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 (+28.84%) 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 | 51.6 | 35.9 |
| AI ranki | #455 | #1669 |
| Latest closei | $475.17 | $343.74 |
| 1M returni | +23.01% | +29.23% |
| 3M returni | +14.15% | +27.46% |
| 6M returni | +11.87% | +53.15% |
| 1Y returni | -2.47% | +28.84% |
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 | $9.56K (-4.4%) started 2025-11-03 | $12.99K (+29.9%) started 2025-11-03 |
| 5Y ago | $11.09K (+10.9%) started 2021-11-03 | $8.31K (-16.9%) started 2021-11-03 |
| 10Y ago | $45.55K (+355.5%) started 2016-11-03 | $26.77K (+167.7%) started 2016-11-03 |
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 | 22.06% | 31.02% |
| 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 0.62), 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 | -4.40% | +29.92% |
| CAGRi | -4.41% | +30.02% | |
| Volatilityi | 31.32% | 48.15% | |
| Sharpe ratioi | -0.13 | 0.70 | |
| Sortino ratioi | -0.17 | 1.02 | |
| Max drawdowni | 29.48% | 35.99% | |
| Current drawdowni | 13.03% | 0.00% | |
| Avg drawdowni | 17.18% | 13.97% | |
| Ulcer Indexi | 19.65% | 17.86% | |
| Max daily dropi | 11.27% | 10.51% | |
| Max wkly dropi | 16.77% | 18.49% | |
| 5Y | Growthi | +7.59% | -19.47% |
| CAGRi | +1.47% | -4.24% | |
| Volatilityi | 25.51% | 30.78% | |
| Sharpe ratioi | 0.01 | -0.13 | |
| Sortino ratioi | 0.01 | -0.18 | |
| Max drawdowni | 39.76% | 61.49% | |
| Current drawdowni | 15.77% | 30.35% | |
| Avg drawdowni | 15.23% | 19.45% | |
| Ulcer Indexi | 18.29% | 25.40% | |
| Max daily dropi | 11.27% | 10.51% | |
| Max wkly dropi | 16.77% | 20.09% | |
| 10Y | Growthi | +319.75% | +144.86% |
| CAGRi | +15.43% | +9.37% | |
| Volatilityi | 26.45% | 29.14% | |
| Sharpe ratioi | 0.51 | 0.30 | |
| Sortino ratioi | 0.71 | 0.42 | |
| Max drawdowni | 39.76% | 61.49% | |
| Current drawdowni | 15.77% | 30.35% | |
| Avg drawdowni | 10.01% | 12.85% | |
| Ulcer Indexi | 13.98% | 18.85% | |
| 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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