SPGI vs. OTCM
SPGI (S&P Global Inc.) and OTCM (Otc Markets Group) are both stocks. Both operate in the Financial Data & Stock Exchanges industry within the Financial Services sector. Over the past 10 years, SPGI returned 15.70%/yr vs 16.80%/yr for OTCM. At a 0.07 correlation, their price movements are largely independent.
Performance
SPGI vs. OTCM - Performance Comparison
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Returns By Period
In the year-to-date period, SPGI achieves a -19.47% return, which is significantly lower than OTCM's 1.93% return. Over the past 10 years, SPGI has underperformed OTCM with an annualized return of 15.70%, while OTCM has yielded a comparatively higher 16.80% annualized return.
SPGI
- 1D
- 1.35%
- 1M
- 3.28%
- YTD
- -19.47%
- 6M
- -16.00%
- 1Y
- -16.50%
- 3Y*
- 3.19%
- 5Y*
- 2.16%
- 10Y*
- 15.70%
OTCM
- 1D
- 0.72%
- 1M
- -2.00%
- YTD
- 1.93%
- 6M
- 3.13%
- 1Y
- 6.75%
- 3Y*
- 1.73%
- 5Y*
- 4.73%
- 10Y*
- 16.80%
SPGI vs. OTCM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
OTCM Otc Markets Group | 1.93% | 5.08% | -4.43% | 2.06% | -0.01% | 85.79% | 0.99% | 25.17% | 4.17% | 32.32% |
Correlation
The correlation between SPGI and OTCM is 0.15, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.15 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.09 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.06 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.07 |
Correlation (All Time) Calculated using the full available price history since Jan 21, 2011 | 0.07 |
Fundamentals
SPGI:
$124.67B
OTCM:
$613.29M
SPGI:
$15.79
OTCM:
$2.71
SPGI:
26.53
OTCM:
19.06
SPGI:
3.47
OTCM:
53.52
SPGI:
8.06
OTCM:
4.93
SPGI:
3.98
OTCM:
14.48
SPGI:
$15.73B
OTCM:
$124.27M
SPGI:
$8.15B
OTCM:
$60.59M
SPGI:
$7.83B
OTCM:
$42.09M
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Return for Risk
SPGI vs. OTCM — Risk / Return Rank
SPGI
OTCM
SPGI vs. OTCM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for S&P Global Inc. (SPGI) and Otc Markets Group (OTCM). 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.
| SPGI | OTCM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.82 | ||
| Sortino ratioReturn per unit of downside risk | -1.19 | ||
| Omega ratioGain probability vs. loss probability | 0.91 | 1.07 | -0.16 |
| Calmar ratioReturn relative to maximum drawdown | -0.54 | 0.39 | -0.94 |
| Martin ratioReturn relative to average drawdown | -1.03 | 0.68 | -1.71 |
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Drawdowns
SPGI vs. OTCM - Drawdown Comparison
The maximum SPGI drawdown since its inception was -74.67%, which is greater than OTCM's maximum drawdown of -39.87%. Use the drawdown chart below to compare losses from any high point for SPGI and OTCM.
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Drawdown Indicators
| SPGI | OTCM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.67% | -39.87% | -34.80% |
Max Drawdown (1Y)Largest decline over 1 year | -30.48% | -17.26% | -13.22% |
Max Drawdown (3Y)Largest decline over 3 years | -30.48% | -24.48% | -6.00% |
Max Drawdown (5Y)Largest decline over 5 years | -39.76% | -25.80% | -13.96% |
Max Drawdown (10Y)Largest decline over 10 years | -39.76% | -39.87% | +0.11% |
Current DrawdownCurrent decline from peak | -25.12% | -10.01% | -15.11% |
Average DrawdownAverage peak-to-trough decline | -15.23% | -8.57% | -6.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 16.07% | 9.96% | +6.11% |
Volatility
SPGI vs. OTCM - Volatility Comparison
S&P Global Inc. (SPGI) has a higher volatility of 7.62% compared to Otc Markets Group (OTCM) at 5.46%. This indicates that SPGI's price experiences larger fluctuations and is considered to be riskier than OTCM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SPGI | OTCM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.62% | 5.46% | +2.16% |
Volatility (6M)Calculated over the trailing 6-month period | 24.13% | 17.68% | +6.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.63% | 30.89% | -3.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.51% | 29.68% | -5.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.03% | 33.05% | -7.02% |
Dividends
SPGI vs. OTCM - Dividend Comparison
SPGI's dividend yield for the trailing twelve months is around 0.92%, less than OTCM's 5.24% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OTCM Otc Markets Group | 5.24% | 4.81% | 4.33% | 3.97% | 3.90% | 6.19% | 3.68% | 3.57% | 4.24% | 3.99% | 2.43% | 6.63% |
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
SPGI vs. OTCM - Financials Comparison
This section allows you to compare key financial metrics between S&P Global Inc. and Otc Markets Group. 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
SPGI vs. OTCM - Profitability Comparison
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%.
OTCM - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Otc Markets Group reported a gross profit of 12.61M and revenue of 30.40M. Therefore, the gross margin over that period was 41.5%.
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%.
OTCM - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Otc Markets Group reported an operating income of 8.62M and revenue of 30.40M, resulting in an operating margin of 28.4%.
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%.
OTCM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Otc Markets Group reported a net income of 7.08M and revenue of 30.40M, resulting in a net margin of 23.3%.
Frequently Asked Questions
SPGI and OTCM have a correlation of 0.15, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SPGI has higher volatility (7.62%) compared to OTCM (5.46%). In terms of maximum drawdown, SPGI dropped -74.67% vs OTCM's -39.87%.
OTCM currently has the higher Sharpe Ratio (0.22 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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