4/27/2016
Annual Shareholders
Meeting
April 27, 2016
Katherine Brennan
Deputy General Counsel and Corporate Secretary
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Ed Haldeman
Chairman of the Board
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Douglas L. Peterson
President and CEO
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Our Leadership Team
Doug Peterson
President and
Chief Executive Officer
John Berisford
President
Standard & Poor’s
Ratings Services
Don Howard
Chief of Risk and
Compliance
Mike Chinn
President
S&P Global
Market Intelligence
Martina Cheung
Executive Managing
Director, Global Risk
Services
Courtney Geduldig
Executive Vice
President,
Public Affairs
Jack Callahan
Executive Vice President
and Chief Financial Officer
Imogen Dillon Hatcher
President
Platts
France Gingras
Executive Vice President,
Human Resources
Alex Matturri
CEO
S&P Dow Jones Indices
David Goldenberg
Acting General Counsel
Ashu Suyash
Managing Director
and CEO CRISIL
Paul Sheard
Chief Global
Economist
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There Are Three Topics to Cover
1. McGraw Hill Financial’s Recent Performance
2. Introducing S&P Global
3. Secular Trends Driving Our Business
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Major Changes in the Last 3 Years Have Shaped
the Evolution of MHFI
2013
2014
November 1, 2013:
Doug Peterson begins
tenure as President & CEO
March 22,
2013:
Sale of
McGraw-Hill
Education to
Apollo
completed
July 17, 2014:
Platts
acquires
Eclipse
Energy Group
August 18, 2013:
MHFI increases stake in
CRISIL to 67.8%
August 1, 2013:
Aviation Week
sold to Penton
November 3, 2014:
MH Construction
sold to Symphony
Technology Group
May 1, 2013:
Announced name change
to McGraw Hill Financial
reflecting new strategic
focus and streamlined
portfolio of businesses
Creating Growth & Driving Performance
McGraw Hill Financial | Annual Shareholders Meeting
2015
July 1, 2015:
J.D. Power
completes
acquisition of NADA
Used Car Guide
July 16, 2015:
Platts acquires
Petromedia
July 27, 2015:
MHFI announces
acquisition of
SNL Financial
2016
March 1, 2016:
S&PGMI announces a
definitive agreement
to sell Standard &
Poor's Securities
Evaluations, Inc.
(SPSE) and Credit
Market Analysis (CMA)
to Intercontinental
Exchange (ICE)
March 15, 2016:
Platts announces it has
acquired Commodity Flow
April 15, 2016:
MHFI announces a definitive
agreement to sell J.D. Power
to XIO Group, for $1.1 billion
in cash
Accelerating Growth & Performance
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Our Transformation Has Produced Strong Growth
3-Year Revenue
$5,400
$5,313
CAGR
’13-’15
$5,300
$110
$5,200
$5,100
+6.3%
S&P 500: +40%
$90
$80
$4,900
$4,700
MHFI: +77%
$100
$5,051
$5,000
$4,800
MHFI Share Price
$120
$70
$4,702
$60
$4,600
$50
$4,500
$40
$4,400
$30
$4,300
2013
2014
2015
$ in millions
Jan-13
Jan-14
Jan-15
MHFI Share Price
Jan-16
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2015: Excellent Earnings Growth Resulting from
Increased Revenue and Margin Improvement
2015
2014
Change
Revenue
$5,313
$5,051
+5%*
Total Adj. Expenses
$3,260
$3,236
+1%
Adj. Operating Profit
$2,053
$1,815
+13%
Adj. Operating Margin
38.7%
35.9%
+280 bps
Adjusted Diluted EPS
$4.53
$3.88
+17%
($ in millions)
* Organic revenue increased 3%. Organic revenue, on a constant-currency basis, increased 5%
Full-year 2015 highlights:
• Delivered a 280 basis-point improvement in adjusted operating profit margin for the
second year in a row
• Progress on cost reduction programs enabled margin expansion
• 90% pull-through of revenue growth to adjusted operating profit
• Leveraged revenue growth into 17% adjusted diluted EPS growth
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S&P Traces Its Roots to the 1800s
“The only way to introduce
honesty into management of
railroads is to expose everything
in or about it to the public gaze.”
Henry Varnum Poor
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Our Purpose
We provide intelligence that’s
essential for companies,
governments and individuals to
make decisions with conviction.
Our Values
Integrity
Excellence
McGraw Hill Financial | Annual Shareholders Meeting
Relevance
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Secular Market Trends Position MHFI
for Sustained Long-Term Growth
Significant debt
maturities
and continued bank
deleveraging
Increased investor
sophistication
requires real-time
data and analytics
Capital markets
in emerging countries
continue to transform
Major financing
and data required for
infrastructure
Assets continue to
shift to index-related
investments
Daily commodity price
assessments
increasingly used to
provide transparency
and manage volatility
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Thank You
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4/27/2016
Annual Shareholders
Meeting
April 27, 2016
Annual Shareholders
Meeting
April 27, 2016
REPLAY OPTIONS
Internet: Replay available for one year
Go to http://investor.mhfi.com
Telephone: Replay available through May 27, 2016
Domestic:
800-839-7074
International: 203-369-3359
No password required
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