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BRK.B vs. SPGI: Berkshire Hathaway vs. S&P Global Stock Comparison

This page compares Berkshire Hathaway (BRK.B) with S&P Global (SPGI) using performance and risk, profitability, financial strength, growth, dividends, and valuation metrics.

Performance

Cumulative Growth

BRK.B
SPGI
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Berkshire Hathaway (BRK.B) vs. S&P Global (SPGI): Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for Berkshire Hathaway (BRK.B) and S&P Global (SPGI). Returns over one year are annualized.

Performance at a Glance

Performance metrics for Berkshire Hathaway (BRK.B) and S&P Global (SPGI)
MetricBRK.BSPGI
1-Year Return-0.22%-16.50%

Risk

Drawdown

BRK.B
SPGI
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Berkshire Hathaway (BRK.B) vs. S&P Global (SPGI): Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Risk at a Glance

Risk metrics for Berkshire Hathaway (BRK.B) and S&P Global (SPGI)
MetricBRK.BSPGI
1-Year Volatility14.40%27.64%
Beta0.621.07
3-Month Avg. Volume4.85M1.98M

Company Profile

Berkshire Hathaway (BRK.B) and S&P Global (SPGI) both fall under the Financial Services industry group, but BRK.B is classified in Financial Services while SPGI is classified in Capital Markets.

Company profile comparison for Berkshire Hathaway (BRK.B) and S&P Global (SPGI)
Profile ItemBRK.BSPGI
NameBerkshire Hathaway Inc. Class BS&P Global Inc.
Country/RegionUnited StatesUnited States
GICS SectorFinancialsFinancials
GICS Industry GroupFinancial ServicesFinancial Services
GICS IndustryFinancial ServicesCapital Markets
GICS Sub-IndustryMulti-Sector HoldingsFinancial Exchanges & Data
Market Capitalization1,055.24 billion USD124.00 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateMay 9, 1996February 21, 1973
Security TypeCommon StockCommon Stock

Valuation

Price-to-Earnings Ratio (TTM)

Berkshire Hathaway (BRK.B) at 14.56 is near its industry’s usual P/E ratio, while S&P Global (SPGI) at 26.53 sits in the richer quartile — SPGI needs stronger growth or earnings quality to justify the premium.

BRK.B

Financial Services industry group

14.56

Max
47.33
Q3
25.83
Median
14.56
BRK.B
14.56
Q1
9.03
Min
0.60

SPGI

Financial Services industry group

26.53

Max
47.33
SPGI
26.53
Q3
25.83
Median
14.56
Q1
9.03
Min
0.60
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Berkshire Hathaway (BRK.B) vs. S&P Global (SPGI): A comparison of their P/E ratio against the Financial Services industry group benchmark.

Price-to-Sales Ratio (TTM)

Berkshire Hathaway (BRK.B) at 2.81 is priced about in line with its industry on P/S ratio, while S&P Global (SPGI) at 7.88 sits in the pricier quartile — SPGI costs more per dollar of sales.

BRK.B

Financial Services industry group

2.81

Max
9.45
Q3
4.84
Median
2.86
BRK.B
2.81
Q1
1.48
Min
-1.12

SPGI

Financial Services industry group

7.88

Max
9.45
SPGI
7.88
Q3
4.84
Median
2.86
Q1
1.48
Min
-1.12
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Berkshire Hathaway (BRK.B) vs. S&P Global (SPGI): A comparison of their P/S ratio against the Financial Services industry group benchmark.

Price-to-Book Ratio (MRQ)

Berkshire Hathaway (BRK.B) at 0.00 looks cheap against book in the lower P/B ratio quartile, while S&P Global (SPGI) at 3.98 carries a premium in the upper quartile — a clear price-to-book gap.

BRK.B

Financial Services industry group

0.00

Max
7.24
Q3
3.50
Median
1.63
Q1
0.92
BRK.B
0.00
Min
0.00

SPGI

Financial Services industry group

3.98

Max
7.24
SPGI
3.98
Q3
3.50
Median
1.63
Q1
0.92
Min
0.00
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Berkshire Hathaway (BRK.B) vs. S&P Global (SPGI): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation at a Glance

Valuation metrics for Berkshire Hathaway (BRK.B) and S&P Global (SPGI)
MetricBRK.BSPGI
Price-to-Earnings Ratio (TTM)14.5626.53
Price-to-Sales Ratio (TTM)2.817.88
Price-to-Book Ratio (MRQ)0.003.98
Free Cash Flow Yield----

Profitability

Return on Equity (TTM)

Both Berkshire Hathaway (BRK.B) at 10.50% and S&P Global (SPGI) at 13.94% land near their industries’ usual ROE ranges, so capital efficiency looks broadly in line with peers on both sides.

BRK.B

Financial Services industry group

10.50%

Max
42.17%
Q3
21.40%
Median
12.18%
BRK.B
10.50%
Q1
5.01%
Min
-18.74%

SPGI

Financial Services industry group

13.94%

Max
42.17%
Q3
21.40%
SPGI
13.94%
Median
12.18%
Q1
5.01%
Min
-18.74%
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Berkshire Hathaway (BRK.B) vs. S&P Global (SPGI): A comparison of their ROE against the Financial Services industry group benchmark.

Net Profit Margin (TTM)

Both Berkshire Hathaway (BRK.B) at 19.31% and S&P Global (SPGI) at 30.36% keep about the typical share of revenue as profit for their industries — neither bottom line stands out from peers.

BRK.B

Financial Services industry group

19.31%

Max
66.55%
Q3
30.41%
BRK.B
19.31%
Median
16.58%
Q1
4.49%
Min
-26.88%

SPGI

Financial Services industry group

30.36%

Max
66.55%
Q3
30.41%
SPGI
30.36%
Median
16.58%
Q1
4.49%
Min
-26.88%
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Berkshire Hathaway (BRK.B) vs. S&P Global (SPGI): A comparison of their net margin against the Financial Services industry group benchmark.

Operating Profit Margin (TTM)

Both Berkshire Hathaway (BRK.B) at 14.35% and S&P Global (SPGI) at 44.28% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.

BRK.B

Financial Services industry group

14.35%

Max
95.95%
Q3
50.01%
Median
27.45%
BRK.B
14.35%
Q1
12.28%
Min
-36.26%

SPGI

Financial Services industry group

44.28%

Max
95.95%
Q3
50.01%
SPGI
44.28%
Median
27.45%
Q1
12.28%
Min
-36.26%
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Berkshire Hathaway (BRK.B) vs. S&P Global (SPGI): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability at a Glance

Profitability metrics for Berkshire Hathaway (BRK.B) and S&P Global (SPGI)
MetricBRK.BSPGI
Return on Equity (TTM)10.50%13.94%
Return on Assets (TTM)5.39%6.92%
Net Profit Margin (TTM)19.31%30.36%
Operating Profit Margin (TTM)14.35%44.28%
Gross Profit Margin (TTM)----

Growth

Revenue Growth

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Berkshire Hathaway (BRK.B) vs. S&P Global (SPGI): A comparison of their Revenue Growth across different time periods.

Revenue Growth at a Glance

Revenue growth metrics for Berkshire Hathaway (BRK.B) and S&P Global (SPGI)
MetricBRK.BSPGI
1-Year Revenue Growth-3.23%7.94%
3-Year Revenue CAGR20.59%11.11%

EPS Growth

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Berkshire Hathaway (BRK.B) vs. S&P Global (SPGI): A comparison of their EPS Growth across different time periods.

EPS Growth at a Glance

EPS growth metrics for Berkshire Hathaway (BRK.B) and S&P Global (SPGI)
MetricBRK.BSPGI
1-Year EPS Growth-24.78%18.70%
3-Year EPS CAGR--12.85%

Financial Strength

Current Ratio (MRQ)

current ratio doesn’t apply on either side: Berkshire Hathaway (BRK.B) in Financial Services and S&P Global (SPGI) in Financial Services both report balance sheets without a current/non-current split, so their short-term liquidity is better judged through regulatory and funding measures.

Debt-to-Equity Ratio (MRQ)

debt-to-equity ratio is set aside for both: Berkshire Hathaway (BRK.B) in Financial Services and S&P Global (SPGI) in Financial Services run businesses where balance-sheet leverage is part of the model, so capital-adequacy and funding measures are the better gauges of balance-sheet risk.

Financial Strength at a Glance

Financial strength metrics for Berkshire Hathaway (BRK.B) and S&P Global (SPGI)
MetricBRK.BSPGI
Current Ratio (MRQ)----
Debt-to-Equity Ratio (MRQ)----
Net Debt / EBITDA----

Dividends

Dividend Yield (TTM)

Berkshire Hathaway (BRK.B) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile S&P Global (SPGI) reports a yield of 0.93%, ranking against industry peers normally.

BRK.B

Financial Services industry group

0.00%

Max
18.40%
Q3
7.73%
Median
1.93%
BRK.B
0.00%
Q1
0.00%
Min
0.00%

SPGI

Financial Services industry group

0.93%

Max
18.40%
Q3
7.73%
Median
1.93%
SPGI
0.93%
Q1
0.00%
Min
0.00%
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Berkshire Hathaway (BRK.B) vs. S&P Global (SPGI): A comparison of their dividend yield against the Financial Services industry group benchmark.

Dividend Payout Ratio (TTM)

Berkshire Hathaway (BRK.B) pays no dividend (payout 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile S&P Global (SPGI) reports a payout of 24.35%, ranking against industry peers normally.

BRK.B

Financial Services industry group

0.00%

Max
228.57%
Q3
95.72%
Median
25.56%
BRK.B
0.00%
Q1
0.00%
Min
0.00%

SPGI

Financial Services industry group

24.35%

Max
228.57%
Q3
95.72%
Median
25.56%
SPGI
24.35%
Q1
0.00%
Min
0.00%
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Berkshire Hathaway (BRK.B) vs. S&P Global (SPGI): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividends at a Glance

Dividend metrics for Berkshire Hathaway (BRK.B) and S&P Global (SPGI)
MetricBRK.BSPGI
Dividend Yield (TTM)0.00%0.93%
Dividend Payout Ratio (TTM)0.00%24.35%