u/wkgui · 61d agono track record yet
SPGI fell ~5% on a miss that was the Mobility spin
SPGI's post-Mobility guidance cut was misinterpreted as business weakness when it actually reflects only the spinoff. The remaining core business (Ratings, Indices, Market Intelligence) grew strongly: Ratings & Indices +13–20% at ~70% margins. The market is conflating spinoff math with operational decline, creating a valuation opportunity if investors recognize the high-margin moat businesses remain intact.
At post $434.44Now $449.87+3.5% since postedas of Oct 23, 12:00 PM ET
1d—
3d+0.5%
1w+1.9%
1m-7.4%
3m—
6m—
1y—