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BOC vs. SPGI
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

BOC vs. SPGI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Boston Omaha Corp (BOC) and S&P Global Inc. (SPGI). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, BOC achieves a 10.02% return, which is significantly higher than SPGI's -19.47% return.


BOC

1D
1.80%
1M
23.06%
YTD
10.02%
6M
0.52%
1Y
-2.99%
3Y*
-11.81%
5Y*
-16.42%
10Y*

SPGI

1D
1.35%
1M
4.15%
YTD
-19.47%
6M
-16.00%
1Y
-15.77%
3Y*
3.19%
5Y*
2.16%
10Y*
15.70%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BOC vs. SPGI - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
BOC
Boston Omaha Corp
10.02%-12.76%-9.85%-40.64%-7.76%3.91%31.42%-10.09%-27.76%149.15%
SPGI
S&P Global Inc.
-19.47%5.71%13.94%32.79%-28.38%44.68%21.40%62.27%1.37%14.72%

Correlation

The correlation between BOC and SPGI is 0.25, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.25

Correlation (3Y)
Calculated over the trailing 3-year period

0.27

Correlation (5Y)
Calculated over the trailing 5-year period

0.32

Correlation (All Time)
Calculated using the full available price history since Jun 16, 2017

0.26

Fundamentals

Market Cap

BOC:

$419.25M

SPGI:

$124.67B

EPS

BOC:

-$0.44

SPGI:

$15.79

PS Ratio

BOC:

3.71

SPGI:

8.06

PB Ratio

BOC:

0.82

SPGI:

3.98

Total Revenue (TTM)

BOC:

$114.89M

SPGI:

$15.73B

Gross Profit (TTM)

BOC:

$105.55M

SPGI:

$8.15B

EBITDA (TTM)

BOC:

$2.48M

SPGI:

$7.83B

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Return for Risk

BOC vs. SPGI — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BOC
BOC Risk / Return Rank: 3838
Overall Rank
BOC Sharpe Ratio Rank: 4040
Sharpe Ratio Rank
BOC Sortino Ratio Rank: 3535
Sortino Ratio Rank
BOC Omega Ratio Rank: 3434
Omega Ratio Rank
BOC Calmar Ratio Rank: 3939
Calmar Ratio Rank
BOC Martin Ratio Rank: 3939
Martin Ratio Rank

SPGI
SPGI Risk / Return Rank: 1919
Overall Rank
SPGI Sharpe Ratio Rank: 1717
Sharpe Ratio Rank
SPGI Sortino Ratio Rank: 1818
Sortino Ratio Rank
SPGI Omega Ratio Rank: 1717
Omega Ratio Rank
SPGI Calmar Ratio Rank: 2424
Calmar Ratio Rank
SPGI Martin Ratio Rank: 2222
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.

BOC vs. SPGI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Boston Omaha Corp (BOC) 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


BOCSPGIDifference
Sharpe ratioReturn per unit of total volatility

+0.52

Sortino ratioReturn per unit of downside risk

+0.75

Omega ratioGain probability vs. loss probability

1.02

0.91

+0.11

Calmar ratioReturn relative to maximum drawdown

-0.11

-0.54

+0.43

Martin ratioReturn relative to average drawdown

-0.22

-1.03

+0.81

BOC vs. SPGI - Sharpe Ratio Comparison

The current BOC Sharpe Ratio is -0.08, which is higher than the SPGI Sharpe Ratio of -0.60. The chart below compares the historical Sharpe Ratios of BOC and SPGI, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

BOC vs. SPGI - Drawdown Comparison

The maximum BOC drawdown since its inception was -76.58%, roughly equal to the maximum SPGI drawdown of -74.67%. Use the drawdown chart below to compare losses from any high point for BOC and SPGI.


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Drawdown Indicators


BOCSPGIDifference

Max Drawdown

Largest peak-to-trough decline

-76.58%

-74.67%

-1.91%

Max Drawdown (1Y)

Largest decline over 1 year

-23.46%

-30.48%

+7.02%

Max Drawdown (3Y)

Largest decline over 3 years

-43.43%

-30.48%

-12.95%

Max Drawdown (5Y)

Largest decline over 5 years

-74.13%

-39.76%

-34.37%

Max Drawdown (10Y)

Largest decline over 10 years

-39.76%

Current Drawdown

Current decline from peak

-71.18%

-25.12%

-46.06%

Average Drawdown

Average peak-to-trough decline

-46.11%

-15.23%

-30.88%

Ulcer Index

Depth and duration of drawdowns from previous peaks

11.87%

16.07%

-4.20%

Volatility

BOC vs. SPGI - Volatility Comparison

Boston Omaha Corp (BOC) has a higher volatility of 15.59% compared to S&P Global Inc. (SPGI) at 7.62%. This indicates that BOC'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.


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Volatility by Period


BOCSPGIDifference

Volatility (1M)

Calculated over the trailing 1-month period

15.59%

7.62%

+7.97%

Volatility (6M)

Calculated over the trailing 6-month period

22.81%

24.13%

-1.32%

Volatility (1Y)

Calculated over the trailing 1-year period

32.33%

27.63%

+4.70%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

35.20%

24.51%

+10.69%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

42.82%

26.03%

+16.79%

Dividends

BOC vs. SPGI - Dividend Comparison

BOC has not paid dividends to shareholders, while SPGI's dividend yield for the trailing twelve months is around 0.92%.


PositionTTM20252024202320222021202020192018201720162015
BOC
Boston Omaha Corp
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
SPGI
S&P Global Inc.
0.92%0.73%0.73%0.82%0.99%0.65%0.82%0.84%1.18%0.97%1.34%1.34%

Financials

BOC vs. SPGI - Financials Comparison

This section allows you to compare key financial metrics between Boston Omaha Corp 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.001.00B2.00B3.00B4.00B20222023202420252026
28.25M
4.17B
(BOC) Total Revenue
(SPGI) Total Revenue
Values in USD except per share items

BOC vs. SPGI - Profitability Comparison

The chart below illustrates the profitability comparison between Boston Omaha Corp and S&P Global Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

-20.0%0.0%20.0%40.0%60.0%80.0%20222023202420252026
87.7%
0
Portfolio components
BOC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Boston Omaha Corp reported a gross profit of 24.76M and revenue of 28.25M. Therefore, the gross margin over that period was 87.7%.

SPGI - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, S&P Global Inc. reported a gross profit of 0.00 and revenue of 4.17B. Therefore, the gross margin over that period was 0.0%.

BOC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Boston Omaha Corp reported an operating income of -2.19M and revenue of 28.25M, resulting in an operating margin of -7.8%.

SPGI - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, S&P Global Inc. reported an operating income of 2.00B and revenue of 4.17B, resulting in an operating margin of 48.0%.

BOC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Boston Omaha Corp reported a net income of -2.15M and revenue of 28.25M, resulting in a net margin of -7.6%.

SPGI - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, S&P Global Inc. reported a net income of 1.40B and revenue of 4.17B, resulting in a net margin of 33.5%.


Frequently Asked Questions


BOC and SPGI have a correlation of 0.25, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

BOC has higher volatility (15.59%) compared to SPGI (7.62%). In terms of maximum drawdown, BOC dropped -76.58% vs SPGI's -74.67%.

BOC currently has the higher Sharpe Ratio (-0.08 vs -0.60), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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