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SPGI vs BMY

Comparison between S&P Global Inc (SPGI, Company) and Bristol-Myers Squibb Company (BMY, Company).

SPGI is from the Financial Services sector, while BMY is from the Healthcare sector.

5-Year PerformanceBMY has outperformed SPGI, delivering a return of +2.0% compared to +2.0%

SPGI vs BMY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
SPGI
$127B
BMY
$124B
Max Drawdown
Winner
SPGI
75.83%
BMY
77.77%
Sharpe Ratio
SPGI
-0.46
Winner
BMY
1.06
5Y Beta
SPGI
0.66
Winner
BMY
0.26
Industry
SPGI
Financial Data & Stock Exchanges
BMY
Drug Manufacturers - General
P/E Ratio
SPGI
27.41
Winner
BMY
14.31
Forward P/E
SPGI
22.94
Winner
BMY
9.53
PEG Ratio
Winner
SPGI
0.86
BMY
1.56
Dividend Yield
SPGI
0.89%
Winner
BMY
4.10%
5Y Dividends CAGR
Winner
SPGI
55.17%
BMY
5.72%
5Y EPS CAGR
Winner
SPGI
15.16%
BMY
5.08%
Debt to Equity
Winner
SPGI
42.72%
BMY
219.95%
Free Cash Flow Yield
SPGI
4.52%
Winner
BMY
9.62%
P/S Ratio
SPGI
8.07
Winner
BMY
2.57
P/B Ratio
Winner
SPGI
4.09
BMY
6.12

SPGI vs BMY - Historical Returns

Returns include dividend reinvestment.

1M
SPGI
+10.54%
Winner
BMY
+11.97%
3M
SPGI
+0.98%
Winner
BMY
+5.35%
6M
SPGI
-16.73%
Winner
BMY
+14.98%
1Y
SPGI
-15.16%
Winner
BMY
+31.57%
5Y(CAGR)
SPGI
+1.96%
Winner
BMY
+2.01%
10Y(CAGR)
Winner
SPGI
+15.24%
BMY
+1.47%
Max(CAGR)
Winner
SPGI
+13.24%
BMY
+2.91%

SPGI vs BMY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearSPGIBMY
2026-13.33%+17.53%
2025+6.25%-0.28%
2024+15.02%+12.60%
2023+32.70%-26.47%
2022-26.71%+19.91%
2021+42.73%+3.98%
2020+19.31%+1.02%
2019+62.35%+26.77%
2018+2.14%-12.95%
2017+58.06%+5.89%
2016+14.96%-11.22%
2015+12.67%+18.28%
2014+16.12%+16.11%
2013+43.14%+67.54%
2012+27.94%-3.15%
2011+26.04%+38.90%
2010+11.66%+7.13%
2009+40.74%+11.75%
2008-44.27%-5.76%
2007-33.74%+3.41%
2006+32.51%+18.58%
2005+16.27%-5.46%
2004+33.74%-9.64%
2003+14.58%+24.30%
2002+3.22%-52.48%
2001+9.19%-27.31%
2000N/A+16.65%
1999N/A-16.91%

SPGI vs BMY Drawdown Comparison

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

The maximum drawdown for BMY was -71.90%, occurring on Jul 24, 2002. Recovery took 3398 trading sessions.

The current SPGI drawdown is -20.95%. The current BMY drawdown is -10.51%.

RankSPGIBMY
#1-74.69%
Jun 4, 2007 - Jul 22, 2013
-71.90%
Nov 16, 1999 - May 22, 2013
#2-39.77%
Dec 15, 2021 - Jul 11, 2024
-47.67%
Dec 2, 2022 - Jul 3, 2024
#3-38.13%
Feb 19, 2020 - May 18, 2020
-39.24%
Jul 14, 2016 - May 20, 2021
#4-30.48%
Aug 14, 2025 - Feb 11, 2026
-21.98%
Aug 3, 2021 - Feb 25, 2022
#5-29.48%
May 17, 2001 - Nov 24, 2003
-18.21%
Jul 14, 2015 - Dec 15, 2015
#6-25.58%
Jul 25, 2018 - Apr 2, 2019
-17.13%
Mar 5, 2014 - Oct 30, 2014
#7-24.86%
Mar 20, 2015 - Apr 27, 2016
-16.29%
Dec 16, 2015 - Apr 21, 2016
#8-19.25%
Feb 18, 2025 - Jul 31, 2025
-15.96%
Jun 27, 2022 - Nov 7, 2022
#9-18.99%
Sep 2, 2020 - Apr 16, 2021
-13.60%
Jan 10, 2014 - Mar 4, 2014
#10-17.31%
Mar 16, 2006 - Oct 5, 2006
-12.65%
May 28, 2013 - Sep 19, 2013
#11-15.44%
Sep 21, 2016 - Feb 15, 2017
-7.45%
Mar 18, 2015 - May 11, 2015
#12-15.43%
Mar 4, 2005 - Aug 11, 2005
-7.16%
May 17, 2022 - Jun 24, 2022
#13-13.25%
Feb 5, 2001 - Apr 18, 2001
-6.76%
Jan 13, 2015 - Mar 4, 2015
#14-12.40%
Feb 8, 2007 - May 11, 2007
-6.58%
May 28, 2015 - Jul 10, 2015
#15-12.26%
Mar 10, 2014 - May 30, 2014
-5.35%
Nov 22, 2013 - Dec 19, 2013

Correlation

Correlation between SPGI and BMY is 0.81 which considered as a strong positive correlation - the stocks tend to move together.

0.81
-101

Dividend Comparison (2000 - 2026)

SPGI vs BMY dividend yield comparison.

YearSPGIBMY
20265.71%3.07%
20250.73%4.60%
20240.73%4.24%
20230.82%4.44%
20220.99%3.00%
20210.65%2.36%
20200.82%3.69%
20190.84%2.55%
20181.18%3.08%
20170.97%2.55%
20161.34%1.95%
20151.34%2.17%
20141.35%2.46%
20131.43%3.31%
20126.44%4.17%
20112.22%3.75%
20102.58%3.63%
20092.69%4.95%
20083.79%6.67%
20071.87%4.22%
20060.80%4.26%
20051.28%4.87%
20041.31%3.28%
20031.54%3.92%
20021.69%6.05%
20011.61%2.16%
20000.00%1.33%

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