Spire Inc Stock Five Year Return

SR Stock

USD 70.66 2.27 3.32%

Spire Inc fundamentals help investors to digest information that contributes to Spire's financial success or failures. It also enables traders to predict the movement of Spire Stock. The fundamental analysis module provides a way to measure Spire's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Spire stock.

Short Long Term Debt Total Total Assets

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Spire Inc Company Five Year Return Analysis

Spire's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.

Five Year Return

(Mean of Monthly Returns - 1)

X

100%

More About Five Year Return | All Equity Analysis

Current Spire Five Year Return

3.42 %

Most of Spire's fundamental indicators, such as Five Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Spire Inc is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.

Spire Five Year Return Driver Correlations

Understanding the fundamental principles of building solid financial models for Spire is extremely important. It helps to project a fair market value of Spire Stock properly, considering its historical fundamentals such as Five Year Return. Since Spire's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Spire's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Spire's interrelated accounts and indicators.

	Total Assets	Total Stockholder Equity	Current Deferred Revenue	Net Debt	Retained Earnings	Accounts Payable	Net Receivables	Total Liab	Total Current Assets	Short Term Debt	Common Stock	Long Term Debt	Property Plant Equipment	Intangible Assets	Good Will	Short Term Investments	Deferred Long Term Liab	Net Tangible Assets	Long Term Debt Total	Long Term Investments	Short Long Term Debt	Capital Surpluse	Cash And Equivalents	Net Invested Capital	Net Working Capital	Capital Stock
Total Assets		0.99	0.49	0.55	0.98	0.59	0.61	0.57	0.88	0.93	0.26	0.98	0.77	0.88	0.76	-0.31	0.86	-0.15	0.9	-0.27	-0.49	0.89	0.06	0.81	-0.56	0.74
Total Stockholder Equity	0.99		0.54	0.59	0.98	0.61	0.62	0.6	0.85	0.93	0.34	0.96	0.72	0.91	0.8	-0.3	0.86	-0.12	0.9	-0.29	-0.54	0.91	0.05	0.76	-0.62	0.68
Current Deferred Revenue	0.49	0.54		0.5	0.46	0.39	0.39	0.51	0.33	0.4	0.34	0.43	0.12	0.64	0.66	-0.08	0.54	0.24	0.54	0.12	-0.56	0.29	-0.19	0.11	-0.29	0.06
Net Debt	0.55	0.59	0.5		0.53	0.77	0.71	0.95	0.55	0.69	0.6	0.48	0.27	0.64	0.73	-0.28	0.68	0.01	0.69	-0.19	-0.53	0.5	0.24	0.33	-0.43	0.05
Retained Earnings	0.98	0.98	0.46	0.53		0.6	0.61	0.55	0.88	0.92	0.26	0.95	0.79	0.81	0.69	-0.27	0.81	-0.18	0.87	-0.32	-0.45	0.91	0.07	0.83	-0.6	0.75
Accounts Payable	0.59	0.61	0.39	0.77	0.6		0.94	0.77	0.75	0.73	0.71	0.48	0.41	0.58	0.65	-0.19	0.64	-0.05	0.71	-0.22	-0.35	0.61	0.25	0.45	-0.43	0.01
Net Receivables	0.61	0.62	0.39	0.71	0.61	0.94		0.74	0.82	0.67	0.57	0.53	0.5	0.54	0.61	-0.17	0.69	-0.11	0.77	-0.17	-0.32	0.6	0.16	0.54	-0.24	0.09
Total Liab	0.57	0.6	0.51	0.95	0.55	0.77	0.74		0.6	0.67	0.56	0.51	0.35	0.61	0.69	-0.24	0.73	-0.06	0.73	-0.18	-0.48	0.5	0.28	0.39	-0.38	0.09
Total Current Assets	0.88	0.85	0.33	0.55	0.88	0.75	0.82	0.6		0.86	0.24	0.87	0.81	0.69	0.59	-0.2	0.75	-0.18	0.84	-0.18	-0.28	0.76	0.16	0.8	-0.34	0.59
Short Term Debt	0.93	0.93	0.4	0.69	0.92	0.73	0.67	0.67	0.86		0.4	0.88	0.68	0.84	0.77	-0.39	0.82	-0.22	0.87	-0.39	-0.5	0.87	0.21	0.77	-0.66	0.6
Common Stock	0.26	0.34	0.34	0.6	0.26	0.71	0.57	0.56	0.24	0.4		0.11	-0.13	0.46	0.57	-0.25	0.41	0.06	0.36	-0.39	-0.53	0.41	0.0	-0.06	-0.38	-0.37
Long Term Debt	0.98	0.96	0.43	0.48	0.95	0.48	0.53	0.51	0.87	0.88	0.11		0.79	0.85	0.71	-0.3	0.83	-0.15	0.87	-0.2	-0.43	0.84	0.06	0.83	-0.47	0.81
Property Plant Equipment	0.77	0.72	0.12	0.27	0.79	0.41	0.5	0.35	0.81	0.68	-0.13	0.79		0.46	0.31	-0.11	0.51	-0.26	0.66	-0.02	0.04	0.68	0.1	0.85	-0.38	0.79
Intangible Assets	0.88	0.91	0.64	0.64	0.81	0.58	0.54	0.61	0.69	0.84	0.46	0.85	0.46		0.94	-0.42	0.84	-0.01	0.84	-0.22	-0.72	0.75	0.07	0.52	-0.49	0.46
Good Will	0.76	0.8	0.66	0.73	0.69	0.65	0.61	0.69	0.59	0.77	0.57	0.71	0.31	0.94		-0.41	0.88	0.04	0.86	-0.22	-0.72	0.71	0.18	0.47	-0.45	0.27
Short Term Investments	-0.31	-0.3	-0.08	-0.28	-0.27	-0.19	-0.17	-0.24	-0.2	-0.39	-0.25	-0.3	-0.11	-0.42	-0.41		-0.25	0.12	-0.36	0.16	0.4	-0.33	-0.05	-0.21	0.22	-0.16
Deferred Long Term Liab	0.86	0.86	0.54	0.68	0.81	0.64	0.69	0.73	0.75	0.82	0.41	0.83	0.51	0.84	0.88	-0.25		-0.22	0.94	-0.41	-0.64	0.8	0.17	0.72	-0.4	0.49
Net Tangible Assets	-0.15	-0.12	0.24	0.01	-0.18	-0.05	-0.11	-0.06	-0.18	-0.22	0.06	-0.15	-0.26	-0.01	0.04	0.12	-0.22		-0.08	0.73	0.35	-0.17	-0.1	-0.28	0.04	-0.24
Long Term Debt Total	0.9	0.9	0.54	0.69	0.87	0.71	0.77	0.73	0.84	0.87	0.36	0.87	0.66	0.84	0.86	-0.36	0.94	-0.08		-0.2	-0.48	0.85	0.19	0.81	-0.47	0.54
Long Term Investments	-0.27	-0.29	0.12	-0.19	-0.32	-0.22	-0.17	-0.18	-0.18	-0.39	-0.39	-0.2	-0.02	-0.22	-0.22	0.16	-0.41	0.73	-0.2		0.59	-0.44	-0.08	-0.25	0.3	-0.16
Short Long Term Debt	-0.49	-0.54	-0.56	-0.53	-0.45	-0.35	-0.32	-0.48	-0.28	-0.5	-0.53	-0.43	0.04	-0.72	-0.72	0.4	-0.64	0.35	-0.48	0.59		-0.41	0.01	-0.1	0.25	-0.07
Capital Surpluse	0.89	0.91	0.29	0.5	0.91	0.61	0.6	0.5	0.76	0.87	0.41	0.84	0.68	0.75	0.71	-0.33	0.8	-0.17	0.85	-0.44	-0.41		0.08	0.83	-0.7	0.65
Cash And Equivalents	0.06	0.05	-0.19	0.24	0.07	0.25	0.16	0.28	0.16	0.21	0.0	0.06	0.1	0.07	0.18	-0.05	0.17	-0.1	0.19	-0.08	0.01	0.08		0.19	-0.02	0.06
Net Invested Capital	0.81	0.76	0.11	0.33	0.83	0.45	0.54	0.39	0.8	0.77	-0.06	0.83	0.85	0.52	0.47	-0.21	0.72	-0.28	0.81	-0.25	-0.1	0.83	0.19		-0.46	0.82
Net Working Capital	-0.56	-0.62	-0.29	-0.43	-0.6	-0.43	-0.24	-0.38	-0.34	-0.66	-0.38	-0.47	-0.38	-0.49	-0.45	0.22	-0.4	0.04	-0.47	0.3	0.25	-0.7	-0.02	-0.46		-0.36
Capital Stock	0.74	0.68	0.06	0.05	0.75	0.01	0.09	0.09	0.59	0.6	-0.37	0.81	0.79	0.46	0.27	-0.16	0.49	-0.24	0.54	-0.16	-0.07	0.65	0.06	0.82	-0.36

Click cells to compare fundamentals

Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.

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Spire Return On Tangible Assets

Return On Tangible Assets

0.0327

At this time, Spire's Return On Tangible Assets are relatively stable compared to the past year.

According to the company disclosure, Spire Inc has a Five Year Return of 3.42%. This is much higher than that of the Gas Utilities sector and significantly higher than that of the Utilities industry. The five year return for all United States stocks is notably lower than that of the firm.

Spire Five Year Return Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Spire's direct or indirect competition against its Five Year Return to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Spire could also be used in its relative valuation, which is a method of valuing Spire by comparing valuation metrics of similar companies.

Spire is currently under evaluation in five year return category among its peers.

Spire ESG Sustainability

Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Spire's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Spire's managers, analysts, and investors.

Environmental

Governance

Social

Spire Fundamentals

	Return On Equity	0.0784
	Return On Asset	0.0284
	Profit Margin	0.09 %
	Operating Margin	0.08 %
	Current Valuation	9.01 B
	Shares Outstanding	57.76 M
	Shares Owned By Insiders	2.70 %
	Shares Owned By Institutions	89.44 %
	Number Of Shares Shorted	1.61 M
	Price To Earning	18.90 X
	Price To Book	1.36 X
	Price To Sales	1.56 X
	Revenue	2.59 B
	Gross Profit	887.9 M
	EBITDA	789.1 M
	Net Income	250.9 M
	Cash And Equivalents	6.5 M
	Cash Per Share	0.12 X
	Total Debt	989 M
	Debt To Equity	1.55 %
	Current Ratio	0.68 X
	Book Value Per Share	53.53 X
	Cash Flow From Operations	912.4 M
	Short Ratio	4.32 X
	Earnings Per Share	4.19 X
	Price To Earnings To Growth	2.45 X
	Target Price	70.28
	Number Of Employees	3.59 K
	Beta	0.54
	Market Capitalization	4.08 B
	Total Asset	10.31 B
	Retained Earnings	1.02 B
	Working Capital	(678.5 M)
	Current Asset	287.89 M
	Current Liabilities	366.28 M
	Annual Yield	0.05 %
	Five Year Return	3.42 %
	Net Asset	10.31 B

About Spire Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Spire Inc's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Spire using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Spire Inc based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.

Please read more on our fundamental analysis page.

Pair Trading with Spire

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Spire position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Spire will appreciate offsetting losses from the drop in the long position's value.

Moving together with Spire Stock

0.8	BKH	Black Hills	Pair Corr
0.75	CPK	Chesapeake Utilities	Pair Corr

The ability to find closely correlated positions to Spire could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Spire when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Spire - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Spire Inc to buy it.

The correlation of Spire is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Spire moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Spire Inc moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.

Correlation analysis and pair trading evaluation for Spire can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.

Pair Correlation Correlation Matching

Additional Tools for Spire Stock Analysis

When running Spire's price analysis, check to measure Spire's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Spire is operating at the current time. Most of Spire's value examination focuses on studying past and present price action to predict the probability of Spire's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Spire's price. Additionally, you may evaluate how the addition of Spire to your portfolios can decrease your overall portfolio volatility.

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