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

Performance

GRC vs. SPGI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in The Gorman-Rupp Company (GRC) 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, GRC achieves a 59.99% return, which is significantly higher than SPGI's -20.74% return. Over the past 10 years, GRC has underperformed SPGI with an annualized return of 12.16%, while SPGI has yielded a comparatively higher 15.22% annualized return.


GRC

1D
0.54%
1M
0.66%
YTD
59.99%
6M
64.37%
1Y
107.14%
3Y*
45.71%
5Y*
18.02%
10Y*
12.16%

SPGI

1D
-1.24%
1M
-2.71%
YTD
-20.74%
6M
-17.14%
1Y
-18.85%
3Y*
3.95%
5Y*
2.25%
10Y*
15.22%
*Multi-year figures are annualized to reflect compound growth (CAGR)

GRC vs. SPGI - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
GRC
The Gorman-Rupp Company
59.99%28.24%8.87%42.15%-41.17%39.71%-11.90%17.64%11.75%2.49%
SPGI
S&P Global Inc.
-20.74%5.71%13.94%32.79%-28.38%44.68%21.40%62.27%1.37%59.32%

Correlation

The correlation between GRC and SPGI is 0.11, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.11

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

0.28

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

0.34

Correlation (10Y)
Calculated over the trailing 10-year period

0.33

Correlation (All Time)
Calculated using the full available price history since Jan 3, 2001

0.37

Over the past year, the correlation between GRC and SPGI has dropped to 0.11 - well below their long-term average of 0.37, suggesting their price drivers have been diverging.

Fundamentals

Market Cap

GRC:

$2.00B

SPGI:

$122.70B

EPS

GRC:

$2.23

SPGI:

$15.79

PE Ratio

GRC:

34.03

SPGI:

26.11

PEG Ratio

GRC:

0.70

SPGI:

3.41

PS Ratio

GRC:

2.88

SPGI:

7.93

PB Ratio

GRC:

2.32

SPGI:

3.92

Total Revenue (TTM)

GRC:

$695.03M

SPGI:

$15.73B

Gross Profit (TTM)

GRC:

$210.01M

SPGI:

$8.15B

EBITDA (TTM)

GRC:

$118.94M

SPGI:

$7.83B

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Return for Risk

GRC vs. SPGI — Risk / Return Rank

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

GRC
GRC Risk / Return Rank: 9595
Overall Rank
GRC Sharpe Ratio Rank: 9595
Sharpe Ratio Rank
GRC Sortino Ratio Rank: 9696
Sortino Ratio Rank
GRC Omega Ratio Rank: 9393
Omega Ratio Rank
GRC Calmar Ratio Rank: 9595
Calmar Ratio Rank
GRC Martin Ratio Rank: 9696
Martin Ratio Rank

SPGI
SPGI Risk / Return Rank: 1414
Overall Rank
SPGI Sharpe Ratio Rank: 1212
Sharpe Ratio Rank
SPGI Sortino Ratio Rank: 1414
Sortino Ratio Rank
SPGI Omega Ratio Rank: 1212
Omega Ratio Rank
SPGI Calmar Ratio Rank: 1818
Calmar Ratio Rank
SPGI Martin Ratio Rank: 1313
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.

GRC vs. SPGI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for The Gorman-Rupp Company (GRC) 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.


GRCSPGIDifference
Sharpe ratioReturn per unit of total volatility

+3.85

Sortino ratioReturn per unit of downside risk

+5.12

Omega ratioGain probability vs. loss probability

1.51

0.89

+0.63

Calmar ratioReturn relative to maximum drawdown

7.49

-0.62

+8.11

Martin ratioReturn relative to average drawdown

22.81

-1.22

+24.02

GRC vs. SPGI - Sharpe Ratio Comparison

The current GRC Sharpe Ratio is 3.16, which is higher than the SPGI Sharpe Ratio of -0.69. The chart below compares the historical Sharpe Ratios of GRC 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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Sharpe Ratios by Period


GRCSPGIDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

3.16

-0.69

+3.85

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.59

0.09

+0.50

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.36

0.59

-0.23

Sharpe Ratio (All Time)

Calculated using the full available price history

0.28

0.45

-0.16

Drawdowns

GRC vs. SPGI - Drawdown Comparison

The maximum GRC drawdown since its inception was -67.23%, smaller than the maximum SPGI drawdown of -74.67%. Use the drawdown chart below to compare losses from any high point for GRC and SPGI.


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Drawdown Indicators


GRCSPGIDifference

Max Drawdown

Largest peak-to-trough decline

-67.23%

-74.67%

+7.44%

Max Drawdown (1Y)

Largest decline over 1 year

-14.39%

-30.48%

+16.09%

Max Drawdown (3Y)

Largest decline over 3 years

-26.87%

-30.48%

+3.61%

Max Drawdown (5Y)

Largest decline over 5 years

-49.26%

-39.76%

-9.50%

Max Drawdown (10Y)

Largest decline over 10 years

-49.26%

-39.76%

-9.50%

Current Drawdown

Current decline from peak

-2.18%

-26.31%

+24.13%

Average Drawdown

Average peak-to-trough decline

-17.64%

-15.22%

-2.42%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.71%

15.54%

-10.83%

Volatility

GRC vs. SPGI - Volatility Comparison

The Gorman-Rupp Company (GRC) has a higher volatility of 8.79% compared to S&P Global Inc. (SPGI) at 7.74%. This indicates that GRC'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


GRCSPGIDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.79%

7.74%

+1.05%

Volatility (6M)

Calculated over the trailing 6-month period

27.73%

23.77%

+3.96%

Volatility (1Y)

Calculated over the trailing 1-year period

34.14%

27.24%

+6.90%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

30.71%

24.45%

+6.26%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

34.04%

26.01%

+8.03%

Dividends

GRC vs. SPGI - Dividend Comparison

GRC's dividend yield for the trailing twelve months is around 0.99%, more than SPGI's 0.94% yield.


PositionTTM20252024202320222021202020192018201720162015
GRC
The Gorman-Rupp Company
0.99%1.56%1.91%1.98%2.67%1.43%1.82%1.47%7.74%1.51%1.39%1.52%
SPGI
S&P Global Inc.
0.94%0.73%0.73%0.82%0.99%0.65%0.82%0.84%1.18%0.97%1.34%1.34%

Financials

GRC vs. SPGI - Financials Comparison

This section allows you to compare key financial metrics between The Gorman-Rupp 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


0.001.00B2.00B3.00B4.00B20222023202420252026
176.59M
4.17B
(GRC) Total Revenue
(SPGI) Total Revenue
Values in USD except per share items

GRC vs. SPGI - Profitability Comparison

The chart below illustrates the profitability comparison between The Gorman-Rupp 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

0.0%20.0%40.0%60.0%80.0%20222023202420252026
32.5%
0
Portfolio components
GRC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, The Gorman-Rupp Company reported a gross profit of 57.36M and revenue of 176.59M. Therefore, the gross margin over that period was 32.5%.

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%.

GRC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, The Gorman-Rupp Company reported an operating income of 27.48M and revenue of 176.59M, resulting in an operating margin of 15.6%.

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%.

GRC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, The Gorman-Rupp Company reported a net income of 17.84M and revenue of 176.59M, resulting in a net margin of 10.1%.

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


GRC and SPGI have a correlation of 0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

GRC has higher volatility (8.79%) compared to SPGI (7.74%). In terms of maximum drawdown, GRC dropped -67.23% vs SPGI's -74.67%.

GRC currently has the higher Sharpe Ratio (3.16 vs -0.69), 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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