Using the PEG framework with analyst consensus forward EPS growth of 16.6% plus 0.9% dividend yield, S&P Global Inc. has a fair value of $325.40 based on NTM EPS (FY2026) of $19.64. The current PEG ratio is 1.27.
PEG < 1 = bargain, 1–1.5 = fair, > 2 = expensive.
PEG is most informative for high-growth companies — the PEG sweet spot.
| EPS Growth RateForward | 15.6% |
| Dividend Yield | +0.9% |
| Adjusted Growth (clamped 8–25%) | 16.6% |
| Fair P/E | 16.6x |
| NTM EPS (FY2026) | $19.64 |
| Fair Value | $325.40 |
| Period | EPS Est. | Growth | Analysts |
|---|---|---|---|
| FY2025 (actual) | $14.66 | — | — |
| FY2026E | $19.64 | +34.0% | 17 |
| FY2027E | $22.09 | +12.5% | 17 |
| FY2028E | $25.25 | +14.3% | 13 |
| FY2029E | $27.18 | +7.6% | 12 |
| FY2030E | $30.30 | +11.5% | 6 |
5Y Forward EPS CAGR: 15.6%
| Year | Net Income | EPS | YoY |
|---|---|---|---|
| FY2021 | $3.0B | $12.51 | — |
| FY2022 | $3.2B | $10.20 | -18.5% |
| FY2023 | $2.6B | $8.23 | -19.3% |
| FY2024 | $3.9B | $12.35 | +50.1% |
| FY2025 | $4.5B | $14.66 | +18.7% |
4Y Historical EPS CAGR: 4.0%
The PEG Fair Value uses the Price/Earnings-to-Growth framework. A stock is fairly valued when its P/E ratio equals its earnings growth rate (PEG = 1.0). This model adds dividend yield to the growth rate per the original PEGY formula.
Growth rate priority: analyst consensus forward EPS CAGR (when ≥ 3 analysts cover the stock), falling back to historical EPS CAGR. Using EPS rather than net income avoids distortion from share buybacks. The growth rate is clamped between 8% and 25% — below 8% would undervalue stable earners, while above 25% would overvalue unsustainable spikes.