PDFs
Investor Fact Book
| 2020
Overview
Investing to Help Fuel Additional Future Growth | Our 2020 Vision | Meaningful Progress Toward Medium-Term Targets
(2-3)
Adjusted Operating Results by Division: 2019 | Adjusted Operating Division Trends: 2015–2019
(4-5)
Capital Management Philosophy
(6-7)
Platform as a Service: The S&P Global Platform
(8)
Introducing S&P Global Marketplace
(9)
Investing in Technology to Bring New Insights to Market Faster
(10)
Kensho: A Hub for AI Innovation and Transformation
(11)
Essential ESG Intelligence
(12)
Uniquely Positioned to Deliver Global ESG Solutions
(13)
Connecting our People and Capabilities to Make a Meaningful Impact
(14)
Task Force on Climate-related Financial Disclosures
(15)
Contact IR
S&P Global Operating Committee & Board of Directors
(80)
S&P Global
Ratings
How Ratings Generates Revenue
(16-17)
CRISIL Limited
(18)
Broad and Deep Analytical Coverage & Thought Leadership
(19)
S&P Global (China) Ratings Enters China’s Domestic Bond Market
(20)
Sustainable Finance: Entity-Level ESG Evaluation
(21)
Global Corporate Debt Maturities Through 2025
(22-23)
U.S. Debt Market
(24-25)
EMEA Region Debt Market
(26-27)
Asia-Pacific Region Debt Market
(28)
S&P Global Ratings’ Track Record: Standing the Test of Time
(29)
Ratings Diversification
(30-31)
S&P Global
Market Intelligence
How Market Intelligence Generates Revenue
(32-33)
Unifying Products and Platforms to Improve the Client Experience
(34)
SME Initiative Launched with Core Data and Differentiated Analytics
(35)
Trucost Climate-Risk Analysis
(36)
Panjiva: Supply Chain Intelligence
(37)
S&P Global
Platts
How S&P Global Platts Generates Revenue
(38-39)
S&P Global Platts Energy Transition Offering
(40)
S&P Global Platts Data and Insights on the S&P Global Platform
(41)
S&P Global Platts Data via Machine-to-Machine Delivery
(42)
Greater Speed for Platts Market on Close
(43)
How Market Participants Use Platts Price Assessments | Physical Commodities and A Growing Futures Market
(44-45)
Core Established Benchmarks & Winning New Price Assessments Globally
(46-47)
S&P Dow Jones
Indices
How S&P Dow Jones Indices Generates Revenue
(48)
S&P Dow Jones Indices Annual Survey of Assets
(49)
Exchange Relationships Expand Global Reach
(50)
Industry Trends: Rising Popularity of Index Investing
(51)
Investable and Benchmark Indices
(52)
S&P Dow Jones Indices: Global Family of ESG Indices and an ESG Score
(53)
Index Solutions: Basis for a Range of Investment Vehicles | ETFs and Exchange-Traded Derivatives
(54-55)
Financial
Review
2019 Financial Highlights
(56-57)
Operating Division Trends: Revenue | Expenses | Operating Profit and Profit Margin | Key Results
(58-61)
Historical Revenue: 2005–2019
(62)
Revenue by Industry Sector | Revenue by Geographic Region
(63)
Revenue: U.S. and Ex-U.S. | Revenue by Division
(64-65)
Revenue by Type
(66)
EBITDA | Net Debt (Cash) to EBITDA*
(67)
Free Cash Flow / Capital Investments
(68)
Acquisitions & Divestitures U.S. GAAP
(69)
Cash Returned to Shareholders | Share Repurchase | Debt Profile | Stock Information
(70-71)
SPGI Valuation
(72)
Appendix
(73)
Non-GAAP Adjustments and Deal-Related Amortization
(74)
Adjusted Results by Quarter: 2018 and 2019
(75)
2020 by Quarter
(75)
2021 by Quarter
(75)
Reconciliation of Adjusted Information to U.S. GAAP Information
(76-78)
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>
Overview
Investing to Help Fuel Additional Future Growth | Our 2020 Vision | Meaningful Progress Toward Medium-Term Targets
(2-3)
Adjusted Operating Results by Division: 2019 | Adjusted Operating Division Trends: 2015–2019
(4-5)
Capital Management Philosophy
(6-7)
Platform as a Service: The S&P Global Platform
(8)
Introducing S&P Global Marketplace
(9)
Investing in Technology to Bring New Insights to Market Faster
(10)
Kensho: A Hub for AI Innovation and Transformation
(11)
Essential ESG Intelligence
(12)
Uniquely Positioned to Deliver Global ESG Solutions
(13)
Connecting our People and Capabilities to Make a Meaningful Impact
(14)
Task Force on Climate-related Financial Disclosures
(15)
Contact IR
S&P Global Operating Committee & Board of Directors
(80)
S&P Global
Ratings
How Ratings Generates Revenue
(16-17)
CRISIL Limited
(18)
Broad and Deep Analytical Coverage & Thought Leadership
(19)
S&P Global (China) Ratings Enters China’s Domestic Bond Market
(20)
Sustainable Finance: Entity-Level ESG Evaluation
(21)
Global Corporate Debt Maturities Through 2025
(22-23)
U.S. Debt Market
(24-25)
EMEA Region Debt Market
(26-27)
Asia-Pacific Region Debt Market
(28)
S&P Global Ratings’ Track Record: Standing the Test of Time
(29)
Ratings Diversification
(30-31)
S&P Global
Market Intelligence
How Market Intelligence Generates Revenue
(32-33)
Unifying Products and Platforms to Improve the Client Experience
(34)
SME Initiative Launched with Core Data and Differentiated Analytics
(35)
Trucost Climate-Risk Analysis
(36)
Panjiva: Supply Chain Intelligence
(37)
S&P Global
Platts
How S&P Global Platts Generates Revenue
(38-39)
S&P Global Platts Energy Transition Offering
(40)
S&P Global Platts Data and Insights on the S&P Global Platform
(41)
S&P Global Platts Data via Machine-to-Machine Delivery
(42)
Greater Speed for Platts Market on Close
(43)
How Market Participants Use Platts Price Assessments | Physical Commodities and A Growing Futures Market
(44-45)
Core Established Benchmarks & Winning New Price Assessments Globally
(46-47)
S&P Dow Jones
Indices
How S&P Dow Jones Indices Generates Revenue
(48)
S&P Dow Jones Indices Annual Survey of Assets
(49)
Exchange Relationships Expand Global Reach
(50)
Industry Trends: Rising Popularity of Index Investing
(51)
Investable and Benchmark Indices
(52)
S&P Dow Jones Indices: Global Family of ESG Indices and an ESG Score
(53)
Index Solutions: Basis for a Range of Investment Vehicles | ETFs and Exchange-Traded Derivatives
(54-55)
Financial
Review
2019 Financial Highlights
(56-57)
Operating Division Trends: Revenue | Expenses | Operating Profit and Profit Margin | Key Results
(58-61)
Historical Revenue: 2005–2019
(62)
Revenue by Industry Sector | Revenue by Geographic Region
(63)
Revenue: U.S. and Ex-U.S. | Revenue by Division
(64-65)
Revenue by Type
(66)
EBITDA | Net Debt (Cash) to EBITDA*
(67)
Free Cash Flow / Capital Investments
(68)
Acquisitions & Divestitures U.S. GAAP
(69)
Cash Returned to Shareholders | Share Repurchase | Debt Profile | Stock Information
(70-71)
SPGI Valuation
(72)
Appendix
(73)
Non-GAAP Adjustments and Deal-Related Amortization
(74)
Adjusted Results by Quarter: 2018 and 2019
(75)
2020 by Quarter
(75)
2021 by Quarter
(75)
Reconciliation of Adjusted Information to U.S. GAAP Information
(76-78)