BAC-P-O vs SPGI

Comparison between Bank Of America Corp (BAC-P-O, Company) and S&P Global Inc (SPGI, Company).

5-Year PerformanceSPGI has outperformed BAC-P-O, delivering a return of +3.0% compared to -2.0%

BAC-P-O vs SPGI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BAC-P-O(COMPANY)	SPGI(COMPANY)
Market Cap	$123B	$123B
Max Drawdown	37.75%	75.83%
Sharpe Ratio	0.09	-0.81
5Y Beta	N/A	0.71
Industry	N/A	Financial Data & Stock Exchanges
P/E Ratio	3.95	26.64
Forward P/E	N/A	20.92
PEG Ratio	0.19	0.83
Dividend Yield	N/A	0.92%
5Y Dividends CAGR	19.58%	6.87%
5Y EPS CAGR	11.43%	15.16%
Debt to Equity	108.41%	42.72%
Free Cash Flow Yield	45.99%	4.65%

Market Cap

BAC-P-O

$123B

Winner

SPGI

$123B

Max Drawdown

Winner

BAC-P-O

37.75%

SPGI

75.83%

Sharpe Ratio

Winner

BAC-P-O

0.09

SPGI

-0.81

5Y Beta

BAC-P-O

N/A

SPGI

0.71

Industry

BAC-P-O

N/A

SPGI

Financial Data & Stock Exchanges

P/E Ratio

Winner

BAC-P-O

3.95

SPGI

26.64

Forward P/E

BAC-P-O

N/A

SPGI

20.92

PEG Ratio

Winner

BAC-P-O

0.19

SPGI

0.83

Dividend Yield

BAC-P-O

N/A

SPGI

0.92%

5Y Dividends CAGR

Winner

BAC-P-O

19.58%

SPGI

6.87%

5Y EPS CAGR

BAC-P-O

11.43%

Winner

SPGI

15.16%

Debt to Equity

BAC-P-O

108.41%

Winner

SPGI

42.72%

Free Cash Flow Yield

Winner

BAC-P-O

45.99%

SPGI

4.65%

BAC-P-O vs SPGI - Historical Returns

Returns include dividend reinvestment.

Period	BAC-P-O	SPGI
1 month	-2.76%	-5.81%
3 months	-4.76%	+0.12%
6 months	+0.16%	-14.69%
1 year	+4.27%	-19.63%
5 years(CAGR)	-2.02%	+3.02%
10 years(CAGR)	N/A	+15.53%
Max(CAGR)	-1.20%	+13.06%

Winner

BAC-P-O

-2.76%

SPGI

-5.81%

BAC-P-O

-4.76%

Winner

SPGI

+0.12%

Winner

BAC-P-O

+0.16%

SPGI

-14.69%

Winner

BAC-P-O

+4.27%

SPGI

-19.63%

5Y(CAGR)

BAC-P-O

-2.02%

Winner

SPGI

+3.02%

10Y(CAGR)

BAC-P-O

N/A

SPGI

+15.53%

Max(CAGR)

BAC-P-O

-1.20%

Winner

SPGI

+13.06%

BAC-P-O vs SPGI - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	BAC-P-O	SPGI
2026	-2.58%	-18.47%
2025	-1.84%	+6.25%
2024	+5.69%	+15.02%
2023	+15.97%	+32.70%
2022	-27.35%	-26.71%
2021	+1.37%	+42.73%
2020	+6.54%	+19.31%
2019	N/A	+62.35%
2018	N/A	+2.14%
2017	N/A	+58.06%
2016	N/A	+14.96%
2015	N/A	+12.67%
2014	N/A	+16.12%
2013	N/A	+43.14%
2012	N/A	+27.94%
2011	N/A	+26.04%
2010	N/A	+11.66%
2009	N/A	+40.74%
2008	N/A	-44.27%
2007	N/A	-33.74%
2006	N/A	+32.51%
2005	N/A	+16.27%
2004	N/A	+33.74%
2003	N/A	+14.58%
2002	N/A	+3.22%
2001	N/A	+9.19%

BAC-P-O vs SPGI Drawdown Comparison

The maximum drawdown for BAC-P-O was -31.26%, occurring on Oct 21, 2022. This drawdown has not yet recovered.

The maximum drawdown for SPGI was -74.69%, occurring on Mar 9, 2009. Recovery took 1542 trading sessions.

The current BAC-P-O drawdown is -14.93%. The current SPGI drawdown is -25.64%.

Rank	BAC-P-O	SPGI
#1	-31.26% Sep 22, 2021 - Oct 21, 2022	-74.69% Jun 4, 2007 - Jul 22, 2013
#2	-6.03% Dec 31, 2020 - Jun 14, 2021	-39.77% Dec 15, 2021 - Jul 11, 2024
#3	-1.88% Jul 7, 2021 - Sep 3, 2021	-38.13% Feb 19, 2020 - May 18, 2020
#4	-0.91% Nov 5, 2020 - Nov 16, 2020	-30.48% Aug 14, 2025 - Feb 11, 2026
#5	-0.71% Jun 14, 2021 - Jun 30, 2021	-29.48% May 17, 2001 - Nov 24, 2003
#6	-0.69% Nov 27, 2020 - Dec 10, 2020	-25.58% Jul 25, 2018 - Apr 2, 2019
#7	-0.68% Sep 3, 2021 - Sep 16, 2021	-24.86% Mar 20, 2015 - Apr 27, 2016
#8	-0.40% Oct 29, 2020 - Nov 4, 2020	-19.25% Feb 18, 2025 - Jul 31, 2025
#9	-0.31% Sep 16, 2021 - Sep 21, 2021	-18.99% Sep 2, 2020 - Apr 16, 2021
#10	-0.30% Dec 21, 2020 - Dec 28, 2020	-17.31% Mar 16, 2006 - Oct 5, 2006
#11	-0.23% Dec 10, 2020 - Dec 16, 2020	-15.44% Sep 21, 2016 - Feb 15, 2017
#12	-0.19% Nov 17, 2020 - Nov 19, 2020	-15.43% Mar 4, 2005 - Aug 11, 2005
#13	-0.12% Nov 19, 2020 - Nov 23, 2020	-13.25% Feb 5, 2001 - Apr 18, 2001
#14	-0.08% Dec 28, 2020 - Dec 31, 2020	-12.40% Feb 8, 2007 - May 11, 2007
#15	N/A	-12.26% Mar 10, 2014 - May 30, 2014

Correlation

Correlation between BAC-P-O and SPGI is 0.29 which considered as a very weak or no correlation - the stocks move independently of each other.

0.29

-101

Dividend Comparison (2001 - 2026)

BAC-P-O vs SPGI dividend yield comparison.

Year	BAC-P-O	SPGI
2026	3.17%	0.23%
2025	6.03%	0.73%
2024	5.63%	0.73%
2023	5.63%	0.82%
2022	6.23%	0.99%
2021	4.32%	0.65%
2020	0.00%	0.82%
2019	0.00%	0.84%
2018	0.00%	1.18%
2017	0.00%	0.97%
2016	0.00%	1.34%
2015	0.00%	1.34%
2014	0.00%	1.35%
2013	0.00%	1.43%
2012	0.00%	6.44%
2011	0.00%	2.22%
2010	0.00%	2.58%
2009	0.00%	2.69%
2008	0.00%	3.79%
2007	0.00%	1.87%
2006	0.00%	0.80%
2005	0.00%	1.28%
2004	0.00%	1.31%
2003	0.00%	1.54%
2002	0.00%	1.69%
2001	0.00%	1.61%