Eagle Capital Management, LLC on S&P Global Inc.
Thesis
S&P Global is included in Eagle's high-quality, low-volatility bucket because of its powerful financial-data and market-infrastructure franchises. Ratings, indexes, Platts and Capital IQ provide a collection of businesses with significant competitive moats. Eagle believes the group has de-rated to attractive valuations despite continued business growth and can deliver approximately mid-teens EPS growth over the next several years.
“S&P Global owns the S&P ratings franchise, S&P Indexes, Platts, and Capital IQ.”