SPGI S&P Global

XNYS Sideways Alert

Financials

· How we analyze

About the company

S&P Global is a US provider of financial data and analytics. It is known for credit ratings of governments and companies and for stock indices such as the S&P 500 and the Dow Jones. It also provides data on commodities and markets. Customers are banks and companies worldwide. As of Oct 11, 2026

Fact sheet (from the annual report and a filing) Credit reporting and rating agencies · New York, USA

S&P Global provides benchmarks, data, analytics and software solutions mainly for capital markets as well as energy and commodity markets. Market Intelligence offers trading and investment professionals data, analytics and software such as the Capital IQ platform. Ratings issues credit ratings, meaning opinions on whether issuers such as companies, states or cities can meet their financial obligations in full and on time. The Energy segment provides information and benchmark prices for energy and commodity markets. Indices maintains indices and receives fees linked to fund assets, usage-based license fees and data subscription fees. In a release from July 2026, S&P Global announced the completion of the spin-off of its Mobility business as the independent company Mobility Global.

Automatically summarized from SEC annual report (10-K, filed Feb 11, 2026) (website of the US Securities and Exchange Commission) · supplemented from filing (8-K) of Jul 2, 2026 (website of the US Securities and Exchange Commission) · reviewed Oct 15, 2026

Price performance at a glance

Last 30 trading days
  • Today −0.4%
  • 7 days +2.5%
  • 30 days +11.3%
  • 1 year −4.5%
Day range (last trading day)
−0.5%Price at 8% of the range+5.7%
52-week range
−19.6%Price at 54% of the range+16.4%
Distance from the all-time high
−18.1%

Our own calculation from the exchange’s daily candles, as of Oct 27, 2026. “All-time” applies since the start of this series, not to the whole market. Changes in percent; the TradingView chart shows prices. “Today” = change of the last trading day versus the previous day. Not investment advice.

Gap with volume · Analysis method

This method currently detects no pattern for SPGI. The check runs daily after the close.

You see new patterns immediately from Watcher, on the free plan 2 days after they form. Plans and pricing

What does the pattern show?

What is this? After strong news, usually earnings, the price opened above the previous day’s high and closed much higher on heavy volume. Such moves often continue for a few more days.

This is a calculated analysis, not a forecast and not a call to buy. Risk notice and investment advice

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Symbol on TradingView: NYSE:SPGI

Fundamental analysis

S&P Global · Sector Financials · amounts in USD

Information only – does not affect the other analysis methods, not investment advice. Source: SEC filings, As of Feb 11, 2026.

Quality checks

Four angles on the annual figures. Each check counts how many disclosed criteria are met – criteria without data do not count. The bars show where the company ranks on each figure among the stocks we cover and within its sector.

Fiscal year to Dec 31, 2025

Quality Profitability, consistency, balance sheet · 1 without data 6 of 7 criteria met Growth Revenue and earnings per share 7 of 7 criteria met Dividend Level, consistency, coverage · 2 without data 5 of 5 criteria met Financial strength Piotroski, debt, liquidity · 1 without data 3 of 5 criteria met

Quality 6 of 7 met · 1 without data

  • no data: Gross margin above 40% for banks and insurers only with reported gross profit
  • met: Operating margin above 15% 42.2%
  • met: Net margin above 10% 29.2%
  • not met: Return on equity above 15% 14.4%
  • met: Free cash flow margin above 10% 35.6%
  • met: Profit in each of the last 5 fiscal years 5 of 5
  • met: Free cash flow positive in each of the last 3 fiscal years 3 of 3
  • met: Equity ratio above 30% 50.9%
Operating margin

42.2% Fiscal year 2025

Rank 91 of 100: higher than 91% of 192 peers (All). strong.

Rank 58 of 100: higher than 58% of 13 peers (Sector). medium.

Median Financials: 39.0%

Operating income divided by revenue: what the core business earns before interest and taxes.

Net margin

29.2% Fiscal year 2025

Rank 83 of 100: higher than 83% of 237 peers (All). strong.

Rank 65 of 100: higher than 65% of 33 peers (Sector). medium.

Median Financials: 26.2%

Profit after all costs, interest and taxes divided by revenue.

Return on equity

14.4% Fiscal year 2025

Rank 45 of 100: higher than 45% of 218 peers (All). medium.

Rank 58 of 100: higher than 58% of 32 peers (Sector). medium.

Median Financials: 13.9%

Net income divided by equity at fiscal year end.

Return on assets

7.3% Fiscal year 2025 (total assets at year end)

Rank 58 of 100: higher than 58% of 238 peers (All). medium.

Rank 86 of 100: higher than 86% of 33 peers (Sector). strong.

Median Financials: 2.4%

Net income divided by total assets at fiscal year end.

Equity ratio

50.9% Fiscal year 2025

Rank 71 of 100: higher than 71% of 239 peers (All). strong.

Rank 89 of 100: higher than 89% of 33 peers (Sector). strong.

Median Financials: 18.2%

Equity as a share of total assets. Usually low for banks.

Free cash flow margin

35.6% Fiscal year 2025

Rank 90 of 100: higher than 90% of 213 peers (All). strong.

Rank 67 of 100: higher than 67% of 23 peers (Sector). strong.

Median Financials: 25.8%

Free cash flow divided by revenue.

Free cash flow

5.5B USD Fiscal year 2025

Operating cash flow minus capital expenditure on property and equipment.

Growth 7 of 7 met

  • met: Over 3 years, revenue grew by more than 5% per year +11.1%
  • met: Over 5 years, revenue grew by more than 5% per year +15.6%
  • met: Over 10 years, revenue grew by more than 5% per year +11.2%
  • met: Over 3 years, EPS grew by more than 5% per year +12.9%
  • met: Over 5 years, EPS grew by more than 5% per year +8.7%
  • met: Revenue rose in at least 4 of the last 5 fiscal years 5 of 5
  • met: Revenue rose in the last fiscal year +7.9%
Revenue growth 3 years

+11.1% per year

Rank 60 of 100: higher than 60% of 230 peers (All). medium.

Rank 58 of 100: higher than 58% of 32 peers (Sector). medium.

Median Financials: +9.7%

Average growth per year over 3 fiscal years.

Revenue growth 5 years

+15.6% per year

Rank 67 of 100: higher than 67% of 217 peers (All). strong.

Rank 78 of 100: higher than 78% of 29 peers (Sector). strong.

Median Financials: +9.1%

Average growth per year over 5 fiscal years.

Revenue growth 10 years

+11.2% per year

Rank 68 of 100: higher than 68% of 157 peers (All). strong.

Rank 72 of 100: higher than 72% of 23 peers (Sector). strong.

Median Financials: +7.2%

Average growth per year over 10 fiscal years.

EPS growth 3 years

+12.9% per year

Rank 53 of 100: higher than 53% of 157 peers (All). medium.

Rank 35 of 100: higher than 35% of 24 peers (Sector). medium.

Median Financials: +17.6%

Growth of earnings per share per year, adjusted for stock splits.

EPS growth 5 years

+8.7% per year

Rank 35 of 100: higher than 35% of 146 peers (All). medium.

Rank 26 of 100: higher than 26% of 25 peers (Sector). weak.

Median Financials: +14.8%

Growth of earnings per share per year, adjusted for stock splits.

EPS growth 10 years

+13.3% per year

Rank 65 of 100: higher than 65% of 140 peers (All). medium.

Rank 69 of 100: higher than 69% of 24 peers (Sector). strong.

Median Financials: +11.5%

Growth of earnings per share per year, adjusted for stock splits.

Dividend 5 of 5 met · 2 without data

  • met: Pays a dividend 3.84 USD
  • met: Payout ratio at most 60% of earnings 26%
  • met: Dividend paid in each of the last 5 fiscal years 5 of 5
  • met: Dividend per share never lowered in the last 5 fiscal years Dividend per share as filed with the SEC, including special dividends; a one-off higher prior year does not count as a cut. never
  • met: Dividend per share higher than 5 years ago +7.5%
  • no data: Free cash flow per share covers the dividend not meaningful for banks and insurers
  • no data: Dividends paid over the last 5 years covered by free cash flow not meaningful for banks and insurers
Payout ratio

26% Fiscal year 2025

Dividend per share divided by earnings per share.

Dividend growth 5 years

+7.5% per year

Rank 39 of 100: higher than 39% of 118 peers (All). medium.

Rank 28 of 100: higher than 28% of 20 peers (Sector). weak.

Median Financials: +10.0%

Growth of the dividend per share per year.

Free cash flow coverage

4.7x Fiscal year 2025

Free cash flow per share divided by dividend per share. From 1x the dividend is covered.

Financial strength 3 of 5 met · 1 without data

  • no data: Piotroski F-Score at least 7 of 9 not meaningful for banks and insurers
  • met: Long-term debt no higher than equity 0.40
  • not met: Current assets cover current liabilities 0.82
  • met: Positive equity 31.1B USD
  • not met: In 5 years, share count up by at most 5% +26.0%
  • met: Free cash flow positive in the last fiscal year 5.5B USD
Debt / equity

0.40 at fiscal year end

Rank 65 of 100: lower than 65% of 199 peers (All). medium.

Rank 79 of 100: lower than 79% of 26 peers (Sector). strong.

Median Financials: 0.83

Long-term financial debt divided by equity.

Liquidity (current ratio)

0.82 at fiscal year end

Rank 11 of 100: higher than 11% of 215 peers (All). weak.

Rank 4 of 100: higher than 4% of 13 peers (Sector). weak.

Median Financials: 1.10

Current assets divided by current liabilities.

Change in share count

+26.0% in 5 years

Rank 19 of 100: lower than 19% of 199 peers (All). weak.

Rank 6 of 100: lower than 6% of 24 peers (Sector). weak.

Median Financials: −6.1%

Change in diluted share count. Negative = share buybacks, positive = new shares.

Banks and insurers usually do not report gross margin, current assets or capital expenditure – those criteria then do not count. Debt is part of their business.

Price-based criteria (P/E, dividend yield) are shown to signed-in users.

Computed automatically from SEC annual reports – not investment advice. Describes the reported figures; points are not a rating of the stock. Rank 0–100 against the 239 stocks we cover and against the sector (from 5 peers); the stronger side is always on the right.

In short

  • Light green: Revenue grew over 5 years (+15.6% per year), at least as fast as the sector median.
  • Light green: Net income (total) grew over 5 years (+13.8% per year), at least as fast as the sector median; per share +8.7% per year.
  • Light green: Net margin 29.2%, above the sector median (19.4%).
  • Light green: Debt not higher than usual in the sector.
  • Light green: Profit in each of the last 10 fiscal years.

Summarized from the lights below. Describes the reported figures – not a recommendation to buy or sell.

RevenueNet income Net margin (below) in USD
  1. Fiscal year 2016 (Jan 1, 2016 – Dec 31, 2016): Revenue 5.7B USD · Net income 2.1B USD · Net margin 37.2%
  2. Fiscal year 2017 (Jan 1, 2017 – Dec 31, 2017): Revenue 6.1B USD · Net income 1.5B USD · Net margin 24.7%
  3. Fiscal year 2018 (Jan 1, 2018 – Dec 31, 2018): Revenue 6.3B USD · Net income 2.0B USD · Net margin 31.3%
  4. Fiscal year 2019 (Jan 1, 2019 – Dec 31, 2019): Revenue 6.7B USD · Net income 2.1B USD · Net margin 31.7%
  5. Fiscal year 2020 (Jan 1, 2020 – Dec 31, 2020): Revenue 7.4B USD · Net income 2.3B USD · Net margin 31.4%
  6. Fiscal year 2021 (Jan 1, 2021 – Dec 31, 2021): Revenue 8.3B USD · Net income 3.0B USD · Net margin 36.4%
  7. Fiscal year 2022 (Jan 1, 2022 – Dec 31, 2022): Revenue 11.2B USD · Net income 3.2B USD · Net margin 29.0%
  8. Fiscal year 2023 (Jan 1, 2023 – Dec 31, 2023): Revenue 12.5B USD · Net income 2.6B USD · Net margin 21.0%
  9. Fiscal year 2024 (Jan 1, 2024 – Dec 31, 2024): Revenue 14.2B USD · Net income 3.9B USD · Net margin 27.1%
  10. Fiscal year 2025 (Jan 1, 2025 – Dec 31, 2025): Revenue 15.3B USD · Net income 4.5B USD · Net margin 29.2%

Fiscal year 2025 (Jan 1, 2025 – Dec 31, 2025): Revenue 15.3B USD · Net income 4.5B USD · Net margin 29.2%

Figures over time

Where the money of a fiscal year goes and how margins, returns, balance sheet, cash flow and share count developed over up to 10 years. Each chart has one sentence saying what the trend shows.

Money flow in fiscal year 2025

Of 100 USD of revenue, 42.2 USD operating income and 29.2 USD net income remained.

Money flow as a table
Fiscal year 2025, amounts in USD, share of revenue
ItemAmountof revenue
Revenue15.3B USD100.0%
Operating income6.5B USD42.2%
Cost of revenue and operating expenses8.9B USD57.8%
Net income4.5B USD29.2%
Interest expense287.0M USD1.9%
Taxes1.4B USD9.2%
Other313.0M USD2.0%

Taxes, interest and other items are not available separately in the SEC data; they are combined as the difference.

Margins

The operating margin fell in 5 years from 48.6% to 42.2%.

Operating marginNet margin
  1. Fiscal year 2016: Operating margin 59.5% · Net margin 37.2%
  2. Fiscal year 2017: Operating margin 43.0% · Net margin 24.7%
  3. Fiscal year 2018: Operating margin 44.6% · Net margin 31.3%
  4. Fiscal year 2019: Operating margin 48.2% · Net margin 31.7%
  5. Fiscal year 2020: Operating margin 48.6% · Net margin 31.4%
  6. Fiscal year 2021: Operating margin 50.9% · Net margin 36.4%
  7. Fiscal year 2022: Operating margin 44.2% · Net margin 29.0%
  8. Fiscal year 2023: Operating margin 32.2% · Net margin 21.0%
  9. Fiscal year 2024: Operating margin 39.3% · Net margin 27.1%
  10. Fiscal year 2025: Operating margin 42.2% · Net margin 29.2%

Returns

Return on equity fell in 4 years from 148.8% to 14.4%.

Return on equityReturn on assets Return on equity hidden where equity is below 5% of total assets.
  1. Fiscal year 2016: Return on equity 324.0% · Return on assets 24.3%
  2. Fiscal year 2017: Return on equity 210.4% · Return on assets 15.9%
  3. Fiscal year 2018: Return on equity 311.8% · Return on assets 20.7%
  4. Fiscal year 2019: Return on equity not available · Return on assets 18.7%
  5. Fiscal year 2020: Return on equity not available · Return on assets 18.7%
  6. Fiscal year 2021: Return on equity 148.8% · Return on assets 20.1%
  7. Fiscal year 2022: Return on equity 8.9% · Return on assets 5.3%
  8. Fiscal year 2023: Return on equity 7.7% · Return on assets 4.3%
  9. Fiscal year 2024: Return on equity 11.6% · Return on assets 6.4%
  10. Fiscal year 2025: Return on equity 14.4% · Return on assets 7.3%

Equity and long-term debt

The equity ratio rose in 5 years from 4.1% to 50.9%.

EquityLong-term debt in USD Long-term debt, depending on the filing, includes the current portion or leases.
  1. Fiscal year 2016: Equity 650.0M USD · Long-term debt 3.6B USD
  2. Fiscal year 2017: Equity 711.0M USD · Long-term debt 3.2B USD
  3. Fiscal year 2018: Equity 628.0M USD · Long-term debt 3.7B USD
  4. Fiscal year 2019: Equity 479.0M USD · Long-term debt 3.9B USD
  5. Fiscal year 2020: Equity 509.0M USD · Long-term debt 4.1B USD
  6. Fiscal year 2021: Equity 2.0B USD · Long-term debt 4.1B USD
  7. Fiscal year 2022: Equity 36.4B USD · Long-term debt 10.7B USD
  8. Fiscal year 2023: Equity 34.2B USD · Long-term debt 11.4B USD
  9. Fiscal year 2024: Equity 33.2B USD · Long-term debt 11.4B USD
  10. Fiscal year 2025: Equity 31.1B USD · Long-term debt 12.4B USD

Liquidity (current ratio)

The current ratio fell in 5 years from 1.67 to 0.82.

Current ratio
  1. Fiscal year 2016: Current ratio 1.41
  2. Fiscal year 2017: Current ratio 1.35
  3. Fiscal year 2018: Current ratio 1.37
  4. Fiscal year 2019: Current ratio 1.52
  5. Fiscal year 2020: Current ratio 1.67
  6. Fiscal year 2021: Current ratio 2.31
  7. Fiscal year 2022: Current ratio 0.94
  8. Fiscal year 2023: Current ratio 0.84
  9. Fiscal year 2024: Current ratio 0.85
  10. Fiscal year 2025: Current ratio 0.82

Share count

The share count rose in 5 years by 26.0% – more new shares were issued than repurchased (dilution).

Diluted share count
  1. Fiscal year 2016: Diluted share count 265.2M
  2. Fiscal year 2017: Diluted share count 258.9M
  3. Fiscal year 2018: Diluted share count 253.2M
  4. Fiscal year 2019: Diluted share count 246.9M
  5. Fiscal year 2020: Diluted share count 242.1M
  6. Fiscal year 2021: Diluted share count 241.8M
  7. Fiscal year 2022: Diluted share count 318.5M
  8. Fiscal year 2023: Diluted share count 318.9M
  9. Fiscal year 2024: Diluted share count 311.9M
  10. Fiscal year 2025: Diluted share count 305.1M

Banks and insurers: gross margin, current assets and capital expenditure are usually not reported and cash flow is not meaningful there – those lines and charts are omitted.

From annual reports filed with the SEC (10-K, 20-F, 40-F) as first reported, share count adjusted for splits; obvious filing errors (e.g. wrong unit, outliers against both neighbouring years) are hidden. Describes the reported figures – not investment advice.

Dividends and share repurchases

How much the company returns to its shareholders – as dividends or by repurchasing its own shares – and whether free cash flow supports it.

Dividend per share
3.84 USD · Fiscal year 2025
Dividend growth per year
3 y +5.0%5 y +7.5%10 y +11.3%
Years without a cut
at least 10 as far as the data goes
Payout ratio
of earnings 26% of free cash flow 21%
To shareholders (5 years)
28.8B USD 82% through repurchases
Share count over 5 years
+26.0% more shares – dilution

Dividend per share

The dividend per share rose in 5 years from 2.68 USD to 3.84 USD.

Dividend per share USD per share Per share as filed with the SEC, including special dividends; obvious filing errors are hidden.
  1. Fiscal year 2016: Dividend per share 1.44 USD
  2. Fiscal year 2017: Dividend per share 1.64 USD
  3. Fiscal year 2018: Dividend per share 2.00 USD
  4. Fiscal year 2019: Dividend per share 2.28 USD
  5. Fiscal year 2020: Dividend per share 2.68 USD
  6. Fiscal year 2021: Dividend per share 3.08 USD
  7. Fiscal year 2022: Dividend per share 3.32 USD
  8. Fiscal year 2023: Dividend per share 3.60 USD
  9. Fiscal year 2024: Dividend per share 3.64 USD
  10. Fiscal year 2025: Dividend per share 3.84 USD

Payout ratios

The payout ratio fell in 5 years from 27.7% to 26.2%.

Payout ratio (earnings)Payout ratio (free cash flow)
  1. Fiscal year 2016: Payout ratio (earnings) 18.1% · Payout ratio (free cash flow) 28.2%
  2. Fiscal year 2017: Payout ratio (earnings) 28.4% · Payout ratio (free cash flow) 22.2%
  3. Fiscal year 2018: Payout ratio (earnings) 25.9% · Payout ratio (free cash flow) 25.8%
  4. Fiscal year 2019: Payout ratio (earnings) 26.5% · Payout ratio (free cash flow) 21.0%
  5. Fiscal year 2020: Payout ratio (earnings) 27.7% · Payout ratio (free cash flow) 18.5%
  6. Fiscal year 2021: Payout ratio (earnings) 24.6% · Payout ratio (free cash flow) 20.9%
  7. Fiscal year 2022: Payout ratio (earnings) 32.5% · Payout ratio (free cash flow) 40.7%
  8. Fiscal year 2023: Payout ratio (earnings) 43.7% · Payout ratio (free cash flow) 32.2%
  9. Fiscal year 2024: Payout ratio (earnings) 29.5% · Payout ratio (free cash flow) 20.4%
  10. Fiscal year 2025: Payout ratio (earnings) 26.2% · Payout ratio (free cash flow) 21.4%

What goes back to shareholders

Over 5 years, 28.8B USD went back to shareholders, 82% of it through share repurchases. That is 139% of the free cash flow of those years.

Dividends paidShare repurchasesNew shares issued (including employee plans)Free cash flow in USD
  1. Fiscal year 2016: Dividends paid 380.0M USD · Share repurchases 1.1B USD · New shares issued (including employee plans) not available · Free cash flow 1.3B USD
  2. Fiscal year 2017: Dividends paid 421.0M USD · Share repurchases 1.0B USD · New shares issued (including employee plans) not available · Free cash flow 1.9B USD
  3. Fiscal year 2018: Dividends paid 503.0M USD · Share repurchases 1.7B USD · New shares issued (including employee plans) not available · Free cash flow 2.0B USD
  4. Fiscal year 2019: Dividends paid 560.0M USD · Share repurchases 1.2B USD · New shares issued (including employee plans) not available · Free cash flow 2.7B USD
  5. Fiscal year 2020: Dividends paid 645.0M USD · Share repurchases 1.2B USD · New shares issued (including employee plans) not available · Free cash flow 3.5B USD
  6. Fiscal year 2021: Dividends paid 743.0M USD · Share repurchases 0.0 USD · New shares issued (including employee plans) not available · Free cash flow 3.6B USD
  7. Fiscal year 2022: Dividends paid 1.0B USD · Share repurchases 12.0B USD · New shares issued (including employee plans) not available · Free cash flow 2.5B USD
  8. Fiscal year 2023: Dividends paid 1.1B USD · Share repurchases 3.3B USD · New shares issued (including employee plans) not available · Free cash flow 3.6B USD
  9. Fiscal year 2024: Dividends paid 1.1B USD · Share repurchases 3.3B USD · New shares issued (including employee plans) not available · Free cash flow 5.6B USD
  10. Fiscal year 2025: Dividends paid 1.2B USD · Share repurchases 5.0B USD · New shares issued (including employee plans) not available · Free cash flow 5.5B USD

For banks and insurers free cash flow is not meaningful; ratios to free cash flow are usually omitted.

Dividends paid, repurchases and new shares issued from the cash flow statement of annual reports filed with the SEC (as first reported). Describes the reported figures – not investment advice.

Valuation over time

Price-based valuation (P/E, P/S, price/free cash flow and dividend yield per fiscal year, compared with its own average) for signed-in users.

Sector comparison

S&P Global next to 8 stocks of the sector Financials we cover that are closest in revenue. Click a column header to sort the table.

Sector comparison SPGI, sector Financials; last row: sector median
Symbol Revenue (FY) Growth 5 yrsGross marginOp. marginNet marginROEEquity ratioFCF marginPiotroski
MRSH Marsh McLennan 27.0B USD +9.4%–23.1%15.4%27.2%26.1%––
BLK BlackRock 24.2B USD +8.4%–29.1%22.9%9.9%32.9%––
SCHW Charles Schwab Corporation 23.9B USD +15.4%––37.0%17.9%10.1%––
PNC PNC Financial Services 23.1B USD +6.4%––30.0%11.4%10.6%––
BNY BNY Mellon 20.1B USD +4.9%––27.6%12.5%9.4%––
KKR KKR & Co. 19.5B USD +35.7%––12.2%7.7%7.5%––
SPGI S&P Global this stock 15.3B USD +15.6%–42.2%29.2%14.4%50.9%––
BX Blackstone Inc. 14.5B USD +18.8%––20.9%34.8%18.2%––
ICE Intercontinental Exchange 12.6B USD +8.9%–39.0%26.2%11.5%21.1%––
Median of the sector 33 symbols 27.0B USD +9.1%–39.0%26.2%13.9%18.2%––

Growth 5 yrs = revenue growth per year over 5 fiscal years · Op. margin = operating margin · ROE = return on equity · FCF = free cash flow · Piotroski = F-Score (only with all 9 criteria).

Banks and insurers: gross margin (only if reported), free cash flow margin and Piotroski are not meaningful there (“–”).

Figures of the last fiscal year from SEC annual reports (peers as of Oct 28, 2026). Median across all companies of the sector we cover (from 5 stocks; several share classes of one company count once). Signed-in users also see P/E, P/S and dividend yield in the comparison. Describes the reported figures – not investment advice.

Key figures with traffic lights

Each light follows a simple, disclosed rule. The comparison is with the sector median of all 79 symbols in the Financials sector on our list (current members of the S&P 500 and other lists).

Revenue growth

Light green: above sector

+15.6% per year, last 5 years

Sector Financials: median +8.8% (73 symbols)

What does this mean? Revenue: over 5 years it grew by 15.6% per year on average – at least as fast as the median company in the sector (+8.8%).

Light rule: Green: grows at least as fast as the sector median (without a sector comparison: grows) · Yellow: grows more slowly · Red: shrinks.

Net income (total)

Light green: above sector

+13.8% per year, last 5 years

Sector Financials: median +13.8% (71 symbols)

per share: +8.7% per year (5 years, split-adjusted)

What does this mean? Total net income: over 5 years it grew by 13.8% per year on average – at least as fast as the median company in the sector (+13.8%).

Light rule: Green: grows at least as fast as the sector median (without a sector comparison: grows) · Yellow: grows more slowly · Red: shrinks.

Net margin

Light green: above sector

29.2% last fiscal year

Sector Financials: median 19.4% (75 symbols)

What does this mean? Of every 100 USD in revenue, 29.15 USD remained as profit – at least as much as the median company in the sector (19.4%). Five years ago the margin was 31.4%.

Light rule: Green: at least the sector median (without a sector comparison: profit) · Yellow: profit, but below the median · Red: loss.

Debt / equity

Light green: lower than sector

0.43 latest balance sheet

Sector Financials: median 0.63 (60 symbols)

What does this mean? For every 1 USD of equity there is 0.43 USD of financial debt – no more than the median company in the sector (0.63). For banks and insurers, debt is part of the business – so the comparison is only with their own sector.

Light rule: Green: at most the sector median · Yellow: up to twice the median · Red: more than twice · Gray: without a sector comparison.

Payout ratio

Light green: covered

26% Dividend / earnings per share

Sector Financials: median 34% (58 symbols)

What does this mean? Of every 1 USD of earnings per share, 0.26 USD went to shareholders as a dividend. The rest stays in the company. Median company in the sector: 34%.

Light rule: Green: up to 60% of earnings · Yellow: up to 100% · Red: more than earnings or a dividend despite a loss · Gray for real estate (REITs). The sector median is for comparison only.

Profitable years

Light green: profit every year

10 of 10 fiscal years with a profit

What does this mean? In 10 of the last 10 fiscal years the bottom line showed a profit. There were no losses in this period.

Light rule: Green: profit in every year · Yellow: one loss year · Red: several loss years (at least 3 years needed).

Last fiscal year and 13F

Information, not a trading signal · Source: SEC EDGAR
Revenue (FY)
15.3B USD
Revenue vs. prior year
+7.9%
Net income (FY)
4.5B USD
Net income vs. prior year
+16.1%
EPS (FY)
14.66 USD
13F funds with a position
1 of 9
Funds vs. prior quarter
−1
Shares held vs. prior quarter
−83.0%
Fiscal year to Dec 31, 2025 · 10-K filed Feb 11, 2026 · Balance sheet Mar 31, 2026 (filed Apr 28, 2026) · Price-based figures (P/E, P/S, dividend yield, market cap) only when logged in. · Values as first reported; debt = reported financial debt (US GAAP: long-term). 13F: reporting date Jun 30, 2026, 9 tracked funds have filed (latest Aug 14, 2026), filed with up to 45 days of delay. Stock positions only; comparison with Mar 31, 2026 only across funds that filed for both quarters.
All figures as a table
Fiscal years (amounts in USD, per share in USD)
YearEndRevenueNet income MarginEarnings per shareDividend per sharePayout
2025Dec 31, 2025 15.3B4.5B 29.2% 14.66 3.84 26%
2024Dec 31, 2024 14.2B3.9B 27.1% 12.35 3.64 29%
2023Dec 31, 2023 12.5B2.6B 21.0% 8.23 3.60 44%
2022Dec 31, 2022 11.2B3.2B 29.0% 10.20 3.32 33%
2021Dec 31, 2021 8.3B3.0B 36.4% 12.51 3.08 25%
2020Dec 31, 2020 7.4B2.3B 31.4% 9.66 2.68 28%
2019Dec 31, 2019 6.7B2.1B 31.7% 8.60 2.28 27%
2018Dec 31, 2018 6.3B2.0B 31.3% 7.73 2.00 26%
2017Dec 31, 2017 6.1B1.5B 24.7% 5.78 1.64 28%
2016Dec 31, 2016 5.7B2.1B 37.2% 7.94 1.44 18%
Quarters (amounts in USD, per share in USD)
QuarterEndRevenueNet income MarginEarnings per shareDividend per sharePayout
Q1/26Mar 31, 2026 4.2B1.4B 33.4% 4.69 0.97 21%
Q4/25*Dec 31, 2025 3.9B1.1B 29.0% – 0.96 –
Q3/25Sep 30, 2025 3.9B1.2B 30.2% 3.86 0.96 25%
Q2/25Jun 30, 2025 3.8B1.1B 28.5% 3.50 0.96 27%
Q1/25Mar 31, 2025 3.8B1.1B 28.9% 3.54 0.96 27%
Q4/24*Dec 31, 2024 3.6B880.0M 24.5% – 0.91 –
Q3/24Sep 30, 2024 3.6B971.0M 27.2% 3.11 0.91 29%
Q2/24Jun 30, 2024 3.5B1.0B 28.5% 3.23 0.91 28%
Q1/24Mar 31, 2024 3.5B991.0M 28.4% 3.16 0.91 29%
Q4/23*Dec 31, 2023 3.2B579.0M 18.4% – 0.90 –
Q3/23Sep 30, 2023 3.1B742.0M 24.1% 2.33 0.90 39%
Q2/23Jun 30, 2023 3.1B511.0M 16.5% 1.60 0.90 56%

* Q4 derived: fiscal year minus the 9-month value (EPS cannot be derived this way); may be distorted by restatements.

How we calculate: values as first reported to the SEC (later corrections are left out), a fixed order of reporting tags per figure, partial sums are never added up. Growth per year over 5 years (otherwise 3 years). Quarters are labeled by the calendar quarter in which they end.

Insiders

All insider transactions
Insider purchases and sales on the market over 3, 6 and 12 months
PeriodPurchasesSalesNet
3 months $00 people $00 people $0
6 months $2.6M3 people $00 people +$2.6M
12 months $3.6M5 people $00 people +$3.6M

Latest transactions

  • May 1, 2026 Clay Catherine R Chief executive (CEO) Open-market purchase 2,500 shares · $1.1M · SEC
  • Apr 30, 2026 Moritz Robert Edward Jr. Director Open-market purchase 1,152 shares · $500.0K · SEC
  • Apr 29, 2026 Cheung Martina Chief executive (CEO), Director Open-market purchase 2,322 shares · $998.3K · SEC
  • Feb 11, 2026 Joly Hubert Director Open-market purchase 199 shares · $79.5K · SEC
  • Feb 11, 2026 Joly Hubert Director Open-market purchase 2,301 shares · $918.0K · SEC
  • Dec 10, 2025 Eager William W Officer Open-market purchase 12 shares · $6.0K · SEC

Source: mandatory filings with the SEC (Form 4), open-market purchases and sales only. General information, not investment advice.

Trend score +30

Price vs. EMA 50+15
Price vs. EMA 200+15
EMA 50 vs. EMA 200-20
ADX (trend strength)+15
Highs and lows-10
Relative strength+15

Volatility and trend strength

ADX 14 (trend strength)30.2
Rel. strength 60 d+6.8%

ATR and moving averages as price values only when logged in.

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