S&P Global Inc (SPGI) is trading at $434.01 with a market capitalization of $128.35 billion, according to a valuation comparison by WarrenAI that favors the ratings and financial analytics provider over Moody’s Corporation (MCO). The analysis, which examines seven key metrics, ranks SPGI higher on six of them, highlighting its stronger growth profile and more balanced financial structure.
S&P Global’s trailing twelve-month price-to-earnings ratio stands at 25.9x, below Moody’s 31.7x, while its forward P/E of 24.8x also compares favorably to Moody’s 30.0x. Enterprise value to EBITDA for SPGI is 17.7x versus 23.4x for MCO, and its price-to-book ratio is 4.0x compared with Moody’s 29.3x. The free cash flow yield for S&P Global is 4.4%, exceeding Moody’s 3.3%, while the PEG ratio is slightly higher at 0.99 for Moody’s versus 0.93 for SPGI.
Revenue growth provides a key differentiator. S&P Global’s five-year compound annual growth rate is 15.6%, nearly double Moody’s 7.5%, driven in part by the integration of IHS Markit. The company’s near-term EPS growth is projected at 26.2%, ahead of Moody’s 33.8%, while its FY2025 revenue forecast is $15.34 billion compared with Moody’s $7.72 billion. S&P Global’s return on equity is 15.2%, supported by a debt-to-equity ratio of 50.0%, whereas Moody’s ROE of 80.2% is linked to a significantly higher leverage ratio of 251.9%.
WarrenAI’s analysis notes that Moody’s elevated ROE reflects balance-sheet leverage rather than operational efficiency. The comparison also flags risks for both companies: S&P Global’s one-year return of -15.9% may reflect integration costs or slower index momentum, while Moody’s fair-value downside of -8.4% suggests vulnerability to credit-market slowdowns or regulatory pressure on ratings fees. The analysis was published on August 25, 2026.
