Cardinal Health Inc (CAH)vsS&P Global Inc (SPGI)
CAH
Cardinal Health Inc
$183.65
-0.88%
HEALTHCARE · Cap: $43.39B
SPGI
S&P Global Inc
$420.12
-2.00%
FINANCIAL SERVICES · Cap: $126.89B
Smart Verdict
WallStSmart Research — data-driven comparison
Cardinal Health Inc generates 1494% more annual revenue ($250.74B vs $15.73B). SPGI leads profitability with a 30.4% profit margin vs 0.6%. CAH appears more attractively valued with a PEG of 1.25. SPGI earns a higher WallStSmart Score of 71/100 (B).
CAH
Hold47
out of 100
Grade: D+
SPGI
Strong Buy71
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+73.9%
Fair Value
$859.62
Current Price
$183.65
$675.97 discount
Intrinsic value data unavailable for SPGI.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Safe zone — low bankruptcy risk
Generating 1.7B in free cash flow
Keeps 30 of every $100 in revenue as profit
Strong operational efficiency at 44.3%
Large-cap with strong market position
Earnings expanding 32.5% YoY
Generating 1.0B in free cash flow
Areas to Watch
Moderate valuation
ROE of 0.0% — below average capital efficiency
0.6% margin — thin
Operating margin of 1.4%
Moderate valuation
Grey zone — moderate risk
Comparative Analysis Report
WallStSmart ResearchBull Case : CAH
The strongest argument for CAH centers on Altman Z-Score, Free Cash Flow. Revenue growth of 11.0% demonstrates continued momentum. PEG of 1.25 suggests the stock is reasonably priced for its growth.
Bull Case : SPGI
The strongest argument for SPGI centers on Profit Margin, Operating Margin, Market Cap. Profitability is solid with margins at 30.4% and operating margin at 44.3%. Revenue growth of 10.4% demonstrates continued momentum.
Bear Case : CAH
The primary concerns for CAH are P/E Ratio, Return on Equity, Profit Margin. Thin 0.6% margins leave little buffer for downturns.
Bear Case : SPGI
The primary concerns for SPGI are P/E Ratio, Altman Z-Score.
Key Dynamics to Monitor
CAH profiles as a value stock while SPGI is a mature play — different risk/reward profiles.
SPGI carries more volatility with a beta of 1.10 — expect wider price swings.
CAH is growing revenue faster at 11.0% — sustainability is the question.
CAH generates stronger free cash flow (1.7B), providing more financial flexibility.
Bottom Line
SPGI scores higher overall (71/100 vs 47/100), backed by strong 30.4% margins and 10.4% revenue growth. CAH offers better value entry with a 73.9% margin of safety. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Cardinal Health Inc
HEALTHCARE · MEDICAL DISTRIBUTION · USA
Cardinal Health, Inc. is an American multinational health care services company.
Visit Website →S&P Global Inc
FINANCIAL SERVICES · FINANCIAL DATA & STOCK EXCHANGES · USA
S&P Global Inc. is an American publicly traded corporation headquartered in Manhattan, New York City. Its primary areas of business are financial information and analytics.
Visit Website →Compare with Other MEDICAL DISTRIBUTION Stocks
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