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BRDG vs. SPGI
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

BRDG vs. SPGI

Last updated May 13, 2025

Compare and contrast key facts about Bridge Investment Group Holdings Inc. (BRDG) and S&P Global Inc. (SPGI).

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BRDG or SPGI.

Correlation

The correlation between BRDG and SPGI is 0.44, 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

BRDG vs. SPGI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Bridge Investment Group Holdings Inc. (BRDG) and S&P Global Inc. (SPGI). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

BRDG:

0.97

SPGI:

0.96

Sortino Ratio

BRDG:

1.80

SPGI:

1.43

Omega Ratio

BRDG:

1.24

SPGI:

1.20

Calmar Ratio

BRDG:

0.77

SPGI:

1.13

Martin Ratio

BRDG:

3.51

SPGI:

3.90

Ulcer Index

BRDG:

15.07%

SPGI:

5.55%

Daily Std Dev

BRDG:

57.62%

SPGI:

22.08%

Max Drawdown

BRDG:

-71.14%

SPGI:

-74.67%

Current Drawdown

BRDG:

-51.24%

SPGI:

-4.50%

Fundamentals

Market Cap

BRDG:

$1.25B

SPGI:

$158.97B

EPS

BRDG:

$0.13

SPGI:

$12.74

PE Ratio

BRDG:

77.38

SPGI:

40.69

PS Ratio

BRDG:

2.74

SPGI:

10.97

PB Ratio

BRDG:

4.89

SPGI:

4.76

Total Revenue (TTM)

BRDG:

$316.71M

SPGI:

$14.49B

Gross Profit (TTM)

BRDG:

$133.94M

SPGI:

$9.78B

EBITDA (TTM)

BRDG:

$96.33M

SPGI:

$6.96B

Returns By Period

In the year-to-date period, BRDG achieves a 21.20% return, which is significantly higher than SPGI's 4.27% return.

BRDG

YTD

21.20%

1M

14.71%

6M

1.24%

1Y

55.11%

5Y*

N/A

10Y*

N/A

SPGI

YTD

4.27%

1M

11.44%

6M

2.55%

1Y

21.01%

5Y*

12.98%

10Y*

18.47%

*Annualized

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Risk-Adjusted Performance

BRDG vs. SPGI — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
BRDG
The Risk-Adjusted Performance Rank of BRDG is 8181
Overall Rank
The Sharpe Ratio Rank of BRDG is 8383
Sharpe Ratio Rank
The Sortino Ratio Rank of BRDG is 8383
Sortino Ratio Rank
The Omega Ratio Rank of BRDG is 8282
Omega Ratio Rank
The Calmar Ratio Rank of BRDG is 7979
Calmar Ratio Rank
The Martin Ratio Rank of BRDG is 8181
Martin Ratio Rank
SPGI
The Risk-Adjusted Performance Rank of SPGI is 8080
Overall Rank
The Sharpe Ratio Rank of SPGI is 8383
Sharpe Ratio Rank
The Sortino Ratio Rank of SPGI is 7575
Sortino Ratio Rank
The Omega Ratio Rank of SPGI is 7676
Omega Ratio Rank
The Calmar Ratio Rank of SPGI is 8585
Calmar Ratio Rank
The Martin Ratio Rank of SPGI is 8282
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.

BRDG vs. SPGI - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Bridge Investment Group Holdings Inc. (BRDG) 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.

The current BRDG Sharpe Ratio is 0.97, which is comparable to the SPGI Sharpe Ratio of 0.96. The chart below compares the historical Sharpe Ratios of BRDG and SPGI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

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Dividends

BRDG vs. SPGI - Dividend Comparison

BRDG's dividend yield for the trailing twelve months is around 4.57%, more than SPGI's 0.71% yield.

TTM20242023202220212020201920182017201620152014
BRDG
Bridge Investment Group Holdings Inc.		4.57%5.00%6.75%8.63%0.96%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
SPGI
S&P Global Inc.		0.71%0.73%0.82%0.99%0.65%0.82%0.84%1.18%0.97%1.34%1.34%1.35%

Drawdowns

BRDG vs. SPGI - Drawdown Comparison

The maximum BRDG drawdown since its inception was -71.14%, roughly equal to the maximum SPGI drawdown of -74.67%. Use the drawdown chart below to compare losses from any high point for BRDG and SPGI. For additional features, visit the drawdowns tool.

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Volatility

BRDG vs. SPGI - Volatility Comparison

Bridge Investment Group Holdings Inc. (BRDG) has a higher volatility of 13.71% compared to S&P Global Inc. (SPGI) at 6.99%. This indicates that BRDG'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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Financials

BRDG vs. SPGI - Financials Comparison

This section allows you to compare key financial metrics between Bridge Investment Group Holdings 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.

Quarterly
Annual

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

0.001.00B2.00B3.00B4.00B20212022202320242025
103.38M
3.78B
(BRDG) Total Revenue
(SPGI) Total Revenue
Values in USD except per share items

BRDG vs. SPGI - Profitability Comparison

The chart below illustrates the profitability comparison between Bridge Investment Group Holdings Inc. 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
0.0%20.0%40.0%60.0%80.0%100.0%20212022202320242025
-4.5%
69.5%
(BRDG) Gross Margin
(SPGI) Gross Margin
BRDG - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Bridge Investment Group Holdings Inc. reported a gross profit of -4.67M and revenue of 103.38M. Therefore, the gross margin over that period was -4.5%.

SPGI - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, S&P Global Inc. reported a gross profit of 2.62B and revenue of 3.78B. Therefore, the gross margin over that period was 69.5%.

BRDG - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Bridge Investment Group Holdings Inc. reported an operating income of 11.92M and revenue of 103.38M, resulting in an operating margin of 11.5%.

SPGI - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, S&P Global Inc. reported an operating income of 1.58B and revenue of 3.78B, resulting in an operating margin of 41.8%.

BRDG - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Bridge Investment Group Holdings Inc. reported a net income of -4.05M and revenue of 103.38M, resulting in a net margin of -3.9%.

SPGI - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, S&P Global Inc. reported a net income of 1.09B and revenue of 3.78B, resulting in a net margin of 28.9%.