$SPGI · Joseph Carlson After Hours · 2026-11-02
S&P Global 股价 475 美元、市盈率 24 倍；说话者认为公允价值接近 550 美元，约高 16%，对应仅 25-26 倍远期盈利，并不昂贵。他称这一估值并不激进，并预计若投资者对 Agilent 跑赢 S&P Global 的担忧减弱，估值倍数将扩张。
逐段跳播
我们还看了 S&P Global。S&P Global 今天是我的第五大持仓，价值 141,000 美元，收益为 33,000 美元。目前它的交易价格为 475 美元。公司当前的市盈率为 24，我认为 S&P Global 的公允价值大约在 550 美元左右。
这是这只股票今天应该达到的水平。这意味着较今天上涨约 16%，届时公司的前瞻市盈率将只有约 25 到 26。所以，到那时它还不算贵。
We also look at S&P Global. S&P Global today is my fifth largest position, valued at $141,000, with profits of $33,000. Currently, it is trading at $475. The company's current price-to-earnings ratio is 24, and I believe the fair value of S&P Global is around $550.
This is where the stock should be today. This represents an increase of approximately 16% from today, and the company will be trading at a forward price-to-earnings ratio of only about 25 to 26. So, it won't be expensive yet.
再说一次，这不是一个激进的预测，但它确实表明这些公司仍有很大的上涨空间。如果投资者不再那么担心 Agilent Technologies 会跑赢 S&P Global——我相信这会发生——我们就应该看到该公司的估值倍数扩张。
Again, this is not an aggressive forecast, but it does show that these companies still have a lot of upside left . If investors become less concerned about Agilent Technologies outperforming S &P Global, which I believe will happen, we should see the company's valuation multiple expand.
这个频道对 $SPGI 的历次判断
Joseph Carlson After Hours 在这只股票上共 5 条判断，这里只列相邻的几条。