SPGI vs VRT

Comparison between S&P Global Inc (SPGI, Company) and Vertiv Holdings Co - Class A (VRT, Company).

SPGI is from the Financial Services sector, while VRT is from the Industrials sector.

5-Year PerformanceVRT has outperformed SPGI, delivering a return of +64.1% compared to +2.8%

SPGI vs VRT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SPGI(COMPANY)	VRT(COMPANY)
Market Cap	$123B	$123B
Max Drawdown	75.83%	71.25%
Sharpe Ratio	-0.66	1.92
5Y Beta	0.69	2.38
Industry	Financial Data & Stock Exchanges	Electrical Equipment & Parts
P/E Ratio	26.56	78.52
Forward P/E	21.28	52.36
PEG Ratio	0.83	0.60
Dividend Yield	0.92%	0.04%
5Y Dividends CAGR	6.03%	88.42%
5Y EPS CAGR	15.16%	N/A
Debt to Equity	42.72%	68.84%
Free Cash Flow Yield	4.66%	1.86%
P/S Ratio	7.86	11.18
P/B Ratio	3.95	28.57

Market Cap

Winner

SPGI

$123B

VRT

$123B

Max Drawdown

SPGI

75.83%

Winner

VRT

71.25%

Sharpe Ratio

SPGI

-0.66

Winner

VRT

1.92

5Y Beta

Winner

SPGI

0.69

VRT

2.38

Industry

SPGI

Financial Data & Stock Exchanges

VRT

Electrical Equipment & Parts

P/E Ratio

Winner

SPGI

26.56

VRT

78.52

Forward P/E

Winner

SPGI

21.28

VRT

52.36

PEG Ratio

SPGI

0.83

Winner

VRT

0.60

Dividend Yield

Winner

SPGI

0.92%

VRT

0.04%

5Y Dividends CAGR

SPGI

6.03%

Winner

VRT

88.42%

5Y EPS CAGR

SPGI

15.16%

VRT

N/A

Debt to Equity

Winner

SPGI

42.72%

VRT

68.84%

Free Cash Flow Yield

Winner

SPGI

4.66%

VRT

1.86%

P/S Ratio

Winner

SPGI

7.86

VRT

11.18

P/B Ratio

Winner

SPGI

3.95

VRT

28.57

SPGI vs VRT - Historical Returns

Returns include dividend reinvestment.

Period	SPGI	VRT
1 month	+0.36%	-11.88%
3 months	-5.70%	+20.35%
6 months	-14.47%	+59.02%
1 year	-17.02%	+168.11%
5 years(CAGR)	+2.84%	+64.09%
10 years(CAGR)	+15.49%	N/A
Max(CAGR)	+13.13%	+54.66%

Winner

SPGI

+0.36%

VRT

-11.88%

SPGI

-5.70%

Winner

VRT

+20.35%

SPGI

-14.47%

Winner

VRT

+59.02%

SPGI

-17.02%

Winner

VRT

+168.11%

5Y(CAGR)

SPGI

+2.84%

Winner

VRT

+64.09%

10Y(CAGR)

SPGI

+15.49%

VRT

N/A

Max(CAGR)

SPGI

+13.13%

Winner

VRT

+54.66%

SPGI vs VRT - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	SPGI	VRT
2026	-16.83%	+71.16%
2025	+6.25%	+37.14%
2024	+15.02%	+149.22%
2023	+32.70%	+261.32%
2022	-26.71%	-43.93%
2021	+42.73%	+34.88%
2020	+19.31%	+66.49%
2019	+62.35%	+13.13%
2018	+2.14%	-0.51%
2017	+58.06%	N/A
2016	+14.96%	N/A
2015	+12.67%	N/A
2014	+16.12%	N/A
2013	+43.14%	N/A
2012	+27.94%	N/A
2011	+26.04%	N/A
2010	+11.66%	N/A
2009	+40.74%	N/A
2008	-44.27%	N/A
2007	-33.74%	N/A
2006	+32.51%	N/A
2005	+16.27%	N/A
2004	+33.74%	N/A
2003	+14.58%	N/A
2002	+3.22%	N/A
2001	+9.19%	N/A

SPGI vs VRT Drawdown Comparison

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

The maximum drawdown for VRT was -71.24%, occurring on Jun 30, 2022. Recovery took 480 trading sessions.

The current SPGI drawdown is -24.14%. The current VRT drawdown is -20.13%.

Rank	SPGI	VRT
#1	-74.69% Jun 4, 2007 - Jul 22, 2013	-71.24% Sep 2, 2021 - Aug 2, 2023
#2	-39.77% Dec 15, 2021 - Jul 11, 2024	-61.28% Jan 23, 2025 - Oct 1, 2025
#3	-38.13% Feb 19, 2020 - May 18, 2020	-58.62% Feb 19, 2020 - Jun 2, 2020
#4	-30.48% Aug 14, 2025 - Feb 11, 2026	-36.67% May 24, 2024 - Oct 7, 2024
#5	-29.48% May 17, 2001 - Nov 24, 2003	-24.78% Oct 29, 2025 - Feb 9, 2026
#6	-25.58% Jul 25, 2018 - Apr 2, 2019	-20.13% May 14, 2026 - Jun 5, 2026
#7	-24.86% Mar 20, 2015 - Apr 27, 2016	-19.68% Nov 21, 2024 - Jan 21, 2025
#8	-19.25% Feb 18, 2025 - Jul 31, 2025	-17.43% Jun 8, 2020 - Aug 3, 2020
#9	-18.99% Sep 2, 2020 - Apr 16, 2021	-16.62% Oct 12, 2023 - Nov 10, 2023
#10	-17.31% Mar 16, 2006 - Oct 5, 2006	-15.19% Mar 25, 2026 - Apr 8, 2026
#11	-15.44% Sep 21, 2016 - Feb 15, 2017	-13.12% Apr 11, 2024 - Apr 25, 2024
#12	-15.43% Mar 4, 2005 - Aug 11, 2005	-11.71% Oct 22, 2020 - Dec 1, 2020
#13	-13.25% Feb 5, 2001 - Apr 18, 2001	-11.52% Feb 23, 2021 - Apr 13, 2021
#14	-12.40% Feb 8, 2007 - May 11, 2007	-10.91% Sep 1, 2023 - Oct 9, 2023
#15	-12.26% Mar 10, 2014 - May 30, 2014	-9.88% Feb 14, 2024 - Feb 26, 2024

Correlation

Correlation between SPGI and VRT is 0.61 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.61

-101

Dividend Comparison (2001 - 2026)

SPGI vs VRT dividend yield comparison.

Year	SPGI	VRT
2026	0.46%	0.02%
2025	0.73%	0.11%
2024	0.73%	0.10%
2023	0.82%	0.05%
2022	0.99%	0.07%
2021	0.65%	0.04%
2020	0.82%	0.05%
2019	0.84%	0.00%
2018	1.18%	0.00%
2017	0.97%	0.00%
2016	1.34%	0.00%
2015	1.34%	0.00%
2014	1.35%	0.00%
2013	1.43%	0.00%
2012	6.44%	0.00%
2011	2.22%	0.00%
2010	2.58%	0.00%
2009	2.69%	0.00%
2008	3.79%	0.00%
2007	1.87%	0.00%
2006	0.80%	0.00%
2005	1.28%	0.00%
2004	1.31%	0.00%
2003	1.54%	0.00%
2002	1.69%	0.00%
2001	1.61%	0.00%