SPGI vs BMO
Comparison between S&P Global Inc (SPGI, Company) and Bank of Montreal (BMO, Company).
Both SPGI and BMO are from the Financial Services sector.
5-Year PerformanceBMO has outperformed SPGI, delivering a return of +16.1% compared to +1.9%
SPGI vs BMO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SPGI vs BMO - Historical Returns
Returns include dividend reinvestment.
SPGI vs BMO - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | SPGI | BMO |
|---|---|---|
| 2026 | -19.48% | +31.46% |
| 2025 | +6.25% | +39.63% |
| 2024 | +15.02% | +4.14% |
| 2023 | +32.70% | +14.70% |
| 2022 | -26.71% | -13.33% |
| 2021 | +42.73% | +50.18% |
| 2020 | +19.31% | +3.23% |
| 2019 | +62.35% | +22.41% |
| 2018 | +2.14% | -15.22% |
| 2017 | +58.06% | +16.13% |
| 2016 | +14.96% | +38.11% |
| 2015 | +12.67% | -15.17% |
| 2014 | +16.12% | +11.59% |
| 2013 | +43.14% | +12.35% |
| 2012 | +27.94% | +14.28% |
| 2011 | +26.04% | -1.53% |
| 2010 | +11.66% | +12.59% |
| 2009 | +40.74% | +117.13% |
| 2008 | -44.27% | -51.18% |
| 2007 | -33.74% | -0.12% |
| 2006 | +32.51% | +7.35% |
| 2005 | +16.27% | +22.60% |
| 2004 | +33.74% | +19.52% |
| 2003 | +14.58% | +58.98% |
| 2002 | +3.22% | +23.28% |
| 2001 | +9.19% | -6.32% |
| 2000 | N/A | +65.58% |
| 1999 | N/A | -9.33% |
SPGI vs BMO Drawdown Comparison
The maximum drawdown for SPGI was -74.69%, occurring on Mar 9, 2009. Recovery took 1542 trading sessions.
The maximum drawdown for BMO was -68.20%, occurring on Feb 23, 2009. Recovery took 584 trading sessions.
The current SPGI drawdown is -26.56%.
| Rank | SPGI | BMO |
|---|---|---|
| #1 | -74.69% Jun 4, 2007 - Jul 22, 2013 | -68.20% Nov 6, 2007 - Mar 4, 2010 |
| #2 | -39.77% Dec 15, 2021 - Jul 11, 2024 | -50.96% Jan 21, 2020 - Dec 3, 2020 |
| #3 | -38.13% Feb 19, 2020 - May 18, 2020 | -33.91% Mar 22, 2022 - May 27, 2025 |
| #4 | -30.48% Aug 14, 2025 - Feb 11, 2026 | -33.86% Sep 3, 2014 - Dec 6, 2016 |
| #5 | -29.48% May 17, 2001 - Nov 24, 2003 | -26.55% Feb 12, 2001 - Dec 12, 2002 |
| #6 | -25.58% Jul 25, 2018 - Apr 2, 2019 | -24.45% Nov 15, 1999 - May 17, 2000 |
| #7 | -24.86% Mar 20, 2015 - Apr 27, 2016 | -23.48% Sep 21, 2018 - Jan 21, 2020 |
| #8 | -19.25% Feb 18, 2025 - Jul 31, 2025 | -19.74% Jan 22, 2004 - Oct 1, 2004 |
| #9 | -18.99% Sep 2, 2020 - Apr 16, 2021 | -17.98% Apr 29, 2011 - Dec 18, 2012 |
| #10 | -17.31% Mar 16, 2006 - Oct 5, 2006 | -17.80% Apr 26, 2010 - Feb 24, 2011 |
| #11 | -15.44% Sep 21, 2016 - Feb 15, 2017 | -14.70% Jul 19, 2007 - Oct 1, 2007 |
| #12 | -15.43% Mar 4, 2005 - Aug 11, 2005 | -13.27% Feb 27, 2006 - Aug 23, 2006 |
| #13 | -13.25% Feb 5, 2001 - Apr 18, 2001 | -13.06% Nov 15, 2013 - May 8, 2014 |
| #14 | -12.40% Feb 8, 2007 - May 11, 2007 | -12.61% Feb 16, 2017 - Jul 14, 2017 |
| #15 | -12.26% Mar 10, 2014 - May 30, 2014 | -11.62% Feb 26, 2026 - Apr 15, 2026 |
Correlation
Correlation between SPGI and BMO is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (1999 - 2026)
SPGI vs BMO dividend yield comparison.
| Year | SPGI | BMO |
|---|---|---|
| 2026 | 0.47% | 1.44% |
| 2025 | 0.73% | 3.55% |
| 2024 | 0.73% | 4.60% |
| 2023 | 0.82% | 4.76% |
| 2022 | 0.99% | 4.62% |
| 2021 | 0.65% | 3.95% |
| 2020 | 0.82% | 4.15% |
| 2019 | 0.84% | 3.96% |
| 2018 | 1.18% | 4.78% |
| 2017 | 0.97% | 4.45% |
| 2016 | 1.34% | 4.73% |
| 2015 | 1.34% | 5.74% |
| 2014 | 1.35% | 4.35% |
| 2013 | 1.43% | 4.41% |
| 2012 | 6.44% | 4.60% |
| 2011 | 2.22% | 5.11% |
| 2010 | 2.58% | 4.86% |
| 2009 | 2.69% | 5.28% |
| 2008 | 3.79% | 10.90% |
| 2007 | 1.87% | 4.79% |
| 2006 | 0.80% | 3.71% |
| 2005 | 1.28% | 3.31% |
| 2004 | 1.31% | 3.30% |
| 2003 | 1.54% | 3.24% |
| 2002 | 1.69% | 4.52% |
| 2001 | 1.61% | 4.93% |
| 2000 | 0.00% | 3.80% |
| 1999 | 0.00% | 1.38% |
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