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SPGI vs CB

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

Both SPGI and CB are from the Financial Services sector.

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

SPGI vs CB - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

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

SPGI vs CB - Historical Returns

Returns include dividend reinvestment.

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

SPGI vs CB - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

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

SPGI vs CB Drawdown Comparison

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

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

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

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

Correlation

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

0.95
-101

Dividend Comparison (2000 - 2026)

SPGI vs CB dividend yield comparison.

YearSPGICB
20260.23%0.30%
20250.73%1.22%
20240.73%1.30%
20230.82%1.51%
20220.99%1.49%
20210.65%1.65%
20200.82%2.01%
20190.84%1.91%
20181.18%2.24%
20170.97%1.93%
20161.34%2.07%
20151.34%4.23%
20141.35%4.54%
20131.43%3.16%
20126.44%5.08%
20112.22%3.69%
20102.58%4.47%
20092.69%5.63%
20083.79%4.04%
20071.87%3.59%
20060.80%1.02%
20051.28%2.68%
20041.31%3.09%
20031.54%3.20%
20021.69%3.95%
20011.61%2.52%
20000.00%1.06%

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