PortfoliosLab logo
FUL vs. SPGI
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between FUL and SPGI is 0.63, 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.


-0.50.00.51.0
Correlation: 0.6

Performance

FUL vs. SPGI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in H.B. Fuller Company (FUL) and S&P Global Inc. (SPGI). The values are adjusted to include any dividend payments, if applicable.

500.00%1,000.00%1,500.00%2,000.00%2,500.00%3,000.00%December2025FebruaryMarchAprilMay
644.14%
2,631.91%
FUL
SPGI

Key characteristics

Sharpe Ratio

FUL:

-0.93

SPGI:

1.02

Sortino Ratio

FUL:

-1.32

SPGI:

1.47

Omega Ratio

FUL:

0.84

SPGI:

1.21

Calmar Ratio

FUL:

-0.64

SPGI:

1.17

Martin Ratio

FUL:

-1.34

SPGI:

4.10

Ulcer Index

FUL:

20.58%

SPGI:

5.48%

Daily Std Dev

FUL:

29.62%

SPGI:

21.97%

Max Drawdown

FUL:

-68.23%

SPGI:

-74.67%

Current Drawdown

FUL:

-37.08%

SPGI:

-6.80%

Fundamentals

Market Cap

FUL:

$2.94B

SPGI:

$155.37B

EPS

FUL:

$1.99

SPGI:

$12.72

PE Ratio

FUL:

27.30

SPGI:

39.83

PEG Ratio

FUL:

2.23

SPGI:

2.20

PS Ratio

FUL:

0.83

SPGI:

10.72

PB Ratio

FUL:

1.66

SPGI:

4.66

Total Revenue (TTM)

FUL:

$3.55B

SPGI:

$14.49B

Gross Profit (TTM)

FUL:

$1.05B

SPGI:

$9.78B

EBITDA (TTM)

FUL:

$468.37M

SPGI:

$6.96B

Returns By Period

In the year-to-date period, FUL achieves a -19.84% return, which is significantly lower than SPGI's 1.76% return. Over the past 10 years, FUL has underperformed SPGI with an annualized return of 3.87%, while SPGI has yielded a comparatively higher 18.07% annualized return.


FUL

YTD

-19.84%

1M

2.17%

6M

-26.40%

1Y

-29.31%

5Y*

10.82%

10Y*

3.87%

SPGI

YTD

1.76%

1M

12.05%

6M

4.51%

1Y

19.88%

5Y*

12.82%

10Y*

18.07%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

FUL vs. SPGI — Risk-Adjusted Performance Rank

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

FUL
The Risk-Adjusted Performance Rank of FUL is 99
Overall Rank
The Sharpe Ratio Rank of FUL is 66
Sharpe Ratio Rank
The Sortino Ratio Rank of FUL is 88
Sortino Ratio Rank
The Omega Ratio Rank of FUL is 1010
Omega Ratio Rank
The Calmar Ratio Rank of FUL is 1212
Calmar Ratio Rank
The Martin Ratio Rank of FUL is 1212
Martin Ratio Rank

SPGI
The Risk-Adjusted Performance Rank of SPGI is 8181
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 8383
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.

FUL vs. SPGI - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for H.B. Fuller Company (FUL) 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 chart of Sharpe ratio for FUL, currently valued at -0.93, compared to the broader market-2.00-1.000.001.002.003.00
FUL: -0.93
SPGI: 1.02
The chart of Sortino ratio for FUL, currently valued at -1.32, compared to the broader market-6.00-4.00-2.000.002.004.00
FUL: -1.32
SPGI: 1.47
The chart of Omega ratio for FUL, currently valued at 0.84, compared to the broader market0.501.001.502.00
FUL: 0.84
SPGI: 1.21
The chart of Calmar ratio for FUL, currently valued at -0.64, compared to the broader market0.001.002.003.004.005.00
FUL: -0.64
SPGI: 1.17
The chart of Martin ratio for FUL, currently valued at -1.34, compared to the broader market-40.00-30.00-20.00-10.000.0010.0020.00
FUL: -1.34
SPGI: 4.10

The current FUL Sharpe Ratio is -0.93, which is lower than the SPGI Sharpe Ratio of 1.02. The chart below compares the historical Sharpe Ratios of FUL 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.


Rolling 12-month Sharpe Ratio-1.50-1.00-0.500.000.501.001.502.00December2025FebruaryMarchAprilMay
-0.93
1.02
FUL
SPGI

Dividends

FUL vs. SPGI - Dividend Comparison

FUL's dividend yield for the trailing twelve months is around 1.68%, more than SPGI's 0.73% yield.


TTM20242023202220212020201920182017201620152014
FUL
H.B. Fuller Company
1.68%1.29%0.99%1.03%0.82%1.25%1.23%1.44%1.10%1.14%1.40%1.03%
SPGI
S&P Global Inc.
0.73%0.73%0.82%0.99%0.65%0.82%0.84%1.18%0.97%1.34%1.34%1.35%

Drawdowns

FUL vs. SPGI - Drawdown Comparison

The maximum FUL drawdown since its inception was -68.23%, smaller than the maximum SPGI drawdown of -74.67%. Use the drawdown chart below to compare losses from any high point for FUL and SPGI. For additional features, visit the drawdowns tool.


-40.00%-30.00%-20.00%-10.00%0.00%December2025FebruaryMarchAprilMay
-37.08%
-6.80%
FUL
SPGI

Volatility

FUL vs. SPGI - Volatility Comparison

H.B. Fuller Company (FUL) has a higher volatility of 14.78% compared to S&P Global Inc. (SPGI) at 13.92%. This indicates that FUL'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.


5.00%10.00%15.00%20.00%December2025FebruaryMarchAprilMay
14.78%
13.92%
FUL
SPGI

Financials

FUL vs. SPGI - Financials Comparison

This section allows you to compare key financial metrics between H.B. Fuller 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.


Quarterly
Annual

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


500.00M1.00B1.50B2.00B2.50B3.00B3.50B4.00B20212022202320242025
788.66M
3.78B
(FUL) Total Revenue
(SPGI) Total Revenue
Values in USD except per share items

FUL vs. SPGI - Profitability Comparison

The chart below illustrates the profitability comparison between H.B. Fuller Company 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%30.0%40.0%50.0%60.0%70.0%20212022202320242025
28.8%
69.5%
(FUL) Gross Margin
(SPGI) Gross Margin
FUL - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, H.B. Fuller Company reported a gross profit of 227.08M and revenue of 788.66M. Therefore, the gross margin over that period was 28.8%.
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%.
FUL - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, H.B. Fuller Company reported an operating income of 46.45M and revenue of 788.66M, resulting in an operating margin of 5.9%.
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%.
FUL - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, H.B. Fuller Company reported a net income of 13.25M and revenue of 788.66M, resulting in a net margin of 1.7%.
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%.