개인 투자자를 위한 독립적인 프로젝트인 World Market Atlas의 발전을 응원해 주세요. 여러분의 후원은 분석 자료 작성과 도구 개선에 도움이 됩니다.
WORLD MARKET ATLAS · 연구
상세 DCF 모델
한 기업의 전체 사업 검토와 상세 현금흐름 가치평가입니다. 명시적인 가정, 시나리오, 출처를 갖춘 선진시장 기업 조사입니다.
보고서 보관함최신 보고서 · 2026년 11월 7일모델과 PDF 검토 후 발행
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선택 보고서 · 2026년 10월 29일
S&P Global Inc. SPGI · NYSE
PDF · 34 페이지 · PL
EN S&P Global after the Mobility spin: four-segment ten-year FCFF, full EV-to-equity bridge including redeemable NCI, three cases, WACC/g and reverse DCF. No rating or recommendation.
기준 주가
449.33 USD
2026-10-28 close, NYSE; issuer IR stock quote
기준 DCF 시나리오
337.03 USD
모델 결과이며 목표주가가 아님
약세 / 강세 시나리오
200–531 USD
시나리오 범위이며 신뢰구간이 아님
WACC: 8.80%영구성장률: 2.50%잔존가치의 현재가치 / EV: 53.9%
한계와 적용 기준: Screen-grade: sector beta and author debt spread; no paid consensus; 2023–2025 pro forma data are unaudited; Capital IQ strategic review outcome is unknown; 2026E–2036 forecasts are author assumptions. Not investment advice.
EN Johnson & Johnson: ten-year Innovative Medicine and MedTech FCFF, full EV/equity bridge including claims, scenarios, two sensitivities and reverse DCF. No rating or recommendation.
EN Alphabet: ten-year six-stream FCFF, separate Cloud and Services, full EV/equity bridge, scenarios, two sensitivities and reverse DCF. No rating or recommendation.
EN Coca-Cola: ten-year five-segment FCFF, bottling refranchising, full EV/equity bridge, scenarios, sensitivity and reverse DCF. No rating or recommendation.
EN Apple: ten-year category-based FCFF, separate Products and Services margins, full EV/equity bridge, scenarios, two sensitivity matrices and reverse DCF. No rating or recommendation.
EN AB Volvo: ten-year Industrial Operations FCFF, separate VFS residual-income model, full EV/equity bridge, three cases, WACC/g and reverse DCF. No rating or recommendation.
EN Nestlé: ten-year FCFF by zone, explicit Russia and Waters deconsolidation, separate Waters/VMS proceeds bridge, three cases, WACC/g and reverse DCF. No rating or recommendation.
EN S&P Global after the Mobility spin: four-segment ten-year FCFF, full EV-to-equity bridge including redeemable NCI, three cases, WACC/g and reverse DCF. No rating or recommendation.
EN SAP: four revenue streams, a full ten-year FCFF, explicit cloud/support migration, SBC, M&A as reinvestment, scenarios, WACC/g and reverse DCF. No rating or recommendation.
EN Texas Instruments: three segments, a full ten-year FCFF, explicit CHIPS ITC and direct funding, fab capex/D&A, Silicon Labs overlay, scenarios, WACC/g and reverse DCF. No rating or recommendation.
EN Konecranes: three segments, a full ten-year FCFF model, explicit lease convention, guidance versus assumptions, scenarios, WACC/g and reverse DCF. No rating or recommendation.
EN DHL Group: five divisions, a full ten-year FCFF model, explicit lease convention, segment scenarios, WACC/g, reverse DCF, catalysts and falsification tests. No rating or recommendation.
EN LVMH: five business groups, a full ten-year FCFF model, explicit lease convention, scenarios, WACC/g, reverse DCF, China risks and falsification tests. No rating or recommendation.
EN Accenture: five industry groups, ten-year organic and acquisition growth forecast, explicit M&A cash cost, full FCFF, leases, benefits, WACC, scenarios, sensitivities and reverse DCF. No rating or recommendation.
EN PepsiCo: six segments, ten-year volume/price, cost and FCFF forecast, leases, benefits, working capital, scenarios, sensitivities and reverse DCF. Includes euro issuance and KFC risk. No rating or recommendation.
EN Detailed Canadian National Railway model: seven commodity groups, RTM and yield/mix, ten-year FCFF, network costs, capex, NWC, leases, pensions, scenarios and reverse DCF. Conditional values with no rating or recommendation.