Valuation

SPGIS&P Global

StockNYSEAmerika Birleşik DevletleriFinancialsEU retail: available
4/10

Ratios vs sector

Medians of Financials companies in the same region (stocks and REITs).

Lower P/E, P/B, P/S and EV/EBIT mean cheaper; higher yields, returns and margins mean more for the price. Negative multiples (losses) are left out of the medians.
MetricSPGISector medianvs median
P/E25,313,2 · n=166%92 above
P/B3,91,8 · n=174%120 above
P/S7,72,5 · n=170%207 above
EV/EBIT19,217,1 · n=54%13 above
Free-cash-flow yield%4,6%7,3 · n=116%37 below
Dividend yield%0,91%2,01 · n=186%55 below
Return on equity%14,8%13,9 · n=183%6 above
Return on invested capital%12,5%15,3 · n=59%19 below
Gross margin%70,5%48,4 · n=24%46 above
Net debt / EBITDA1,410,93 · n=50%52 above

Value factor: 12 of 100 within the peer group. Full score breakdown →

Sector peers

The largest companies of the same sector and region.

InstrumentP/EP/BEV/EBITFree-cash-flow yieldDividend yieldSmart Score
JPMJPMorgan14,02,4——%1,88/10
MAMastercard32,894,926,7%3,1%0,67/10
BACBank of America Corp11,21,2——%2,38/10
MSMorgan Stanley14,62,5——%2,34/10
GSGoldman Sachs12,82,3—−%16,2%2,05/10
WFCWells Fargo & Company11,31,5——%2,35/10
CCitigroup16,41,1—−%34,7%2,03/10
AXPAmerican Express18,26,0—%7,3%1,24/10
SCHWThe Charles Schwab Corporation17,23,8—%6,4%1,36/10
BLKBlackRock24,12,919,0%2,1%2,13/10

Fiscal-year history

From annual SEC filings; each bar is a fiscal year, labelled by the year it ended.

Filings: U.S. SEC EDGAR · ratios computed by AI-Stock Invest from public filings and end-of-day prices · latest period 31 Mar 2026 · filed 28 Nis 2026