S&P Global Inc. SPGI

The Motley Fool 14 nov

The article compares American Express and S&P Global as investment options for 2027. American Express operates a closed-loop payment network with $72.2B in FY2025 revenue and 15% net margins, benefiting from premium consumer spending. S&P Global provides financial ratings and data with $15.3B in FY2025 revenue and superior 29.2% net margins, benefiting from passive investing growth. The author recommends American Express for its younger customer base and different growth driver, while S&P Global suits investors seeking exposure to passive investing trends.

Zacks Investment Research 12 nov

S&P Global (SPGI) shares gained 12.7% over three months, driven by robust demand for index-linked products, record ETF assets under management of $6.5 trillion, and strong AI adoption among customers. The company reported 20% year-over-year growth in Indices revenues in Q3 2026, with expanding margins of 60 basis points, supporting management's guidance for 17-18.5% organic revenue growth in the Indices segment for 2026.

The Motley Fool 10 nov

The article compares Morningstar and Nu Holdings as investment options for 2027. Morningstar offers steady growth through diversified data and research services with strong margins and low customer concentration risk. Nu is a high-growth Latin American fintech disruptor with 131 million customers and rapid expansion, but faces macroeconomic and regulatory risks. Nu trades at a lower forward P/E despite faster growth, while Morningstar appeals to conservative investors seeking reliable returns.

The Motley Fool 10 nov

The article compares CME Group and PayPal as investment options for 2027. CME Group operates the leading derivatives marketplace with a strong 62% net margin and 6.4% revenue growth, while PayPal operates a massive 439-million-account network with a lower 15.8% net margin but trades at a significantly cheaper valuation (P/E of 11.45 vs. 24.97). Despite PayPal's attractive valuation, the author recommends CME Group for its superior revenue growth, higher profitability margins, and stronger historical performance over the past decade.

The Motley Fool 10 nov

The article compares CME Group and S&P Global as investment options for 2027. CME operates the world's leading derivatives marketplace with an impressive 62% net margin and pays a higher dividend yield of 1.68%. S&P Global provides critical credit ratings and financial data with more diversified revenue streams and higher absolute revenue ($15.3B vs $6.5B). Despite CME's superior profitability metrics, the author recommends S&P Global because CME has underperformed the S&P 500 by over 100 percentage points over the past decade, suggesting the trend may not reverse.