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SR vs. AIG
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Performance

SR vs. AIG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Spire Inc. (SR) and American International Group, Inc. (AIG). The values are adjusted to include any dividend payments, if applicable.

0.00%500.00%1,000.00%1,500.00%2,000.00%JuneJulyAugustSeptemberOctoberNovember
2,364.33%
19.30%
SR
AIG

Returns By Period

In the year-to-date period, SR achieves a 11.48% return, which is significantly lower than AIG's 13.60% return. Over the past 10 years, SR has outperformed AIG with an annualized return of 6.67%, while AIG has yielded a comparatively lower 5.88% annualized return.


SR

YTD

11.48%

1M

0.31%

6M

9.67%

1Y

17.72%

5Y (annualized)

0.42%

10Y (annualized)

6.67%

AIG

YTD

13.60%

1M

-3.54%

6M

-4.89%

1Y

20.01%

5Y (annualized)

10.23%

10Y (annualized)

5.88%

Fundamentals


SRAIG
Market Cap$3.82B$46.70B
EPS$4.10$5.03
PE Ratio16.1314.88
PEG Ratio2.431.04
Total Revenue (TTM)$2.30B$21.41B
Gross Profit (TTM)$783.90M$11.54B
EBITDA (TTM)$700.60M$1.16B

Key characteristics


SRAIG
Sharpe Ratio0.901.10
Sortino Ratio1.401.52
Omega Ratio1.171.21
Calmar Ratio0.730.23
Martin Ratio3.014.59
Ulcer Index5.78%4.77%
Daily Std Dev19.23%19.91%
Max Drawdown-45.00%-99.64%
Current Drawdown-6.79%-93.97%

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Correlation

-0.50.00.51.00.2

The correlation between SR and AIG is 0.24, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Risk-Adjusted Performance

SR vs. AIG - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Spire Inc. (SR) and American International Group, Inc. (AIG). 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.


Sharpe ratio
The chart of Sharpe ratio for SR, currently valued at 0.90, compared to the broader market-4.00-2.000.002.000.901.10
The chart of Sortino ratio for SR, currently valued at 1.40, compared to the broader market-4.00-2.000.002.004.001.401.52
The chart of Omega ratio for SR, currently valued at 1.17, compared to the broader market0.501.001.502.001.171.21
The chart of Calmar ratio for SR, currently valued at 0.73, compared to the broader market0.002.004.006.000.730.23
The chart of Martin ratio for SR, currently valued at 3.01, compared to the broader market0.0010.0020.0030.003.014.59
SR
AIG

The current SR Sharpe Ratio is 0.90, which is comparable to the AIG Sharpe Ratio of 1.10. The chart below compares the historical Sharpe Ratios of SR and AIG, 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-0.500.000.501.001.502.002.503.00JuneJulyAugustSeptemberOctoberNovember
0.90
1.10
SR
AIG

Dividends

SR vs. AIG - Dividend Comparison

SR's dividend yield for the trailing twelve months is around 4.51%, more than AIG's 2.01% yield.


TTM20232022202120202019201820172016201520142013
SR
Spire Inc.
4.51%4.68%4.03%4.04%3.93%2.88%3.08%2.84%3.09%3.15%3.35%3.77%
AIG
American International Group, Inc.
2.01%2.07%2.02%2.25%3.38%2.49%3.25%2.15%1.96%1.31%0.89%0.39%

Drawdowns

SR vs. AIG - Drawdown Comparison

The maximum SR drawdown since its inception was -45.00%, smaller than the maximum AIG drawdown of -99.64%. Use the drawdown chart below to compare losses from any high point for SR and AIG. For additional features, visit the drawdowns tool.


-100.00%-80.00%-60.00%-40.00%-20.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-6.79%
-93.97%
SR
AIG

Volatility

SR vs. AIG - Volatility Comparison

Spire Inc. (SR) has a higher volatility of 6.75% compared to American International Group, Inc. (AIG) at 4.49%. This indicates that SR's price experiences larger fluctuations and is considered to be riskier than AIG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%JuneJulyAugustSeptemberOctoberNovember
6.75%
4.49%
SR
AIG

Financials

SR vs. AIG - Financials Comparison

This section allows you to compare key financial metrics between Spire Inc. and American International Group, 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


Values in USD except per share items