VRT vs SPGI

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

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

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

VRT vs SPGI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

VRT

$123B

Winner

SPGI

$123B

Max Drawdown

Winner

VRT

71.25%

SPGI

75.83%

Sharpe Ratio

Winner

VRT

1.92

SPGI

-0.66

5Y Beta

VRT

2.38

Winner

SPGI

0.69

Industry

VRT

Electrical Equipment & Parts

SPGI

Financial Data & Stock Exchanges

P/E Ratio

VRT

78.52

Winner

SPGI

26.56

Forward P/E

VRT

52.36

Winner

SPGI

21.28

PEG Ratio

Winner

VRT

0.60

SPGI

0.83

Dividend Yield

VRT

0.04%

Winner

SPGI

0.92%

5Y Dividends CAGR

Winner

VRT

88.42%

SPGI

6.03%

5Y EPS CAGR

VRT

N/A

SPGI

15.16%

Debt to Equity

VRT

68.84%

Winner

SPGI

42.72%

Free Cash Flow Yield

VRT

1.86%

Winner

SPGI

4.66%

P/S Ratio

VRT

11.18

Winner

SPGI

7.86

P/B Ratio

VRT

28.57

Winner

SPGI

3.95

VRT vs SPGI - Historical Returns

Returns include dividend reinvestment.

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

VRT

-11.88%

Winner

SPGI

+0.36%

Winner

VRT

+20.35%

SPGI

-5.70%

Winner

VRT

+59.02%

SPGI

-14.47%

Winner

VRT

+168.11%

SPGI

-17.02%

5Y(CAGR)

Winner

VRT

+64.09%

SPGI

+2.84%

10Y(CAGR)

VRT

N/A

SPGI

+15.49%

Max(CAGR)

Winner

VRT

+54.66%

SPGI

+13.13%

VRT vs SPGI - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

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

VRT vs SPGI Drawdown Comparison

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

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

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

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

Correlation

Correlation between VRT and SPGI 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)

VRT vs SPGI dividend yield comparison.

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