S&P Global Inc (SPGI)vsThe TJX Companies Inc (TJX)
SPGI
S&P Global Inc
$420.12
-2.00%
FINANCIAL SERVICES · Cap: $126.89B
TJX
The TJX Companies Inc
$153.36
-0.73%
CONSUMER CYCLICAL · Cap: $169.59B
Smart Verdict
WallStSmart Research — data-driven comparison
The TJX Companies Inc generates 284% more annual revenue ($60.37B vs $15.73B). SPGI leads profitability with a 30.4% profit margin vs 9.1%. SPGI appears more attractively valued with a PEG of 1.49. SPGI earns a higher WallStSmart Score of 71/100 (B).
SPGI
Strong Buy71
out of 100
Grade: B
TJX
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for SPGI.
Margin of Safety
-6.9%
Fair Value
$147.47
Current Price
$153.36
$5.89 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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
Every $100 of equity generates 59 in profit
Safe zone — low bankruptcy risk
Large-cap with strong market position
Earnings expanding 27.9% YoY
Generating 2.6B in free cash flow
Areas to Watch
Moderate valuation
Grey zone — moderate risk
Premium valuation, high expectations priced in
Trading at 16.7x book value
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : TJX
The strongest argument for TJX centers on Return on Equity, Altman Z-Score, Market Cap.
Bear Case : SPGI
The primary concerns for SPGI are P/E Ratio, Altman Z-Score.
Bear Case : TJX
The primary concerns for TJX are P/E Ratio, Price/Book, PEG Ratio.
Key Dynamics to Monitor
SPGI profiles as a mature stock while TJX is a value play — different risk/reward profiles.
SPGI carries more volatility with a beta of 1.10 — expect wider price swings.
SPGI is growing revenue faster at 10.4% — sustainability is the question.
TJX generates stronger free cash flow (2.6B), providing more financial flexibility.
Bottom Line
SPGI scores higher overall (71/100 vs 56/100), backed by strong 30.4% margins and 10.4% revenue growth. 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.
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 →The TJX Companies Inc
CONSUMER CYCLICAL · APPAREL RETAIL · USA
The TJX Companies, Inc. (abbreviated TJX) is an American multinational off-price department store corporation, headquartered in Framingham, Massachusetts.
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