S&P Global Inc. (SPGI)
Company Info
US78409V1044
78409V104
Jan 2, 2001
Highlights
$158.12B
$12.73
40.50
2.24
$14.49B
$9.78B
$6.96B
$417.25 - $544.41
$586.18
0.89%
1.80
Share Price Chart
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Compare to other instruments
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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
2.98%
8.56%
0.68%
20.50%
12.04%
18.30%
^GSPC (Benchmark)
0.19%
9.00%
-1.55%
12.31%
15.59%
10.78%
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2025 | 4.69% | 2.55% | -4.80% | -1.58% | 2.38% | 2.98% | |||||||
2024 | 1.78% | -4.26% | -0.68% | -2.26% | 3.03% | 4.33% | 8.68% | 6.07% | 0.66% | -7.02% | 8.97% | -4.69% | 13.94% |
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% |
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.
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.
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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.
Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
---|---|---|---|---|---|---|---|---|---|---|---|---|
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.
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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, 2007 | 444 | Mar 9, 2009 | 1095 | Jul 15, 2013 | 1539 |
-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 |
-29.48% | May 18, 2001 | 92 | Oct 3, 2001 | 540 | Nov 24, 2003 | 632 |
-25.58% | Jul 26, 2018 | 105 | Dec 24, 2018 | 67 | Apr 2, 2019 | 172 |
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.
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.
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
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