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Here's How Much a $1000 Investment in S&P Global Made 10 Years Ago Would Be Worth Today

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How much a stock's price changes over time is important for most investors, since price performance can both impact your investment portfolio and help you compare investment results across sectors and industries.

FOMO, or the fear of missing out, also plays a role in investing, particularly with tech giants and popular consumer-facing stocks.

What if you'd invested in S&P Global (SPGI - Free Report) ten years ago? It may not have been easy to hold on to SPGI for all that time, but if you did, how much would your investment be worth today?

S&P Global's Business In-Depth

With that in mind, let's take a look at S&P Global's main business drivers. Incorporated in December 1925, S&P Global Inc. is a leading provider of transparent and independent ratings, benchmarks, analytics and data to the capital and commodity markets worldwide.

The company operates through six reportable segments: S&P Global Market Intelligence (“Market Intelligence”), S&P Global Ratings (“Ratings"), S&P Global Commodity Insights (“Commodity Insights”), S&P Global Mobility (“Mobility”), S&P Dow Jones Indices (“Indices”) and S&P Global Engineering Solutions (“Engineering Solutions”).

Ratings (27% of total revenues in 2022): Ratings operates as an independent provider of credit ratings, research and analytics, providing investors and other market participants with information, ratings and benchmarks. With offices in more than 25 countries globally, Ratings holds an important position in the world's financial infrastructure. Ratings’ revenues are differentiated between transaction and non-transaction revenues.

Market Intelligence (34%): It helps investment professionals, government agencies, corporations and universities to track performance, generate alpha, identify investment ideas, understand competitive and industry dynamics, perform evaluations and assess credit risk. Desktop, Data Management Solutions and Risk Services are the business lines included in the segment.

Commodity Insights (15%): Commodity Insights provides information and benchmark prices for commodity and energy markets. It helps producers, traders, energy and commodity market intermediaries with price data, analytics and industry insights, thereby enhancing transparency and efficiency in the market.

Indices (12%): Indices is a global index provider that maintains a wide variety of valuation and index benchmarks for investment advisors, wealth managers and institutional investors. Indices mainly derives revenues from asset-linked fees based on the S&P and Dow Jones indices and also from subscription and transaction revenues.

Mobility (10%) & Engineering Solutions (3%) which were acquired as a result of the IHS Markit buyout, serves two different sections of customers. Mobility serves vehicle manufacturers, automotive suppliers, mobility service providers, retailers, consumers, and finance and insurance companies while Engineering Solutions serves technical professionals

Bottom Line

While anyone can invest, building a lucrative investment portfolio takes research, patience, and a little bit of risk. If you had invested in S&P Global ten years ago, you're probably feeling pretty good about your investment today.

A $1000 investment made in July 2013 would be worth $7,282.67, or a 628.27% gain, as of July 6, 2023, according to our calculations. Investors should note that this return excludes dividends but includes price increases.

The S&P 500 rose 172.50% and the price of gold increased 47.29% over the same time frame in comparison.

Going forward, analysts are expecting more upside for SPGI.

S&P Global remains well poised to gain from growing demand for business information services. Buyouts help innovate, increase differentiated content and develop new products. Effective management execution has helped it generate solid cash flow which is utilized for growth initiatives. Dividend payments and share buybacks boost investors confidence and positively impact earnings per share. Partly due to these positives, the stock has gained in the past year. However, S&P Global remains vulnerable to proceedings, investigations and inquiries with respect to the ratings provided, leading to legal charges, damages or fines. Growth initiatives, higher compensations and incentives raise the company's expenses. Decreasing current ratio is not desirable as it indicates that the company may have problems meeting its short-term debt obligations.

Shares have gained 6.79% over the past four weeks and there have been 2 higher earnings estimate revisions for fiscal 2023 compared to none lower. The consensus estimate has moved up as well.

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