S&P Global Inc. (SPGI)
Company Info
| ISIN | US78409V1044 |
|---|---|
| CUSIP | 78409V104 |
| Sector | Financial Services |
| Industry | Financial Data & Stock Exchanges |
Highlights
| Market Cap | $163.22B |
|---|---|
| EPS (TTM) | $10.53 |
| PE Ratio | 49.52 |
| PEG Ratio | 1.59 |
| Total Revenue (TTM) | $10.19B |
| Gross Profit (TTM) | $6.66B |
| EBITDA (TTM) | $4.66B |
| Year Range | $337.72 - $528.02 |
| Target Price | $566.75 |
| Short % | 1.21% |
| Short Ratio | 3.65 |
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.
Popular comparisons: SPGI vs. SPY, SPGI vs. VOO, SPGI vs. MSCI, SPGI vs. MCO, SPGI vs. BLK, SPGI vs. SPYG, SPGI vs. SPLG, SPGI vs. VTI, SPGI vs. SCHD, SPGI vs. GOOG
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in S&P Global Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
S&P Global Inc. had a return of 19.09% year-to-date (YTD) and 42.26% in the last 12 months. Over the past 10 years, S&P Global Inc. had an annualized return of 22.03%, outperforming the S&P 500 benchmark which had an annualized return of 11.78%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 19.09% | 21.43% |
| 1 month | 1.09% | 5.87% |
| 6 months | 23.46% | 12.23% |
| 1 year | 42.26% | 32.90% |
| 5 years (annualized) | 16.62% | 14.34% |
| 10 years (annualized) | 22.03% | 11.78% |
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 1.78% | -4.26% | -0.68% | -2.26% | 3.03% | 4.33% | 8.68% | 6.07% | 0.66% | 19.09% | |||
| 2023 | 11.94% | -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% |
| 2020 | 7.57% | -9.26% | -7.84% | 19.52% | 11.21% | 1.37% | 6.30% | 4.81% | -1.59% | -10.50% | 9.22% | -6.55% | 21.40% |
| 2019 | 12.78% | 4.85% | 5.08% | 4.80% | -2.81% | 6.50% | 7.53% | 6.46% | -5.85% | 5.31% | 2.80% | 3.17% | 62.27% |
| 2018 | 6.91% | 6.19% | -0.39% | -1.29% | 4.98% | 3.24% | -1.69% | 3.55% | -5.63% | -6.69% | 0.58% | -7.07% | 1.37% |
| 2017 | 11.75% | 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% |
| 2015 | 0.52% | 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% |
| 2013 | 5.21% | -18.57% | 11.88% | 3.90% | 1.34% | -2.49% | 16.30% | -5.20% | 12.37% | 6.24% | 7.32% | 4.97% | 45.90% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of SPGI is 91, placing it in the top 9% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
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.
Dividends
Dividend History
S&P Global Inc. granted a 0.70% dividend yield in the last twelve months. The annual payout for that period amounted to $3.63 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $3.63 | $3.60 | $3.32 | $3.08 | $2.68 | $2.28 | $2.00 | $1.64 | $1.44 | $1.32 | $1.20 | $1.12 |
Dividend yield | 0.70% | 0.82% | 0.99% | 0.65% | 0.82% | 0.84% | 1.18% | 0.97% | 1.34% | 1.34% | 1.35% | 1.43% |
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.91 | $0.00 | $0.00 | $0.91 | $0.00 | $0.00 | $0.91 | $0.00 | $0.00 | $2.73 | ||
| 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 | $0.00 | $0.30 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $0.30 | $0.00 | $1.20 |
| 2013 | $0.28 | $0.00 | $0.00 | $0.28 | $0.00 | $0.00 | $0.28 | $0.00 | $0.00 | $0.28 | $0.00 | $1.12 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
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.
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 74.68%, occurring on Mar 9, 2009. Recovery took 1095 trading sessions.
The current S&P Global Inc. drawdown is 1.12%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -74.68% | Jun 5, 2007 | 444 | Mar 9, 2009 | 1095 | Jul 15, 2013 | 1539 |
| -50.18% | Aug 21, 1989 | 290 | Oct 11, 1990 | 771 | Oct 28, 1993 | 1061 |
| -42.53% | Sep 11, 1987 | 91 | Jan 20, 1988 | 318 | Apr 24, 1989 | 409 |
| -39.76% | Dec 16, 2021 | 209 | Oct 14, 2022 | 435 | Jul 11, 2024 | 644 |
| -38.14% | Feb 20, 2020 | 23 | Mar 23, 2020 | 39 | May 18, 2020 | 62 |
Volatility
Volatility Chart
The current S&P Global Inc. volatility is 4.08%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Financials
Financial Performance
Valuation
The Valuation section provides an assessment of the market value of S&P Global Inc. compared to its peers in the Financial Data & Stock Exchanges industry.
PE Ratio
The chart displays the price to earnings (P/E) ratio for SPGI in comparison to other companies of the Financial Data & Stock Exchanges industry. Currently, SPGI has a PE value of 49.5. This PE ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.
PEG Ratio
The chart displays the price to earnings to growth (PEG) ratio for SPGI in comparison to other companies of the Financial Data & Stock Exchanges industry. Currently, SPGI has a PEG value of 1.6. This PEG ratio falls in the average range for the industry.
Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for S&P Global Inc..
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Income Statement
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