S&P Global's data and analytics moat is widening as the IHS Markit integration produces compounding cross-sell. Commodity Insights (Platts) is uniquely positioned for energy transition data monetization. Indices franchise (S&P 500, Dow) is a perpetual royalty on passive flows. Ratings cycle tailwinds mirror Moody's. Multiple compression vs MCO unjustified given mix.
Signals scoped to US · Company-specific tagging coming soon.