SPGI vs FDS Comparison: AI Score, Valuation, Performance and Upside
Compare S&P Global's ratings/index duopoly economics against FactSet's subscription analytics model on growth and margins.
Use this S&P Global vs FactSet comparison to evaluate the key differences across valuation, growth, profitability, and risk before making an investment decision.
SPGI holds the edge across 3 of 5 key metrics in this comparison. FDS leads on both 1-year return (-17.02%) and forward P/E quality (15.68x vs 21.88x for SPGI), a relatively favorable combination of momentum and valuation. SPGI leads on both revenue growth (10.40%) and operating margin (44.79%), suggesting a stronger fundamental setup on both dimensions. Analyst consensus implies meaningfully more upside for SPGI (+17.25%) than for FDS (-16.16%).
Human Wall Street analysts' price targets, typically implying a ~12-month view — a separate signal from this site's own AI Prediction Signal further down the page, which is a 5-/30-day machine-learning forecast based on price history alone.
| Metric | SPGI | FDS |
|---|---|---|
| AI scorei | 49.8 | 35.3 |
| AI ranki | #555 | #1706 |
| Latest closei | $404.11 | $278.85 |
| 1M returni | -3.33% | -2.30% |
| 6M returni | -5.17% | +33.52% |
| 1Y returni | -25.73% | -17.02% |
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | SPGI | FDS |
|---|---|---|
| 1Y ago | $7.96K (-20.4%) started 2025-09-18 | $9.26K (-7.4%) started 2025-09-18 |
| 5Y ago | $9.65K (-3.5%) started 2021-09-20 | $7.92K (-20.8%) started 2021-09-20 |
| 10Y ago | $38.06K (+280.6%) started 2016-09-19 | $18.81K (+88.1%) started 2016-09-19 |
Hypothetical — past performance does not guarantee future results.
| Metric | SPGI | FDS |
|---|---|---|
| Market capi | $130.56B | $10.99B |
| Trailing P/Ei | 26.96 | 20.37 |
| Forward P/Ei | 21.88 | 15.68 |
| Price/Salesi | 10.99 | N/A |
| EV/Revenuei | 9.14 | 5.03 |
| Analyst targeti | $519.30 | $259.06 |
| Target upsidei | +17.25% | -16.16% |
| Metric | SPGI | FDS |
|---|---|---|
| Revenue growthi | 10.40% | 6.40% |
| Earnings growthi | 17.70% | -9.60% |
| EPS growthi | +17.70% | -9.60% |
| FCF margini | +33.79% | +25.47% |
| Operating margini | 44.79% | 30.54% |
| Profit margini | 30.54% | 23.21% |
| ROIC proxyi | 14.26% | 27.03% |
| Return on equityi | 14.26% | 27.03% |
| Dividend yieldi | 0.88% | 1.50% |
| Payout ratioi | 23.49% | 29.38% |
| Dividend growth streaki | No increase yet | No increase yet |
| Betai | 1.07 | 0.69 |
| Debt/equityi | 42.98 | 77.28 |
| Current ratioi | 0.95 | 0.68 |
| Quick ratioi | 0.83 | 0.56 |
Over the past year, SPGI and FDS have moved moderately in the same direction (correlation of 0.55), based on daily returns.
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
| Period | Metric | SPGI | FDS |
|---|---|---|---|
| 1Y | Growthi | -20.42% | -7.43% |
| CAGRi | -20.43% | -7.43% | |
| Volatilityi | 30.15% | 46.64% | |
| Sharpe ratioi | -0.76 | -0.03 | |
| Sortino ratioi | -0.96 | -0.04 | |
| Max drawdowni | 29.32% | 36.91% | |
| Current drawdowni | 26.03% | 11.07% | |
| Avg drawdowni | 14.95% | 15.30% | |
| Ulcer Indexi | 17.87% | 18.64% | |
| Max daily dropi | 11.27% | 10.51% | |
| Max wkly dropi | 16.77% | 18.49% | |
| 5Y | Growthi | -6.41% | -23.21% |
| CAGRi | -1.32% | -5.15% | |
| Volatilityi | 25.30% | 30.06% | |
| Sharpe ratioi | -0.10 | -0.18 | |
| Sortino ratioi | -0.14 | -0.24 | |
| Max drawdowni | 39.76% | 61.49% | |
| Current drawdowni | 28.37% | 43.50% | |
| Avg drawdowni | 14.69% | 18.46% | |
| Ulcer Indexi | 17.84% | 24.59% | |
| Max daily dropi | 11.27% | 10.51% | |
| Max wkly dropi | 16.77% | 20.09% | |
| 10Y | Growthi | +250.74% | +72.06% |
| CAGRi | +13.37% | +5.58% | |
| Volatilityi | 26.26% | 28.80% | |
| Sharpe ratioi | 0.44 | 0.18 | |
| Sortino ratioi | 0.62 | 0.25 | |
| Max drawdowni | 39.76% | 61.49% | |
| Current drawdowni | 28.37% | 43.50% | |
| Avg drawdowni | 9.75% | 12.67% | |
| Ulcer Indexi | 13.70% | 18.41% | |
| Max daily dropi | 15.19% | 11.10% | |
| Max wkly dropi | 20.46% | 20.09% |
| Category | SPGI | FDS |
|---|---|---|
| Company | SPGI | FDS |
| Sector | Financial Services | Financial Services |
| Industry | Financial Data & Stock Exchanges | Financial Data & Stock Exchanges |
| Core business | S&P Global Inc., together with its subsidiaries, provides benchmarks, data, analytics, and workflow solutions in the global capital, energy and commodity, and automotive markets. | FactSet Research Systems Inc., together with its subsidiaries, operates as a financial digital platform and enterprise solutions provider for the investment community. |
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