State Competitors

Stocks . Germany . 
Stock . State Street
ZYA Stock  EUR 94.95  0.45  0.47%   
State Street competes with CVS Health, American Eagle, EHEALTH, GUARDANT HEALTH, and ONWARD MEDICAL; as well as few others. The company classifies itself under Financial Services sector and is part of Asset Management industry. Analyzing State Street competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of State Street to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out State Street Correlation with its peers.
You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of State Street competition on your existing holdings.
  
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Hype
Prediction
LowEstimatedHigh
93.7594.9596.15
Details
Intrinsic
Valuation
LowRealHigh
85.46107.23108.43
Details

State Street Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between State Street and its competitors represents the degree of relationship between the price movements of corresponding stocks. A correlation of about +1.0 implies that the price of State and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of State Street does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
MM3
+ 0.91
5GH
MM3
+ 0.8
M5V
5GH
+ 0.78
M5V
63E
+ 0.61
AFG
AFG
+ 0.59
CVS
BVF
+ 0.44
M5V
  
High negative correlations   
MM3
- 0.7
AFG
5GH
- 0.67
AFG
63E
- 0.65
5GH
MM3
- 0.62
63E
M5V
- 0.56
AFG
63E
- 0.42
M5V

Risk-Adjusted Indicators

There is a big difference between State Stock performing well and State Street Company doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze State Street's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.
All Fundamental Data

State Street Competitive Analysis

The better you understand State Street competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, State Street's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across State Street's competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
ZYA CVS AFG M5V 5GH 63E BVF B3BN MM3
 0.47 
 94.95 
State
 3.88 
 42.64 
CVS
 1.23 
 16.10 
American
 4.85 
 5.10 
EHEALTH
 1.41 
 32.94 
GUARDANT
 1.53 
 4.51 
ONWARD
 2.18 
 7.19 
Bausch
 0.00 
 0.01 
CVR
 2.60 
 93.50 
Merit
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Not too volatile
Relatively risky
Not too volatile
Moderately volatile
Slightly risky
Very steady
Very steady
Market Performance
(90 Days Performance)
Solid
Very Weak
Very Weak
Good
Good
Very Weak
Weak
Very Weak
Insignificant
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Low
Low
Below Average
Average
Quite High
Quite High
Unknown
Low
Current Valuation
(Equity Enterprise Value)
Under Valued
Over Valued
Under Valued
Over Valued
Under Valued
Over Valued
Over Valued
Over Valued
Under Valued
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Strong Buy
Strong Sell
Cautious Hold
Strong Sell
Strong Buy
Strong Sell
Strong Sell
Strong Sell
Strong Buy
Current Ratio
N/A
N/A
N/A
N/A
19.57
N/A
1.09
N/A
Net Asset
301.45 B
228.28 B
3.79 B
1.11 B
N/A
N/A
29.2 B
1.66 B
Profit Margin
0.23
N/A
N/A
N/A
-1.41
N/A
-0.0277
N/A
EBITDA
N/A
12.16 B
774.16 M
(61.99 M)
(462.23 M)
(33.44 M)
2.55 B
181.17 M
Operating Margin
0.31
N/A
N/A
N/A
-1.15
-19.04
0.18
N/A
Current Valuation
(69.74 B)
173.98 B
4.47 B
304.2 M
N/A
N/A
22.26 B
4.16 B
Price To Book
1.25
1.84
2.06
0.19
N/A
N/A
18.34
3.72
Five Year Return
2.16
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Beta
1.6
N/A
N/A
N/A
0.82
N/A
1.06
N/A
Number Of Employees
42.23 K
32
N/A
20
1.37 K
76
19.9 K
N/A
Shares Outstanding
344.48 M
N/A
N/A
N/A
102.44 M
N/A
361.87 M
N/A
Cash Flow From Operations
11.95 B
16.18 B
303.67 M
(26.87 M)
(146.16 M)
N/A
1.43 B
114.29 M
Annual Yield
0.0281
0.0277
0.0227
N/A
N/A
N/A
N/A
N/A
Total Debt
12.66 B
50.48 B
341 M
66.13 M
1.35 B
N/A
22.65 B
186.76 M
Return On Equity
0.11
N/A
N/A
N/A
-1.25
-2.89
-1.88
N/A
Z Score
1.2
2.2
7.6
5.4
1.2
N/A
N/A
9.6
Return On Asset
0.009
N/A
N/A
N/A
-0.16
-0.34
0.0338
N/A
Book Value Per Share
66.51
N/A
N/A
N/A
1.63
2.28
-1.91
N/A
Total Asset
301.45 B
228.28 B
3.79 B
1.11 B
N/A
N/A
29.2 B
1.66 B
Target Price
100.07
N/A
N/A
N/A
167.38
N/A
35.82
N/A
Last Dividend Paid
2.4
0.5
N/A
N/A
N/A
N/A
N/A
N/A
Debt To Equity
N/A
N/A
N/A
N/A
1.6
N/A
880.6
N/A
Shares Owned By Institutions
95.8
N/A
N/A
N/A
93.97
39.43
81.8
N/A
Market Capitalization
28.77 B
115.55 B
3.9 B
599.1 M
3.03 B
34.4 M
3.11 B
3.17 B
Price To Earning
14.26
N/A
N/A
N/A
N/A
N/A
3.37
N/A
Price To Earnings To Growth
4.09
1.34
N/A
0.75
N/A
N/A
N/A
2.15
Price To Sales
2.28
0.42
0.67
0.26
N/A
N/A
0.32
3.61
Net Income
2.77 B
4.15 B
419.63 M
(88.72 M)
(378.65 M)
N/A
(225 M)
74.52 M
Earnings Per Share
6.78
N/A
N/A
N/A
-3.92
-3.62
0.71
N/A
Shares Owned By Insiders
0.25
N/A
N/A
N/A
4.6
41.37
3.27
N/A
Revenue
12.12 B
322.47 B
5.01 B
405.36 M
430.76 M
1.78 M
8.12 B
1.15 B
Cash And Equivalents
126.3 B
N/A
N/A
N/A
1.79 B
N/A
782 M
N/A
Cash Per Share
363.17
N/A
N/A
N/A
17.69
N/A
2.22
N/A
Gross Profit
12.13 B
N/A
N/A
N/A
250.74 M
(10.58 M)
5.76 B
N/A
Day Typical Price
95.14
43.14
16.17
5.1
32.94
4.63
7.19
0.0135
94.33
Accumulation Distribution
0.0059
1.68
0.0123
N/A
N/A
94.34
N/A
N/A
0.026
Market Facilitation Index
0.56
0.0546
0.2
N/A
N/A
3.0E-4
N/A
N/A
2.5
Daily Balance Of Power
(0.80)
(0.85)
(1.00)
(9,223,372,036,855)
(9,223,372,036,855)
(0.20)
(9,223,372,036,855)
0.0
(1.00)
Period Momentum Indicator
(0.45)
(1.72)
(0.20)
(0.26)
(0.47)
(0.07)
(0.16)
N/A
(2.50)
Rate Of Daily Change
1.0
0.96
0.99
0.95
0.99
0.98
0.98
1.0
0.97
Day Median Price
95.23
43.39
16.2
5.1
32.94
4.69
7.19
0.0135
94.75
Price Action Indicator
(0.51)
(1.61)
(0.20)
(0.13)
(0.23)
(0.21)
(0.08)
N/A
(2.50)
Coefficient Of Variation
342.94
(1,274)
(4,579)
645.97
642.73
5536.69
1184.44
N/A
1408.91
Mean Deviation
0.9186
1.96
1.78
2.88
2.78
1.96
2.15
N/A
1.16
Jensen Alpha
0.2982
(0.24)
(0.09)
0.6048
0.5672
0.0462
0.2829
N/A
0.1018
Total Risk Alpha
0.2427
(0.48)
(0.31)
0.2882
0.2979
(0.21)
0.0056
N/A
(0.02)
Sortino Ratio
0.325
N/A
N/A
0.1573
0.2002
(0)
0.0676
N/A
0.0327
Downside Variance
0.7419
N/A
N/A
12.06
7.9
11.95
9.24
N/A
1.91
Standard Deviation
1.19
3.0
2.92
3.97
4.05
3.2
3.24
N/A
1.59
Kurtosis
2.7
8.03
9.8
1.05
4.18
4.03
3.86
N/A
2.7
Potential Upside
2.05
3.26
4.97
8.67
6.98
6.65
6.21
N/A
2.31
Treynor Ratio
0.4941
2.26
(0.27)
(40.26)
0.6718
1.74
(0.78)
N/A
5.5
Maximum Drawdown
7.14
21.73
23.23
21.22
20.42
19.19
22.06
N/A
8.88
Variance
1.42
8.98
8.54
15.73
16.42
10.24
10.48
N/A
2.53
Market Risk Adjusted Performance
0.5041
2.27
(0.26)
(40.25)
0.6818
1.75
(0.77)
N/A
5.51
Risk Adjusted Performance
0.2153
(0.05)
(0.01)
0.1204
0.121
0.0208
0.0689
N/A
0.0569
Skewness
0.9652
1.4
(1.27)
0.4241
1.55
(0.49)
0.5333
N/A
1.03
Semi Deviation
0.469
N/A
N/A
2.86
2.38
3.05
2.56
N/A
1.19
Information Ratio
0.2348
(0.10)
(0.05)
0.1377
0.1389
(0)
0.0635
N/A
0.0284
Value At Risk
(1.52)
(5.82)
(3.45)
(4.33)
(4.90)
(3.61)
(3.82)
N/A
(2.04)
Expected Short fall
(1.15)
N/A
N/A
(3.54)
(3.35)
(2.37)
(2.34)
N/A
(1.44)
Downside Deviation
0.8613
N/A
N/A
3.47
2.81
3.46
3.04
N/A
1.38
Semi Variance
0.2199
N/A
N/A
8.18
5.66
9.3
6.53
N/A
1.42

State Street Competition Performance Charts

Five steps to successful analysis of State Street Competition

State Street's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by State Street in relation to its competition. State Street's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of State Street in the market, both direct and indirect, as well as new entrants and disruptive technologies.
  • Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
  • Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact State Street's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to State Street, and developing a strategy to address them.
  • Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your State Street position

In addition to having State Street in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Most Shorted Equities Theme
Dynamically calculated list of top equities currently trending upward via a buy-out by investors. The Most Shorted Equities theme has 194 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Most Shorted Equities Theme or any other thematic opportunities.
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Other Information on Investing in State Stock

State Street financial ratios help investors to determine whether State Stock is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in State with respect to the benefits of owning State Street security.
Macroaxis helps investors of all levels and skills to maximize the upside of all their holdings and minimize the risk associated with market volatility, economic swings, and company-specific events. View terms and conditions
 
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