CL vs. SPGI
CL (Colgate-Palmolive Company) and SPGI (S&P Global Inc.) are both stocks. CL operates in Household & Personal Products (Consumer Defensive), while SPGI operates in Financial Data & Stock Exchanges (Financial Services). Over the past 10 years, CL returned 4.62%/yr vs 15.70%/yr for SPGI. At a 0.33 correlation, their price movements are largely independent.
Performance
CL vs. SPGI - Performance Comparison
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Returns By Period
In the year-to-date period, CL achieves a 14.60% return, which is significantly higher than SPGI's -19.47% return. Over the past 10 years, CL has underperformed SPGI with an annualized return of 4.62%, while SPGI has yielded a comparatively higher 15.70% annualized return.
CL
- 1D
- 0.07%
- 1M
- 0.69%
- YTD
- 14.60%
- 6M
- 15.59%
- 1Y
- 1.61%
- 3Y*
- 8.47%
- 5Y*
- 3.79%
- 10Y*
- 4.62%
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%
CL vs. SPGI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CL Colgate-Palmolive Company | 14.60% | -10.98% | 16.57% | 3.78% | -5.44% | 2.08% | 27.17% | 18.60% | -19.19% | 17.88% |
SPGI S&P Global Inc. | -19.47% | 5.71% | 13.94% | 32.79% | -28.38% | 44.68% | 21.40% | 62.27% | 1.37% | 59.32% |
Correlation
The correlation between CL and SPGI is 0.19, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.19 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.24 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.27 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.31 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2001 | 0.33 |
The correlation between CL and SPGI shifts across timeframes, from 0.19 (1 year) to 0.33 (all time), reflecting how their relationship changes across market environments.
Fundamentals
CL:
$72.02B
SPGI:
$124.67B
CL:
$2.58
SPGI:
$15.79
CL:
34.68
SPGI:
26.53
CL:
8.96
SPGI:
3.47
CL:
3.48
SPGI:
8.06
CL:
496.66
SPGI:
3.98
CL:
$20.80B
SPGI:
$15.73B
CL:
$12.49B
SPGI:
$8.15B
CL:
$3.92B
SPGI:
$7.83B
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Return for Risk
CL vs. SPGI — Risk / Return Rank
CL
SPGI
CL vs. SPGI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Colgate-Palmolive Company (CL) 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.
| CL | SPGI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.53 | ||
| Sortino ratioReturn per unit of downside risk | +0.68 | ||
| Omega ratioGain probability vs. loss probability | 1.01 | 0.91 | +0.10 |
| Calmar ratioReturn relative to maximum drawdown | -0.08 | -0.54 | +0.46 |
| Martin ratioReturn relative to average drawdown | -0.14 | -1.03 | +0.89 |
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Drawdowns
CL vs. SPGI - Drawdown Comparison
The maximum CL drawdown since its inception was -58.91%, smaller than the maximum SPGI drawdown of -74.67%. Use the drawdown chart below to compare losses from any high point for CL and SPGI.
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Drawdown Indicators
| CL | SPGI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.91% | -74.67% | +15.76% |
Max Drawdown (1Y)Largest decline over 1 year | -18.64% | -30.48% | +11.84% |
Max Drawdown (3Y)Largest decline over 3 years | -29.05% | -30.48% | +1.43% |
Max Drawdown (5Y)Largest decline over 5 years | -29.05% | -39.76% | +10.71% |
Max Drawdown (10Y)Largest decline over 10 years | -29.05% | -39.76% | +10.71% |
Current DrawdownCurrent decline from peak | -14.31% | -25.12% | +10.81% |
Average DrawdownAverage peak-to-trough decline | -11.24% | -15.23% | +3.99% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.35% | 16.07% | -4.72% |
Volatility
CL vs. SPGI - Volatility Comparison
Colgate-Palmolive Company (CL) has a higher volatility of 8.32% compared to S&P Global Inc. (SPGI) at 7.62%. This indicates that CL'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
| CL | SPGI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.32% | 7.62% | +0.70% |
Volatility (6M)Calculated over the trailing 6-month period | 17.28% | 24.13% | -6.85% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.83% | 27.63% | -5.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.81% | 24.51% | -5.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.75% | 26.03% | -6.28% |
Dividends
CL vs. SPGI - Dividend Comparison
CL's dividend yield for the trailing twelve months is around 2.34%, more than SPGI's 0.92% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CL Colgate-Palmolive Company | 2.34% | 2.61% | 2.18% | 2.40% | 2.36% | 2.10% | 2.05% | 2.48% | 2.79% | 2.11% | 2.37% | 2.25% |
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
CL vs. SPGI - Financials Comparison
This section allows you to compare key financial metrics between Colgate-Palmolive Company 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
CL vs. SPGI - Profitability Comparison
CL - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Colgate-Palmolive Company reported a gross profit of 3.23B and revenue of 5.32B. Therefore, the gross margin over that period was 60.6%.
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%.
CL - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Colgate-Palmolive Company reported an operating income of 1.16B and revenue of 5.32B, resulting in an operating margin of 21.7%.
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%.
CL - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Colgate-Palmolive Company reported a net income of 646.00M and revenue of 5.32B, resulting in a net margin of 12.1%.
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
CL and SPGI have a correlation of 0.19, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CL has higher volatility (8.32%) compared to SPGI (7.62%). In terms of maximum drawdown, CL dropped -58.91% vs SPGI's -74.67%.
CL currently has the higher Sharpe Ratio (-0.07 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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