Sell MBGL by Nov 13, 2026.

Earlier this summer S&P Global (SPGI) spun off it's Mobility division into Mobility Global Inc. This collection of businesses was lower margin and lower ROIC within SPGI, and hence it makes strategic sense for the parent to spin it off. MBGL is about 2/3 CARFAX and 1/3 B2B (collection of data / predictive analytics companies that serve OEM, dealerships, suppliers, financial institutions, etc). The gem is CARFAX, which has immediate consumer brand recognition (like Kleenex, or Uber, or Google) and …