Ecolab Inc (ECL)vsS&P Global Inc (SPGI)
ECL
Ecolab Inc
$268.54
+1.53%
BASIC MATERIALS · Cap: $74.91B
SPGI
S&P Global Inc
$408.48
-0.66%
FINANCIAL SERVICES · Cap: $124.51B
Smart Verdict
WallStSmart Research — data-driven comparison
Ecolab Inc generates 5% more annual revenue ($16.08B vs $15.34B). SPGI leads profitability with a 29.1% profit margin vs 12.9%. SPGI appears more attractively valued with a PEG of 1.50. SPGI earns a higher WallStSmart Score of 67/100 (B-).
ECL
Buy55
out of 100
Grade: C-
SPGI
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-142.8%
Fair Value
$125.04
Current Price
$268.54
$143.50 premium
Margin of Safety
+40.5%
Fair Value
$687.02
Current Price
$408.48
$278.54 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Every $100 of equity generates 23 in profit
17.8% revenue growth
Strong operational efficiency at 38.3%
Large-cap with strong market position
Keeps 29 of every $100 in revenue as profit
Earnings expanding 32.0% YoY
Generating 1.7B in free cash flow
Areas to Watch
Premium valuation, high expectations priced in
Trading at 11.4x book value
Weak financial health signals
Expensive relative to growth rate
Moderate valuation
Grey zone — moderate risk
Comparative Analysis Report
WallStSmart ResearchBull Case : ECL
The strongest argument for ECL centers on Market Cap, Return on Equity, Revenue Growth. Revenue growth of 17.8% demonstrates continued momentum.
Bull Case : SPGI
The strongest argument for SPGI centers on Operating Margin, Market Cap, Profit Margin. Profitability is solid with margins at 29.1% and operating margin at 38.3%.
Bear Case : ECL
The primary concerns for ECL are P/E Ratio, Price/Book, Piotroski F-Score.
Bear Case : SPGI
The primary concerns for SPGI are P/E Ratio, Altman Z-Score.
Key Dynamics to Monitor
ECL profiles as a growth stock while SPGI is a mature play — different risk/reward profiles.
SPGI carries more volatility with a beta of 1.22 — expect wider price swings.
ECL is growing revenue faster at 17.8% — sustainability is the question.
SPGI generates stronger free cash flow (1.7B), providing more financial flexibility.
Bottom Line
SPGI scores higher overall (67/100 vs 55/100), backed by strong 29.1% margins. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Ecolab Inc
BASIC MATERIALS · SPECIALTY CHEMICALS · USA
Ecolab Inc., headquartered in St. Paul, Minnesota, is an American corporation that develops and offers services, technology and systems that specialize in water treatment, purification, cleaning and hygiene in a wide variety of applications. It helps organizations both private market as well as public treat their water, not only for drinking directly, but also for use in food, healthcare, hospitality related safety and industry.
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.
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