Eagle Capital Management expects S&P Global (SPGI) to achieve mid-double-digit EPS growth in the coming years, with its current valuation being low.
Investment management firm Eagle Capital Management stated in its Q2 2026 investor letter that S&P Global (SPGI) possesses high quality and low volatility, with an expected mid-double-digit EPS growth in the coming years. The firm noted that S&P Global's current valuation is in the high teen multiple, and its stable growth is no longer scarce compared to the market's overall EPS growth of nearly 20%. However, as economic earnings normalize, the business should demonstrate significant outperformance.
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Disclaimer: This content reflects the author's personal views only and does not constitute investment advice.
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