S&P Global Inc (SPGI)vsTurning Point Brands Inc (TPB)
SPGI
S&P Global Inc
$408.48
-0.66%
FINANCIAL SERVICES · Cap: $124.51B
TPB
Turning Point Brands Inc
$88.39
+1.80%
CONSUMER DEFENSIVE · Cap: $1.69B
Smart Verdict
WallStSmart Research — data-driven comparison
S&P Global Inc generates 3212% more annual revenue ($15.34B vs $463.06M). SPGI leads profitability with a 29.1% profit margin vs 12.6%. TPB appears more attractively valued with a PEG of 0.05. TPB earns a higher WallStSmart Score of 73/100 (B).
SPGI
Strong Buy67
out of 100
Grade: B-
TPB
Strong Buy73
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+40.5%
Fair Value
$687.02
Current Price
$408.48
$278.54 discount
Margin of Safety
+12.1%
Fair Value
$145.55
Current Price
$88.39
$57.16 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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
Growing faster than its price suggests
Earnings expanding 194.5% YoY
Every $100 of equity generates 24 in profit
Revenue surging 29.2% year-over-year
Areas to Watch
Moderate valuation
Grey zone — moderate risk
Moderate valuation
Smaller company, higher risk/reward
Comparative Analysis Report
WallStSmart ResearchBull 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%.
Bull Case : TPB
The strongest argument for TPB centers on PEG Ratio, EPS Growth, Return on Equity. Revenue growth of 29.2% demonstrates continued momentum. PEG of 0.05 suggests the stock is reasonably priced for its growth.
Bear Case : SPGI
The primary concerns for SPGI are P/E Ratio, Altman Z-Score.
Bear Case : TPB
The primary concerns for TPB are P/E Ratio, Market Cap.
Key Dynamics to Monitor
SPGI profiles as a mature stock while TPB is a growth play — different risk/reward profiles.
SPGI carries more volatility with a beta of 1.22 — expect wider price swings.
TPB is growing revenue faster at 29.2% — sustainability is the question.
SPGI generates stronger free cash flow (1.7B), providing more financial flexibility.
Bottom Line
TPB scores higher overall (73/100 vs 67/100) and 29.2% revenue growth. SPGI offers better value entry with a 40.5% margin of safety. Both earn "Strong Buy" and "Strong 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 →Turning Point Brands Inc
CONSUMER DEFENSIVE · TOBACCO · USA
Turning Point Brands, Inc. manufactures, markets and distributes branded consumer products. The company is headquartered in Louisville, Kentucky.
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