COMP <GO>
SPGI vs AXP // ALTMAN Z-SCORE & DEBT/EQUITY
S&P Global Inc. (NYSE) VS. American Express Company (NYSE) • 15-METRIC TALLY: SPGI 6
— AXP 5
■ METRIC PARITY
LAST: $460.66 (+2.52%) • MKT CAP: $133.55B
balance-sheet
—
LAST: $323.71 (+1.82%) • MKT CAP: $217.06B
balance-sheet
—
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SPGI VS. AXP)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | SPGI | AXP | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 12.20% | 9.50% | +2.70 | SPGI | /roic <GO> |
| EV/EBITDA & P/E Valuation | 20.4x | 19.2x | +1.20 | AXP | /valuation <GO> |
| Free Cash Flow Yield | 3.71% | 7.37% | -3.66 | AXP | /fcf-yield <GO> |
| Operating Margin | 42.20% | 32.00% | +10.20 | SPGI | /operating-margins <GO> |
| Net Profit Margin | 29.20% | 26.20% | +3.00 | SPGI | /net-margins <GO> |
| Revenue Growth (YoY) | 7.90% | 6.40% | +1.50 | SPGI | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.88% | 1.05% | -0.17 | AXP | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity ACTIVE | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 8/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 70.9 | 58.0 | +12.90 | SPGI | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.15 | 0.95 | +0.20 | SPGI | /macro-sensitivity <GO> |
| Forward P/E Multiple | 27.8x | 18.6x | +9.20 | AXP | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $133.55B | $217.06B | -$83.52B | AXP | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | SPGI REV | AXP REV | SPGI GROSS % | AXP GROSS % | SPGI FCF | AXP FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $15.34B | $41.30B | 70.2% | — | $4.96B | $16.00B |
| FY 2024 | $14.21B | $38.83B | 69.3% | — | $5.05B | $12.14B |
| FY 2023 | $12.50B | $37.22B | — | — | $3.15B | $16.88B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
SPGI // BETA 1.15
AXP // BETA 0.95