexes, growth from Market Intelligence, and M&A to counter AI disruption fears.
  • Author acknowledges near-term risks from softer guidance, rates, and energy crisis, but sees long-term upside toward $500+ analyst targets.

Quality assessment: Reasonable value-investing discussion with fundamental context, but more qualitative speculation than rigorous valuation DD.

Score 17
Comments 32
Upvote % 91%
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Ideas
u/Poursam Reddit r/ValueInvesting
SPGI trades at ~25x P/E vs ~35x historical average, with growing revenue, margins, and durable competitive moats. If earnings grow and the multiple normalizes after macro fears fade, upside toward $500+ becomes plausible. Long-term accumulation opportunity around $410, though near-term weakness could offer a better entry if waiting. Softer guidance, rising yields, energy crisis, and AI disruption to Market Intelligence could push the stock lower short-term.
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This Reddit post, published August 10, 2026, features u/Poursam discussing SPGI. 1 trade idea extracted by AI with direction and confidence scoring.

Speakers: u/Poursam  · Tickers: SPGI