SPGINEUTRAL

Return on Equity (ROE)

13.9%

Higher than 56% of Financial Services sector peers

Updated 128h ago

Sector Performance

56th percentile

SPGI

13.9%

Sector Median

12.9%

Sector Avg

17.5%

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Deep Analysis

Return on Equity (ROE) measures how effectively a company generates profit from shareholders’ equity—here, each dollar of equity produces 13.9 cents of profit.

At 13.9%, SPGI's ROE sits slightly above the sector median of 13.4%, placing it in the 55th percentile among Financial Services peers. Trend data for year-over-year and quarter-over-quarter changes, as well as the eight-quarter trajectory, are all listed as N/A, meaning no historical comparison is available beyond the single current figure. The absence of trend information limits any assessment of momentum, leaving investors to judge only the current level. With ROE marginally above the sector median and no directional signal, the metric neither highlights a clear edge nor flags deterioration. This neutral position aligns with the overall NEUTRAL verdict, as the metric alone does not tilt the risk/reward balance toward a bullish or bearish view.

Frequently Asked Questions

What does the Return on Equity (ROE) tell investors about SPGI?

ROE measures how effectively management turns equity into profit. Consistently above 15% is typically considered strong. Negative equity distorts this metric.

How is the Return on Equity (ROE) calculated?

Return on Equity (ROE) is calculated as: Net Income / Shareholders' Equity.

How does SPGI's Return on Equity (ROE) compare to its sector?

SPGI's Return on Equity (ROE) of 13.9% compares to a Financial Services sector median of 12.9%, placing it in the 56th percentile.

Who are SPGI's closest peers by Return on Equity (ROE)?

The closest Financial Services peers by Return on Equity (ROE) include: BLK (11.9%), RF (11.9%), HSBC (11.6%), GOLD (10.8%), PRU (10.7%).

The Formula

Net Income / Shareholders' Equity

Why It Matters

ROE measures how effectively management turns equity into profit. Consistently above 15% is typically considered strong. Negative equity distorts this metric.