Long-Term Stock Portfolio: 15 Best Stocks for 15 Years

11. S&P Global Inc. (NYSE:SPGI)

10-Year Revenue Growth: ~10.9%

Number of Hedge Fund Holders: 99

S&P Global Inc. (NYSE:SPGI) offers data and benchmarks to capital and commodity market participants.  Morgan Stanley analyst Toni Kaplan has maintained the bullish stance on the company’s stock, providing a “Buy” rating on April 4. The analyst’s rating is backed by factors highlighting current market conditions and future expectations for the company. Despite a softer credit issuance environment, the analyst opines that S&P Global Inc. (NYSE:SPGI)’s strategic positioning and pricing power are expected to support its growth. Its ability to maintain a positive revenue trajectory, even during the challenging macroeconomic conditions, highlights the potential for long-term value creation, says the analyst.

Overall, the decision to maintain an ‘Overweight’ rating on S&P Global Inc. (NYSE:SPGI)’s stock stems from its healthy market position as well as the expectation that it will continue to capitalize on its strengths amidst the evolving financial landscape. Elsewhere, analyst Jeffrey Silber of BMO Capital maintained a “Buy” rating on S&P Global Inc. (NYSE:SPGI)’s stock and retained a price objective of $590.00. Silber opines that the company’s diversified portfolio, aided by the merger with IHS Markit, cements its market position and reduces its dependency on debt issuance, which makes the company’s stock an attractive investment opportunity.

Montaka Global Investments, an investment management company, released Q4 2024 investor letter. Here is what the fund said:

“The broader global investing environment will also likely improve cyclically in 2025. The global monetary tightening cycle has now peaked, and we are in the early days of an easing cycle – including in the US, the Eurozone, and China (collectively representing nearly 60% of global GDP) – which will likely continue in 2025.

While there is no shortage of political upheaval around the world, in 2025 we will exit a trough of ‘political dysfunction’ in the world’s largest economy, the US (to which a majority of Montaka’s portfolio is exposed).

Political dysfunction stems from the different legislative bodies being controlled by different political parties that tend to disagree on most topics.

These collective conditions will benefit the shareholders of many businesses.

One of our major holdings, S&P Global Inc. (NYSE:SPGI), for example, which has already commenced a cyclical recovery in its Credit Ratings business, will likely see a new recovery in its Market Intelligence business as buy-side and sell-side market activity recovers…” (Click here to read the full text)