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Spire Inc. (SR)
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN
US84857L1017
CUSIP
84857L101
Sector
Utilities
IPO Date
Nov 5, 1987

Highlights

Market Cap
$5.36B
Enterprise Value
$7.16B
EPS (TTM)
$4.83
PE Ratio
18.75
Total Revenue (TTM)
$2.57B
Gross Profit (TTM)
$1.46B
EBITDA (TTM)
$872.20M
Year Range
$69.94 - $94.27
Target Price
$95.17
ROE (TTM)
8.31%

Share Price Chart


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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.


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S&P 500 Index

Returns By Period

Spire Inc. (SR) has returned 10.48% so far this year and 20.44% over the past 12 months. Over the last ten years, SR has returned 6.79% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.


Spire Inc.

1D
-0.94%
1M
-0.26%
YTD
10.48%
6M
13.22%
1Y
20.44%
3Y*
13.82%
5Y*
8.83%
10Y*
6.79%

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Nov 5, 1987, SR's average daily return is +0.05%, while the average monthly return is +0.93%. At this rate, your investment would double in approximately 6.2 years.

Historically, 58% of months were positive and 42% were negative. The best month was Nov 2024 with a return of +14.6%, while the worst month was Jul 2001 at -13.4%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 6 months.

On a daily basis, SR closed higher 48% of trading days. The best single day was Mar 17, 2020 with a return of +22.8%, while the worst single day was Oct 9, 2008 at -15.2%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20262.16%8.43%-0.26%10.48%
20254.61%8.31%2.87%-2.19%-1.65%-2.01%2.03%2.86%7.53%5.99%2.62%-5.78%27.08%
2024-8.93%4.49%4.75%0.68%-0.81%0.35%9.65%-0.93%3.17%-5.10%14.61%-6.27%14.12%
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%

Benchmark Metrics

Spire Inc. has an annualized alpha of 6.96%, beta of 0.55, and R² of 0.19 versus S&P 500 Index. Calculated based on daily prices since November 06, 1987.

  • This stock participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (44.41%) than losses (16.89%) — typical of diversified or defensive assets.
  • Beta of 0.55 may look defensive, but with R² of 0.19 this stock is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
  • R² of 0.19 means this stock moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
6.96%
Beta
0.55
0.19
Upside Capture
44.41%
Downside Capture
16.89%

Return for Risk

Risk / Return Rank

SR ranks 72 for risk / return — better than 72% of stocks on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.


SR Risk / Return Rank: 7272
Overall Rank
SR Sharpe Ratio Rank: 7777
Sharpe Ratio Rank
SR Sortino Ratio Rank: 6868
Sortino Ratio Rank
SR Omega Ratio Rank: 6767
Omega Ratio Rank
SR Calmar Ratio Rank: 7676
Calmar Ratio Rank
SR Martin Ratio Rank: 7474
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Spire Inc. (SR) and compare them to a chosen benchmark (S&P 500 Index).


SRBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

1.13

0.90

+0.24

Sortino ratio

Return per unit of downside risk

1.54

1.39

+0.15

Omega ratio

Gain probability vs. loss probability

1.20

1.21

-0.01

Calmar ratio

Return relative to maximum drawdown

2.02

1.40

+0.62

Martin ratio

Return relative to average drawdown

4.35

6.61

-2.25

Explore SR risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History

Spire Inc. provided a 3.56% dividend yield over the last twelve months, with an annual payout of $3.22 per share. The company has been increasing its dividends for 38 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$3.00$3.5020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$3.22$3.18$3.05$2.92$2.78$2.64$2.52$2.40$2.28$2.14$2.00$1.87

Dividend yield

3.56%3.85%4.50%4.68%4.03%4.04%3.93%2.88%3.08%2.84%3.09%3.15%

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
2026$0.00$0.00$0.83$0.83
2025$0.00$0.00$0.79$0.00$0.00$0.79$0.00$0.00$0.79$0.00$0.00$0.83$3.18
2024$0.00$0.00$0.76$0.00$0.00$0.76$0.00$0.00$0.76$0.00$0.00$0.79$3.05
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

Dividend Yield & Payout


Dividend Yield

Spire Inc. has a dividend yield of 3.56%, which is quite average when compared to the overall market.

Payout Ratio

Spire Inc. has a payout ratio of 68.64%, 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.


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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 2.39%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-45%Nov 4, 2008140May 27, 2009983Apr 23, 20131123
-39.53%Feb 19, 2020152Sep 23, 20201049Nov 22, 20241201
-29.69%Jan 5, 1999288Feb 24, 2000213Dec 27, 2000501
-24.95%Dec 1, 201745Feb 6, 2018199Nov 19, 2018244
-23.81%Mar 15, 1994220Jan 26, 1995225Dec 15, 1995445

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 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 overview of how Spire Inc. is priced in the market compared to other companies in the Utilities - Regulated Gas 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 SR, comparing it with other companies in the Utilities - Regulated Gas industry. Currently, SR has a P/E ratio of 18.7. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for SR relative to other companies in the Utilities - Regulated Gas industry. Currently, SR has a P/S ratio of 2.1. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for SR in comparison with other companies in the Utilities - Regulated Gas industry. Currently, SR has a P/B value of 1.7. 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



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