S&p Global Inc. · NYSE:SPGI
S&p Global — Raymond James 38th Annual Institutional Investors Conference (March 2017)
11 slides from S&p Global's conference presentation, Mar 6, 2017
Slide 1: Raymond James 38th Annual Institutional Investors Conference
Raymond James Doug Peterson President and CEO 38th Annual Ewout Steenbergen Executive Vice President Chief Financial Officer Institutional Chip Merritt Vice President Investor Relations Investors Conference March 6, 2017 Copyright © 2017 by S&P Global. All rights reserved. Comparison of adjusted inf
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: Great assets distinguish S&P Global
Great assets distinguish S&P Global Scalable Global Market-Leading Positions Serving Growth Markets 5 Secular market trends position S&P Global for sustained long-term growth Significant debt maturities Major financing and data and continued bank required for infrastructure deleveraging Increased in
Slide 4: S&P Global continues to deliver growth and performance
S&P Global continues to deliver growth and performance Revenue Adjusted Operating 7% CAGR Margin $7,000 50% 42.9% $6,000 $5,661 39.9% $5,313 40% 36.9% $5,051 $5,000 $4,702 32.5% 34.2% $4,270 $4,000 30% $3,000 20% $2,000 10% $1,000 $0 0% 2012 2013 2014 2015 2016 2012 2013 2014 2015 2016 ($ in million
Slide 5: Strong track record of returning substantial cash to shareholders
Strong track record of returning substantial cash to shareholders RETURNED $1,286 $1,337 $1,503 ~$6 $1,279 Billion SINCE START OF 2012 $688 Share Repurchases Special Dividend Dividend 2012 2013 2014 2015 2016 ($ in millions) Notes: Shares repurchased are reported on a settlement-date basis 2012 incl
Slide 6: 2016: Results by segment; 2017 – Areas of focus
2016: Results by segment Adjusted segment operating Revenue: $5.7 billion profit: $2.6 billion $639 Market and $417 Commodities Intelligence3 $2,585 $881 Ratings1 S&P Dow Jones $2,535 Indices2 $1,263 ($ in millions) ($ in millions) Notes: Revenue chart excludes consolidating adjustments 1) Includes
Slide 7: All segments contributed to gains in organic revenue and adjusted operating profit growth
All segments contributed to gains in organic revenue and adjusted operating profit growth 2016 vs. 2015 Market and S&P Dow Ratings Commodities Jones Indices Intelligence Reported revenue +4% +9% +7% Organic revenue +4% +8% +7% Adjusted operating profit +10% +24% +5% 2016 adjusted operating 49.8% 34.
Slide 8: Ratings: Change in revenue mix (2007-2016)
Ratings: Change in revenue mix (2007-2016) Corporate ratings are now a much larger portion of the business $2,535 $2,138 12% 6% 10% 10% CRISIL, Other* Structured 44% 16% Governments Financials 9% Corporates 15% 52% 27% 2007 2016 Details may not sum to total due to rounding *Other includes intersegme
Slide 9: S&P Dow Jones Indices financial snapshot
S&P Dow Jones Indices financial snapshot Revenue Adjusted Operating 9% CAGR* Margin $639 65% 67% 65% $597 59% $552 56% $493 $388 2012 2013 2014 2015 2016 2012 2013** 2014*** 2015 2016 ($ in millions) * CAGR excludes 2012 due to addition of Dow Jones Indices in mid-2102 ** Includes $26 million non-ca
Slide 10: Market and Commodities Intelligence financial snapshot
Market and Commodities Intelligence financial snapshot Revenue Adjusted Operating 8% CAGR Margin 34% $2,585 30% $2,376 27% $2,130 26% $2,011 24% $1,917 2012 2013 2014 2015 2016 2012 2013 2014 2015 2016 ($ in millions) 19 S&P Global Market Intelligence Financial Data & Analytics 2017 AREAS OF FOCUS:
Slide 11: S&P Global Platts
S&P Global Platts Revenue generated from 2017 AREAS OF FOCUS: subscriptions and licensing for derivative trading Create world-class capability in trade flow analytics Thousands of daily price assessments Pursue unique benchmarks in new regions and markets Comprehensive coverage across commodity mark
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