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S&P Global Inc. (SPGI)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US78409V1044

CUSIP

78409V104

IPO Date

Jan 2, 2001

Highlights

Market Cap

$158.12B

EPS (TTM)

$12.73

PE Ratio

40.50

PEG Ratio

2.24

Total Revenue (TTM)

$14.49B

Gross Profit (TTM)

$9.78B

EBITDA (TTM)

$6.96B

Year Range

$417.25 - $544.41

Target Price

$586.18

Short %

0.89%

Short Ratio

1.80

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart


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Returns By Period

S&P Global Inc. (SPGI) returned 2.98% year-to-date (YTD) and 20.50% over the past 12 months. Over the past 10 years, SPGI delivered an annualized return of 18.30%, outperforming the S&P 500 benchmark at 10.78%.


SPGI

YTD

2.98%

1M

8.56%

6M

0.68%

1Y

20.50%

5Y*

12.04%

10Y*

18.30%

^GSPC (Benchmark)

YTD

0.19%

1M

9.00%

6M

-1.55%

1Y

12.31%

5Y*

15.59%

10Y*

10.78%

*Annualized

Monthly Returns

The table below presents the monthly returns of SPGI, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20254.69%2.55%-4.80%-1.58%2.38%2.98%
20241.78%-4.26%-0.68%-2.26%3.03%4.33%8.68%6.07%0.66%-7.02%8.97%-4.69%13.94%
202311.94%-8.76%1.05%5.17%1.59%9.11%-1.59%-0.69%-6.51%-4.41%19.30%5.94%32.79%
2022-12.02%-9.34%9.18%-8.21%-6.95%-3.55%11.83%-6.35%-13.30%5.21%10.08%-5.06%-28.38%
2021-3.57%4.14%7.14%10.63%-2.60%8.16%4.45%3.70%-4.27%11.60%-3.73%3.55%44.68%
20207.57%-9.26%-7.84%19.52%11.21%1.37%6.30%4.81%-1.59%-10.50%9.22%-6.55%21.40%
201912.78%4.85%5.08%4.80%-2.81%6.50%7.53%6.46%-5.85%5.31%2.80%3.17%62.27%
20186.91%6.19%-0.39%-1.29%4.98%3.24%-1.69%3.55%-5.63%-6.69%0.58%-7.07%1.37%
201711.75%8.07%0.98%2.64%6.74%2.23%5.21%0.75%1.28%0.10%6.02%2.37%59.32%
2016-13.76%5.98%10.30%7.95%4.99%-4.07%13.93%1.40%2.44%-3.72%-2.06%-9.62%10.55%
20150.52%15.64%0.29%0.87%-0.22%-3.18%1.29%-4.35%-10.82%7.10%4.49%2.19%12.25%
2014-2.76%5.15%-4.22%-3.11%11.02%1.54%-3.38%1.52%4.09%7.14%3.64%-4.79%15.46%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 79, SPGI is among the top 21% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of SPGI is 7979
Overall Rank
The Sharpe Ratio Rank of SPGI is 8282
Sharpe Ratio Rank
The Sortino Ratio Rank of SPGI is 7373
Sortino Ratio Rank
The Omega Ratio Rank of SPGI is 7373
Omega Ratio Rank
The Calmar Ratio Rank of SPGI is 8484
Calmar Ratio Rank
The Martin Ratio Rank of SPGI is 8181
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for S&P Global Inc. (SPGI) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

S&P Global Inc. Sharpe ratios as of May 15, 2025 (values are recalculated daily):

  • 1-Year: 0.94
  • 5-Year: 0.50
  • 10-Year: 0.71
  • All Time: 0.50

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of S&P Global Inc. compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.


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Dividends

Dividend History

S&P Global Inc. provided a 0.72% dividend yield over the last twelve months, with an annual payout of $3.69 per share. The company has been increasing its dividends for 11 consecutive years.


0.70%0.80%0.90%1.00%1.10%1.20%1.30%$0.00$1.00$2.00$3.00$4.0020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$3.69$3.64$3.60$3.32$3.08$2.68$2.28$2.00$1.64$1.44$1.32$1.20

Dividend yield

0.72%0.73%0.82%0.99%0.65%0.82%0.84%1.18%0.97%1.34%1.34%1.35%

Monthly Dividends

The table displays the monthly dividend distributions for S&P Global Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.96$0.00$0.00$0.00$0.96
2024$0.00$0.91$0.00$0.00$0.91$0.00$0.00$0.91$0.00$0.00$0.91$0.00$3.64
2023$0.00$0.90$0.00$0.00$0.90$0.00$0.00$0.90$0.00$0.00$0.90$0.00$3.60
2022$0.00$0.77$0.00$0.00$0.85$0.00$0.00$0.85$0.00$0.00$0.85$0.00$3.32
2021$0.00$0.77$0.00$0.00$0.77$0.00$0.00$0.77$0.00$0.00$0.77$0.00$3.08
2020$0.00$0.67$0.00$0.00$0.67$0.00$0.00$0.67$0.00$0.00$0.67$0.00$2.68
2019$0.00$0.57$0.00$0.00$0.57$0.00$0.00$0.57$0.00$0.00$0.57$0.00$2.28
2018$0.00$0.50$0.00$0.00$0.50$0.00$0.00$0.50$0.00$0.00$0.50$0.00$2.00
2017$0.00$0.41$0.00$0.00$0.41$0.00$0.00$0.41$0.00$0.00$0.41$0.00$1.64
2016$0.00$0.36$0.00$0.00$0.36$0.00$0.00$0.36$0.00$0.00$0.36$0.00$1.44
2015$0.00$0.33$0.00$0.00$0.33$0.00$0.00$0.33$0.00$0.00$0.33$0.00$1.32
2014$0.30$0.00$0.00$0.30$0.00$0.00$0.30$0.00$0.00$0.30$0.00$1.20

Dividend Yield & Payout


Dividend Yield

S&P Global Inc. has a dividend yield of 0.72%, which signifies it pays a smaller percentage of its stock price in dividends to its shareholders compared to other companies in the market.

Payout Ratio

S&P Global Inc. has a payout ratio of 23.27%, which is below the market average. This means S&P Global Inc. returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the S&P Global Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the S&P Global Inc. was 74.67%, occurring on Mar 9, 2009. Recovery took 1095 trading sessions.

The current S&P Global Inc. drawdown is 5.68%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-74.67%Jun 5, 2007444Mar 9, 20091095Jul 15, 20131539
-39.76%Dec 16, 2021209Oct 14, 2022435Jul 11, 2024644
-38.14%Feb 20, 202023Mar 23, 202039May 18, 202062
-29.48%May 18, 200192Oct 3, 2001540Nov 24, 2003632
-25.58%Jul 26, 2018105Dec 24, 201867Apr 2, 2019172

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Financials

Financial Performance

The chart below illustrates the trends in the financial health of S&P Global Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.


Annual
Quarterly

0.0

Earnings Per Share

The chart presents the Earnings Per Share (EPS) performance of S&P Global Inc., comparing actual results with analytics estimates. The company has exceeded analyst expectations for EPS in the past quarter, achieving a 3.9% positive surprise.


2.503.003.504.0020212022202320242025
4.37
4.21
Actual
Estimate

Valuation

The Valuation section provides an overview of how S&P Global Inc. is priced in the market compared to other companies in the Financial Data & Stock Exchanges industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio

The chart displays the Price-to-Earnings (P/E) ratio for SPGI, comparing it with other companies in the Financial Data & Stock Exchanges industry. Currently, SPGI has a P/E ratio of 40.5. This P/E ratio is significantly higher than those of industry peers. This could indicate that the stock is overvalued or that investors expect strong future growth.

PEG Ratio

The chart shows the Price/Earnings to Growth (PEG) ratio for SPGI compared to other companies in the Financial Data & Stock Exchanges industry. SPGI currently has a PEG ratio of 2.2. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for SPGI relative to other companies in the Financial Data & Stock Exchanges industry. Currently, SPGI has a P/S ratio of 10.9. This P/S ratio is high relative to other companies in the industry. It could mean the stock is overvalued, or that investors expect strong future growth and profitability.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for SPGI in comparison with other companies in the Financial Data & Stock Exchanges industry. Currently, SPGI has a P/B value of 4.7. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items