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

Company Info

ISINUS84857L1017
CUSIP84857L101
SectorUtilities
IndustryUtilities—Regulated Gas

Highlights

Market Cap$3.37B
EPS$3.71
PE Ratio16.54
PEG Ratio2.51
Revenue (TTM)$2.61B
Gross Profit (TTM)$887.90M
EBITDA (TTM)$675.20M
Year Range$52.48 - $68.74
Target Price$63.00
Short %4.36%
Short Ratio3.33

Share Price Chart


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Compare to other instruments

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Spire Inc.

Popular comparisons: SR vs. ATO, SR vs. SRE

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.


-5.00%0.00%5.00%10.00%15.00%20.00%NovemberDecember2024FebruaryMarchApril
1.21%
17.08%
SR (Spire Inc.)
Benchmark (^GSPC)

S&P 500

Returns By Period

Spire Inc. had a return of -5.57% year-to-date (YTD) and -12.50% in the last 12 months. Over the past 10 years, Spire Inc. had an annualized return of 5.91%, while the S&P 500 had an annualized return of 10.50%, indicating that Spire Inc. did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date-5.57%5.90%
1 month-2.43%-1.28%
6 months0.24%15.51%
1 year-12.50%21.68%
5 years (annualized)-2.81%11.74%
10 years (annualized)5.91%10.50%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2024-8.93%4.49%4.75%
2023-1.94%-1.68%9.67%3.40%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of SR is 27, suggesting that the investment has average results relative to the market 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 2727
Spire Inc.(SR)
The Sharpe Ratio Rank of SR is 2626Sharpe Ratio Rank
The Sortino Ratio Rank of SR is 2323Sortino Ratio Rank
The Omega Ratio Rank of SR is 2525Omega Ratio Rank
The Calmar Ratio Rank of SR is 2828Calmar Ratio Rank
The Martin Ratio Rank of SR is 3030Martin 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.


SR
Sharpe ratio
The chart of Sharpe ratio for SR, currently valued at -0.51, compared to the broader market-2.00-1.000.001.002.003.00-0.51
Sortino ratio
The chart of Sortino ratio for SR, currently valued at -0.61, compared to the broader market-4.00-2.000.002.004.006.00-0.61
Omega ratio
The chart of Omega ratio for SR, currently valued at 0.93, compared to the broader market0.501.001.500.93
Calmar ratio
The chart of Calmar ratio for SR, currently valued at -0.38, compared to the broader market0.001.002.003.004.005.00-0.38
Martin ratio
The chart of Martin ratio for SR, currently valued at -0.92, compared to the broader market-10.000.0010.0020.0030.00-0.92
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.89, compared to the broader market-2.00-1.000.001.002.003.001.89
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.74, compared to the broader market-4.00-2.000.002.004.006.002.74
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.33, compared to the broader market0.501.001.501.33
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.43, compared to the broader market0.001.002.003.004.005.001.43
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 7.62, compared to the broader market-10.000.0010.0020.0030.007.62

Sharpe Ratio

The current Spire Inc. Sharpe ratio is -0.51. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00NovemberDecember2024FebruaryMarchApril
-0.51
1.89
SR (Spire Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

Spire Inc. granted a 5.07% dividend yield in the last twelve months. The annual payout for that period amounted to $2.95 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$2.95$2.92$2.78$2.64$2.52$2.40$2.28$2.14$2.00$1.87$1.78$1.72

Dividend yield

5.07%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.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00$0.00$0.76
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
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
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
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
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
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
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
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
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
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
2013$0.43$0.00$0.00$0.43$0.00$0.00$0.43$0.00$0.00$0.44

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%5.1%
Spire Inc. has a dividend yield of 5.07%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%74.3%
Spire Inc. has a payout ratio of 74.31%, which is above the market average. This might signify the company's strong earnings or financial health. However, it could also hint at a more mature business phase with potentially slower growth.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2024FebruaryMarchApril
-21.05%
-3.86%
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 21.05%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-45%Nov 4, 2008140May 27, 2009983Apr 23, 20131123
-39.53%Feb 19, 2020152Sep 23, 2020
-35.49%Jan 16, 1987207Nov 9, 1987982Oct 2, 19911189
-29.67%Jan 5, 1999288Feb 24, 2000213Dec 27, 2000501
-26.81%Jan 22, 198571May 2, 1985166Dec 30, 1985237

Volatility

Volatility Chart

The current Spire Inc. volatility is 4.91%, 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%NovemberDecember2024FebruaryMarchApril
4.91%
3.39%
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

Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

TTM
Revenue

Total Revenue

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Cost Of Revenue

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Gross Profit

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Operating Expenses

Selling, General & Admin Expenses

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R&D Expenses

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Total Operating Expenses

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Income

Income Before Tax

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Operating Income

0.00

EBIT

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Earnings From Continuing Operations

0.00

Net Income

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Income Tax Expense

0.00

Interest Expense

0.00

Other Non-Operating Income (Expenses)

0.00

Extraordinary Items

0.00

Discontinued Operations

0.00

Effect Of Accounting Charges

0.00

Non Recurring

0.00

Minority Interest

0.00

Other Items

0.00
Values in undefined except per share items