SPIRE INC (SR) Fundamental Analysis & Valuation

NYSE:SR • US84857L1017

Current stock price

91.57 USD
+0.18 (+0.2%)
At close:
91.57 USD
0 (0%)
After Hours:

This SR fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.

4

1. SR Profitability Analysis

1.1 Basic Checks

  • In the past year SR was profitable.
  • SR had a positive operating cash flow in the past year.
  • In the past 5 years SR has always been profitable.
  • SR had a positive operating cash flow in each of the past 5 years.
SR Yearly Net Income VS EBIT VS OCF VS FCFSR Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 500M

1.2 Ratios

  • SR has a worse Return On Assets (2.27%) than 80.00% of its industry peers.
  • SR has a worse Return On Equity (7.87%) than 66.67% 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 73.33% of its industry peers.
  • SR had an Average Return On Invested Capital over the past 3 years of 3.88%. This is below the industry average of 6.13%.
  • 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 RankSector 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%
SR Yearly ROA, ROE, ROICSR Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2 4 6 8

1.3 Margins

  • SR has a Profit Margin (10.52%) which is comparable to the rest of the industry.
  • In the last couple of years the Profit Margin of SR has grown nicely.
  • SR has a Operating Margin of 21.35%. This is comparable to the rest of the industry: SR outperforms 60.00% of its industry peers.
  • In the last couple of years the Operating Margin of SR has grown nicely.
Industry RankSector 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
SR Yearly Profit, Operating, Gross MarginsSR Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 5 10 15 20

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0

2. SR Health Analysis

2.1 Basic Checks

  • SR has a Return on Invested Capital (ROIC), which is below the Cost of Capital (WACC), which means it is destroying value.
  • Compared to 1 year ago, SR has more shares outstanding
  • SR has more shares outstanding than it did 5 years ago.
  • Compared to 1 year ago, SR has a worse debt to assets ratio.
SR Yearly Shares OutstandingSR Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 10M 20M 30M 40M 50M
SR Yearly Total Debt VS Total AssetsSR Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2B 4B 6B 8B 10B

2.2 Solvency

  • SR has an Altman-Z score of 0.82. This is a bad value and indicates that SR is not financially healthy and even has some risk of bankruptcy.
  • Looking at the Altman-Z score, with a value of 0.82, SR is doing worse than 60.00% of the companies in the same industry.
  • SR has a Debt/Equity ratio of 1.42. This is a high value indicating a heavy dependency on external financing.
  • The Debt to Equity ratio of SR (1.42) is worse than 60.00% of its industry peers.
Industry RankSector Rank
Debt/Equity 1.42
Debt/FCF N/A
Altman-Z 0.82
ROIC/WACC0.67
WACC6.29%
SR Yearly LT Debt VS Equity VS FCFSR Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 1B 2B 3B

2.3 Liquidity

  • A Current Ratio of 0.61 indicates that SR may have some problems paying its short term obligations.
  • Looking at the Current ratio, with a value of 0.61, SR is doing worse than 66.67% 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.
  • Looking at the Quick ratio, with a value of 0.45, SR is doing worse than 66.67% of the companies in the same industry.
Industry RankSector Rank
Current Ratio 0.61
Quick Ratio 0.45
SR Yearly Current Assets VS Current LiabilitesSR Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 500M 1B 1.5B 2B 2.5B

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WACCDebt/EquityHow to determine the health of a companyAltman-Z scoreShow peers with great health

4

3. SR Growth Analysis

3.1 Past

  • The Earnings Per Share has grown by an nice 19.46% over the past year.
  • Measured over the past 5 years, SR shows a small growth in Earnings Per Share. The EPS has been growing by 3.46% on average per year.
  • The Revenue has been growing slightly by 2.55% in the past year.
  • Measured over the past years, SR shows a small growth in Revenue. The Revenue has been growing by 5.94% on average per year.
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

  • SR is expected to show quite a strong growth in Earnings Per Share. In the coming years, the EPS will grow by 9.84% yearly.
  • 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 2Y14.87%
EPS Next 3Y12.78%
EPS Next 5Y9.84%
Revenue Next Year3.09%
Revenue Next 2Y5.44%
Revenue Next 3Y4.26%
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.
SR Yearly Revenue VS EstimatesSR Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 1B 2B 3B
SR Yearly EPS VS EstimatesSR Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2 4 6

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3

4. SR Valuation Analysis

4.1 Price/Earnings Ratio

  • SR is valuated rather expensively with a Price/Earnings ratio of 18.65.
  • The rest of the industry has a similar Price/Earnings ratio as SR.
  • Compared to an average S&P500 Price/Earnings ratio of 25.73, SR is valued a bit cheaper.
  • With a Price/Forward Earnings ratio of 15.49, SR is valued correctly.
  • SR's Price/Forward Earnings ratio is in line with the industry average.
  • The average S&P500 Price/Forward Earnings ratio is at 23.72. SR is valued slightly cheaper when compared to this.
Industry RankSector Rank
PE 18.65
Fwd PE 15.49
SR Price Earnings VS Forward Price EarningsSR Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 5 10 15 20 25

4.2 Price Multiples

  • Compared to the rest of the industry, the Enterprise Value to EBITDA ratio of SR indicates a slightly more expensive valuation: SR is more expensive than 60.00% of the companies listed in the same industry.
Industry RankSector Rank
P/FCF N/A
EV/EBITDA 12.09
SR Per share dataSR EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 0 20 40

4.3 Compensation for Growth

  • SR's PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a correct valuation of the company.
  • SR's earnings are expected to grow with 12.78% in the coming years. This may justify a more expensive valuation.
PEG (NY)1
PEG (5Y)5.4
EPS Next 2Y14.87%
EPS Next 3Y12.78%

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Price/EarningsPrice/FCFFCF per shareEV/EBITDAPEG RATIOShow best valued peers

6

5. SR Dividend Analysis

5.1 Amount

  • With a Yearly Dividend Yield of 3.62%, SR has a reasonable but not impressive dividend return.
  • SR's Dividend Yield is comparable with the industry average which is at 3.59.
  • SR's Dividend Yield is rather good when compared to the S&P500 average which is at 1.91.
Industry RankSector Rank
Dividend Yield 3.62%

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 its dividend for at least 10 years, so it has a reliable track record of non decreasing dividend.
Dividend Growth(5Y)4.02%
Div Incr Years10
Div Non Decr Years10
SR Yearly Dividends per shareSR Yearly Dividends per shareYearly Dividends per share 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 1 2 3

5.3 Sustainability

  • SR pays out 73.84% of its income as dividend. This is not a sustainable payout ratio.
  • The dividend of SR is growing, but earnings are growing more, so the dividend growth is sustainable.
DP73.84%
EPS Next 2Y14.87%
EPS Next 3Y12.78%
SR Yearly Income VS Free CF VS DividendSR Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 200M -200M -400M
SR Dividend Payout.SR Dividend Payout, showing the Payout Ratio.SR Dividend Payout.PayoutRetained Earnings

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SR Fundamentals: All Metrics, Ratios and Statistics

SPIRE INC

NYSE:SR (3/19/2026, 8:04:00 PM)

After market: 91.57 0 (0%)

91.57

+0.18 (+0.2%)

Chartmill FA Rating
GICS SectorUtilities
GICS IndustryGroupUtilities
GICS IndustryGas Utilities
Earnings (Last)02-03
Earnings (Next)04-28
Inst Owners92.47%
Inst Owner Change-3.93%
Ins Owners0.33%
Ins Owner Change1.38%
Market Cap5.41B
Revenue(TTM)2.57B
Net Income(TTM)270.30M
Analysts83.75
Price Target98.05 (7.08%)
Short Float %2.78%
Short Ratio4.23
Dividend
Industry RankSector Rank
Dividend Yield 3.62%
Yearly Dividend3.38
Dividend Growth(5Y)4.02%
DP73.84%
Div Incr Years10
Div Non Decr Years10
Ex-Date03-11
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)1.72%
PT rev (3m)2.81%
EPS NQ rev (1m)0%
EPS NQ rev (3m)-4.44%
EPS NY rev (1m)0%
EPS NY rev (3m)-1.21%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)-2.19%
Revenue NY rev (1m)-3.6%
Revenue NY rev (3m)-4.18%
Valuation
Industry RankSector Rank
PE 18.65
Fwd PE 15.49
P/S 2.11
P/FCF N/A
P/OCF 9.36
P/B 1.58
P/tB 2.39
EV/EBITDA 12.09
EPS(TTM)4.91
EY5.36%
EPS(NY)5.91
Fwd EY6.46%
FCF(TTM)-4.85
FCFYN/A
OCF(TTM)9.78
OCFY10.68%
SpS43.48
BVpS58.08
TBVpS38.26
PEG (NY)1
PEG (5Y)5.4
Graham Number80.1
Profitability
Industry RankSector Rank
ROA 2.27%
ROE 7.87%
ROCE 5.4%
ROIC 4.23%
ROICexc 4.23%
ROICexgc 4.75%
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 RankSector Rank
Debt/Equity 1.42
Debt/FCF N/A
Debt/EBITDA 5.68
Cap/Depr 281.35%
Cap/Sales 33.65%
Interest Coverage 2.65
Cash Conversion 67.52%
Profit Quality N/A
Current Ratio 0.61
Quick Ratio 0.45
Altman-Z 0.82
F-Score6
WACC6.29%
ROIC/WACC0.67
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 2Y14.87%
EPS Next 3Y12.78%
EPS Next 5Y9.84%
Revenue 1Y (TTM)2.55%
Revenue growth 3Y4.05%
Revenue growth 5Y5.94%
Sales Q2Q%13.91%
Revenue Next Year3.09%
Revenue Next 2Y5.44%
Revenue Next 3Y4.26%
Revenue Next 5Y2.02%
EBIT growth 1Y10.18%
EBIT growth 3Y8.67%
EBIT growth 5Y8.09%
EBIT Next Year75.48%
EBIT Next 3Y27.49%
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 Fundamental Analysis 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 3 / 10 to SPIRE INC (SR). This can be considered as Overvalued.


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 18.65 and the Price/Book (PB) ratio is 1.58.


Can you provide the dividend sustainability for SR stock?

The dividend rating of SPIRE INC (SR) is 6 / 10 and the dividend payout ratio is 73.84%.