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

Company Info

ISINUS78409V1044
CUSIP78409V104
SectorFinancial Services
IndustryFinancial Data & Stock Exchanges

Highlights

Market Cap$163.22B
EPS (TTM)$10.53
PE Ratio49.52
PEG Ratio1.59
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 Ratio3.65

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.


0.00%5.00%10.00%15.00%20.00%25.00%MayJuneJulyAugustSeptemberOctober
23.46%
12.23%
SPGI (S&P Global Inc.)
Benchmark (^GSPC)

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%.


PeriodReturnBenchmark
Year-To-Date19.09%21.43%
1 month1.09%5.87%
6 months23.46%12.23%
1 year42.26%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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20241.78%-4.26%-0.68%-2.26%3.03%4.33%8.68%6.07%0.66%19.09%
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 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.


The Risk-Adjusted Performance Rank of SPGI is 9191
SPGI (S&P Global Inc.)
The Sharpe Ratio Rank of SPGI is 9595Sharpe Ratio Rank
The Sortino Ratio Rank of SPGI is 9393Sortino Ratio Rank
The Omega Ratio Rank of SPGI is 9393Omega Ratio Rank
The Calmar Ratio Rank of SPGI is 8787Calmar Ratio Rank
The Martin Ratio Rank of SPGI is 8787Martin 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.


SPGI
Sharpe ratio
The chart of Sharpe ratio for SPGI, currently valued at 2.54, compared to the broader market-4.00-2.000.002.002.54
Sortino ratio
The chart of Sortino ratio for SPGI, currently valued at 3.40, compared to the broader market-4.00-2.000.002.004.003.40
Omega ratio
The chart of Omega ratio for SPGI, currently valued at 1.47, compared to the broader market0.501.001.502.001.47
Calmar ratio
The chart of Calmar ratio for SPGI, currently valued at 1.59, compared to the broader market0.002.004.006.001.59
Martin ratio
The chart of Martin ratio for SPGI, currently valued at 9.41, compared to the broader market-30.00-20.00-10.000.0010.0020.009.41
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.68, compared to the broader market-4.00-2.000.002.002.68
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.59, compared to the broader market-4.00-2.000.002.004.003.59
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.49, compared to the broader market0.501.001.502.001.49
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 2.37, compared to the broader market0.002.004.006.002.37
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 16.37, compared to the broader market-30.00-20.00-10.000.0010.0020.0016.37

Sharpe Ratio

The current S&P Global Inc. Sharpe ratio is 2.54. 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 Ratio0.501.001.502.002.50MayJuneJulyAugustSeptemberOctober
2.54
2.68
SPGI (S&P Global Inc.)
Benchmark (^GSPC)

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.


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

0.70%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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
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
5.0%10.0%15.0%0.7%
S&P Global Inc. has a dividend yield of 0.70%, 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%25.2%
S&P Global Inc. has a payout ratio of 25.23%, which is quite average when compared to the overall market. This suggests that S&P Global Inc. strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

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.


-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%MayJuneJulyAugustSeptemberOctober
-1.12%
0
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 1.12%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-74.68%Jun 5, 2007444Mar 9, 20091095Jul 15, 20131539
-50.18%Aug 21, 1989290Oct 11, 1990771Oct 28, 19931061
-42.53%Sep 11, 198791Jan 20, 1988318Apr 24, 1989409
-39.76%Dec 16, 2021209Oct 14, 2022435Jul 11, 2024644
-38.14%Feb 20, 202023Mar 23, 202039May 18, 202062

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.


2.00%3.00%4.00%5.00%6.00%MayJuneJulyAugustSeptemberOctober
4.08%
2.94%
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
20.040.060.080.049.5

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
5.010.015.01.6

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


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

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