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CB vs SPGI

Comparison between Chubb Ltd (CB, Company) and S&P Global Inc (SPGI, Company).

Both CB and SPGI are from the Financial Services sector.

5-Year PerformanceCB has outperformed SPGI, delivering a return of +14.3% compared to +2.3%

CB vs SPGI - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
CB
$125B
Winner
SPGI
$125B
Max Drawdown
Winner
CB
52.83%
SPGI
75.83%
Sharpe Ratio
Winner
CB
0.50
SPGI
-0.67
5Y Beta
Winner
CB
0.21
SPGI
0.72
Industry
CB
Insurance - Property & Casualty
SPGI
Financial Data & Stock Exchanges
P/E Ratio
Winner
CB
11.21
SPGI
27.06
Forward P/E
Winner
CB
11.92
SPGI
21.55
PEG Ratio
Winner
CB
0.31
SPGI
0.85
Dividend Yield
Winner
CB
1.21%
SPGI
0.90%
5Y Dividends CAGR
Winner
CB
9.16%
SPGI
6.87%
5Y EPS CAGR
Winner
CB
18.31%
SPGI
15.16%
Debt to Equity
Winner
CB
23.68%
SPGI
42.72%
Free Cash Flow Yield
Winner
CB
12.15%
SPGI
4.57%
P/S Ratio
Winner
CB
2.05
SPGI
7.97
P/B Ratio
Winner
CB
1.70
SPGI
4.02

CB vs SPGI - Historical Returns

Returns include dividend reinvestment.

1M
CB
-3.91%
Winner
SPGI
-3.85%
3M
Winner
CB
-1.72%
SPGI
-5.20%
6M
Winner
CB
+11.83%
SPGI
-15.01%
1Y
Winner
CB
+12.05%
SPGI
-16.58%
5Y(CAGR)
Winner
CB
+14.34%
SPGI
+2.30%
10Y(CAGR)
CB
+12.07%
Winner
SPGI
+16.00%
Max(CAGR)
CB
+12.94%
Winner
SPGI
+13.12%

CB vs SPGI - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearCBSPGI
2026+3.39%-17.86%
2025+16.04%+6.25%
2024+23.15%+15.02%
2023+4.10%+32.70%
2022+17.13%-26.71%
2021+31.46%+42.73%
2020+1.18%+19.31%
2019+24.75%+62.35%
2018-7.20%+2.14%
2017+13.16%+58.06%
2016+18.73%+14.96%
2015+6.86%+12.67%
2014+18.77%+16.12%
2013+31.12%+43.14%
2012+19.74%+27.94%
2011+17.36%+26.04%
2010+32.78%+11.66%
2009+0.94%+40.74%
2008-9.88%-44.27%
2007+6.27%-33.74%
2006+25.44%+32.51%
2005+31.91%+16.27%
2004+16.95%+33.74%
2003+31.15%+14.58%
2002-21.31%+3.22%
2001-15.18%+9.19%
2000+61.64%N/A
1999+1.35%N/A

CB vs SPGI Drawdown Comparison

The maximum drawdown for CB was -50.98%, occurring on Mar 9, 2009. Recovery took 514 trading sessions.

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

The current CB drawdown is -6.47%. The current SPGI drawdown is -25.08%.

RankCBSPGI
#1-50.98%
Sep 19, 2008 - Oct 5, 2010
-74.69%
Jun 4, 2007 - Jul 22, 2013
#2-49.75%
Dec 8, 2000 - Feb 11, 2005
-39.77%
Dec 15, 2021 - Jul 11, 2024
#3-42.59%
Feb 5, 2020 - Feb 4, 2021
-38.13%
Feb 19, 2020 - May 18, 2020
#4-26.92%
Jun 5, 2008 - Sep 19, 2008
-30.48%
Aug 14, 2025 - Feb 11, 2026
#5-26.34%
Nov 5, 1999 - Mar 29, 2000
-29.48%
May 17, 2001 - Nov 24, 2003
#6-21.32%
Jan 31, 2018 - Jul 15, 2019
-25.58%
Jul 25, 2018 - Apr 2, 2019
#7-19.28%
Jan 26, 2023 - Nov 27, 2023
-24.86%
Mar 20, 2015 - Apr 27, 2016
#8-19.06%
Mar 25, 2022 - Nov 25, 2022
-19.25%
Feb 18, 2025 - Jul 31, 2025
#9-18.57%
Jul 3, 2007 - Dec 24, 2007
-18.99%
Sep 2, 2020 - Apr 16, 2021
#10-15.03%
May 24, 2000 - Jul 26, 2000
-17.31%
Mar 16, 2006 - Oct 5, 2006
#11-14.65%
Dec 24, 2007 - Jun 5, 2008
-15.44%
Sep 21, 2016 - Feb 15, 2017
#12-14.35%
Oct 17, 2024 - Mar 31, 2025
-15.43%
Mar 4, 2005 - Aug 11, 2005
#13-13.98%
May 18, 2011 - Oct 20, 2011
-13.25%
Feb 5, 2001 - Apr 18, 2001
#14-12.87%
Apr 3, 2000 - May 22, 2000
-12.40%
Feb 8, 2007 - May 11, 2007
#15-12.65%
Dec 28, 2006 - Apr 25, 2007
-12.26%
Mar 10, 2014 - May 30, 2014

Correlation

Correlation between CB and SPGI is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95
-101

Dividend Comparison (2000 - 2026)

CB vs SPGI dividend yield comparison.

YearCBSPGI
20260.30%0.23%
20251.22%0.73%
20241.30%0.73%
20231.51%0.82%
20221.49%0.99%
20211.65%0.65%
20202.01%0.82%
20191.91%0.84%
20182.24%1.18%
20171.93%0.97%
20162.07%1.34%
20154.23%1.34%
20144.54%1.35%
20133.16%1.43%
20125.08%6.44%
20113.69%2.22%
20104.47%2.58%
20095.63%2.69%
20084.04%3.79%
20073.59%1.87%
20061.02%0.80%
20052.68%1.28%
20043.09%1.31%
20033.20%1.54%
20023.95%1.69%
20012.52%1.61%
20001.06%0.00%

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