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Spire Inc. (SR)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US84857L1017

CUSIP

84857L101

Sector

Utilities

IPO Date

Nov 5, 1987

Highlights

Market Cap

$3.95B

EPS (TTM)

$4.19

PE Ratio

16.32

PEG Ratio

2.45

Total Revenue (TTM)

$2.59B

Gross Profit (TTM)

$965.50M

EBITDA (TTM)

$789.10M

Year Range

$54.34 - $68.44

Target Price

$69.83

Short %

4.47%

Short Ratio

4.32

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:
SR vs. ATO SR vs. SRE SR vs. O SR vs. AIG
Popular comparisons:
SR vs. ATO SR vs. SRE SR vs. O SR vs. AIG

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Spire 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%JuneJulyAugustSeptemberOctoberNovember
20.11%
12.92%
SR (Spire Inc.)
Benchmark (^GSPC)

Returns By Period

Spire Inc. had a return of 17.55% year-to-date (YTD) and 22.52% in the last 12 months. Over the past 10 years, Spire Inc. had an annualized return of 7.11%, while the S&P 500 had an annualized return of 11.16%, indicating that Spire Inc. did not perform as well as the benchmark.


SR

YTD

17.55%

1M

6.43%

6M

20.11%

1Y

22.52%

5Y (annualized)

2.40%

10Y (annualized)

7.11%

^GSPC (Benchmark)

YTD

24.72%

1M

1.67%

6M

12.93%

1Y

30.55%

5Y (annualized)

13.88%

10Y (annualized)

11.16%

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-8.93%4.49%4.75%0.68%-0.81%0.35%9.65%-0.93%3.17%-5.10%17.55%
20234.88%-2.52%0.69%-3.44%-4.67%-0.69%0.20%-8.12%-1.94%-1.68%9.67%3.40%-5.26%
20221.07%1.81%8.01%1.38%7.63%-4.17%1.17%-7.11%-9.93%12.00%6.15%-6.09%9.81%
2021-4.45%8.55%12.26%1.96%-4.88%1.75%-1.83%-5.99%-7.36%2.58%-4.64%10.16%5.86%
20201.21%-10.99%0.05%-2.04%-0.05%-9.13%-6.16%-5.60%-7.57%5.34%14.13%1.13%-20.18%
20197.14%-0.06%4.52%2.31%-1.03%1.43%-1.80%3.02%3.48%-3.65%-7.90%8.46%15.81%
2018-11.51%1.95%7.52%-0.21%-1.25%-0.01%1.34%4.12%-0.60%-1.32%8.72%-5.42%1.74%
20170.70%1.38%3.25%1.56%3.36%-0.82%4.09%5.37%-1.75%5.76%4.18%-7.99%19.88%
20167.62%2.47%4.17%-5.59%-0.59%12.26%-2.03%-6.77%-0.75%-1.47%2.77%0.83%12.01%
20151.05%-3.72%-0.12%1.39%3.04%-1.84%3.94%-2.16%3.94%7.41%-0.36%2.67%15.73%
20140.77%-0.09%3.82%0.55%-1.54%4.99%-3.23%5.26%-5.32%9.42%-0.08%5.81%21.21%
20133.39%2.10%5.83%9.39%1.33%-2.66%0.44%-2.90%2.06%4.60%-2.04%-0.27%22.61%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of SR is 74, suggesting that the investment has average results relative to other stocks in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.


The Risk-Adjusted Performance Rank of SR is 7474
Combined Rank
The Sharpe Ratio Rank of SR is 7878
Sharpe Ratio Rank
The Sortino Ratio Rank of SR is 7474
Sortino Ratio Rank
The Omega Ratio Rank of SR is 7070
Omega Ratio Rank
The Calmar Ratio Rank of SR is 7676
Calmar Ratio Rank
The Martin Ratio Rank of SR is 7474
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 Spire Inc. (SR) 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 SR, currently valued at 1.25, compared to the broader market-4.00-2.000.002.004.001.252.54
The chart of Sortino ratio for SR, currently valued at 1.86, compared to the broader market-4.00-2.000.002.004.001.863.40
The chart of Omega ratio for SR, currently valued at 1.23, compared to the broader market0.501.001.502.001.231.47
The chart of Calmar ratio for SR, currently valued at 1.01, compared to the broader market0.002.004.006.001.013.66
The chart of Martin ratio for SR, currently valued at 4.18, compared to the broader market0.0010.0020.0030.004.1816.26
SR
^GSPC

The current Spire Inc. Sharpe ratio is 1.25. 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 Spire 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 Ratio0.001.002.003.00JuneJulyAugustSeptemberOctoberNovember
1.25
2.54
SR (Spire Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

Spire Inc. provided a 4.27% dividend yield over the last twelve months, with an annual payout of $3.02 per share. The company has been increasing its dividends for 33 consecutive years, earning it the status of a dividend aristocrat.


3.00%3.50%4.00%4.50%$0.00$0.50$1.00$1.50$2.00$2.50$3.0020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$3.02$2.92$2.78$2.64$2.52$2.40$2.28$2.14$2.00$1.87$1.78$1.72

Dividend yield

4.27%4.68%4.03%4.04%3.93%2.88%3.08%2.84%3.09%3.15%3.35%3.77%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.00$0.76$0.00$0.00$0.76$0.00$0.00$0.76$0.00$0.00$2.27
2023$0.00$0.00$0.72$0.00$0.00$0.72$0.00$0.00$0.72$0.00$0.00$0.76$2.92
2022$0.00$0.00$0.69$0.00$0.00$0.69$0.00$0.00$0.69$0.00$0.00$0.72$2.78
2021$0.00$0.00$0.65$0.00$0.00$0.65$0.00$0.00$0.65$0.00$0.00$0.69$2.64
2020$0.00$0.00$0.62$0.00$0.00$0.62$0.00$0.00$0.62$0.00$0.00$0.65$2.52
2019$0.00$0.00$0.59$0.00$0.00$0.59$0.00$0.00$0.59$0.00$0.00$0.62$2.40
2018$0.00$0.00$0.56$0.00$0.00$0.56$0.00$0.00$0.56$0.00$0.00$0.59$2.28
2017$0.00$0.00$0.53$0.00$0.00$0.53$0.00$0.00$0.53$0.00$0.00$0.56$2.14
2016$0.00$0.00$0.49$0.00$0.00$0.49$0.00$0.00$0.49$0.00$0.00$0.53$2.00
2015$0.00$0.00$0.46$0.00$0.00$0.46$0.00$0.00$0.46$0.00$0.00$0.49$1.87
2014$0.00$0.00$0.44$0.00$0.00$0.44$0.00$0.00$0.44$0.00$0.00$0.46$1.78
2013$0.43$0.00$0.00$0.43$0.00$0.00$0.43$0.00$0.00$0.44$1.72

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%4.3%
Spire Inc. has a dividend yield of 4.27%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%71.2%
Spire Inc. has a payout ratio of 71.23%, which is quite average when compared to the overall market. This suggests that Spire 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.


-20.00%-15.00%-10.00%-5.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-1.72%
-0.88%
SR (Spire Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Spire 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 Spire Inc. was 45.00%, occurring on May 27, 2009. Recovery took 983 trading sessions.

The current Spire Inc. drawdown is 1.72%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-45%Nov 4, 2008140May 27, 2009983Apr 23, 20131123
-39.53%Feb 19, 2020152Sep 23, 2020
-29.67%Jan 5, 1999280Feb 11, 2000221Dec 27, 2000501
-24.95%Dec 1, 201745Feb 6, 2018199Nov 19, 2018244
-23.79%Oct 2, 20086Oct 9, 200815Oct 30, 200821

Volatility

Volatility Chart

The current Spire Inc. volatility is 7.11%, 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%7.00%8.00%JuneJulyAugustSeptemberOctoberNovember
7.11%
3.96%
SR (Spire Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Spire 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 Spire Inc. compared to its peers in the Utilities - Regulated Gas industry.


PE Ratio
20.040.060.080.016.3
The chart displays the price to earnings (P/E) ratio for SR in comparison to other companies of the Utilities - Regulated Gas industry. Currently, SR has a PE value of 16.3. This PE ratio falls in the average range for the industry.
PEG Ratio
5.010.015.02.5
The chart displays the price to earnings to growth (PEG) ratio for SR in comparison to other companies of the Utilities - Regulated Gas industry. Currently, SR has a PEG value of 2.5. 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 Spire 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