If You Invested $1000 in S&P Global a Decade Ago, This is How Much It'd Be Worth Now (2024)

Zacks Equity Research

·4 min read

How much a stock's price changes over time is important for most investors, since price performance can both impact your investment portfolio and help you compare investment results across sectors and industries.

Another thing that can drive investing is the fear of missing out, or FOMO. This particularly applies to tech giants and popular consumer-facing stocks.

What if you'd invested in S&P Global (SPGI) ten years ago? It may not have been easy to hold on to SPGI for all that time, but if you did, how much would your investment be worth today?

S&P Global's Business In-Depth

With that in mind, let's take a look at S&P Global's main business drivers. Incorporated in December 1925, S&P Global Inc. is a leading provider of transparent and independent ratings, benchmarks, analytics and data to the capital and commodity markets worldwide.

The company operates through six reportable segments: 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 (“Indices”) and S&P Global Engineering Solutions (“Engineering Solutions”).

Ratings (27% of total revenues in 2022): Ratings operates as an independent provider of credit ratings, research and analytics, providing investors and other market participants with information, ratings and benchmarks. With offices in more than 25 countries globally, Ratings holds an important position in the world's financial infrastructure. Ratings’ revenues are differentiated between transaction and non-transaction revenues.

Market Intelligence (34%): It helps investment professionals, government agencies, corporations and universities to track performance, generate alpha, identify investment ideas, understand competitive and industry dynamics, perform evaluations and assess credit risk. Desktop, Data Management Solutions and Risk Services are the business lines included in the segment.

Commodity Insights (15%): Commodity Insights provides information and benchmark prices for commodity and energy markets. It helps producers, traders, energy and commodity market intermediaries with price data, analytics and industry insights, thereby enhancing transparency and efficiency in the market.

Indices (12%): Indices is a global index provider that maintains a wide variety of valuation and index benchmarks for investment advisors, wealth managers and institutional investors. Indices mainly derives revenues from asset-linked fees based on the S&P and Dow Jones indices and also from subscription and transaction revenues.

Mobility (10%) & Engineering Solutions (3%) which were acquired as a result of the IHS Markit buyout, serves two different sections of customers. Mobility serves vehicle manufacturers, automotive suppliers, mobility service providers, retailers, consumers, and finance and insurance companies while Engineering Solutions serves technical professionals.

Bottom Line

Putting together a successful investment portfolio takes a combination of research, patience, and a little bit of risk. For S&P Global, if you bought shares a decade ago, you're likely feeling really good about your investment today.

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.

Analysts are forecasting more upside for SPGI too.

S&P Global remains well-poised to gain from the growing demand for business information services. Buyouts help innovate, increase differentiated content and develop new products. New service launches have been aiding the company's growth. Dividend payments and share buybacks boost investors' confidence and positively impact earnings per share. Increasing current ratio bodes well for the company. Partly due to these positives, the stock has gained in the past year. However, S&P Global remains vulnerable to proceedings, investigations and inquiries concerning the ratings provided, leading to legal charges, damages or fines. Growth initiatives, higher compensations and incentives raise the company's expenses. More long-term debt than cash does not bode well for the company.

The stock has jumped 6.10% over the past four weeks. Additionally, no earnings estimate has gone lower in the past two months, compared to 9 higher, for fiscal 2023; the consensus estimate has moved up as well.

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If You Invested $1000 in S&P Global a Decade Ago, This is How Much It'd Be Worth Now (2024)

FAQs

If You Invested $1000 in S&P Global a Decade Ago, This is How Much It'd Be Worth Now? ›

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.

What if I invested $1000 in the S&P 500 10 years ago? ›

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.

What is the 20 year return of the S&P 500? ›

Stock Market Average Yearly Return for the Last 20 Years

The historical average yearly return of the S&P 500 is 9.88% over the last 20 years, as of the end of April 2024. This assumes dividends are reinvested. Adjusted for inflation, the 20-year average stock market return (including dividends) is 7.13%.

How much would $100 invested in the S&P 500 in 1980 be worth today? ›

S&P 500: $100 in 1980 → $13,719.04 in 2024

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.

What if you invested $1000 in Google 20 years ago? ›

If you had invested $1,000 in Google stock on Aug. 19, 2004, today, you would have $60,107. Likewise, if you had invested $1,000 in an index fund replicating Nasdaq, you would have $9,000.

What is the average return of the S&P 500 in 10 years? ›

Average returns
PeriodAverage annualised returnTotal return
Last year25.7%25.7%
Last 5 years14.2%94.5%
Last 10 years15.3%316.2%
Last 20 years10.6%651.5%

How much is $1000 a month for 5 years? ›

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).

What is the average return of the S&P 500 last 30 years? ›

Looking at the S&P 500 for the years 1993 to mid-2023, the average stock market return for the last 30 years is 9.90% (7.22% when adjusted for inflation). Some of this success can be attributed to the dot-com boom in the late 1990s (before the bust), which resulted in high return rates for five consecutive years.

What is the average stock market return for the last 20 years? ›

5-year, 10-year, 20-year and 30-year S&P 500 returns
Period (start-of-year to end-of-2023)Average annual S&P 500 return
15 years (2009-2023)12.63%
20 years (2004-2023)9.00%
25 years (1999-2023)7.18%
30 years (1994-2023)9.67%
2 more rows
May 3, 2024

Has the S&P 500 ever lost money? ›

Over the past 94 years, the S&P 500 has gone up and down each year. In fact 27% of those years had negative results.

What will 100k be worth in 30 years? ›

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.

How much money do I need to invest to make $3,000 a month? ›

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.

How to double 10k quickly? ›

Think about the type of strategy that works best for you, and then dive in!
  1. Flip Stuff For Money. ...
  2. Invest In Real Estate. ...
  3. Start An Online Business. ...
  4. Start A Side Hustle. ...
  5. Invest In Stocks & ETFs. ...
  6. Fixed-Income Investing. ...
  7. Alternative Assets. ...
  8. Invest In Debt.
May 24, 2024

What if you invested $1,000 in Netflix 10 years ago? ›

So, if you had invested in Netflix ten years ago, you're likely feeling pretty good about your investment today. A $1000 investment made in March 2014 would be worth $9,728.72, or a gain of 872.87%, as of March 4, 2024, according to our calculations. This return excludes dividends but includes price appreciation.

How long will it take for an $1000 investment to double in size when invested at the rate of 8% per year? ›

For example, if an investment scheme promises an 8% annual compounded rate of return, it will take approximately nine years (72 / 8 = 9) to double the invested money.

Why Google lost $100 billion dollars? ›

Google loses over $100 billion m-cap after chatbot 'Bard' gives wrong answer in ad - BusinessToday.

How much money will I have if I invest 500 a month for 10 years? ›

What happens when you invest $500 a month
Rate of return10 years20 years
4%$72,000$178,700
6%$79,000$220,700
8%$86,900$274,600
10%$95,600$343,700
Nov 15, 2023

Does invested money double every 10 years? ›

The Rule of 72 is focused on compounding interest that compounds annually. For simple interest, you'd simply divide 1 by the interest rate expressed as a decimal. If you had $100 with a 10 percent simple interest rate with no compounding, you'd divide 1 by 0.1, yielding a doubling rate of 10 years.

What is over a 20 year period an investment of $1000? ›

For example, if you have $1,000 and invest it at 10% per year for 20 years, its value after 20 years is $6,727. This assumes that you leave the interest amount earned each year with the investment rather than withdrawing it.

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