State Street Corp Stock Buy Hold or Sell Recommendation
| STT Stock | USD 98.81 0.02 0.02% |
Considering the 90-day investment horizon and your above-average risk tolerance, our recommendation regarding State Street Corp is 'Strong Buy'. A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell State Street Corp given historical horizon and risk tolerance towards State Street. When Macroaxis issues a 'buy' or 'sell' recommendation for State Street Corp, the advice is generated through an automated system that utilizes algorithms and statistical models.
Check out State Street Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. Note, we conduct extensive research on individual companies such as State and provide practical buy, sell, or hold advice based on investors' constraints. State Street Corp. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in estimate.
State |
Execute State Street Buy or Sell Advice
The State recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on State Street Corp. Macroaxis does not own or have any residual interests in State Street Corp or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute State Street's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Buy
Market Performance | Solid | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Almost mirrors the market | Details | |
Investor Sentiment | Impartial | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
State Street Trading Alerts and Improvement Suggestions
| Over 91.0% of the company shares are owned by institutional investors | |
| On 11th of October 2024 State Street paid $ 0.76 per share dividend to its current shareholders | |
| Latest headline from gurufocus.com: State Street Announces Issuance of 2.25 Billion of Senior Debt |
State Street Returns Distribution Density
The distribution of State Street's historical returns is an attempt to chart the uncertainty of State Street's future price movements. The chart of the probability distribution of State Street daily returns describes the distribution of returns around its average expected value. We use State Street Corp price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of State Street returns is essential to provide solid investment advice for State Street.
| Mean Return | 0.27 | Value At Risk | -1.47 | Potential Upside | 2.46 | Standard Deviation | 1.20 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of State Street historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
State Stock Institutional Investors
The State Street's institutional investors refer to entities that pool money to purchase State Street's securities or originate loans. These institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds.
| Shares | Capital Research & Mgmt Co - Division 3 | 2024-09-30 | 5.5 M | Lsv Asset Management | 2024-09-30 | 5.3 M | Metropolis Capital Ltd | 2024-09-30 | 4.3 M | Amundi | 2024-06-30 | 3.8 M | Ameriprise Financial Inc | 2024-06-30 | 3.6 M | Northern Trust Corp | 2024-09-30 | 3.6 M | Franklin Resources Inc | 2024-09-30 | 3.4 M | Goldman Sachs Group Inc | 2024-06-30 | 3.4 M | Dimensional Fund Advisors, Inc. | 2024-09-30 | 3.1 M | Vanguard Group Inc | 2024-09-30 | 37.4 M | Blackrock Inc | 2024-06-30 | 24.7 M |
State Street Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Change In Cash | 90M | 165M | 164M | 339M | 77M | 73.2M | |
| Free Cash Flow | 5.0B | 3.0B | (7.5B) | 11.2B | (126M) | (119.7M) | |
| Depreciation | 1.3B | 1.5B | 1.6B | 1.2B | 882M | 520.5M | |
| Other Non Cash Items | 420M | 361M | 401M | 460M | 597M | 626.9M | |
| Dividends Paid | 930M | 889M | 866M | 972M | 970M | 1.0B | |
| Capital Expenditures | 730M | 560M | 811M | 734M | 816M | 856.8M | |
| Net Income | 2.2B | 2.4B | 2.7B | 2.8B | 1.9B | 1.3B | |
| End Period Cash Flow | 3.3B | 3.5B | 3.6B | 4.0B | 4.0B | 3.1B | |
| Investments | (5.8B) | (61.4B) | (4.7B) | 9.7B | 25.5B | 26.7B | |
| Net Borrowings | (1.1B) | 4.1B | (3.4B) | 2.2B | 2.5B | 2.6B | |
| Change To Netincome | 237M | 350M | 206M | 486M | 437.4M | 284.5M | |
| Change Receivables | (28M) | 127M | (173M) | (156M) | (179.4M) | (188.4M) |
State Street Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to State Street or Capital Markets sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that State Street's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a State stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | 0.14 | |
β | Beta against Dow Jones | 0.98 | |
σ | Overall volatility | 1.21 | |
Ir | Information ratio | 0.11 |
State Street Volatility Alert
State Street Corp has low volatility with Treynor Ratio of 0.26, Maximum Drawdown of 5.94 and kurtosis of 0.8. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure State Street's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact State Street's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.State Street Fundamentals Vs Peers
Comparing State Street's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze State Street's direct or indirect competition across all of the common fundamentals between State Street and the related equities. This way, we can detect undervalued stocks with similar characteristics as State Street or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of State Street's fundamental indicators could also be used in its relative valuation, which is a method of valuing State Street by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare State Street to competition |
| Fundamentals | State Street | Peer Average |
| Return On Equity | 0.0855 | -0.31 |
| Return On Asset | 0.0068 | -0.14 |
| Profit Margin | 0.17 % | (1.27) % |
| Operating Margin | 0.30 % | (5.51) % |
| Current Valuation | (36.34 B) | 16.62 B |
| Shares Outstanding | 293.15 M | 571.82 M |
| Shares Owned By Insiders | 0.41 % | 10.09 % |
| Shares Owned By Institutions | 90.83 % | 39.21 % |
| Number Of Shares Shorted | 3.24 M | 4.71 M |
| Price To Earning | 11.21 X | 28.72 X |
| Price To Book | 1.26 X | 9.51 X |
| Price To Sales | 2.31 X | 11.42 X |
| Revenue | 11.95 B | 9.43 B |
| Gross Profit | 12.13 B | 27.38 B |
| EBITDA | 3.38 B | 3.9 B |
| Net Income | 1.94 B | 570.98 M |
| Cash And Equivalents | 115.12 B | 2.7 B |
| Cash Per Share | 313.74 X | 5.01 X |
| Total Debt | 21.5 B | 5.32 B |
| Debt To Equity | 10.62 % | 48.70 % |
| Book Value Per Share | 78.22 X | 1.93 K |
| Cash Flow From Operations | 690 M | 971.22 M |
| Short Ratio | 1.44 X | 4.00 X |
| Earnings Per Share | 6.38 X | 3.12 X |
| Price To Earnings To Growth | 0.66 X | 4.89 X |
| Target Price | 99.4 | |
| Number Of Employees | 53 K | 18.84 K |
| Beta | 1.48 | -0.15 |
| Market Capitalization | 28.96 B | 19.03 B |
| Total Asset | 297.26 B | 29.47 B |
| Retained Earnings | 27.96 B | 9.33 B |
| Annual Yield | 0.03 % | |
| Five Year Return | 2.68 % |
Note: Acquisition by O Hanley Ronald P of 2516 shares of State Street subject to Rule 16b-3 [view details]
State Street Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as State . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Accumulation Distribution | 26247.65 | |||
| Daily Balance Of Power | 0.0168 | |||
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 98.46 | |||
| Day Typical Price | 98.57 | |||
| Price Action Indicator | 0.37 | |||
| Period Momentum Indicator | 0.02 |
About State Street Buy or Sell Advice
When is the right time to buy or sell State Street Corp? Buying financial instruments such as State Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
Use Investing Ideas to Build Portfolios
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.Did You Try This Idea?
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Companies specializing in air services and air delivery. The Air theme has 42 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 Air Theme or any other thematic opportunities.
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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.