COMP <GO>
SPGI vs BRK-B // 10Y YIELD & FRED MACRO BETA
S&P Global Inc. (NYSE) VS. Berkshire Hathaway Inc. (NYSE) • 15-METRIC TALLY: SPGI 10
— BRK-B 4
▲ 10Y YIELD & FRED MACRO BETA LEADER: SPGI
LAST: $466.55 (+1.28%) • MKT CAP: $133.55B
macro-sensitivity
1.15
LAST: $542.49 (+0.10%) • MKT CAP: $1.16T
macro-sensitivity
0.61
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SPGI VS. BRK-B)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | SPGI | BRK-B | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 70.20% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 12.20% | 11.47% | +0.73 | SPGI | /roic <GO> |
| EV/EBITDA & P/E Valuation | 20.4x | 9.7x | +10.72 | BRK-B | /valuation <GO> |
| Free Cash Flow Yield | 3.71% | 2.09% | +1.62 | SPGI | /fcf-yield <GO> |
| Operating Margin | 42.20% | 27.80% | +14.40 | SPGI | /operating-margins <GO> |
| Net Profit Margin | 29.20% | 22.30% | +6.90 | SPGI | /net-margins <GO> |
| Revenue Growth (YoY) | 7.90% | 3.93% | +3.97 | SPGI | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.88% | 0.00% | +0.88 | SPGI | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 4.31 | 2.85 | +1.46 | SPGI | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 4/9 | +4.00 | SPGI | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.40% | 3.55% | +3.85 | BRK-B | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 77.3 | 66.8 | +10.47 | SPGI | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | 1.15 | 0.61 | +0.54 | SPGI | /macro-sensitivity <GO> |
| Forward P/E Multiple | 27.8x | 24.3x | +3.46 | BRK-B | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $133.55B | $1.16T | -$1.03T | BRK-B | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | SPGI REV | BRK-B REV | SPGI GROSS % | BRK-B GROSS % | SPGI FCF | BRK-B FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $15.34B | $371.44B | 70.2% | — | $4.96B | $25.04B |
| FY 2024 | $14.21B | $371.43B | 69.3% | — | $5.05B | $11.62B |
| FY 2023 | $12.50B | $364.48B | 44.0% | — | $3.15B | $29.79B |
| FY 2022 | — | $302.02B | — | — | — | $21.89B |
| FY 2021 | — | $276.19B | — | — | — | $26.15B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
SPGI // BETA 1.15
BRK-B // BETA 0.61