Percent change in each close since the start of the chosen range, for both companies and the S&P 500 (SPY). Daily closes over the last year, weekly before that and monthly before five years.
In short
How the two compare
On the latest closes (28 Oct 2026), S&P Global is the larger company by market value ($131.02B against $11.45B). Over the past year FactSet returned +9.2% and S&P Global −3.7%, while the S&P 500 returned +12.7%. The latest filed P/E is 21.5 for FactSet and 25.4 for S&P Global, and the operating margin 28.3% against 53.2%. Over the next 21 sessions the model expects +0.14% for FactSet, with a 71% chance of a rise, and −0.4% for S&P Global, with a 20% chance. FactSet's long-run fair value is $353.77, a gap of +13.1% to its price; the long-run model view is positive. S&P Global has no published fair value today.
Model view
What the model expects
Expected returns and the chance of a rise from our forecasting models, and the long-run fair value against the price. Readings, not advice.
Model readings:
MeasureFactSet · FDSS&P Global · SPGI
Expected returnnext 21 sessions
FDS+0.14%
SPGI−0.4%
Chance of a risenext 21 sessions
FDS71%
SPGI20%
Expected returnnext 63 sessions
FDS+2.02%
SPGI+1.04%
Range of outcomes63 sessions, 80% band
FDS−26.1% to +30.2%
SPGI−19.3% to +21.4%
Chance of a risenext 63 sessionsMembers only · see plans
Long-run fair valueintrinsic value model
FDS$353.7728 Oct 2026
SPGI—The valuation was set at a price in another share basis than this close, so its fair value and gap are not printed.
Gap to pricefair value against the close
FDS+13.1%
SPGI—The valuation was set at a price in another share basis than this close, so its fair value and gap are not printed.
Past readings that matchedsign of the 21-session outcome
FDS45%of 269
SPGI58.7%of 269
Price performance
How the prices moved
Price change over each period, with the S&P 500 (SPY) for comparison.
Closes to
MeasureFactSet · FDSS&P Global · SPGI
1 monthS&P 500: +1.1%
FDS+20.3%
SPGI+14.5%
6 monthsS&P 500: +8.5%
FDS+35.2%
SPGI+9.9%
Year to dateS&P 500: +13.3%
FDS+8.8%
SPGI−8.7%
1 yearS&P 500: +12.7%
FDS+9.2%
SPGI−3.7%
5 yearsS&P 500: +70.7%
FDS−22%
SPGI+12.2%
1 year against the S&P 500percentage points
FDS−3.5 pts
SPGI−16.4 pts
Position in the 52-week range0% low, 100% high
FDS83%close $312.68 in $183.16 to $339.83
SPGI56%close $449.33 in $359.36 to $520.05
Against the 200-day average
FDS+25.4%
SPGI+7.8%
Valuation
What the market pays
Size and the multiples from the latest filed quarter. A P/E on losses reads n/m.
Filings: quarter to (FDS), (SPGI)
MeasureFactSet · FDSS&P Global · SPGI
Market value
FDS$11.45B28 Oct 2026
SPGI$131.02B28 Oct 2026
Enterprise valueat the last filing
FDS$12.12B31 Aug 2026
SPGI$125.65B30 Sep 2026
P/Elatest filed
FDS21.5
SPGI25.4
Price to book
FDS5.73
SPGI5.80
EV / EBITDA
FDS13.76
SPGI15.83
Free cash flow yield
FDS6.16%
SPGI3.48%
Dividend yield
FDS1.43%
SPGI1%
Profitability
How much of revenue becomes profit
Margins and returns on capital from the latest filing; revenue, net income and earnings per share over the trailing twelve months.
Filings: quarter to (FDS), (SPGI)
MeasureFactSet · FDSS&P Global · SPGI
Gross margin
FDS50.6%
SPGI71.9%
Operating margin
FDS28.3%
SPGI53.2%
Net margin
FDS21.5%
SPGI33.7%
Return on equity
FDS26.6%
SPGI22.9%
Return on invested capital
FDS20%
SPGI4.5%
Revenuetrailing twelve months
FDS$2.48B
SPGI$15.13B
Net incometrailing twelve months
FDS$533.48M
SPGI$4.53B
Earnings per sharetrailing twelve months
FDS$14.57
SPGI$15.55
Growth
How fast the business grew
Change against the same quarter a year earlier.
Filings: quarter to (FDS), (SPGI)
MeasureFactSet · FDSS&P Global · SPGI
Revenue growthyear over year
FDS+6.7%
SPGI−5.4%
Earnings growthyear over year
FDS−10.7%
SPGI+5.4%
Free cash flow growthyear over year
FDS+14.6%
SPGI−38.6%
Financial health
Balance sheet and quality scores
Leverage, liquidity and two published scores: Altman Z (below 1.8 the distress zone, above 3 the safe zone) and Piotroski F (0 to 9).
Filings: quarter to (FDS), (SPGI)
MeasureFactSet · FDSS&P Global · SPGI
Debt to equity
FDS0.44
SPGI0.66
Current ratiocurrent assets over current liabilities
FDS0.60
SPGI0.74
Altman Z-score
FDS5.16
SPGI3.65
Piotroski F-scoreout of 9
FDS7 of 9
SPGI8 of 9
Trading and risk
How the shares trade
Volatility, sensitivity to the market, the deepest fall, short interest and how closely the two move together.
Closes to ; FINRA settlement
MeasureFactSet · FDSS&P Global · SPGI
Volatility21 sessions, annualised
FDS43.2%
SPGI20.5%
Betaagainst the S&P 500, 5 years
FDS0.75
SPGI0.98
Deepest fallpeak to trough, 5 years
FDS−61.1%
SPGI−39.8%
Market regimeour reading at each model date
FDSStrong risk-off
SPGIStrong risk-off
Short interestshare of the float
FDS8.4%settled 30 Sep 2026
SPGI2%settled 30 Sep 2026
Days to covershort shares over average volume
FDS3.9
SPGI3.4
Average volume3 months, shares a day
FDS792.8K
SPGI1.91M
Moving togethercorrelation of daily returns, past year0.62, often together−1 opposite0 unrelated+1 together
Questions
FactSet or S&P Global: common questions
Which is larger by market value, FactSet or S&P Global?
S&P Global, at $131.02B against $11.45B for FactSet, on the latest closes (28 Oct 2026).
Which has the higher P/E ratio, FactSet or S&P Global?
S&P Global has the higher latest filed P/E, 25.4; FactSet's is 21.5. Filings: quarter to 31 Aug 2026 and 30 Sep 2026.
How did FactSet and S&P Global move over the past year against the S&P 500?
Over the past year FactSet returned +9.2% and S&P Global −3.7%, while the S&P 500 returned +12.7%. Prices at close 28 Oct 2026.
What does the model expect for FactSet and S&P Global over the next month?
+0.14% for FactSet with a 71% chance of a rise, and −0.4% for S&P Global with a 20% chance, over the next 21 sessions. Model readings 28 Oct 2026. These are model readings, not advice.
How do the operating margins of FactSet and S&P Global compare?
The operating margin is 28.3% for FactSet and 53.2% for S&P Global, and the gross margin 50.6% against 71.9%. Filings: quarter to 31 Aug 2026 and 30 Sep 2026.
Do FactSet and S&P Global shares move together?
Over the past year the correlation of their daily returns was 0.62 (often together); 1 means they always move together, 0 unrelated, −1 opposite. Prices at close 28 Oct 2026.
In the consoleCompare up to four companies with every model readingMembers see the 63-session chance of a rise and all four horizons, side by side in Research › Compare.
Model readings are research estimates, not investment advice. Prices: daily closes. Fundamentals: the latest SEC filings. Short interest: FINRA, settlement 30 Sep 2026. A dash means the figure is not in our data; it is never shown as zero. The model view follows a published rule: next month by the sign of the expected return, the long run positive at a fair value 10% or more above the price and negative at 10% or more below it.