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S&P Global Inc.
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Let's analyse S&P Global Inc. together

PenkeI guess you are interested in S&P Global Inc.. Buy, hold or sell? I don't know! However, I do recommend doing research before doing anything. I will help you with that.

I'm going to help you getting a better view of S&P Global Inc.. At the end you don't have to ask anyone for trading advice. You can make your own decision, with more confidence, the odds in your favor, backed by data.

You can find me behind Let's Analyse Together in the top-right of each section.

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Quick analysis of S&P Global Inc. (30 sec.)










What can you expect buying and holding a share of S&P Global Inc.? (30 sec.)

How much money do you get?

How much money do you get?
€3.92
When do you have the money?
1 year
How often do you get paid?
100.0%

What is your share worth?

Current worth
€122.16
Expected worth in 1 year
€120.35
How sure are you?
60.0%

+ What do you gain per year?

Total Gains per Share
€1.80
Return On Investment
0.4%

For what price can you sell your share?

Current Price per Share
€402.90
Expected price per share
€383.15 - €400.40
How sure are you?
50%

1. Valuation of S&P Global Inc. (5 min.)




Live pricePrice per Share (EOD)

€402.90

2. Growth of S&P Global Inc. (5 min.)




Is S&P Global Inc. growing?

Current yearPrevious yearGrowGrow %
How rich?$41.5b$44.1b-$2.2b-5.4%

How much money is S&P Global Inc. making?

Current yearPrevious yearGrowGrow %
Making money$705.7m$702m$3.7m0.5%
Net Profit Margin21.8%23.4%--

How much money comes from the company's main activities?

3. Financial Health of S&P Global Inc. (5 min.)




4. Comparing to competitors in the Financial Data & Stock Exchanges industry (5 min.)




  Industry Rankings (Financial Data & Stock Exchanges)  

What can you expect buying and holding a share of S&P Global Inc.? (5 min.)

Welcome investor! S&P Global Inc.'s management wants to use your money to grow the business. In return you get a share of S&P Global Inc..

What can you expect buying and holding a share of S&P Global Inc.?

First you should know what it really means to hold a share of S&P Global Inc.. And how you can make/lose money.

Speculation

The Price per Share of S&P Global Inc. is €402.90. The market price reflects what other people think it is worth; not what it's really worth. Your job is to find out if the market price is fair, overpriced, or underpriced. I will help you with that.

If you buy blind, there is a 50% chance of making or losing money by selling the stock in the future. However, we can look at a few things to determine the odds in our favor:

  • The fundamentals: the financial health trends of S&P Global Inc..
  • The technials: based on market psychology, we can make a calculated estimate of what the price will do in the future. We can do this through technical analysis. We can calculate the probabilities and the expected value (millionaire math). That's called speculation.
  • The book value: what is the market price compared to it's book value.

Investing

If you really want to invest in S&P Global Inc., you will have to let go of the thought of selling in the future. If you have to sell the share for less than you bought it, it can still be a good investment. Focus on what it means to hold the stock forever:

  • You own a part of the company. The equity of this part can grow or shrink. The current Book Value per Share is €122.16. Based on the TTM, the Book Value Change Per Share is €-0.45 per quarter. Based on the YOY, the Book Value Change Per Share is €-0.79 per quarter.
  • You may receive quarterly/yearly dividend in the form of additional shares.
  • You may receive quarterly/yearly dividend in the form of cash. Based on the TTM the Dividend per Share is €0.90 per quarter.
Based on historical numbers we can estimate the returns while holding a share of S&P Global Inc..

How much money are you going to get?

 MRQTTMYOY5Y10Y
 % of Price per Share% of Price per Share% of Price per Share% of Price per Share% of Price per Share
Usd Eps3.170.8%2.240.6%2.140.5%2.330.6%2.330.6%
Usd Book Value Change Per Share0.940.2%-0.49-0.1%-0.85-0.2%13.253.3%13.253.3%
Usd Dividend Per Share0.990.2%0.980.2%0.930.2%0.890.2%0.890.2%
Usd Total Gains Per Share1.930.5%0.490.1%0.080.0%14.143.5%14.143.5%
Usd Price Per Share427.71-409.29-346.60-388.94-388.94-
Price to Earnings Ratio33.78-48.84-44.22-45.32-45.32-
Price-to-Total Gains Ratio221.84--79.17-31.61--16.39--16.39-
Price to Book Ratio3.23-3.09-2.58-4.94-4.94-
Price-to-Total Gains Ratio221.84--79.17-31.61--16.39--16.39-

When do you get the money?

Usd Investment
$.00
Usd Price Per Share437.1465
Number of shares2
Gains per QuarterTrailing 12 Months5 Year
Usd Dividend Per Share0.980.89
Usd Book Value Change Per Share-0.4913.25
Usd Total Gains Per Share0.4914.14
Gains per Quarter (2 shares)0.9828.29
Gains per Year (2 shares)3.91113.15
YearsReturn on Investment (TTM)Return on Investment (5Y)
 DividendBook Value gainTotal gainsDividendBook Value gainTotal gains
Broker costs---10---10
18-4-67106103
216-8-214212216
324-12221318329
431-16628424442
539-201036530555
647-241443636668
755-281850742781
863-322257848894
971-3526649541007
1078-39307110601120

How sure are you?

Based on the past periods, how sure are you to get value out of your investment.

Linear %
 Trailing 12 Months3Y5 Year10 YearALLTIME
  % % % % %
Earnings Per Share4.00.00.0100.0%10.00.00.0100.0%10.00.00.0100.0%10.00.00.0100.0%10.00.00.0100.0%
Book Value Change Per Share2.02.00.050.0%6.04.00.060.0%6.04.00.060.0%6.04.00.060.0%6.04.00.060.0%
Dividend per Share4.00.00.0100.0%10.00.00.0100.0%10.00.00.0100.0%10.00.00.0100.0%10.00.00.0100.0%
Total Gains per Share2.02.00.050.0%6.04.00.060.0%6.04.00.060.0%6.04.00.060.0%6.04.00.060.0%

Fundamentals of S&P Global Inc.

About S&P Global Inc.

S&P Global Inc., together with its subsidiaries, provides credit ratings, benchmarks, analytics, and workflow solutions in the global capital, commodity, and automotive markets. It operates through S&P Global Market Intelligence, S&P Global Ratings, S&P Global Commodity Insights, S&P Global Mobility, S&P Dow Jones Indices, and S&P Global Engineering Solutions segments. The S&P Global Market Intelligence segment offers multi-asset-class data and analytics integrated with purpose-built workflow solutions. This segment offers Desktop, a product suite that provides data, analytics, and third-party research; Data and Advisory Solutions for research, reference data, market data, derived analytics, and valuation services; Enterprise Solutions, software and workflow solutions; and Credit & Risk Solutions for selling Ratings' credit ratings and related data and research. The S&P Global Ratings segment operates as an independent provider of credit ratings, research, and analytics, offering investors and other market participants information, ratings, and benchmarks. The S&P Global Commodity Insights segment provides information and benchmark prices for the commodity and energy markets. The S&P Global Mobility segment provides solutions serving the full automotive value chain, including vehicle manufacturers (OEMs), automotive suppliers, mobility service providers, retailers, consumers, and finance and insurance companies. The S&P Dow Jones Indices segment is an index provider that maintains various valuation and index benchmarks for investment advisors, wealth managers, and institutional investors. The S&P Global Engineering Solutions segment offers engineering standards and related technical knowledge, including product design to provide information and insight to design products, optimize engineering projects and outcomes, solve technical problems, and address complex supply chain issues. S&P Global Inc. was founded in 1860 and is headquartered in New York, New York.

Fundamental data was last updated by Penke on 2024-05-13 05:53:03.

Financial Health

Profitability Details
 Compared to previous yearCompared to industry
The company is making a huge profit.
Using its assets, the company is less efficient in making profit.
Using its investors money, the company is inefficient in making profit.
Operating Efficiency Details
 Compared to previous yearCompared to industry
The company is less efficient in keeping operating costs low.
Liquidity Details
 Compared to previous yearCompared to industry
The company is just not able to pay all its short-term debts.
The company is just not able to pay all its short-term debts with the most liquid assets.
Solvency Details
 Compared to previous yearCompared to industry
The company is very able to pay all its debts by selling its assets.
The company is very able to pay all its debts with equity.

Valuation

Valuation Details
 Compared to previous yearCompared to industry
Based on the equity, the company is fair priced.
Based on the earnings, the company is overpriced.
Based on how much money comes from the company's main activities, the company is fair priced.

1.1. Profitability of S&P Global Inc..

1.1. Profitability
1.1.1. Net Profit Margin

Measures how much net profit S&P Global Inc. earns for each €1 of revenue.

  • Above 10% is considered healthy but always compare S&P Global Inc. to the Financial Data & Stock Exchanges industry mean.
  • A Net Profit Margin of 28.4% means that €0.28 for each €1 in revenue is generated as profit.

Let's take a look of the Net Profit Margin trends of S&P Global Inc.:

  • The MRQ is 28.4%. The company is making a huge profit. +2
  • The TTM is 21.8%. The company is making a huge profit. +2
Trends
Current periodCompared to+/- 
MRQ28.4%TTM21.8%+6.6%
TTM21.8%YOY23.4%-1.6%
TTM21.8%5Y26.5%-4.7%
5Y26.5%10Y26.5%0.0%
Compared to industry (Financial Data & Stock Exchanges)
PeriodCompanyIndustry (mean)+/- 
MRQ28.4%25.8%+2.6%
TTM21.8%22.7%-0.9%
YOY23.4%28.6%-5.2%
5Y26.5%29.3%-2.8%
10Y26.5%29.9%-3.4%
1.1.2. Return on Assets

Shows how efficient S&P Global Inc. is using its assets to generate profit.

  • Above 5% is considered healthy but always compare S&P Global Inc. to the Financial Data & Stock Exchanges industry mean.
  • 1.5% Return on Assets means that S&P Global Inc. generated €0.02 profit for each $1 in assets.

Let's take a look of the Return on Assets trends of S&P Global Inc.:

  • The MRQ is 1.5%. Using its assets, the company is less efficient in making profit.
  • The TTM is 1.1%. Using its assets, the company is less efficient in making profit.
Trends
Current periodCompared to+/- 
MRQ1.5%TTM1.1%+0.4%
TTM1.1%YOY1.0%+0.0%
TTM1.1%5Y1.4%-0.4%
5Y1.4%10Y1.4%0.0%
Compared to industry (Financial Data & Stock Exchanges)
PeriodCompanyIndustry (mean)+/- 
MRQ1.5%1.9%-0.4%
TTM1.1%1.9%-0.8%
YOY1.0%2.3%-1.3%
5Y1.4%1.8%-0.4%
10Y1.4%1.9%-0.5%
1.1.3. Return on Equity

Shows how efficient S&P Global Inc. is using its investors money to generate profit.

  • Above 15%-20% is considered healthy but always compare S&P Global Inc. to the Financial Data & Stock Exchanges industry mean.
  • 2.7% Return on Equity means S&P Global Inc. generated €0.03 for each €1 the owners (shareholders) invested.

Let's take a look of the Return on Equity trends of S&P Global Inc.:

  • The MRQ is 2.7%. Using its investors money, the company is inefficient in making profit. -1
  • The TTM is 1.9%. Using its investors money, the company is inefficient in making profit. -1
Trends
Current periodCompared to+/- 
MRQ2.7%TTM1.9%+0.8%
TTM1.9%YOY1.7%+0.1%
TTM1.9%5Y4.8%-2.9%
5Y4.8%10Y4.8%0.0%
Compared to industry (Financial Data & Stock Exchanges)
PeriodCompanyIndustry (mean)+/- 
MRQ2.7%4.8%-2.1%
TTM1.9%4.9%-3.0%
YOY1.7%5.0%-3.3%
5Y4.8%5.5%-0.7%
10Y4.8%6.8%-2.0%

1.2. Operating Efficiency of S&P Global Inc..

1.2. Operating Efficiency
1.2.1. Operating Margin

Measures how efficient S&P Global Inc. is operating .

  • Measures how much profit S&P Global Inc. makes for each €1 of sales after paying variable costs (production costs, wages, etc) but before taxes.
  • Above 15% is considered healthy but always compare S&P Global Inc. to the Financial Data & Stock Exchanges industry mean.
  • An Operating Margin of 0.0% means the company generated €0.00  for each €1 in revenue (before taxes).

Let's take a look of the Operating Margin trends of S&P Global Inc.:

  • The MRQ is 0.0%. The data is not here.
Trends
Current periodCompared to+/- 
MRQ-TTM-0.0%
TTM-YOY25.2%-25.2%
TTM-5Y10.1%-10.1%
5Y10.1%10Y10.1%0.0%
Compared to industry (Financial Data & Stock Exchanges)
PeriodCompanyIndustry (mean)+/- 
MRQ-41.9%-41.9%
TTM-33.6%-33.6%
YOY25.2%34.7%-9.5%
5Y10.1%40.4%-30.3%
10Y10.1%40.1%-30.0%
1.2.2. Operating Ratio

Measures how efficient S&P Global Inc. is keeping operating costs low.

  • Below 1 is considered healthy (always compare to Financial Data & Stock Exchanges industry mean).
  • An Operation Ratio of 0.93 means that the operating costs are €0.93 for each €1 in net sales.

Let's take a look of the Operating Ratio trends of S&P Global Inc.:

  • The MRQ is 0.926. The company is less efficient in keeping operating costs low.
  • The TTM is 0.988. The company is less efficient in keeping operating costs low.
Trends
Current periodCompared to+/- 
MRQ0.926TTM0.988-0.062
TTM0.988YOY1.047-0.059
TTM0.9885Y1.008-0.020
5Y1.00810Y1.0080.000
Compared to industry (Financial Data & Stock Exchanges)
PeriodCompanyIndustry (mean)+/- 
MRQ0.9260.709+0.217
TTM0.9880.707+0.281
YOY1.0470.731+0.316
5Y1.0080.695+0.313
10Y1.0080.692+0.316

1.3. Liquidity of S&P Global Inc..

1.3. Liquidity
1.3.1. Current Ratio

Measures if S&P Global Inc. is able to pay off Short-term Debt.

  • Above 1.5 is considered healthy (always compare to Financial Data & Stock Exchanges industry mean).
  • A Current Ratio of 0.92 means the company has €0.92 in assets for each €1 in short-term debts.

Let's take a look of the Current Ratio trends of S&P Global Inc.:

  • The MRQ is 0.924. The company is just not able to pay all its short-term debts. -1
  • The TTM is 0.867. The company is just not able to pay all its short-term debts. -1
Trends
Current periodCompared to+/- 
MRQ0.924TTM0.867+0.057
TTM0.867YOY0.985-0.118
TTM0.8675Y1.109-0.243
5Y1.10910Y1.1090.000
Compared to industry (Financial Data & Stock Exchanges)
PeriodCompanyIndustry (mean)+/- 
MRQ0.9241.107-0.183
TTM0.8671.237-0.370
YOY0.9851.139-0.154
5Y1.1091.456-0.347
10Y1.1091.626-0.517
1.3.2. Quick Ratio

Measures if S&P Global Inc. is able to pay off Short-term Debt but only using the most liquid assets.

  • Above 1 is considered healthy but always compare S&P Global Inc. to the Financial Data & Stock Exchanges industry mean.
  • A Quick Ratio of 0.51 means the company can pay off €0.51 for each €1 in debt (using most liquid assets).

Let's take a look of the Quick Ratio trends of S&P Global Inc.:

  • The MRQ is 0.507. The company is just not able to pay all its short-term debts with the most liquid assets. -1
  • The TTM is 0.471. The company is just not able to pay all its short-term debts with the most liquid assets. -1
Trends
Current periodCompared to+/- 
MRQ0.507TTM0.471+0.036
TTM0.471YOY0.418+0.053
TTM0.4715Y0.442+0.029
5Y0.44210Y0.4420.000
Compared to industry (Financial Data & Stock Exchanges)
PeriodCompanyIndustry (mean)+/- 
MRQ0.5070.631-0.124
TTM0.4710.759-0.288
YOY0.4180.929-0.511
5Y0.4421.063-0.621
10Y0.4421.316-0.874

1.4. Solvency of S&P Global Inc..

1.3. Liquidity
1.4.1. Debt to Asset Ratio

Measures how much % of S&P Global Inc. assets are financed with debt.

  • Below 1 (100%) is considered healthy but always compare S&P Global Inc. to Financial Data & Stock Exchanges industry mean.
  • A Debt to Asset Ratio of 0.37 means that S&P Global Inc. assets are financed with 36.8% credit (debt) and the remaining percentage (100% - 36.8%) is financed by its owners/shareholders. 

Let's take a look of the Debt to Asset Ratio trends of S&P Global Inc.:

  • The MRQ is 0.368. The company is very able to pay all its debts by selling its assets. +2
  • The TTM is 0.363. The company is very able to pay all its debts by selling its assets. +2
Trends
Current periodCompared to+/- 
MRQ0.368TTM0.363+0.005
TTM0.363YOY0.349+0.014
TTM0.3635Y0.382-0.020
5Y0.38210Y0.3820.000
Compared to industry (Financial Data & Stock Exchanges)
PeriodCompanyIndustry (mean)+/- 
MRQ0.3680.622-0.254
TTM0.3630.618-0.255
YOY0.3490.697-0.348
5Y0.3820.665-0.283
10Y0.3820.623-0.241
1.4.2. Debt to Equity Ratio

Measures if S&P Global Inc. is able to pay off its debts by using shareholders equity.

  • Below 2 is considered healthy but always compare S&P Global Inc. to the Financial Data & Stock Exchanges industry mean.
  • A Debt to Equity ratio of 64.8% means that company has €0.65 debt for each €1 in shareholders equity.

Let's take a look of the Debt to Equity Ratio trends of S&P Global Inc.:

  • The MRQ is 0.648. The company is very able to pay all its debts with equity. +2
  • The TTM is 0.631. The company is very able to pay all its debts with equity. +2
Trends
Current periodCompared to+/- 
MRQ0.648TTM0.631+0.017
TTM0.631YOY0.584+0.047
TTM0.6315Y1.010-0.380
5Y1.01010Y1.0100.000
Compared to industry (Financial Data & Stock Exchanges)
PeriodCompanyIndustry (mean)+/- 
MRQ0.6481.526-0.878
TTM0.6311.625-0.994
YOY0.5842.309-1.725
5Y1.0102.194-1.184
10Y1.0101.911-0.901

2. Market Valuation of S&P Global Inc.

2.1. Earnings Per Share
2.1. Price to Earnings Ratio

Measures how much money you pay for each share for every €1 in earnings S&P Global Inc. generates.

  • Above 15 is considered overpriced but always compare S&P Global Inc. to the Financial Data & Stock Exchanges industry mean.
  • A PE ratio of 33.78 means the investor is paying €33.78 for every €1 in earnings.

Let's take a look of the Price to Earnings Ratio trends of S&P Global Inc.:

  • The EOD is 34.527. Based on the earnings, the company is overpriced. -1
  • The MRQ is 33.781. Based on the earnings, the company is overpriced. -1
  • The TTM is 48.837. Based on the earnings, the company is overpriced. -1
Trends
Current periodCompared to+/- 
EOD34.527MRQ33.781+0.746
MRQ33.781TTM48.837-15.056
TTM48.837YOY44.221+4.616
TTM48.8375Y45.324+3.513
5Y45.32410Y45.3240.000
Compared to industry (Financial Data & Stock Exchanges)
PeriodCompanyIndustry (mean)+/- 
EOD34.52730.061+4.466
MRQ33.78128.645+5.136
TTM48.83730.940+17.897
YOY44.22130.322+13.899
5Y45.32434.196+11.128
10Y45.32434.341+10.983
2.2. Price To Free Cash Flow Ratio

Let's take a look of the Price To Free Cash Flow Ratio trends of S&P Global Inc.:

  • The EOD is 34.131. Based on how much money comes from the company's main activities, the company is fair priced.
  • The MRQ is 33.394. Based on how much money comes from the company's main activities, the company is fair priced.
  • The TTM is 31.467. Based on how much money comes from the company's main activities, the company is fair priced.
Trends
Current periodCompared to+/- 
EOD34.131MRQ33.394+0.737
MRQ33.394TTM31.467+1.927
TTM31.467YOY41.263-9.795
TTM31.4675Y48.197-16.730
5Y48.19710Y48.1970.000
Compared to industry (Financial Data & Stock Exchanges)
PeriodCompanyIndustry (mean)+/- 
EOD34.13118.174+15.957
MRQ33.39418.396+14.998
TTM31.46722.324+9.143
YOY41.26323.695+17.568
5Y48.19728.123+20.074
10Y48.19723.143+25.054
2. Book Value per Share
2.3. Price to Book Ratio

Measures if the stock price of S&P Global Inc. is to cheap or to expensive compared to its book value.

  • At or below 1 is considered healthy (always compare to Financial Data & Stock Exchanges industry mean).
  • A PB ratio of 3.23 means the investor is paying €3.23 for each €1 in book value.

Let's take a look of the Price to Book Ratio trends of S&P Global Inc.:

  • The EOD is 3.298. Based on the equity, the company is fair priced.
  • The MRQ is 3.227. Based on the equity, the company is fair priced.
  • The TTM is 3.090. Based on the equity, the company is fair priced.
Trends
Current periodCompared to+/- 
EOD3.298MRQ3.227+0.071
MRQ3.227TTM3.090+0.137
TTM3.090YOY2.576+0.514
TTM3.0905Y4.936-1.846
5Y4.93610Y4.9360.000
Compared to industry (Financial Data & Stock Exchanges)
PeriodCompanyIndustry (mean)+/- 
EOD3.2983.360-0.062
MRQ3.2273.418-0.191
TTM3.0903.751-0.661
YOY2.5763.752-1.176
5Y4.9365.162-0.226
10Y4.9365.127-0.191
2. Total Gains per Share

3. Summary

3.1. Key Performance Indicators

The key performance indicators of S&P Global Inc. compared to the Most Recent Quarter (MRQ).

 End of day+/-Most Recent QuarterTrailing 12 Months+/-Year-Over-Year+/-5 Year+/-10 Year+/-
Book Value Change Per Share--0.863-0.454+153%-0.787+191%12.216-93%12.216-93%
Book Value Per Share--122.162122.107+0%124.021-1%112.933+8%112.933+8%
Current Ratio--0.9240.867+7%0.985-6%1.109-17%1.109-17%
Debt To Asset Ratio--0.3680.363+1%0.349+5%0.382-4%0.382-4%
Debt To Equity Ratio--0.6480.631+3%0.584+11%1.010-36%1.010-36%
Dividend Per Share--0.9130.904+1%0.860+6%0.820+11%0.820+11%
Eps--2.9172.061+42%1.971+48%2.146+36%2.146+36%
Free Cash Flow Per Share--2.9513.107-5%2.194+35%2.481+19%2.481+19%
Free Cash Flow To Equity Per Share--0.853-0.610+171%-2.624+408%-2.542+398%-2.542+398%
Gross Profit Margin--1.0001.0000%1.0000%1.0000%1.0000%
Market Cap126067410000.000+2%123423847340.400119236536835.100+4%104768712500.000+18%115592929734.040+7%115592929734.040+7%
Net Profit Margin--0.2840.218+30%0.234+21%0.265+7%0.265+7%
Operating Margin----0%0.252-100%0.101-100%0.101-100%
Operating Ratio--0.9260.988-6%1.047-12%1.008-8%1.008-8%
Pb Ratio3.298+2%3.2273.090+4%2.576+25%4.936-35%4.936-35%
Pe Ratio34.527+2%33.78148.837-31%44.221-24%45.324-25%45.324-25%
Price Per Share402.900+2%394.200377.225+4%319.450+23%358.470+10%358.470+10%
Price To Free Cash Flow Ratio34.131+2%33.39431.467+6%41.263-19%48.197-31%48.197-31%
Price To Total Gains Ratio226.741+2%221.845-79.174+136%31.611+602%-16.386+107%-16.386+107%
Quick Ratio--0.5070.471+8%0.418+21%0.442+15%0.442+15%
Return On Assets--0.0150.011+41%0.010+46%0.014+6%0.014+6%
Return On Equity--0.0270.019+42%0.017+55%0.048-44%0.048-44%
Total Gains Per Share--1.7770.450+295%0.073+2328%13.036-86%13.036-86%
Usd Book Value--41500165000.00041892392500.000-1%44136443750.000-6%39700475500.000+5%39700475500.000+5%
Usd Book Value Change Per Share--0.937-0.492+153%-0.854+191%13.255-93%13.255-93%
Usd Book Value Per Share--132.546132.486+0%134.563-1%122.533+8%122.533+8%
Usd Dividend Per Share--0.9910.981+1%0.933+6%0.889+11%0.889+11%
Usd Eps--3.1652.236+42%2.138+48%2.329+36%2.329+36%
Usd Free Cash Flow--1002540000.0001064656250.000-6%779572500.000+29%861815500.000+16%861815500.000+16%
Usd Free Cash Flow Per Share--3.2023.372-5%2.380+35%2.692+19%2.692+19%
Usd Free Cash Flow To Equity Per Share--0.925-0.661+171%-2.847+408%-2.758+398%-2.758+398%
Usd Market Cap136783139850.000+2%133914874364.334129371642466.084+4%113674053062.500+18%125418328761.433+7%125418328761.433+7%
Usd Price Per Share437.147+2%427.707409.289+4%346.603+23%388.940+10%388.940+10%
Usd Profit--991044099.500705781405.875+40%702031239.000+41%754133557.450+31%754133557.450+31%
Usd Revenue--3491155349.5003207142711.500+9%2987882954.875+17%2925730189.200+19%2925730189.200+19%
Usd Total Gains Per Share--1.9280.488+295%0.079+2328%14.144-86%14.144-86%
 EOD+4 -4MRQTTM+25 -9YOY+26 -95Y+27 -810Y+27 -8

3.2. Fundamental Score

Let's check the fundamental score of S&P Global Inc. based on Penke's default stock scanner.

Penke's Stock Scanner

  
  
IndicatorConditionValue
Price to Earnings Ratio (EOD)Between0-1534.527
Price to Book Ratio (EOD)Between0-13.298
Net Profit Margin (MRQ)Greater than00.284
Operating Margin (MRQ)Greater than00.000
Quick Ratio (MRQ)Greater than10.507
Current Ratio (MRQ)Greater than10.924
Debt to Asset Ratio (MRQ)Less than10.368
Debt to Equity Ratio (MRQ)Less than10.648
Return on Equity (MRQ)Greater than0.150.027
Return on Assets (MRQ)Greater than0.050.015
Total3/10 (30.0%)

3.3. Technical Score

Let's check the technical score of S&P Global Inc. based on Penke's default Symbol scanner.

Penke's Symbol Scanner

  
  
IndicatorConditionValue
RsiGreater than5057.678
Ma 20Greater thanMa 50398.123
Ma 50Greater thanMa 100393.941
Ma 100Greater thanMa 200397.738
OpenGreater thanClose402.350
Total3/5 (60.0%)



Latest Balance Sheet

Balance Sheet of 2024-03-31. Currency in EUR. All numbers in thousands.

Summary
Total Assets60,477,000
Total Liabilities22,228,000
Total Stockholder Equity34,327,000
 As reported
Total Liabilities 22,228,000
Total Stockholder Equity+ 34,327,000
Total Assets = 60,477,000

Assets

Total Assets60,477,000
Total Current Assets5,428,000
Long-term Assets55,049,000
Total Current Assets
Cash And Cash Equivalents 1,543,000
Net Receivables 2,979,000
Other Current Assets 845,000
Total Current Assets  (as reported)5,428,000
Total Current Assets  (calculated)5,367,000
+/- 61,000
Long-term Assets
Property Plant Equipment 618,000
Goodwill 34,748,000
Long Term Investments 1,775,000
Intangible Assets 17,120,000
Long-term Assets Other 788,000
Long-term Assets  (as reported)55,049,000
Long-term Assets  (calculated)55,049,000
+/-0

Liabilities & Shareholders' Equity

Total Current Liabilities5,877,000
Long-term Liabilities16,351,000
Total Stockholder Equity34,327,000
Total Current Liabilities
Short Long Term Debt 301,000
Accounts payable 458,000
Other Current Liabilities 985,000
Total Current Liabilities  (as reported)5,877,000
Total Current Liabilities  (calculated)1,744,000
+/- 4,133,000
Long-term Liabilities
Long term Debt 11,404,000
Capital Lease Obligations Min Short Term Debt524,000
Long-term Liabilities Other 595,000
Long-term Liabilities  (as reported)16,351,000
Long-term Liabilities  (calculated)12,523,000
+/- 3,828,000
Total Stockholder Equity
Retained Earnings 19,433,000
Total Stockholder Equity (as reported)34,327,000
Total Stockholder Equity (calculated)19,433,000
+/- 14,894,000
Other
Capital Stock415,000
Common Stock Shares Outstanding 313,100
Net Debt 10,162,000
Net Invested Capital 46,032,000
Net Working Capital -449,000
Property Plant and Equipment Gross 1,418,000



Balance Sheet

Currency in EUR. All numbers in thousands.

 Trend2024-03-312023-12-312023-09-302023-06-302023-03-312022-12-312022-09-302022-06-302022-03-312021-12-31
> Total Assets 
15,026,000
66,092,000
64,323,000
61,813,000
61,784,000
62,024,000
60,695,000
60,561,000
60,589,000
60,477,000
60,477,00060,589,00060,561,00060,695,00062,024,00061,784,00061,813,00064,323,00066,092,00015,026,000
   > Total Current Assets 
8,810,000
7,787,000
6,235,000
4,178,000
5,667,000
5,822,000
4,720,000
4,804,000
5,143,000
5,428,000
5,428,0005,143,0004,804,0004,720,0005,822,0005,667,0004,178,0006,235,0007,787,0008,810,000
       Cash And Cash Equivalents 
6,497,000
4,407,000
3,573,000
1,389,000
1,287,000
1,405,000
1,561,000
1,645,000
1,290,000
1,543,000
1,543,0001,290,0001,645,0001,561,0001,405,0001,287,0001,389,0003,573,0004,407,0006,497,000
       Short-term Investments 
11,000
0
0
0
14,000
0
0
0
26,000
0
026,00000014,00000011,000
       Net Receivables 
1,650,000
2,425,000
2,125,000
2,213,000
2,494,000
2,478,000
2,545,000
2,547,000
2,826,000
2,979,000
2,979,0002,826,0002,547,0002,545,0002,478,0002,494,0002,213,0002,125,0002,425,0001,650,000
   > Long-term Assets 
6,216,000
58,305,000
58,088,000
57,635,000
56,117,000
56,202,000
55,975,000
55,757,000
55,446,000
55,049,000
55,049,00055,446,00055,757,00055,975,00056,202,00056,117,00057,635,00058,088,00058,305,0006,216,000
       Property Plant Equipment 
0
0
0
760,000
720,000
703,000
659,000
646,000
637,000
618,000
618,000637,000646,000659,000703,000720,000760,000000
       Goodwill 
3,506,000
33,642,000
34,444,000
34,499,000
34,545,000
34,817,000
34,827,000
34,785,000
34,850,000
34,748,000
34,748,00034,850,00034,785,00034,827,00034,817,00034,545,00034,499,00034,444,00033,642,0003,506,000
       Long Term Investments 
0
1,616,000
1,859,000
1,889,000
1,752,000
1,750,000
1,792,000
1,791,000
1,787,000
1,775,000
1,775,0001,787,0001,791,0001,792,0001,750,0001,752,0001,889,0001,859,0001,616,0000
       Intangible Assets 
1,285,000
21,177,000
20,059,000
19,524,000
18,306,000
18,168,000
17,912,000
17,635,000
17,398,000
17,120,000
17,120,00017,398,00017,635,00017,912,00018,168,00018,306,00019,524,00020,059,00021,177,0001,285,000
       Long-term Assets Other 
399,000
897,000
837,000
963,000
794,000
764,000
785,000
900,000
536,000
788,000
788,000536,000900,000785,000764,000794,000963,000837,000897,000399,000
> Total Liabilities 
9,490,000
22,882,000
21,523,000
21,414,000
22,040,000
22,252,000
21,626,000
21,537,000
22,489,000
22,228,000
22,228,00022,489,00021,537,00021,626,00022,252,00022,040,00021,414,00021,523,00022,882,0009,490,000
   > Total Current Liabilities 
3,815,000
5,653,000
4,958,000
5,048,000
5,999,000
6,394,000
6,030,000
5,218,000
6,125,000
5,877,000
5,877,0006,125,0005,218,0006,030,0006,394,0005,999,0005,048,0004,958,0005,653,0003,815,000
       Short Long Term Debt 
0
66,000
14,000
52,000
226,000
936,000
825,000
47,000
47,000
301,000
301,00047,00047,000825,000936,000226,00052,00014,00066,0000
       Accounts payable 
205,000
410,000
385,000
371,000
450,000
456,000
488,000
458,000
557,000
458,000
458,000557,000458,000488,000456,000450,000371,000385,000410,000205,000
       Other Current Liabilities 
600,000
2,420,000
2,011,000
3,976,000
4,452,000
5,458,000
935,000
977,000
1,033,000
985,000
985,0001,033,000977,000935,0005,458,0004,452,0003,976,0002,011,0002,420,000600,000
   > Long-term Liabilities 
5,675,000
17,229,000
16,565,000
16,366,000
16,041,000
15,858,000
15,596,000
16,319,000
16,364,000
16,351,000
16,351,00016,364,00016,319,00015,596,00015,858,00016,041,00016,366,00016,565,00017,229,0005,675,000
       Long term Debt 
4,114,000
11,326,000
10,776,000
10,734,000
10,730,000
10,727,000
10,676,000
11,415,000
11,412,000
11,404,000
11,404,00011,412,00011,415,00010,676,00010,727,00010,730,00010,734,00010,776,00011,326,0004,114,000
       Capital Lease Obligations Min Short Term Debt
588,000
692,000
632,000
592,000
577,000
566,000
547,000
543,000
541,000
524,000
524,000541,000543,000547,000566,000577,000592,000632,000692,000588,000
       Other Liabilities 
0
0
0
5,040,000
4,734,000
4,565,000
0
0
0
0
00004,565,0004,734,0005,040,000000
       Long-term Liabilities Other 
807,000
488,000
441,000
445,000
489,000
476,000
495,000
507,000
522,000
595,000
595,000522,000507,000495,000476,000489,000445,000441,000488,000807,000
> Total Stockholder Equity
2,032,000
39,781,000
39,506,000
37,240,000
36,477,000
36,370,000
35,468,000
35,419,000
34,200,000
34,327,000
34,327,00034,200,00035,419,00035,468,00036,370,00036,477,00037,240,00039,506,00039,781,0002,032,000
   Common Stock
0
0
0
415,000
415,000
36,370,000
0
0
0
0
000036,370,000415,000415,000000
   Retained Earnings Total Equity0000000000
   Accumulated Other Comprehensive Income 0000000000
   Capital Surplus 0000000000
   Treasury Stock0000000000
   Other Stockholders Equity 00000-886,000-1,038,000000



Balance Sheet

Currency in EUR. All numbers in thousands.




Cash Flow

Currency in EUR. All numbers in thousands.




Income Statement

Currency in USD. All numbers in thousands.


Latest Income Statement (annual, 2023-12-31)

Gross Profit (+$)
totalRevenue12,497,000
Cost of Revenue-4,141,000
Gross Profit8,356,0008,356,000
 
Operating Income (+$)
Gross Profit8,356,000
Operating Expense-8,443,000
Operating Income4,054,000-87,000
 
Operating Expense (+$)
Research Development-
Selling General Administrative3,159,000
Selling And Marketing Expenses-
Operating Expense8,443,0003,159,000
 
Net Interest Income (+$)
Interest Income-
Interest Expense-334,000
Other Finance Cost-0
Net Interest Income-334,000
 
Pretax Income (+$)
Operating Income4,054,000
Net Interest Income-334,000
Other Non-Operating Income Expenses-
Income Before Tax (EBT)3,671,0004,103,000
EBIT - interestExpense = -334,000
2,626,000
2,960,000
Interest Expense334,000
Earnings Before Interest and Taxes (EBIT)-4,005,000
Earnings Before Interest and Taxes (EBITDA)-
 
After tax Income (+$)
Income Before Tax3,671,000
Tax Provision-778,000
Net Income From Continuing Ops2,893,0002,893,000
Net Income2,626,000
Net Income Applicable To Common Shares-
 
Non-recurring Events
Discontinued Operations-
Extraordinary Items-
Effect of Accounting Charges-
Other Items-
Non Recurring-
Other Operating Expenses-
Total Other Income/Expenses Net-49,000334,000
 

Technical Analysis of S&P Global Inc.
The psychology behind the price

Technical indicators reflecting market sentiment and the collective psychology of you and other traders. Your emotions and other traders' emotions, such as fear and greed, play a significant role in driving price movements.

General trend

First of all, I'm going to put something in the back of your mind. One of the most stable factors that gives you more confidence as a trader: the general trend of S&P Global Inc.. The general trend of S&P Global Inc. is BULLISH with 85.7% confidence. It is very important for your mental being to use each indicator with this in mind. But beware, also the general trend flips once in a while! You can use moving averages to determine S&P Global Inc.'s overall trend. For convenience I use the most commonly used moving averages: 20, 50, 100 & 200. Of course you can use other moving averages or other indicators to determine the trend.

Indicator phases

Some of the indicators I use have 3 zones: overbought, oversold and neutral. Transitions between these zones (market phases) provide valuable trading signals and insights. Expecially with the general trend mind, I use the highlighted phases:

Indicator zone transitionsBullish trend (85.7%) Bearish trend (-85.7%)
Overbought to neutralBullish pullback=Bearish reversal
Upper to lower neutralBullish correction=Bearish continuation
Nuetral to oversoldOversold=Oversold
Oversold to neutralBullish reversal=Bearish correction
Lower to upper neutralBullish continuation=Bearish pullback
Nuetral to overboughtOverbought=Overbought

1. Price Targets

1.1 Support & Resistance

Support and resistance are levels on a price chart that act as barriers or zones where the price of an asset tends to stop, reverse, or experience a significant amount of buying or selling pressure.

Support is a price level at which demand for an asset is strong enough to prevent the price from falling further.
Resistance is a price level at which selling pressure becomes significant enough to prevent the price of an asset from rising further.


Score

Let's take a look at the Support & Resistance of S&P Global Inc..

The long score for the Support & Resistance is 0/1.
The longshort score for the Support & Resistance is -1/(-1 +1).

  • Around resistance: The price is trading arround resistance levels. This can be considered as a potential exit level. -1

The bullish price targets are: 400.40.

The bearish price targets are: 396.30 > 393.25 > 383.15.

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S&P Global Inc. Daily Support & Resistance Chart

2. Trend Indicators

2.1 Moving Averages

Shows the moving average of the selected period.

  • Moving averages are lagging trend indicators.
  • There are many types of moving averages.
  • Moving averages are also used within other indicators.

Score

Let's take a look at the Moving Averages of S&P Global Inc.. The current mas is .

The long score for the Moving Averages is 13/14.
The longshort score for the Moving Averages is 12/(-14 +14).

  • MA 20 trending up: The MA 20 is trending up. +1
  • Close > MA 20: The price is above the MA 20. +1
  • MA 20 > MA 50: The MA 20 is higher than the MA 50. +1
  • MA 20 > MA 100: The MA 20 is higher than the MA 100. +1
  • MA 20 > MA 200: The MA 20 is higher than the MA 200. +1
  • MA 50 trending up: The MA 50 is trending up. +1
  • Close > MA 50: The price is above the MA 50. +1
  • MA 50 < MA 100: The MA 50 is lower than the MA 100. -1
  • MA 50 > MA 200: The MA 50 is higher than the MA 200. +1
  • MA 100 trending up: The MA 100 is trending up. +1
  • Close > MA 100: The price is above the MA 100. +1
  • MA 100 > MA 200: The MA 100 is higher than the MA 200. +1
  • MA 200 trending up: The MA 200 is trending up. +1
  • Close > MA 200: The price is above the MA 200. +1

Directionalities and relatives.

Moving AverageAmount of candlesTrendPrice +/-vs. MA 50vs. MA 100vs. MA 200
MA 2020
MA 5050-
MA 100100--
MA 200200---

Explanation: https://www.youtube.com/watch?v=xwW8h0lrQ-I

S&P Global Inc. Daily Moving Averages Chart
2.2 Moving Average Convergence/Divergence (MACD)

Shows the momentum of the selected period based on two moving averages.

  • MACD is a lagging momentum indicator.
  • Uses two moving averages.
  • Can show buy or sell signals based on momentum.
  • Can show overbought. and oversold. levels.

Score

Let's take a look at the Moving Average Convergence/Divergence (MACD) of S&P Global Inc.. The current macd is 3.58225048.

The long score for the Moving Average Convergence/Divergence (MACD) is 3/4.
The longshort score for the Moving Average Convergence/Divergence (MACD) is 2/(-4 +4).

  • MACD line > signal line: The MACD line is above the signal line, which indicates a bullish signal in the market. This means that the positive momentum is currently stronger than the average momentum, suggesting that buyers are more active than sellers, and there's a higher probability of the S&P Global Inc. price going up in the near term. +2
  • MACD > 0: The MACD is above the zero line (centerline), it indicates a bullish signal for S&P Global Inc.. This means that the short-term moving average is higher than the long-term moving average, signaling positive momentum and suggesting a higher likelihood of the S&P Global Inc. price continuing to rise in the near future. It indicates that buyers are gaining control, and there is optimism in the market, leading to potential price increases. +1
  • Trending down: The MACD line is trending down. This indicates that the short-term moving average is falling faster than the long-term moving average, suggesting negative momentum in the market. This signals that sellers are becoming more active and insecure, leading to potential price decreases as traders anticipate further losses and are willing to sell at lower prices. -1
S&P Global Inc. Daily Moving Average Convergence/Divergence (MACD) ChartS&P Global Inc. Daily Moving Average Convergence/Divergence (MACD) Chart
2.3 Directional Movement Index (DMI)

The DMI is a collection of 3 indicators: +DI (Plus Direction Indicator), -DI (Minus Direction Indicator) and ADX (Average Directional Index). The ADX helps you determine the strength of a trend.


Score

Let's take a look at the Directional Movement Index (DMI) of S&P Global Inc.. The current adx is 28.71.

The long score for the Directional Movement Index (DMI) is 3/7.
The longshort score for the Directional Movement Index (DMI) is 3/(-7 +7).

  • PLUS_ID > MINUS_DI: The +DI line is above the -DI line. This indicates a bullish signal in the market, as the positive directional movement is currently stronger than the negative directional movement, showing that buyers have the upper hand. Market psychology suggests that traders are optimistic, expecting further price increases, and are more willing to buy S&P Global Inc. shares, leading to potential upward momentum in its price. +1
  • PLUS_ID > MINUS_DI && ADX > 25 && ADX trending down: The ADX is above 25 and indicates a strong bullish trend. The ADX is declining, the bullish trend is weakening. Could be a potential reversal to the downside. +2
S&P Global Inc. Daily Directional Movement Index (DMI) Chart
2.4 Parabolic SAR

Shows the current trend and potential entry and exit signals.

  • Parabolic SAR (stop and reverse) is a lagging trend indicator.
  • Shows the current trend.
  • Shows potential entry signals.
  • Shows  potential exit signals.
  • Can be used to place trailing stoplosses..

Score

Let's take a look at the Parabolic SAR of S&P Global Inc.. The current sar is 398.54.

The long score for the Parabolic SAR is 1/1.
The longshort score for the Parabolic SAR is 1/(-1 +1).

  • Close > SAR: The price is above the SAR. It's generally considered a bullish signal. +1
S&P Global Inc. Daily Parabolic SAR Chart

3. Momentum Indicators

3.1 Relative Strength Index (RSI)

Measures the speed and change of price movements.

  • Leading momentum indicator, meaning the signals are instant.
  • Ranges between 0 and 100.
  • Above 70 is considered overbought.
  • Below 30 is considered oversold.
  • Above or below 50 can also be used to determine price trend or support and resistance.
  • RSI divergence looks at a deviation between RSI and price movement. Penketrading automatically calculates RSI divergences.
  • Can be used in many different ways

Score

Let's take a look at the Relative Strength Index (RSI) of S&P Global Inc.. The current rsi is 57.68. The current phase is Continuation in bull market.

The long score for the Relative Strength Index (RSI) is 3/13.
The longshort score for the Relative Strength Index (RSI) is 2/(-13 +13).

  • Continuation in bull market: Uptrend continues after a consolidation or pullback. Hold or add to existing positions.
  • Trending down: The RSI is trending down. -1
S&P Global Inc. Daily Relative Strength Index (RSI) ChartS&P Global Inc. Daily Relative Strength Index (RSI) Chart
3.2 Stochastic Oscillator

Compares a certain price to multiple prices ranging over time.

  • Leading momentum indicator, meaning the signals are instant.
  • Used to determine overbought and oversold areas much like the RSI.
  • Ranges between 0 and 100.
  • Above 80 is considered overbought.
  • Below 20 is considered oversold.
  • Consists of two lines named K and D.
  • K compares the highest high and lowest low on the selected price range.
  • The D line is a moving average of the K line.
  • Can be used to spot divergences

Score

Let's take a look at the Stochastic Oscillator of S&P Global Inc.. The current phase is Correction in bull market.

The long score for the Stochastic Oscillator is 0/6.
The longshort score for the Stochastic Oscillator is -4/(-6 +6).

  • STOCH < 50: The STOCH %K is below 50. There are more sellers than buyers. -1
  • STOCH %K line < STOCH %D line: The STOCH %K line is below the STOCH %D line, which indicates a bearish signal in the market. This means that the negative momentum is currently stronger than the average momentum, suggesting that sellers are more active than buyers, and there's a higher probability of the S&P Global Inc. price going down in the near term. -2
  • Trending down: The STOCH %K is trending down. -1
S&P Global Inc. Daily Stochastic Oscillator ChartS&P Global Inc. Daily Stochastic Oscillator Chart
3.3 Commodity Channel Index (CCI)

Measures the difference between the current price and the historical average price.

  • Lagging or leading Momentum indicator
  • When the CCI is above zero, the price is above the historical average
  • When the CCI is below zero, the price is below the historical average
  • Used for spotting trends
    • If the CCI moves from negative or near zero to positive 100 that might indicate an uptrend
    • If the CCI moves from positive or near zero to negative -100 that might indicate a downtrend

Score

Let's take a look at the Commodity Channel Index (CCI) of S&P Global Inc.. The current cci is 57.27.

S&P Global Inc. Daily Commodity Channel Index (CCI) ChartS&P Global Inc. Daily Commodity Channel Index (CCI) Chart
3.4 Chande Momentum Oscillator (CMO)

Measures the difference between the sum of recent gains and the sum of recent losses. Then divides the result by the sum of all price movements in that period.

  • Lagging momentum indicator
  • Ranges between +100 and -100
  • Considered overbought above +50
  • Considered oversold below -50
  • It's possible to add a moving average that acts as a signal line

Score

Let's take a look at the Chande Momentum Oscillator (CMO) of S&P Global Inc.. The current cmo is 14.02.

The long score for the Chande Momentum Oscillator (CMO) is 1/1.
The longshort score for the Chande Momentum Oscillator (CMO) is 1/(-1 +1).

  • CMO > 0: The CMO is above 0, the momentum of the price is positive, indicating a potential uptrend in the price. +1
S&P Global Inc. Daily Chande Momentum Oscillator (CMO) ChartS&P Global Inc. Daily Chande Momentum Oscillator (CMO) Chart
3.5 Williams %R

 Shows the current price relative to the highest high over the last 14 days.
 

  • Lagging momentum indicator
  • Ranging between 0 and -100
  • Above -20 is considered overbought
  • Below -80 is considered oversold
  • Is prone to give false signals

Score

Let's take a look at the Williams %R of S&P Global Inc.. The current willr is -51.73333333.

The long score for the Williams %R is 0/1.
The longshort score for the Williams %R is 0/(-1 +1).

  • WILLR between -80 and -20: The Williams %R is between -80 and -20. This indicates that S&P Global Inc. is trading in a neutral price range, neither oversold nor overbought, suggesting a balanced market condition without any extreme price signals.
S&P Global Inc. Daily Williams %R ChartS&P Global Inc. Daily Williams %R Chart

4. Volatility Indicators

4.1 Bollinger Bands

Shows if the price is to high or to low relative to an average.

  • Lagging volatility indicator
  • Uses 3 bands: one upper, one lower and one in the middle
  • Works best when the middle band reflects an intermediate trend (MA20).
  • When the price is moving closer to the upper band, the market might be overbought
  • When the price is moving closer to the lower band, the market might be oversold 

Score

Let's take a look at the Bollinger Bands of S&P Global Inc..

S&P Global Inc. Daily Bollinger Bands Chart
4.2 Average True Range (ATR)
Measures market volatility
  • Leading volatility indicator
  • Can be used to determine stop-loss positions
  • Calculated by:
    • Current high minus the current low
    • Current high minus the previous close
    • Current low minus the previous close
  • The larger the range of the candles, the greater the ATR value

Score

Let's take a look at the Average True Range (ATR) of S&P Global Inc.. The current atr is 4.71329438.

S&P Global Inc. Daily Average True Range (ATR) ChartS&P Global Inc. Daily Average True Range (ATR) Chart

5. Volume Indicators

5.1 On-Balance Volume (OBV)

 Measures market volatility

  • Leading momentum indicator
  • Calculation:
    • If the closing price is above the previous closing price: OBV = previous OBV + current volume
    • If the closing price is below the previous closing price: OBV = previous OBV - current volume
    • If the closing price is the same as the previous closing price than the OBV is the same.
  • Can be used to confirm price trends
  • Can be used with divergences

Score

Let's take a look at the On-Balance Volume (OBV) of S&P Global Inc.. The current obv is -388.

S&P Global Inc. Daily On-Balance Volume (OBV) ChartS&P Global Inc. Daily On-Balance Volume (OBV) Chart
5.2 Money Flow Index (MFI)

Measures the flow of money in and out of a security

  • Lagging momentum indicator
  • Looks like RSI but uses volume as an extra metric (RSI only considers price)
  • Above 80 is considered overbought
  • Below 20 is considered oversold
  • Can be used with divergences

Score

Let's take a look at the Money Flow Index (MFI) of S&P Global Inc.. The current mfi is 76.72.

The long score for the Money Flow Index (MFI) is 1/2.
The longshort score for the Money Flow Index (MFI) is 1/(-2 +2).

  • MFI > 50: +1
S&P Global Inc. Daily Money Flow Index (MFI) ChartS&P Global Inc. Daily Money Flow Index (MFI) Chart

6. Summary

6.1. Notifications

TypeNotificationDate
PenkeCurrently no notifications for S&P Global Inc..

6.2. Trading Signals

Below you will find trading signals as the indicator is commonly used. This doesn't mean you should use it that way. Learn from these, but don't use them blindly. I recommend using at least 4 indicators, 1 from each category: trend, momentum, volatility and volume.

DateIndicatorSignal
2024-01-04DMI SHORT ENTRY LONG CLOSEThe +DI crossed the -DI to the downside. The trend is reversing to a down trend.
MFI SHORT ENTRY LONG CLOSE20 crossover to downside
2024-01-05CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
WILLR SHORT ENTRY LONG CLOSE-80 crossover to downside
ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2024-01-08STOCH SHORT EXITThe %K line crosses above the %D line.
2024-01-09CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
2024-01-10DMI LONG ENTRY SHORT CLOSEThe +DI crossed the -DI to the upside. The trend is reversing to an up trend.
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
2024-01-11STOCH LONG EXITThe %K line crosses below the %D line.
2024-01-12STOCH SHORT EXITThe %K line crosses above the %D line.
CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2024-01-15SAR LONG ENTRY SHORT CLOSEThe price broke the SAR to the upside.
CCI LONG ENTRY SHORT CLOSE100 crossover to upside
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
BB SHORT ENTRY LONG CLOSEPrice closed above the lower band.
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2024-01-16STOCH LONG EXITThe %K line crosses below the %D line.
2024-01-17MACD LONG ENTRY SHORT CLOSEThe MACD line crosses above the signal line.
STOCH SHORT EXITThe %K line crosses above the %D line.
BB SHORT ENTRY LONG CLOSEPrice closed above the lower band.
MFI LONG ENTRY SHORT CLOSE20 crossover to upside
2024-01-18STOCH LONG EXITThe %K line crosses below the %D line.
2024-01-22STOCH SHORT EXITThe %K line crosses above the %D line.
BB SHORT ENTRY LONG CLOSEPrice closed above the lower band.
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2024-01-24RSI SHORT ENTRY LONG CLOSE70 crossover to downside
STOCH LONG EXITThe %K line crosses below the %D line.
2024-01-25MFI LONG ENTRY SHORT CLOSE80 crossover to upside
2024-01-29STOCH SHORT EXITThe %K line crosses above the %D line.
2024-01-31STOCH LONG EXITThe %K line crosses below the %D line.
2024-02-01RSI SHORT ENTRY LONG CLOSE70 crossover to downside
ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2024-02-02STOCH SHORT EXITThe %K line crosses above the %D line.
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2024-02-05SAR SHORT ENTRY LONG CLOSEThe price broke the SAR to the downside
RSI SHORT ENTRY LONG CLOSE70 crossover to downside
STOCH LONG EXITThe %K line crosses below the %D line.
2024-02-06STOCH SHORT EXITThe %K line crosses above the %D line.
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
2024-02-07SAR LONG ENTRY SHORT CLOSEThe price broke the SAR to the upside.
CCI LONG ENTRY SHORT CLOSE100 crossover to upside
2024-02-08MACD SHORT ENTRY LONG CLOSEThe MACD line crosses below the signal line.
DMI SHORT ENTRY LONG CLOSEThe +DI crossed the -DI to the downside. The trend is reversing to a down trend.
SAR SHORT ENTRY LONG CLOSEThe price broke the SAR to the downside
RSI SHORT ENTRY LONG CLOSE70 crossover to downside
STOCH LONG EXITThe %K line crosses below the %D line.
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
WILLR SHORT ENTRY LONG CLOSE-80 crossover to downside
ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2024-02-12CCI SHORT ENTRY LONG CLOSE-100 crossover to downside
WILLR SHORT ENTRY LONG CLOSE-80 crossover to downside
2024-02-13BB LONG ENTRY SHORT CLOSEPrice closed below the lower band.
2024-02-15STOCH SHORT EXITThe %K line crosses above the %D line.
2024-02-19STOCH LONG EXITThe %K line crosses below the %D line.
2024-02-20MFI SHORT ENTRY LONG CLOSE20 crossover to downside
2024-02-22STOCH SHORT EXITThe %K line crosses above the %D line.
CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2024-02-23MFI LONG ENTRY SHORT CLOSE20 crossover to upside
2024-02-26STOCH LONG EXITThe %K line crosses below the %D line.
MFI SHORT ENTRY LONG CLOSE20 crossover to downside
2024-02-27CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
WILLR SHORT ENTRY LONG CLOSE-80 crossover to downside
ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2024-02-28STOCH SHORT EXITThe %K line crosses above the %D line.
MFI LONG ENTRY SHORT CLOSE20 crossover to upside
2024-03-01STOCH LONG EXITThe %K line crosses below the %D line.
2024-03-05WILLR SHORT ENTRY LONG CLOSE-80 crossover to downside
2024-03-06CCI SHORT ENTRY LONG CLOSE-100 crossover to downside
2024-03-07STOCH SHORT EXITThe %K line crosses above the %D line.
2024-03-11STOCH LONG EXITThe %K line crosses below the %D line.
WILLR SHORT ENTRY LONG CLOSE-80 crossover to downside
2024-03-12STOCH SHORT EXITThe %K line crosses above the %D line.
2024-03-14STOCH LONG EXITThe %K line crosses below the %D line.
WILLR SHORT ENTRY LONG CLOSE-80 crossover to downside
2024-03-15CCI SHORT ENTRY LONG CLOSE-100 crossover to downside
2024-03-18STOCH SHORT EXITThe %K line crosses above the %D line.
2024-03-20MACD LONG ENTRY SHORT CLOSEThe MACD line crosses above the signal line.
2024-03-21SAR LONG ENTRY SHORT CLOSEThe price broke the SAR to the upside.
CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2024-03-22STOCH LONG EXITThe %K line crosses below the %D line.
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2024-03-25SAR SHORT ENTRY LONG CLOSEThe price broke the SAR to the downside
CCI SHORT ENTRY LONG CLOSE-100 crossover to downside
WILLR SHORT ENTRY LONG CLOSE-80 crossover to downside
ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2024-03-27STOCH SHORT EXITThe %K line crosses above the %D line.
2024-03-28CCI LONG ENTRY SHORT CLOSE100 crossover to upside
CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2024-04-02DMI LONG ENTRY SHORT CLOSEThe +DI crossed the -DI to the upside. The trend is reversing to an up trend.
SAR LONG ENTRY SHORT CLOSEThe price broke the SAR to the upside.
2024-04-03STOCH LONG EXITThe %K line crosses below the %D line.
2024-04-05DMI SHORT ENTRY LONG CLOSEThe +DI crossed the -DI to the downside. The trend is reversing to a down trend.
STOCH SHORT EXITThe %K line crosses above the %D line.
2024-04-08CCI LONG ENTRY SHORT CLOSE100 crossover to upside
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
BB SHORT ENTRY LONG CLOSEPrice closed above the lower band.
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2024-04-09DMI LONG ENTRY SHORT CLOSEThe +DI crossed the -DI to the upside. The trend is reversing to an up trend.
2024-04-10STOCH LONG EXITThe %K line crosses below the %D line.
2024-04-11DMI SHORT ENTRY LONG CLOSEThe +DI crossed the -DI to the downside. The trend is reversing to a down trend.
2024-04-15CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
2024-04-16MACD SHORT ENTRY LONG CLOSEThe MACD line crosses below the signal line.
SAR SHORT ENTRY LONG CLOSEThe price broke the SAR to the downside
CCI SHORT ENTRY LONG CLOSE-100 crossover to downside
WILLR SHORT ENTRY LONG CLOSE-80 crossover to downside
ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2024-04-18STOCH SHORT EXITThe %K line crosses above the %D line.
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2024-04-19STOCH LONG EXITThe %K line crosses below the %D line.
CCI SHORT ENTRY LONG CLOSE-100 crossover to downside
WILLR SHORT ENTRY LONG CLOSE-80 crossover to downside
2024-04-22STOCH SHORT EXITThe %K line crosses above the %D line.
2024-04-23DMI LONG ENTRY SHORT CLOSEThe +DI crossed the -DI to the upside. The trend is reversing to an up trend.
2024-04-24DMI SHORT ENTRY LONG CLOSEThe +DI crossed the -DI to the downside. The trend is reversing to a down trend.
STOCH LONG EXITThe %K line crosses below the %D line.
WILLR SHORT ENTRY LONG CLOSE-80 crossover to downside
2024-04-25DMI LONG ENTRY SHORT CLOSEThe +DI crossed the -DI to the upside. The trend is reversing to an up trend.
2024-04-26STOCH SHORT EXITThe %K line crosses above the %D line.
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2024-05-02STOCH LONG EXITThe %K line crosses below the %D line.
WILLR SHORT ENTRY LONG CLOSE-80 crossover to downside
2024-05-03MACD LONG ENTRY SHORT CLOSEThe MACD line crosses above the signal line.
STOCH SHORT EXITThe %K line crosses above the %D line.
CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2024-05-06SAR LONG ENTRY SHORT CLOSEThe price broke the SAR to the upside.
2024-05-07WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
MFI LONG ENTRY SHORT CLOSE80 crossover to upside
2024-05-08CCI LONG ENTRY SHORT CLOSE100 crossover to upside
2024-05-09MFI SHORT ENTRY LONG CLOSE80 crossover to downside
2024-05-10STOCH LONG EXITThe %K line crosses below the %D line.
BB SHORT ENTRY LONG CLOSEPrice closed above the lower band.
MFI LONG ENTRY SHORT CLOSE80 crossover to upside
2024-05-14STOCH SHORT EXITThe %K line crosses above the %D line.
MFI SHORT ENTRY LONG CLOSE80 crossover to downside
2024-05-15STOCH LONG EXITThe %K line crosses below the %D line.
2024-05-16STOCH SHORT EXITThe %K line crosses above the %D line.
CCI LONG ENTRY SHORT CLOSE100 crossover to upside
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
MFI LONG ENTRY SHORT CLOSE80 crossover to upside
2024-05-17STOCH LONG EXITThe %K line crosses below the %D line.
2024-05-21MFI SHORT ENTRY LONG CLOSE80 crossover to downside
2024-05-22STOCH SHORT EXITThe %K line crosses above the %D line.
CCI LONG ENTRY SHORT CLOSE100 crossover to upside
2024-05-23STOCH LONG EXITThe %K line crosses below the %D line.

6.3. Candlestick Patterns

S&P Global Inc. Daily Candlestick Chart
DateCandlestick Pattern

6.4. Technical Score

Let's check the technical score of S&P Global Inc. based on Penke's default Symbol scanner.

Penke's Symbol Scanner

  
  
IndicatorConditionValue
RsiGreater than5057.678
Ma 20Greater thanMa 50398.123
Ma 50Greater thanMa 100393.941
Ma 100Greater thanMa 200397.738
OpenGreater thanClose402.350
Total3/5 (60.0%)
Penke

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