Stock comparison
S&P Global
UBS Group AG
Scored across Buffett, Graham, Lynch and Greenblatt - plus a side-by-side metric table covering valuation, quality, growth and balance sheet.
SPGI
S&P Global
Market cap
$123.61B
Sector
Financials
UBS
UBS Group AG
Market cap
$153.93B
Sector
Financials
Overall winner
S&P Global SPGI
Wins on the combined sum of fit scores across all four strategies. Per-strategy breakdown below.
Fit scores by strategy
| Strategy | SPGI | UBS | Winner |
|---|---|---|---|
| Warren Buffett | 74C | 42D | SPGI |
| Benjamin Graham | 66B | 66C | Tie |
| Philip Fisher | 70C | 31F | SPGI |
| Peter Lynch | 68C | 39D | SPGI |
| Joel Greenblatt | 42D | 47D | UBS |
| Charlie Munger | 70B | 37D | SPGI |
| Terry Smith | 70B | 30F | SPGI |
Side-by-side metrics
| Metric | SPGI | UBS |
|---|---|---|
| Market cap | $123.61B | $153.93B |
| P/E (TTM) | 25.1x | 18.1x |
| EV/EBIT | 20.3x | 43.3x |
| ROIC (TTM) | 9.89% | 0.46% |
| Gross margin | 70.47% | 71.91% |
| Net margin | 30.37% | 13.26% |
| Revenue CAGR 5y | 16.6% | 13.95% |
| EPS CAGR 5y | 3.96% | -2.3% |
| Debt / Equity | 0.4x | 4.2x |
| Dividend yield | 0.95% | 2.4% |
Where each one wins
The metrics with the biggest gap between the two - sorted so the most decisive edges read first.
SPGI leads on
- EPS CAGR 5y3.96%vs -2.3%+158%
- ROIC (TTM)9.89%vs 0.46%+95%
- Debt / Equity0.4xvs 4.2x+90%
- Net margin30.37%vs 13.26%+56%
UBS leads on
- Dividend yield2.4%vs 0.95%+60%
- P/E (TTM)18.1xvs 25.1x+28%
- Market cap$153.93Bvs $123.61B+20%
Related on invest-like
Key terms in this analysis
Educational tool. Fit scores are deterministic projections from public financials onto each investor's published criteria - not personal recommendations or advice.