The Motley Fool compares Northern Trust and S&P Global as investment options for 2026, ultimately favoring Northern Trust for its growth potential and cheaper valuation. Northern Trust reported fiscal 2025 revenue of approximately $8.1 billion, a nearly 3% decline, with net income of close to $1.7 billion and a net margin of roughly 21%. S&P Global generated about $15.4 billion in revenue, up nearly 8%, with net income of nearly $4.5 billion and a net margin of about 29.2%. Northern Trust trades at a forward price-to-earnings ratio of 16.5 times and a price-to-sales ratio of 3.9 times, compared to S&P Global's 20.9 times and 7.9 times, respectively. The analysis highlights Northern Trust's projected 20% revenue growth and 23% net income increase in 2026, driven by expansion in family office services and alternative assets, while S&P Global is expected to grow revenue by about 8%.
Northern Trust CorporationArticle favors Northern Trust as a better buy due to cheaper valuation and higher growth projections
S&P Global IncArticle views S&P Global as less attractive due to higher valuation and lower growth expectations
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