BRK.B vs. SPGI: Berkshire Hathaway vs. S&P Global Stock Comparison
How do Berkshire Hathaway (BRK.B) and S&P Global (SPGI) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.
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.
| Profile Item | BRK.B | SPGI |
|---|---|---|
| Name | Berkshire Hathaway Inc. Class B | S&P Global Inc. |
| Country/Region | United States | United States |
| GICS Sector | Financials | Financials |
| GICS Industry Group | Financial Services | Financial Services |
| GICS Industry | Financial Services | Capital Markets |
| GICS Sub-Industry | Multi-Sector Holdings | Financial Exchanges & Data |
| Market Capitalization | 1,222.11 billion USD | 135.62 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | May 9, 1996 | February 21, 1973 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | BRK.B | SPGI |
|---|---|---|
| Total Return (1Y) | 14.06% | 1.66% |
| Total Return (3Y, Annualized) | 17.80% | 9.75% |
| Total Return (5Y, Annualized) | 14.73% | 2.47% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | BRK.B | SPGI |
|---|---|---|
| Volatility (1Y, Annualized) | 15.13% | 31.02% |
| Beta (5Y) | 0.56 | 1.02 |
| Max Drawdown (5Y) | -26.58% | -39.76% |
| Avg. Volume (3M) | 4.56M | 1.86M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | BRK.B | SPGI |
|---|---|---|
| Sharpe Ratio (1Y) | 0.65 | -0.08 |
| Sortino Ratio (1Y) | 0.97 | -0.11 |
Profitability
ROE (TTM)
Both Berkshire Hathaway (BRK.B) at 12.12% and S&P Global (SPGI) at 17.88% 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
12.12%
- Max
- 44.78%
- Q3
- 21.85%
- Median
- 12.91%
- BRK.B
- 12.12%
- Q1
- 4.48%
- Min
- -18.71%
SPGI
Financial Services industry group
17.88%
- Max
- 44.78%
- Q3
- 21.85%
- SPGI
- 17.88%
- Median
- 12.91%
- Q1
- 4.48%
- Min
- -18.71%
Net Margin (TTM)
S&P Global (SPGI) at 30.60% retains a top-quartile share of revenue as profit, ahead of Berkshire Hathaway (BRK.B) at 22.30%, which keeps about the industry-typical share.
BRK.B
Financial Services industry group
22.30%
- Max
- 62.84%
- Q3
- 28.05%
- BRK.B
- 22.30%
- Median
- 15.36%
- Q1
- 4.82%
- Min
- -28.52%
SPGI
Financial Services industry group
30.60%
- Max
- 62.84%
- SPGI
- 30.60%
- Q3
- 28.05%
- Median
- 15.36%
- Q1
- 4.82%
- Min
- -28.52%
Operating Margin (TTM)
Both Berkshire Hathaway (BRK.B) at 32.56% and S&P Global (SPGI) at 48.21% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.
BRK.B
Financial Services industry group
32.56%
- Max
- 107.33%
- Q3
- 55.90%
- BRK.B
- 32.56%
- Median
- 30.09%
- Q1
- 14.60%
- Min
- -44.34%
SPGI
Financial Services industry group
48.21%
- Max
- 107.33%
- Q3
- 55.90%
- SPGI
- 48.21%
- Median
- 30.09%
- Q1
- 14.60%
- Min
- -44.34%
Profitability Metrics
| Metric | BRK.B | SPGI |
|---|---|---|
| ROE (TTM) | 12.12% | 17.88% |
| ROA (TTM) | 6.01% | 8.33% |
| Net Margin (TTM) | 22.30% | 30.60% |
| Operating Margin (TTM) | 32.56% | 48.21% |
| Gross Margin (TTM) | -- | -- |
Growth
Revenue Growth
S&P Global (SPGI) at 7.94% is around its peer norm for revenue growth, while Berkshire Hathaway (BRK.B) at -3.23% drops into the bottom quartile, signaling weaker demand or pricing momentum.
EPS Growth
S&P Global (SPGI) at 18.70% is around its peer norm for EPS growth, while Berkshire Hathaway (BRK.B) at -24.78% drops into the bottom quartile, signaling weaker earnings momentum.
Growth Metrics
| Metric | BRK.B | SPGI |
|---|---|---|
| Revenue Growth (YoY) | -3.23% | 7.94% |
| Revenue Growth (3Y CAGR) | 20.59% | 11.11% |
| EPS Growth (YoY) | -24.78% | 18.70% |
| EPS Growth (3Y 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 / Equity (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 Metrics
| Metric | BRK.B | SPGI |
|---|---|---|
| Current Ratio (MRQ) | -- | -- |
| Debt / Equity (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 0.82%, ranking against industry peers normally.
BRK.B
Financial Services industry group
0.00%
- Max
- 9.77%
- Q3
- 3.92%
- Median
- 1.09%
- BRK.B
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
SPGI
Financial Services industry group
0.82%
- Max
- 9.77%
- Q3
- 3.92%
- Median
- 1.09%
- SPGI
- 0.82%
- Q1
- 0.00%
- Min
- 0.00%
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 22.06%, ranking against industry peers normally.
BRK.B
Financial Services industry group
0.00%
- Max
- 241.07%
- Q3
- 97.36%
- Median
- 25.77%
- BRK.B
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
SPGI
Financial Services industry group
22.06%
- Max
- 241.07%
- Q3
- 97.36%
- Median
- 25.77%
- SPGI
- 22.06%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | BRK.B | SPGI |
|---|---|---|
| Dividend Yield (TTM) | 0.00% | 0.82% |
| Dividend Payout Ratio (TTM) | 0.00% | 22.06% |
Valuation
P/E Ratio (TTM)
Berkshire Hathaway (BRK.B) at 14.36 is near its industry’s usual P/E ratio, while S&P Global (SPGI) at 27.95 sits in the richer quartile — SPGI needs stronger growth or earnings quality to justify the premium.
BRK.B
Financial Services industry group
14.36
- Max
- 45.85
- Q3
- 24.64
- Median
- 15.37
- BRK.B
- 14.36
- Q1
- 9.68
- Min
- 0.16
SPGI
Financial Services industry group
27.95
- Max
- 45.85
- SPGI
- 27.95
- Q3
- 24.64
- Median
- 15.37
- Q1
- 9.68
- Min
- 0.16
P/S Ratio (TTM)
Berkshire Hathaway (BRK.B) at 3.18 is priced about in line with its industry on P/S ratio, while S&P Global (SPGI) at 8.32 sits in the pricier quartile — SPGI costs more per dollar of sales.
BRK.B
Financial Services industry group
3.18
- Max
- 9.23
- Q3
- 4.57
- BRK.B
- 3.18
- Median
- 2.72
- Q1
- 1.28
- Min
- -0.55
SPGI
Financial Services industry group
8.32
- Max
- 9.23
- SPGI
- 8.32
- Q3
- 4.57
- Median
- 2.72
- Q1
- 1.28
- Min
- -0.55
P/B 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 6.88 carries a premium in the upper quartile — a clear price-to-book gap.
BRK.B
Financial Services industry group
0.00
- Max
- 7.79
- Q3
- 3.63
- Median
- 1.57
- Q1
- 0.81
- BRK.B
- 0.00
- Min
- -0.39
SPGI
Financial Services industry group
6.88
- Max
- 7.79
- SPGI
- 6.88
- Q3
- 3.63
- Median
- 1.57
- Q1
- 0.81
- Min
- -0.39
Valuation Metrics
| Metric | BRK.B | SPGI |
|---|---|---|
| P/E Ratio (TTM) | 14.36 | 27.95 |
| P/S Ratio (TTM) | 3.18 | 8.32 |
| P/B Ratio (MRQ) | 0.00 | 6.88 |
| Free Cash Flow Yield (TTM) | -- | -- |