If You Invested $1,000 In S&P Global Ten Years Ago, Here's How Much It Would Be Worth Now (2024)
Zacks Stock Analysis
·4 minutes reading
The extent to which a stock's price changes over time is important to most investors because price movements can both impact your investment portfolio and help you compare investment results across sectors and industries.
Another thing that can drive investment is the fear of missing out, or FOMO. This is especially true for tech giants and popular consumer-facing stocks.
What if you had invested in S&P Global (SPGI) ten years ago? It may not have been easy to hold onto SPGI all that time, but if you did, how much would your investment be worth today?
S&P Global's operations in depth
With that in mind, let's take a look at S&P Global's key business drivers. S&P Global Inc. was founded in December 1925 and is a leading provider of transparent and independent ratings, benchmarks, analysis and data for capital and commodity markets worldwide.
Andere bedrijven opereren als volgt: S&P Global Market Intelligence ("Market Intelligence"), S&P Global Ratings ("Ratings"), S&P Global Commodity Insights ("Commodity Insights"), S&P Global Mobility ("Mobility"), S&P Dow Jones Indices ("Indeks") en S&P Global Engineering Solutions ("Engineering Solutions").
Ratings (27% of total revenue in 2022): Ratings serves as an independent provider of credit ratings, research and analysis, providing investors and other market participants with information, ratings and benchmarks. With offices in more than 25 countries worldwide, Ratings has an important position in the world's financial infrastructure. Ratings income is divided into transactional and non-transactional income.
Market intelligence (34%): It helps investment professionals, government agencies, companies and universities track performance, generate alpha, identify investment ideas, understand competitive and industry dynamics, perform valuations and assess credit risk. Desktop, Data Management Solutions and Risk Services are the business areas that belong to this segment.
Commodity Insights (15%): Commodity Insights provides information and benchmark prices for commodity and energy markets. It helps producers, traders, intermediaries in the energy and commodities market with price data, analysis and sector insights, increasing market transparency and efficiency.
Indices (12%): Indices is a global index provider that maintains a wide range of valuation and index benchmarks for investment advisors, asset managers and institutional investors. Indices derive primarily from asset-linked fee income based on the S&P and Dow Jones indices, as well as subscription and transaction revenue.
Mobility (10%) & Engineering Solutions (3%), acquired as a result of the acquisition of IHS Markit, serve two different customer segments. Mobility serves automakers, automotive suppliers, mobility providers, retailers, consumers and financial and insurance companies, while Engineering Solutions serves engineering professionals.
In short
Building a successful investment portfolio requires a combination of research, patience and a little risk. For S&P Global, if you bought a stock ten years ago, you probably feel good about your investment today.
According to our calculations, a $1,000 investment in February 2014 would be worth $5,971.20, or a gain of 497.12%, per share. February 5, 2024, and this return excludes dividends, but includes price appreciation.
Compare this to the S&P 500's rally of 178.17% and gold's return of 55.50% over the same time frame.
Analysts also predict more upside potential for SPGI.
S&P Global remains well positioned to benefit from growing demand for business information services. Buyouts help innovate, increase differentiated content and develop new products. New service launches have fueled the company's growth. Dividend payments and share buybacks increase investor confidence and influence earnings per share. share positively. A rising current ratio bodes well for the company. Partly due to these positive circ*mstances, the share has risen over the past year. However, S&P Global remains vulnerable to lawsuits, investigations and investigations related to its stated ratings, resulting in legal charges, damages or fines. Growth initiatives, higher rewards and incentives increase the company's costs. More long-term debt than cash doesn't bode well for the company.
The stock is up 6.10% over the past four weeks. Additionally, no earnings estimates have declined in the past two months, compared to nine earnings estimate increases for fiscal 2023; the consensus estimate has also increased.
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Currently, S&P Global has a market capitalization of $135.11 billion. Buying $1000 In SPGI: If an investor had bought $1000 of SPGI stock 10 years ago, it would be worth $5,733.44 today based on a price of $426.48 for SPGI at the time of writing.
Over the past decade, you would have done even better, as the S&P 500 posted an average annual return of a whopping 12.68%. Here's how much your account balance would be now if you were invested over the past 10 years: $1,000 would grow to $3,300. $5,000 would grow to $16,498.
The historical average yearly return of the S&P 500 is 12.58% over the last 10 years, as of the end of April 2024. This assumes dividends are reinvested. Adjusted for inflation, the 10-year average stock market return (including dividends) is 9.52%.
This lump-sum investment beats inflation during this period for an inflation-adjusted return of about 3,505.34% cumulatively, or 8.42% per year. If you used dollar-cost averaging (monthly) instead of a lump-sum investment, you'd have $11,799.89.
In fact, at the end of the five years, if you invest $1,000 per month you would have $83,156.62 in your investment account, according to the SIP calculator (assuming a yearly rate of return of 11.97% and quarterly compounding).
So, if you had invested in Harmony Gold ten years ago, you're likely feeling pretty good about your investment today. A $1000 investment made in May 2014 would be worth $3,108.28, or a gain of 210.83%, as of May 20, 2024, according to our calculations.
This means that your $1,000 10 years ago — technically, $1,002 — would have bought 60 shares of Tesla. As of Mar. 3, 2024, those 60 shares of Tesla would be worth $12,158.40. That marks a 28.342% annual rate of return.
Basic Info. S&P 500 1 Year Return is at 20.78%, compared to 27.86% last month and 0.91% last year. This is higher than the long term average of 6.75%. The S&P 500 1 Year Return is the investment return received for a 1 year period, excluding dividends, when holding the S&P 500 index.
S&P 500 5 Year Return is at 70.94%, compared to 85.38% last month and 57.45% last year. This is higher than the long term average of 45.28%. The S&P 500 5 Year Return is the investment return received for a 5 year period, excluding dividends, when holding the S&P 500 index.
Answer and Explanation: The amount of $100,000 will grow to $432,194.24 after 30 years at a 5% annual return. The amount of $100,000 will grow to $1,006,265.69 after 30 years at an 8% annual return.
A $100,000 investment can turn into $259,374 in just 10 years' time, and in 30 years' time, your $100,000 investment could be worth $1.7 million. So, if you can save your $100,000 early on, you could easily become a multi-millionaire by retirement, even if you don't contribute much else over the course of your career.
Imagine you wish to amass $3000 monthly from your investments, amounting to $36,000 annually. If you park your funds in a savings account offering a 2% annual interest rate, you'd need to inject roughly $1.8 million into the account.
According to our calculations, a $1000 investment made in February 2014 would be worth $5,971.20, or a gain of 497.12%, as of February 5, 2024, and this return excludes dividends but includes price increases. Compare this to the S&P 500's rally of 178.17% and gold's return of 55.50% over the same time frame.
Investing $1,000 a month for 20 years would leave you with around $687,306. The specific amount you end up with depends on your returns -- the S&P 500 has averaged 10% returns over the last 50 years. The more you invest (and the earlier), the more you can take advantage of compound growth.
Let's say you want to become a millionaire in five years. If you're starting from scratch, online millionaire calculators (which return a variety of results given the same inputs) estimate that you'll need to save anywhere from $13,000 to $15,500 a month and invest it wisely enough to earn an average of 10% a year.
According to his math, since 1949 S&P 500 investments have doubled ten times, or an average of about seven years each time. In some cases, like 1952 to 1955 or 1995 to 1998, the value of the investment doubled in only three years.
So, if you had invested in Nvidia ten years ago, you're likely feeling pretty good about your investment today. According to our calculations, a $1000 investment made in March 2014 would be worth $172,169.75, or a 17,116.97% gain, as of March 1, 2024.
Ten years ago, at market close on March 28, 2014, Tesla's stock was trading at $14.16 per share. This means that $10,000 invested in Tesla in March 2014 would be worth about $124,145 today. This means that if you had invested $120,954.87 in Tesla stock in 2014, you may have been able to sell it today and retire.
Introduction: My name is Lidia Grady, I am a thankful, fine, glamorous, lucky, lively, pleasant, shiny person who loves writing and wants to share my knowledge and understanding with you.
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