Northrop Grumman Corporation (NOC)vsS&P Global Inc (SPGI)
NOC
Northrop Grumman Corporation
$691.21
+1.33%
INDUSTRIALS · Cap: $97.36B
SPGI
S&P Global Inc
$408.48
-0.66%
FINANCIAL SERVICES · Cap: $124.51B
Smart Verdict
WallStSmart Research — data-driven comparison
Northrop Grumman Corporation generates 174% more annual revenue ($41.95B vs $15.34B). SPGI leads profitability with a 29.1% profit margin vs 10.0%. SPGI appears more attractively valued with a PEG of 1.50. SPGI earns a higher WallStSmart Score of 67/100 (B-).
NOC
Buy56
out of 100
Grade: C
SPGI
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+24.9%
Fair Value
$904.35
Current Price
$691.21
$213.14 discount
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 26 in profit
Generating 3.2B in free cash flow
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
Grey zone — moderate risk
Elevated debt levels
Weak financial health signals
Expensive relative to growth rate
Moderate valuation
Grey zone — moderate risk
Comparative Analysis Report
WallStSmart ResearchBull Case : NOC
The strongest argument for NOC centers on Market Cap, Return on Equity, Free Cash Flow.
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 : NOC
The primary concerns for NOC are Altman Z-Score, Debt/Equity, Piotroski F-Score.
Bear Case : SPGI
The primary concerns for SPGI are P/E Ratio, Altman Z-Score.
Key Dynamics to Monitor
NOC profiles as a value 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.
NOC is growing revenue faster at 9.6% — sustainability is the question.
NOC generates stronger free cash flow (3.2B), providing more financial flexibility.
Bottom Line
SPGI scores higher overall (67/100 vs 56/100), backed by strong 29.1% margins. NOC offers better value entry with a 24.9% margin of safety. 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.
Northrop Grumman Corporation
INDUSTRIALS · AEROSPACE & DEFENSE · USA
Northrop Grumman Corporation (NYSE: NOC) is an American multinational aerospace and defense technology 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 AEROSPACE & DEFENSE Stocks
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