The YouTuber suggests S&P Global is undervalued, trading at a forward P/E of 21, well below its historical median of 28.6, despite 10% revenue and EPS growth. He argues the market is incorrectly lumping it with software companies vulnerable to AI disruption, believing SPGI's vast proprietary data and embedded customer workflows make it an AI beneficiary with a wide moat.
“So, in my opinion, again, if S&P Global can prove that it's not actually being disrupted by artificial intelligence, and instead if they can actually turn that into a tailwind and continue growing revenue and earnings per share by 10% per year, then the stock is actually looking pretty dang interesting today.” — ▶ 24:50