COMP <GO>
NU vs SPGI // NET PROFIT MARGIN
Nu Holdings Ltd. (Class A) (NYSE) VS. S&P Global Inc. (NYSE) • 15-METRIC TALLY: NU 0
— SPGI 11
▲ NET PROFIT MARGIN LEADER: SPGI
LAST: $11.61 (-3.65%) • MKT CAP: $58.51B
net-margins
10.90%
LAST: $466.55 (+1.28%) • MKT CAP: $133.55B
net-margins
29.20%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (NU VS. SPGI)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | NU | SPGI | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 9.90% | 12.20% | -2.30 | SPGI | /roic <GO> |
| EV/EBITDA & P/E Valuation | 21.0x | 20.4x | +0.60 | SPGI | /valuation <GO> |
| Free Cash Flow Yield | 2.21% | 3.71% | -1.50 | SPGI | /fcf-yield <GO> |
| Operating Margin | 13.90% | 42.20% | -28.30 | SPGI | /operating-margins <GO> |
| Net Profit Margin ACTIVE | 10.90% | 29.20% | -18.30 | SPGI | /net-margins <GO> |
| Revenue Growth (YoY) | 4.40% | 7.90% | -3.50 | SPGI | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.88% | -0.88 | SPGI | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 8/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 35.5 | 70.9 | -35.40 | SPGI | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.03 | 1.15 | -0.12 | SPGI | /macro-sensitivity <GO> |
| Forward P/E Multiple | 30.5x | 27.8x | +2.70 | SPGI | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $58.51B | $133.55B | -$75.03B | SPGI | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | NU REV | SPGI REV | NU GROSS % | SPGI GROSS % | NU FCF | SPGI FCF |
|---|---|---|---|---|---|---|
| FY 2025 | — | $15.34B | — | 70.2% | — | $4.96B |
| FY 2024 | — | $14.21B | — | 69.3% | — | $5.05B |
| FY 2023 | — | $12.50B | — | — | — | $3.15B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
NU // BETA 1.03
SPGI // BETA 1.15