Instrument overview

SPGIS&P Global

StockNYSEStati UnitiFinancialsEU retail: available
4/10
Balanced 4/104/10Balanced
Growth3/10
Balanced4/10
Income6/10

The Smart Score (1–10) describes how this instrument compares with its peers on published, rules-based measures of value, quality, trend, stability and dividend safety. It is not a forecast and not personal advice.

Compared with: Financials companies in USA (n = 190)

Current rating first published: · last recomputed · rating log

Factor scores

Value12 / 100
Quality82 / 100
Trend21 / 100
Stability44 / 100
Dividend safety89 / 100

Percentiles within the peer group (100 = the best of its peers); dividend safety in points.

Main drivers

  • Book value + dividends growth (5 y)supports the score · percentile 100
  • Equity / assetssupports the score · percentile 91
  • Share issuance (1 y)supports the score · percentile 65

Red flags and notes

No red flagsNone of our published warning rules is triggered right now.

Price chart

Interactive chart by TradingView: exchange prices are delayed, crypto and currencies are live.

Key metrics

Valuation

P/E
25,3
P/B
3,9
P/S
7,7
EV/EBIT
19,2
Free-cash-flow yield
4,6%
Market cap (EUR)
108 Mld €

Profitability and debt

Return on equity
14,8%
Return on invested capital
12,5%
Gross margin
70,5%
Net debt / EBITDA
1,41

Dividends

Dividend yield
0,91%
Payout ratio
23%
5-year dividend growth (per year)
5,7%
Years of dividend growth
21

Returns and risk

1 day
−0,3%
1 month
−2,4%
1 year
−10,5%
Volatility, 1 yr
31,2%
Max drawdown, 1 yr
−28,5%
Beta
0,90

Ratios from SEC filings and end-of-day prices; returns are price changes without dividends.

News and filings

  • FactA filing (SEC EDGAR) or an exchange notice (Moscow Exchange): the issuer's or the exchange's own statement.
  • Media reportA headline from a named media outlet. We link to it and do not check it.
  • RumourUnconfirmed: the headline itself hedges (“reportedly”, “sources say”, “in talks”), names no publisher, or comes from a news aggregator or an automated republisher.

Source: Filings: U.S. SEC EDGAR. The tone is scored automatically from the headline and can be wrong.

Score changes in the last 12 months

Every published rating and change, logged when it was published (EU Market Abuse Regulation).

DateEventBalancedGrowth · IncomeWarningsPrice at publication
First rating 4/10 3 · 6 — Available with Invest Pro

Ratings are rules-based descriptions, valid until the next scoring run (about 06:20 and 21:50 UTC) and the same for every visitor.