S&p Global Inc. · NYSE:SPGI
S&p Global — William Blair 39th Annual Growth Stock Conference 2019
11 slides from S&p Global's conference presentation, Jun 5, 2019
Slide 1: William Blair Growth Stock Conference
William Blair Ewout Steenbergen CFO Growth Stock Chip Merritt SVP Investor Relations Conference June 5, 2019 Copyright © 2017 by S&P Global. All rights reserved. Comparison of adjusted information to U.S. GAAP information This presentation includes adjusted financial measures that are derived from t
Slide 2: Safe Harbor statement under the Private Securities Litigation Reform Act of 1995
“Safe Harbor” statement under the Private Securities Litigation Reform Act of 1995 This presentation contains “forward-looking statements,” as defined in the Private Securities Litigation Reform Act of 1995. These statements, which express management’s current views concerning future events, trends,
Slide 3: 1Q 2019 results by segment; Consistent revenue growth
1Q 2019 results by segment Adjusted segment operating Revenue: $1,571 million profit: $775 million $207 $98 Market Intelligence $482 $163 $217 $151 Ratings1 S&P Dow Jones Indices2 $696 $364 Platts ($ in millions) ($ in millions) Notes: Revenue chart excludes corporate revenue and consolidating adjus
Slide 4: Adjusted operating profit margin improvement continues; Adjusted diluted EPS growth
Adjusting operating profit margin improvement continues Adjusted Operating Profit Margin 60% 50% 48.8% 47.3% 48.9% 46.5% 46.9% 42.4% 39.7% 40% 30% 20% 10% 0% 2015 2016 2017 2018 1Q 2018 1Q 2019 TTM* Notes: Beginning in 2016, the Company began excluding deal-related amortization from its non-GAAP res
Slide 5: Ratings and S&P Dow Jones Indices financial snapshots
Ratings financial snapshot Revenue Adjusted Operating 3-year CAGR: 6% Profit Margin $2,988 56.0% $2,883 53.6% 54.7% 52.3% $2,535 49.6% $2,428 47.2% $748 $696 2015 2016 2017 2018 1Q 1Q 2015 2016 2017 2018 1Q 1Q 2018 2019 2018 2019 ($ in millions) 9 S&P Dow Jones Indices financial snapshot Adjusted Op
Slide 6: Market Intelligence and S&P Global Platts financial snapshots
Market Intelligence financial snapshot Revenue Adjusted Operating 3-year CAGR: 9% Profit Margin $1,833 $1,661 $1,683 $1,405 32.1% 34.1% 33.8% 29.9% 29.2% 23.9% $439 $482 2015 2016 2017 2018 1Q 2Q 2015 2016 2017 2018 1Q 1Q ($ in millions) 2018 2018 2018 2019 11 S&P Global Platts financial snapshot (C
Slide 7: Creating shareholder value: the path forward
Creating shareholder value: the path forward 1 Fuel Revenue Momentum Deliver EBITA Enhancement 2 4 Return Capital to Shareholders Drive Financial Leverage 3 13 Revenue growth and productivity initiatives feed investments and shareholder returns Investments in new revenue Revenue growth opportunities
Slide 8: New cost reduction program progress; Secular market trends
Progress on new ~$100 million, 3-year cost reduction program Target annual run‐rate savings 2018 to 2020 Run‐rate savings achieved in first year Productivity improvements across support functions $45‐55M and real estate Productivity improvements in technology & digital $55‐60M $45m across support in
Slide 9: Kensho capabilities integrated to enhance S&P Global product offerings
Kensho capabilities integrated to Enhance S&P Global product offerings Company-wide projects building capabilities across divisions to provide timely, high-quality, comprehensive, and relevant intelligence to clients Currently Implementing Data Ingestion ▪ Omnisearch – Revolutionize usage of the S&P
Slide 10: ESG product highlights; ESG awards & recognition
ESG product highlights In addition to our focus of increasing investments in ESG technologies & products, we have a strong portfolio of existing products that support global, long-term sustainability • Identifies how ESG performance can affect creditworthiness • Launched Ratings ESG Evaluation and G
Slide 11: Our capital management philosophy
Our capital management philosophy 75% Continued Prudent & Dividend ≥ Flexible Balance Sheet Growth FCF1 Return to Steady Growth Shareholders Financial Health – Continue our 46-year – Return capital to – Committed to track record of steady shareholders via share investment-grade annual dividend repur
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