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

Company Info

ISIN

US78409V1044

CUSIP

78409V104

Sector

Financial Services

IPO Date

Jan 2, 2001

Highlights

Market Cap

$156.23B

EPS (TTM)

$11.33

PE Ratio

44.44

PEG Ratio

1.50

Total Revenue (TTM)

$13.77B

Gross Profit (TTM)

$9.17B

EBITDA (TTM)

$6.39B

Year Range

$398.52 - $533.29

Target Price

$582.69

Short %

1.44%

Short Ratio

4.19

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
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.


500.00%1,000.00%1,500.00%2,000.00%2,500.00%JuneJulyAugustSeptemberOctoberNovember
2,590.44%
357.47%
SPGI (S&P Global Inc.)
Benchmark (^GSPC)

Returns By Period

S&P Global Inc. had a return of 14.94% year-to-date (YTD) and 25.61% in the last 12 months. Over the past 10 years, S&P Global Inc. had an annualized return of 19.74%, outperforming the S&P 500 benchmark which had an annualized return of 11.11%.


SPGI

YTD

14.94%

1M

-4.86%

6M

14.35%

1Y

25.61%

5Y (annualized)

14.88%

10Y (annualized)

19.74%

^GSPC (Benchmark)

YTD

23.08%

1M

0.10%

6M

10.70%

1Y

30.05%

5Y (annualized)

13.52%

10Y (annualized)

11.11%

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
20241.78%-4.26%-0.68%-2.26%3.03%4.33%8.68%6.07%0.66%-7.02%14.94%
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%
20135.21%-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 82, placing it in the top 18% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.


The Risk-Adjusted Performance Rank of SPGI is 8282
Combined Rank
The Sharpe Ratio Rank of SPGI is 8686
Sharpe Ratio Rank
The Sortino Ratio Rank of SPGI is 7979
Sortino Ratio Rank
The Omega Ratio Rank of SPGI is 8080
Omega Ratio Rank
The Calmar Ratio Rank of SPGI is 8888
Calmar Ratio Rank
The Martin Ratio Rank of SPGI is 7979
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.


Sharpe ratio
The chart of Sharpe ratio for SPGI, currently valued at 1.65, compared to the broader market-4.00-2.000.002.001.652.48
The chart of Sortino ratio for SPGI, currently valued at 2.13, compared to the broader market-4.00-2.000.002.004.002.133.33
The chart of Omega ratio for SPGI, currently valued at 1.29, compared to the broader market0.501.001.502.001.291.46
The chart of Calmar ratio for SPGI, currently valued at 1.84, compared to the broader market0.002.004.006.001.843.58
The chart of Martin ratio for SPGI, currently valued at 5.47, compared to the broader market0.0010.0020.0030.005.4715.96
SPGI
^GSPC

The current S&P Global Inc. Sharpe ratio is 1.65. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of S&P Global Inc. with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.

Rolling 12-month Sharpe Ratio0.001.002.003.004.00JuneJulyAugustSeptemberOctoberNovember
1.65
2.48
SPGI (S&P Global Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

S&P Global Inc. provided a 0.72% dividend yield over the last twelve months, with an annual payout of $3.63 per share. The company has been increasing its dividends for 10 consecutive years.


0.60%0.80%1.00%1.20%1.40%$0.00$1.00$2.00$3.00$4.0020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
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

0.72%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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.91$0.00$0.00$0.91$0.00$0.00$0.91$0.00$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
5.0%10.0%15.0%0.7%
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
200.0%400.0%600.0%24.2%
S&P Global Inc. has a payout ratio of 24.15%, 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.


-10.00%-8.00%-6.00%-4.00%-2.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-4.86%
-2.18%
SPGI (S&P Global Inc.)
Benchmark (^GSPC)

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 4.86%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-74.68%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
-29.51%May 18, 200192Oct 3, 2001540Nov 24, 2003632
-25.58%Jul 26, 2018105Dec 24, 201867Apr 2, 2019172

Volatility

Volatility Chart

The current S&P Global Inc. volatility is 5.53%, 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.


2.00%3.00%4.00%5.00%6.00%JuneJulyAugustSeptemberOctoberNovember
5.53%
4.06%
SPGI (S&P Global Inc.)
Benchmark (^GSPC)

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

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
20.040.060.080.044.4
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 44.4. This PE ratio falls in the average range for the industry.
PEG Ratio
2.04.06.08.010.012.014.01.5
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 1.5. 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



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