State Stock Buy Hold or Sell Recommendation

STT
 Stock
  

USD 77.05  0.01  0.013%   

Considering the 90-day investment horizon and your above-average risk tolerance, our recommendation regarding State Street Corp is 'Strong Hold'. Macroaxis provides State Street buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding STT positions. The advice algorithm takes into account all of State Street's available fundamental, technical, and predictive indicators you will find on this site.
  
The advice is provided from State Street's buy-and-hold perspective. Additionally, take a look at 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. We conduct extensive research on individual companies such as State and provide practical buy, sell, or hold advice based on selected investing horizon and risk tolerance towards State Street Corp.

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

Execute Advice
Sell State StreetBuy State Street
Strong Hold

Volatility

Details

Hype Condition

Details

Current Valuation

Details

Odds of Distress

Details

Economic Sensitivity

Details

Analyst Consensus

Details

Financial Strenth (F Score)

Details

Financial Leverage

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Reporting Quality (M-Score)

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For the selected time horizon State Street Corp has a Risk Adjusted Performance of 0.1089, Jensen Alpha of 0.0809, Total Risk Alpha of 0.0629, Sortino Ratio of 0.0476 and Treynor Ratio of 0.1194
Macroaxis provides unbiased trade recommendation on State Street Corp that should be used to complement current analysts and expert consensus on State Street Corp. Our advice engine determines the firm's potential to grow exclusively from the perspective of an investors' current risk tolerance and investing horizon. To make sure State Street Corp is not overpriced, please validate all State Street fundamentals, including its net income, and the relationship between the price to earning and cash flow from operations . Given that State Street Corp has a price to earning of 12.69 X, we advise you to double-check State Street Corp market performance and probability of bankruptcy to ensure the company can sustain itself in the current economic cycle given your current risk tolerance and investing horizon.

State Street Trading Alerts and Improvement Suggestions

State Street Corp has a frail financial position based on the latest SEC disclosures
Over 91.0% of the company shares are owned by institutional investors
On 13th of October 2022 State Street paid $ 0.63 per share dividend to its current shareholders
Latest headline from news.google.com: Analysts Give Endeavor Group Holdings, Inc. a Consensus Rating of Buy - Best Stocks

State Street current analysts advice

We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. State analyst recommendations are determined by taking all analyst recommendations and averaging them as Strong Buy, Buy, Hold, Strong Sell or Sell. There is no one specific way to measure analysis performance other than comparing it to the past results via a very sophisticated attribution analysis. State analyst consensus and target price projections should be used in combination with other traditional techniques such as stock price forecasting, technical analysis, earnings estimate, and various momentum models.
Target Mean Price77.00
Target Median Price75.50
Target High Price95.00
Recommendation Mean2.40
Number Of Analyst Opinions14
Target Low Price66.00
Average Consensus Buy
The consensus estimates and target price estimation comprises individual analyst assessments, and may or may not mutch the Macroaxis buy or sell advice. It is determined by taking an average of all analyst recommendations and classifying them as Strong Buy, Buy, Hold, or Sell.

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 stock 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 Return0.18Value At Risk-3.55
Potential Upside4.42Standard Deviation2.40
   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

Have you ever been surprised when a price of an equity instrument such as State Street is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading State Street Corp backward and forwards among themselves. State Street's institutional investor refers to the entity that pools money to purchase State Street's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Security TypeSharesValue
Zweigdimenna Associates LlcCommon Shares98.6 K9.8 M
Zweigdimenna Associates LlcCommon Shares4.8 K459 K
Zweigdimenna Associates LlcCommon Shares70.3 K5.5 M
Zweigdimenna Associates LlcCommon SharesK216 K
Zweigdimenna Associates LlcCommon Shares3.5 K275 K
Zurich Insurance Group LtdCommon Shares282.4 K26.3 M
Zurich Insurance Group LtdCommon Shares379.9 K32.2 M
Note, although State Street's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

State Street Cash Flow Accounts

201720182019202020212022 (projected)
Net Cash Flow from Financing(6.19 B)(4.47 B)(2.97 B)62.17 B9.05 B8.99 B
Net Cash Flow from Investing48 M(4.5 B)(2.63 B)(65.53 B)(2.17 B)(2.34 B)
Net Cash Flow from Operations6.93 B10.46 B5.69 B3.53 B(6.71 B)(6.89 B)

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 Financial Services 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
0.08
β
Beta against DOW1.41
σ
Overall volatility
2.38
Ir
Information ratio 0.0442

State Street Volatility Alert

State Street Corp currently demonstrates below-average downside deviation. It has Information Ratio of 0.04 and Jensen Alpha of 0.08. However, we advise investors to further question State Street Corp expected returns to ensure all indicators are consistent with the current outlook about its relatively low value at risk. 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 stocks 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
FundamentalsState StreetPeer Average
Return On Equity10.34 %(0.31) %
Return On Asset0.87 %(0.14) %
Profit Margin22.74 %(1.27) %
Current Valuation(57.01 B)16.62 B
Shares Outstanding365.63 M571.82 M
Shares Owned by Insiders0.23 %10.09 %
Shares Owned by Institutions91.13 %39.21 %
Number of Shares Shorted2.41 M4.71 M
Price to Earning12.69 X28.72 X
Price to Book1.16 X9.51 X
Price to Sales2.34 X11.42 X
Revenue12.04 B9.43 B
Gross Profit12.06 B27.38 B
EBITDA2.13 B3.9 B
Net Income2.63 B570.98 M
Cash and Equivalents103.94 B2.7 B
Cash per Share282.47 X5.01 X
Total Debt18.36 B5.32 B
Debt to Equity10.62 %48.70 %
Book Value Per Share66.17 X1.93 K
Cash Flow from Operations9.14 B971.22 M
Short Ratio1.19 X4.00 X
Earnings Per Share6.07 X3.12 X
Price to Earnings To Growth2.22 X4.89 X
Number of Employees41 K18.84 K
Beta1.58-0.15
Market Capitalization28.17 B19.03 B
Total Asset245.19 B29.47 B
Retained Earnings16.95 B9.33 B
Z Score0.68.72
Five Year Return2.66 %
Last Dividend Paid2.52
   Acquisition by Sean OSullivan of 2912 shares of State Street subject to Rule 16b-3 [view details]

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.
 2019 2020 2021 2022 (projected)
Cash and Equivalents73.18 B121.24 B110.75 B90.22 B
Total Assets245.61 B314.71 B314.62 B269.56 B

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?

Run Stores Thematic Idea Now

Stores
Stores Theme
Companies providing different types of retail and wholesale services. The Stores theme has 40 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 Stores Theme or any other thematic opportunities.
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Additionally, take a look at 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. You can also try Insider Screener module to find insiders across different sectors to evaluate their impact on performance.

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Is State Street's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of State Street. If investors know State will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about State Street listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth YOY
(0.08) 
Market Capitalization
28.3 B
Quarterly Revenue Growth YOY
(0.011) 
Return On Assets
0.0087
Return On Equity
0.1
The market value of State Street Corp is measured differently than its book value, which is the value of State that is recorded on the company's balance sheet. Investors also form their own opinion of State Street's value that differs from its market value or its book value, called intrinsic value, which is State Street's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because State Street's market value can be influenced by many factors that don't directly affect State Street's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between State Street's value and its price as these two are different measures arrived at by different means. Investors typically determine State Street value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, State Street's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.