S&P Global is ‘more than sum of its parts’, Barron’s says

S&P Global has delivered “impressive financial results” and offers expansion into private credit as one avenue to growth, but the stock has “moved little”, Barron’s Todd Chanko writes in the publication’s Stock Picks column. Investors have not rewarded the stock, lumping it with companies deemed insufficiently aligned with artificial intelligence, but several tailwinds – among them, ironically, AI – are poised to catapult S&P Global past its rough patch, the report states. The company’s expansion into private-market data and services – most recently with the $1.8B acquisition of With Intelligence which generates data for private-credit funds and other alternative investment – is a growth driver for S&P Global, Barron’s writes.