SPIRE INC (SR) Stock Fundamental Analysis
USA • New York Stock Exchange • NYSE:SR • US84857L1017
85.58 USD
-0.5 (-0.58%)
At close: Feb 9, 2026
85.7499 USD
+0.17 (+0.2%)
After Hours: 2/9/2026, 8:04:00 PM
Taking everything into account, SR scores 3 out of 10 in our fundamental rating. SR was compared to 14 industry peers in the Gas Utilities industry. While SR is still in line with the averages on profitability rating, there are concerns on its financial health. SR is not valued too expensively and it also shows a decent growth rate. SR also has an excellent dividend rating.
1. Profitability
1.1 Basic Checks
- SR had positive earnings in the past year.
- SR had a positive operating cash flow in the past year.
- In the past 5 years SR has always been profitable.
- Each year in the past 5 years SR had a positive operating cash flow.
1.2 Ratios
- With a Return On Assets value of 2.27%, SR is not doing good in the industry: 78.57% of the companies in the same industry are doing better.
- The Return On Equity of SR (7.87%) is worse than 71.43% of its industry peers.
- SR has a Return On Invested Capital of 4.23%. This is in the lower half of the industry: SR underperforms 78.57% of its industry peers.
- The Average Return On Invested Capital over the past 3 years for SR is below the industry average of 8.48%.
- The last Return On Invested Capital (4.23%) for SR is above the 3 year average (3.88%), which is a sign of increasing profitability.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 2.27% | ||
| ROE | 7.87% | ||
| ROIC | 4.23% |
ROA(3y)2.12%
ROA(5y)2.23%
ROE(3y)7.27%
ROE(5y)7.75%
ROIC(3y)3.88%
ROIC(5y)3.96%
1.3 Margins
- Looking at the Profit Margin, with a value of 10.52%, SR is in line with its industry, outperforming 50.00% of the companies in the same industry.
- SR's Profit Margin has improved in the last couple of years.
- SR has a better Operating Margin (21.35%) than 64.29% of its industry peers.
- In the last couple of years the Operating Margin of SR has grown nicely.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 21.35% | ||
| PM (TTM) | 10.52% | ||
| GM | N/A |
OM growth 3Y4.45%
OM growth 5Y2.03%
PM growth 3Y3.46%
PM growth 5Y21.14%
GM growth 3YN/A
GM growth 5YN/A
2. Health
2.1 Basic Checks
- The Return on Invested Capital (ROIC) is below the Cost of Capital (WACC), so SR is destroying value.
- Compared to 1 year ago, SR has more shares outstanding
- Compared to 5 years ago, SR has more shares outstanding
- Compared to 1 year ago, SR has a worse debt to assets ratio.
2.2 Solvency
- Based on the Altman-Z score of 0.79, we must say that SR is in the distress zone and has some risk of bankruptcy.
- SR's Altman-Z score of 0.79 is on the low side compared to the rest of the industry. SR is outperformed by 64.29% of its industry peers.
- A Debt/Equity ratio of 1.42 is on the high side and indicates that SR has dependencies on debt financing.
- With a Debt to Equity ratio value of 1.42, SR perfoms like the industry average, outperforming 42.86% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 1.42 | ||
| Debt/FCF | N/A | ||
| Altman-Z | 0.79 |
ROIC/WACC0.68
WACC6.17%
2.3 Liquidity
- SR has a Current Ratio of 0.61. This is a bad value and indicates that SR is not financially healthy enough and could expect problems in meeting its short term obligations.
- Looking at the Current ratio, with a value of 0.61, SR is in line with its industry, outperforming 42.86% of the companies in the same industry.
- A Quick Ratio of 0.45 indicates that SR may have some problems paying its short term obligations.
- The Quick ratio of SR (0.45) is comparable to the rest of the industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 0.61 | ||
| Quick Ratio | 0.45 |
3. Growth
3.1 Past
- The Earnings Per Share has grown by an nice 19.46% over the past year.
- The Earnings Per Share has been growing slightly by 3.46% on average over the past years.
- The Revenue has been growing slightly by 2.55% in the past year.
- SR shows a small growth in Revenue. Measured over the last years, the Revenue has been growing by 5.94% yearly.
EPS 1Y (TTM)19.46%
EPS 3Y4.64%
EPS 5Y3.46%
EPS Q2Q%32.09%
Revenue 1Y (TTM)2.55%
Revenue growth 3Y4.05%
Revenue growth 5Y5.94%
Sales Q2Q%13.91%
3.2 Future
- The Earnings Per Share is expected to grow by 9.11% on average over the next years. This is quite good.
- Based on estimates for the next years, SR will show a small growth in Revenue. The Revenue will grow by 2.02% on average per year.
EPS Next Y18.56%
EPS Next 2Y14.86%
EPS Next 3Y12.74%
EPS Next 5Y9.11%
Revenue Next Year6.94%
Revenue Next 2Y7.57%
Revenue Next 3Y6.07%
Revenue Next 5Y2.02%
3.3 Evolution
- When comparing the EPS growth rate of the last years to the growth rate of the upcoming years, we see that the growth is accelerating.
- When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is decreasing.
4. Valuation
4.1 Price/Earnings Ratio
- Based on the Price/Earnings ratio of 17.43, the valuation of SR can be described as rather expensive.
- SR's Price/Earnings ratio is in line with the industry average.
- Compared to an average S&P500 Price/Earnings ratio of 28.06, SR is valued a bit cheaper.
- SR is valuated correctly with a Price/Forward Earnings ratio of 14.48.
- Compared to the rest of the industry, the Price/Forward Earnings ratio of SR indicates a somewhat cheap valuation: SR is cheaper than 71.43% of the companies listed in the same industry.
- SR is valuated rather cheaply when we compare the Price/Forward Earnings ratio to 27.86, which is the current average of the S&P500 Index.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 17.43 | ||
| Fwd PE | 14.48 |
4.2 Price Multiples
- SR's Enterprise Value to EBITDA ratio is in line with the industry average.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | N/A | ||
| EV/EBITDA | 11.67 |
4.3 Compensation for Growth
- SR's low PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a rather cheap valuation of the company.
- A more expensive valuation may be justified as SR's earnings are expected to grow with 12.74% in the coming years.
PEG (NY)0.94
PEG (5Y)5.04
EPS Next 2Y14.86%
EPS Next 3Y12.74%
5. Dividend
5.1 Amount
- With a Yearly Dividend Yield of 3.83%, SR has a reasonable but not impressive dividend return.
- Compared to an average industry Dividend Yield of 3.66, SR pays a bit more dividend than its industry peers.
- SR's Dividend Yield is rather good when compared to the S&P500 average which is at 1.80.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 3.83% |
5.2 History
- The dividend of SR has a limited annual growth rate of 4.02%.
- SR has been paying a dividend for at least 10 years, so it has a reliable track record.
- SR has not decreased their dividend for at least 10 years, which is a reliable track record.
Dividend Growth(5Y)4.02%
Div Incr Years10
Div Non Decr Years10
5.3 Sustainability
- SR pays out 73.84% of its income as dividend. This is not a sustainable payout ratio.
- SR's earnings are growing more than its dividend. This makes the dividend growth sustainable.
DP73.84%
EPS Next 2Y14.86%
EPS Next 3Y12.74%
85.58
-0.5 (-0.58%)
Chartmill FA Rating
GICS SectorUtilities
GICS IndustryGroupUtilities
GICS IndustryGas Utilities
Earnings (Last)02-03 2026-02-03/bmo
Earnings (Next)04-28 2026-04-28
Inst Owners95.61%
Inst Owner Change-2.73%
Ins Owners0.31%
Ins Owner Change1.09%
Market Cap5.05B
Revenue(TTM)2.57B
Net Income(TTM)270.30M
Analysts82.35
Price Target96.39 (12.63%)
Short Float %3.75%
Short Ratio5.4
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 3.83% |
Yearly Dividend3.38
Dividend Growth(5Y)4.02%
DP73.84%
Div Incr Years10
Div Non Decr Years10
Ex-Date03-11 2026-03-11 (0.825)
Surprises & Revisions
EPS beat(2)1
Avg EPS beat(2)-2.19%
Min EPS beat(2)-7.62%
Max EPS beat(2)3.24%
EPS beat(4)2
Avg EPS beat(4)25.22%
Min EPS beat(4)-7.62%
Max EPS beat(4)110.14%
EPS beat(8)3
Avg EPS beat(8)12.44%
EPS beat(12)5
Avg EPS beat(12)-2719.4%
EPS beat(16)8
Avg EPS beat(16)-2039.93%
Revenue beat(2)1
Avg Revenue beat(2)-10.32%
Min Revenue beat(2)-23.15%
Max Revenue beat(2)2.52%
Revenue beat(4)2
Avg Revenue beat(4)-9.38%
Min Revenue beat(4)-23.15%
Max Revenue beat(4)2.52%
Revenue beat(8)3
Avg Revenue beat(8)-9.62%
Revenue beat(12)5
Avg Revenue beat(12)-5.42%
Revenue beat(16)9
Avg Revenue beat(16)1.47%
PT rev (1m)1.07%
PT rev (3m)7.18%
EPS NQ rev (1m)3.24%
EPS NQ rev (3m)7.89%
EPS NY rev (1m)-1.55%
EPS NY rev (3m)-0.63%
Revenue NQ rev (1m)0.08%
Revenue NQ rev (3m)0.76%
Revenue NY rev (1m)-0.6%
Revenue NY rev (3m)0.18%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 17.43 | ||
| Fwd PE | 14.48 | ||
| P/S | 1.97 | ||
| P/FCF | N/A | ||
| P/OCF | 8.74 | ||
| P/B | 1.47 | ||
| P/tB | 1.47 | ||
| EV/EBITDA | 11.67 |
EPS(TTM)4.91
EY5.74%
EPS(NY)5.91
Fwd EY6.91%
FCF(TTM)-4.86
FCFYN/A
OCF(TTM)9.79
OCFY11.44%
SpS43.52
BVpS58.14
TBVpS58.14
PEG (NY)0.94
PEG (5Y)5.04
Graham Number80.15
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 2.27% | ||
| ROE | 7.87% | ||
| ROCE | 5.4% | ||
| ROIC | 4.23% | ||
| ROICexc | 4.23% | ||
| ROICexgc | 4.23% | ||
| OM | 21.35% | ||
| PM (TTM) | 10.52% | ||
| GM | N/A | ||
| FCFM | N/A |
ROA(3y)2.12%
ROA(5y)2.23%
ROE(3y)7.27%
ROE(5y)7.75%
ROIC(3y)3.88%
ROIC(5y)3.96%
ROICexc(3y)3.89%
ROICexc(5y)3.96%
ROICexgc(3y)4.4%
ROICexgc(5y)4.53%
ROCE(3y)5.34%
ROCE(5y)5.42%
ROICexgc growth 3Y2.04%
ROICexgc growth 5Y0.17%
ROICexc growth 3Y2.84%
ROICexc growth 5Y1.2%
OM growth 3Y4.45%
OM growth 5Y2.03%
PM growth 3Y3.46%
PM growth 5Y21.14%
GM growth 3YN/A
GM growth 5YN/A
F-Score6
Asset Turnover0.22
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 1.42 | ||
| Debt/FCF | N/A | ||
| Debt/EBITDA | 5.68 | ||
| Cap/Depr | 281.35% | ||
| Cap/Sales | 33.65% | ||
| Interest Coverage | 250 | ||
| Cash Conversion | 67.52% | ||
| Profit Quality | N/A | ||
| Current Ratio | 0.61 | ||
| Quick Ratio | 0.45 | ||
| Altman-Z | 0.79 |
F-Score6
WACC6.17%
ROIC/WACC0.68
Cap/Depr(3y)292.9%
Cap/Depr(5y)280.92%
Cap/Sales(3y)31.77%
Cap/Sales(5y)29.68%
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)19.46%
EPS 3Y4.64%
EPS 5Y3.46%
EPS Q2Q%32.09%
EPS Next Y18.56%
EPS Next 2Y14.86%
EPS Next 3Y12.74%
EPS Next 5Y9.11%
Revenue 1Y (TTM)2.55%
Revenue growth 3Y4.05%
Revenue growth 5Y5.94%
Sales Q2Q%13.91%
Revenue Next Year6.94%
Revenue Next 2Y7.57%
Revenue Next 3Y6.07%
Revenue Next 5Y2.02%
EBIT growth 1Y10.18%
EBIT growth 3Y8.67%
EBIT growth 5Y8.09%
EBIT Next Year74.67%
EBIT Next 3Y28.21%
EBIT Next 5Y14.8%
FCF growth 1Y-438.91%
FCF growth 3YN/A
FCF growth 5YN/A
OCF growth 1Y-15.14%
OCF growth 3Y119.04%
OCF growth 5Y4.23%
SPIRE INC / SR FAQ
Can you provide the ChartMill fundamental rating for SPIRE INC?
ChartMill assigns a fundamental rating of 3 / 10 to SR.
What is the valuation status of SPIRE INC (SR) stock?
ChartMill assigns a valuation rating of 4 / 10 to SPIRE INC (SR). This can be considered as Fairly Valued.
How profitable is SPIRE INC (SR) stock?
SPIRE INC (SR) has a profitability rating of 4 / 10.
Can you provide the PE and PB ratios for SR stock?
The Price/Earnings (PE) ratio for SPIRE INC (SR) is 17.43 and the Price/Book (PB) ratio is 1.47.
Can you provide the dividend sustainability for SR stock?
The dividend rating of SPIRE INC (SR) is 7 / 10 and the dividend payout ratio is 73.84%.