COMP <GO>
SPGI vs BAC // DIVIDEND YIELD & FCF PAYOUT SAFETY
S&P Global Inc. (NYSE) VS. Bank of America Corporation (NYSE) • 15-METRIC TALLY: SPGI 12
— BAC 3
▲ DIVIDEND YIELD & FCF PAYOUT SAFETY LEADER: SPGI
LAST: $466.55 (+1.28%) • MKT CAP: $133.55B
dividend-safety
0.88%
LAST: $50.01 (-2.21%) • MKT CAP: $357.61B
dividend-safety
0.00%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SPGI VS. BAC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | SPGI | BAC | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 70.20% | 41.00% | +29.20 | SPGI | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 12.20% | 2.50% | +9.70 | SPGI | /roic <GO> |
| EV/EBITDA & P/E Valuation | 20.4x | 30.2x | -9.80 | SPGI | /valuation <GO> |
| Free Cash Flow Yield | 3.71% | 2.10% | +1.61 | SPGI | /fcf-yield <GO> |
| Operating Margin | 42.20% | 32.90% | +9.30 | SPGI | /operating-margins <GO> |
| Net Profit Margin | 29.20% | 27.00% | +2.20 | SPGI | /net-margins <GO> |
| Revenue Growth (YoY) | 7.90% | 6.80% | +1.10 | SPGI | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety ACTIVE | 0.88% | 0.00% | +0.88 | SPGI | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 4.31 | 0.45 | +3.86 | SPGI | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 7/9 | +1.00 | SPGI | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.40% | 6.60% | +0.80 | BAC | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 77.3 | 27.7 | +49.62 | SPGI | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.15 | 0.90 | +0.25 | SPGI | /macro-sensitivity <GO> |
| Forward P/E Multiple | 27.8x | 10.9x | +16.90 | BAC | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $133.55B | $357.61B | -$224.06B | BAC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | SPGI REV | BAC REV | SPGI GROSS % | BAC GROSS % | SPGI FCF | BAC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $15.34B | $113.10B | 70.2% | 44.0% | $4.96B | $7.52B |
| FY 2024 | $14.21B | $105.86B | 69.3% | 44.0% | $5.05B | -$13.57B |
| FY 2023 | $12.50B | $102.77B | 44.0% | 44.0% | $3.15B | $40.36B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
SPGI // BETA 1.15
BAC // BETA 0.90