S&P Global (SPGI) Return on Assets [ROA] (2009 - 2026)
S&P Global (SPGI) reported Return on Assets [ROA] of 9.69% for Q3 2026, up 2.09 percentage points from 7.60% a year earlier and up 1.09 percentage points from the prior quarter.
Powered by 
Analysis
S&P Global (SPGI) Return on Assets [ROA] (2009 - 2026) Analysis & Trends
For FY2025, S&P Global posted Return on Assets [ROA] of 7.94%, up 1.04 percentage points from FY2024.
- Return on Assets [ROA] has a five-year change of -13.28 percentage points (FY2020 to FY2025).
- By year, Return on Assets [ROA] came in at 6.90% in FY2024 (+2.17 pp), 4.73% in FY2023 (-4.44 pp), 9.17% in FY2022 (-14.51 pp) and 23.68% in FY2021 (+2.46 pp).
- The Q3 2026 figure ranks as the highest quarterly Return on Assets [ROA] since Q4 2021.
- Year over year, Return on Assets [ROA] has now increased in each of the last 11 quarters, with an average year-over-year change of +1.56 percentage points over the last eight quarters.
- The high point for year-over-year Return on Assets [ROA] in five years was Q4 2024 (a gain of 2.14 percentage points); the low point was Q4 2022 (a drop of 16.69 percentage points).
- Per Business Quant data, the three quarters before Q3 2026 came in at 8.60% (Q2 2026), 8.45% (Q1 2026) and 7.97% (Q4 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROA (Qtr) |
|---|---|---|---|---|---|
| 1 | Msci | 235.55 Bn | 234.03 Bn | 739.80 Mn | 24.71% |
| 2 | S&P Global | 137.22 Bn | 132.42 Bn | 2.64 Bn | 9.73% |
| 3 | Moodys | 88.04 Bn | 81.11 Bn | 1.50 Bn | 19.57% |
| 4 | Verisk Analytics | 26.17 Bn | 22.36 Bn | 567.00 Mn | 19.46% |
| 5 | Equifax | 22.05 Bn | 21.44 Bn | 940.10 Mn | 6.26% |
| 6 | TransUnion | 15.64 Bn | 12.48 Bn | - | 6.69% |
| 7 | Factset Research Systems | 11.49 Bn | 10.35 Bn | 308.40 Mn | 12.81% |
| 8 | Morningstar | 9.15 Bn | 7.04 Bn | 431.40 Mn | 11.28% |
| 9 | Mastercard | 570.55 Bn | 530.63 Bn | - | 29.28% |
| 10 | Cme | 110.48 Bn | 98.81 Bn | 359.20 Mn | 2.28% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 9.73% |
| Jun 30, 2026 | 8.60% |
| Mar 31, 2026 | 8.45% |
| Dec 31, 2025 | 7.97% |
| Sep 30, 2025 | 7.60% |
| Jun 30, 2025 | 7.22% |
| Mar 31, 2025 | 7.11% |
| Dec 31, 2024 | 6.91% |
| Sep 30, 2024 | 6.34% |
| Jun 30, 2024 | 5.95% |
| Mar 31, 2024 | 5.12% |
| Dec 31, 2023 | 4.78% |
| Sep 30, 2023 | 4.52% |
| Jun 30, 2023 | 4.25% |
| Mar 31, 2023 | 4.98% |
| Dec 31, 2022 | 5.70% |
| Sep 30, 2022 | 5.97% |
| Jun 30, 2022 | 6.05% |
| Mar 31, 2022 | 9.25% |
| Dec 31, 2021 | 22.39% |
API Access
S&P Global Return on Assets [ROA] API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=return-on-assets-%5Broa%5D&ticker=SPGI&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-assets-[roa]", "ticker": "SPGI", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=return-on-assets-%5Broa%5D&ticker=SPGI&period=max&api_key=YOUR_API_KEY");
const data = await res.json();