BLK vs. SPGI
Compare and contrast key facts about BlackRock, Inc. (BLK) and S&P Global Inc. (SPGI).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BLK or SPGI.
Key characteristics
| BLK | SPGI | |
|---|---|---|
| YTD Return | 12.35% | 18.63% |
| 1Y Return | 31.65% | 32.19% |
| 3Y Return (Ann) | 2.89% | 5.72% |
| 5Y Return (Ann) | 18.31% | 16.77% |
| 10Y Return (Ann) | 13.25% | 20.97% |
| Sharpe Ratio | 1.52 | 1.92 |
| Daily Std Dev | 19.66% | 17.88% |
| Max Drawdown | -60.36% | -74.68% |
| Current Drawdown | -0.21% | -0.11% |
Fundamentals
| BLK | SPGI | |
|---|---|---|
| Market Cap | $131.20B | $162.76B |
| EPS | $40.30 | $10.56 |
| PE Ratio | 21.98 | 49.24 |
| PEG Ratio | 2.32 | 1.62 |
| Total Revenue (TTM) | $19.29B | $13.28B |
| Gross Profit (TTM) | $15.70B | $7.73B |
| EBITDA (TTM) | $7.29B | $6.03B |
Correlation
The correlation between BLK and SPGI is 0.43, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
BLK vs. SPGI - Performance Comparison
In the year-to-date period, BLK achieves a 12.35% return, which is significantly lower than SPGI's 18.63% return. Over the past 10 years, BLK has underperformed SPGI with an annualized return of 13.25%, while SPGI has yielded a comparatively higher 20.97% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
BLK vs. SPGI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock, Inc. (BLK) and S&P Global Inc. (SPGI). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
BLK vs. SPGI - Dividend Comparison
BLK's dividend yield for the trailing twelve months is around 2.27%, more than SPGI's 0.70% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BLK BlackRock, Inc. | 2.27% | 2.46% | 2.75% | 1.80% | 2.01% | 2.63% | 3.06% | 1.95% | 2.41% | 2.56% | 2.16% | 2.12% |
SPGI S&P Global Inc. | 0.70% | 0.82% | 0.99% | 0.65% | 0.82% | 0.84% | 1.18% | 0.97% | 1.34% | 1.34% | 1.35% | 1.43% |
Drawdowns
BLK vs. SPGI - Drawdown Comparison
The maximum BLK drawdown since its inception was -60.36%, smaller than the maximum SPGI drawdown of -74.68%. Use the drawdown chart below to compare losses from any high point for BLK and SPGI. For additional features, visit the drawdowns tool.
Volatility
BLK vs. SPGI - Volatility Comparison
BlackRock, Inc. (BLK) has a higher volatility of 4.35% compared to S&P Global Inc. (SPGI) at 2.85%. This indicates that BLK's price experiences larger fluctuations and is considered to be riskier than SPGI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
BLK vs. SPGI - Financials Comparison
This section allows you to compare key financial metrics between BlackRock, Inc. and S&P Global Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities