
"When you evaluate FactSet and why it's causing S&P Global and Moody's to sell off, you can take a look at the business lines of S&P Global... this offers a nice opportunity to an entry point position in this company. S&P Global's trading at a 3.5% free cashflow yield, a 28 PE ratio, for an ultra high quality company."
The host highlights S&P Global as a compelling buy opportunity after a recent sell-off driven by negative news from FactSet. He emphasizes the company’s strong free cash flow yield, reasonable valuation at a 28 PE ratio, and diversified business segments including credit rating and data services, suggesting an attractive entry point for investors.
What I'm Buying And Selling In my $1.3 Million Portfolio
September 19, 2025
Stock Idea