State Street (UK) Performance
| 0L9G Stock | 86.97 2.81 3.34% |
The entity has a beta of 0.42, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, State Street's returns are expected to increase less than the market. However, during the bear market, the loss of holding State Street is expected to be smaller as well. At this point, State Street Corp has a negative expected return of -0.22%. Please make sure to validate State Street's coefficient of variation, jensen alpha, and the relationship between the mean deviation and standard deviation , to decide if State Street Corp performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days State Street Corp has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of unsteady performance in the last few months, the Stock's basic indicators remain comparatively stable which may send shares a bit higher in April 2025. The newest uproar may also be a sign of mid-term up-swing for the firm private investors. ...more
Payout Ratio 0.3523 |
1 | Earnings Preview What to Expect From State Street Corporations Report - Nasdaq | 01/02/2025 |
2 | Zacks Research Lifts Earnings Estimates for State Street - MarketBeat | 01/10/2025 |
3 | Brighton Jones LLC Buys Shares of 3,012 State Street Co. - MarketBeat | 01/28/2025 |
4 | State Street Secures Major Capital Boost with Premium 6.45 percent Preferred Share Deal - StockTitan | 02/06/2025 |
5 | State Street, Citigroup, BNY Stocks Edge Higher On Crypto Custody Plans But Retail Remains Unmoved - MSN | 02/14/2025 |
6 | Private Advisor Group LLC Boosts Holdings in State Street Co. - MarketBeat | 03/05/2025 |
7 | Proficio Capital Partners LLC Makes New Investment in State Street Co. - Defense World | 03/13/2025 |
| Begin Period Cash Flow | 4 B |
State |
State Street Relative Risk vs. Return Landscape
If you would invest 10,030 in State Street Corp on December 15, 2024 and sell it today you would lose (1,333) from holding State Street Corp or give up 13.29% of portfolio value over 90 days. State Street Corp is generating negative expected returns and assumes 1.7448% volatility on return distribution over the 90 days horizon. Simply put, 15% of stocks are less volatile than State, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
State Street Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for State Street's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as State Street Corp, and traders can use it to determine the average amount a State Street's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.1252
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | 0L9G |
Estimated Market Risk
| 1.74 actual daily | 15 85% of assets are more volatile |
Expected Return
| -0.22 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.13 actual daily | 0 Most of other assets perform better |
Based on monthly moving average State Street is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of State Street by adding State Street to a well-diversified portfolio.
State Street Fundamentals Growth
State Stock prices reflect investors' perceptions of the future prospects and financial health of State Street, and State Street fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on State Stock performance.
| Return On Equity | 0.11 | ||||
| Return On Asset | 0.0083 | ||||
| Profit Margin | 0.21 % | ||||
| Operating Margin | 0.30 % | ||||
| Current Valuation | (48.94 B) | ||||
| Shares Outstanding | 379.54 M | ||||
| Price To Sales | 2.44 X | ||||
| Revenue | 11.9 B | ||||
| Gross Profit | 12.92 B | ||||
| EBITDA | (550 M) | ||||
| Net Income | 1.94 B | ||||
| Total Debt | 17.73 B | ||||
| Book Value Per Share | 77.95 X | ||||
| Cash Flow From Operations | 690 M | ||||
| Earnings Per Share | 7.38 X | ||||
| Total Asset | 297.26 B | ||||
| Retained Earnings | 27.96 B | ||||
About State Street Performance
Assessing State Street's fundamental ratios provides investors with valuable insights into State Street's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the State Street is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
State Street is entity of United Kingdom. It is traded as Stock on LSE exchange.Things to note about State Street Corp performance evaluation
Checking the ongoing alerts about State Street for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for State Street Corp help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| State Street Corp generated a negative expected return over the last 90 days | |
| State Street Corp is unlikely to experience financial distress in the next 2 years | |
| Over 92.0% of the company shares are owned by institutions such as pension funds | |
| Latest headline from news.google.com: Proficio Capital Partners LLC Makes New Investment in State Street Co. - Defense World |
- Analyzing State Street's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether State Street's stock is overvalued or undervalued compared to its peers.
- Examining State Street's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating State Street's management team can have a significant impact on its success or failure. Reviewing the track record and experience of State Street's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of State Street's stock. These opinions can provide insight into State Street's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for State Stock Analysis
When running State Street's price analysis, check to measure State Street'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 State Street is operating at the current time. Most of State Street's value examination focuses on studying past and present price action to predict the probability of State Street's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move State Street's price. Additionally, you may evaluate how the addition of State Street to your portfolios can decrease your overall portfolio volatility.