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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

$4.41B

EPS (TTM)

$3.91

PE Ratio

19.09

PEG Ratio

2.45

Total Revenue (TTM)

$2.43B

Gross Profit (TTM)

$1.71B

EBITDA (TTM)

$795.40M

Year Range

$55.88 - $79.81

Target Price

$79.30

Short %

2.96%

Short Ratio

3.01

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.


Performance

Performance Chart


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Returns By Period

Spire Inc. (SR) returned 11.22% year-to-date (YTD) and 26.29% over the past 12 months. Over the past 10 years, SR returned 7.62% annually, underperforming the S&P 500 benchmark at 10.46%.


SR

YTD

11.22%

1M

0.01%

6M

18.43%

1Y

26.29%

5Y*

5.28%

10Y*

7.62%

^GSPC (Benchmark)

YTD

-3.77%

1M

7.44%

6M

-5.60%

1Y

8.37%

5Y*

14.12%

10Y*

10.46%

*Annualized

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
20254.61%8.31%2.87%-2.19%-2.46%11.22%
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%
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%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 87, SR is among the top 13% 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.


The Risk-Adjusted Performance Rank of SR is 8787
Overall Rank
The Sharpe Ratio Rank of SR is 9090
Sharpe Ratio Rank
The Sortino Ratio Rank of SR is 8383
Sortino Ratio Rank
The Omega Ratio Rank of SR is 8282
Omega Ratio Rank
The Calmar Ratio Rank of SR is 8888
Calmar Ratio Rank
The Martin Ratio Rank of SR is 9191
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.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Spire Inc. Sharpe ratios as of May 11, 2025 (values are recalculated daily):

  • 1-Year: 1.33
  • 5-Year: 0.20
  • 10-Year: 0.31
  • All Time: 0.42

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of Spire Inc. compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.


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Dividends

Dividend History

Spire Inc. provided a 4.13% dividend yield over the last twelve months, with an annual payout of $3.08 per share. The company has been increasing its dividends for 35 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$3.5020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$3.08$3.05$2.92$2.78$2.64$2.52$2.40$2.28$2.14$2.00$1.87$1.78

Dividend yield

4.13%4.50%4.68%4.03%4.04%3.93%2.88%3.08%2.84%3.09%3.15%3.35%

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
2025$0.00$0.00$0.79$0.00$0.00$0.79
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
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$0.44$0.00$0.00$0.44$0.00$0.00$0.44$0.00$0.00$0.46$1.78

Dividend Yield & Payout


Dividend Yield

Spire Inc. has a dividend yield of 4.13%, which is quite average when compared to the overall market.

Payout Ratio

Spire Inc. has a payout ratio of 72.30%, 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 5.58%.


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
-29.67%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 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

Earnings Per Share

The chart presents the Earnings Per Share (EPS) performance of Spire Inc., comparing actual results with analytics estimates. In the past quarter, the company did not meet analyst expectations for EPS, resulting in a surprise of -2.0%.


-1.000.001.002.003.004.0020212022202320242025
3.60
3.67
Actual
Estimate

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 19.1. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.

PEG Ratio

The chart shows the Price/Earnings to Growth (PEG) ratio for SR compared to other companies in the Utilities - Regulated Gas industry. SR currently has a PEG ratio of 2.5. 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 SR relative to other companies in the Utilities - Regulated Gas industry. Currently, SR has a P/S ratio of 1.8. 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 1.4. 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