ScoreComparison
Company
Score
Quality
Valuation
Financial
Technical
Why is State Street Corp. ?
1
The company has declared Positive results for the last 4 consecutive quarters
- OPERATING CASH FLOW(Y) Highest at USD 7,393 MM
- DIVIDEND PER SHARE(HY) Highest at USD 0
- DIVIDEND PAYOUT RATIO(Y) Highest at 35.04%
2
With ROA of 0.68%, it has a attractive valuation with a 1.56 Price to Book Value
- The stock is trading at a discount compared to its peers' average historical valuations
- Over the past year, while the stock has generated a return of 30.55%, its profits have risen by 55.5% ; the PEG ratio of the company is 0.2
3
Market Beating Performance
- The stock has generated a return of 30.55% in the last 1 year, much higher than market (S&P 500) returns of 14.11%
Real-Time Research ReportHow much should you hold?
- Overall Portfolio exposure to State Street Corp. should be less than 10%
- Overall Portfolio exposure to Capital Markets should be less than 30%
(If sector exposure > 30%, please use optimiser tool to see which are the best stocks to hold in Capital Markets)
When to exit? - We will constantly monitor the company and suggest at the appropriate time to exit from the stock
Is State Street Corp. for you?
Low Risk, High Return
Absolute
Risk Adjusted
Volatility
State Street Corp.
35.99%
2.63
28.25%
S&P 500
16.12%
0.70
20.15%
Quality
Management Risk
Growth
Capital StructureQuality key factors
Factor
Value
Sales Growth (5y)
35.23%
EBIT Growth (5y)
3.85%
EBIT to Interest (avg)
0
Debt to EBITDA (avg)
0
Net Debt to Equity (avg)
0
Sales to Capital Employed (avg)
0
Tax Ratio
0
Dividend Payout Ratio
34.04%
Pledged Shares
0
Institutional Holding
98.91%
ROCE (avg)
0
ROE (avg)
0
ValuationValuation Key Factors 
Factor
Value
P/E Ratio
20
Industry P/E
Price to Book Value
2.16
EV to EBIT
-15.86
EV to EBITDA
-12.10
EV to Capital Employed
0.58
EV to Sales
-3.90
PEG Ratio
1.36
Dividend Yield
1.52%
ROCE (Latest)
-3.69%
ROE (Latest)
10.57%
TechnicalsTechnical key factors
Indicator
Weekly
Monthly
MACD
Mildly Bearish
Bullish
RSI
No Signal
No Signal
Bollinger Bands
Mildly Bearish
Mildly Bullish
Moving Averages
Mildly Bullish (Daily)
KST
Mildly Bearish
Bullish
Dow Theory
Mildly Bearish
Mildly Bearish
OBV
No Trend
Bullish
Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned 
Financial Trend9What is working for the Company
OPERATING CASH FLOW(Y)
Highest at USD 5,346 MM
DIVIDEND PER SHARE(HY)
Highest at USD 0
NII(Q)
Highest at USD 802 MM
CASH AND EQV(HY)
Highest at USD 9,189 MM
CREDIT DEPOSIT RATIO(HY)
Highest at 17.05%
-1What is not working for the Company
NET SALES(Q)
Lowest at USD 2,749 MM
Here's what is working for State Street Corp.
NII
Highest at USD 802 MM
in the last five periodsMOJO Watch
The bank's income from core business is increasing
NII (USD MM)
Dividend per share
Highest at USD 0 and Grown
In each year in the last five yearsMOJO Watch
Company is distributing higher dividend from profits generated
DPS (USD)
Operating Cash Flow
Highest at USD 5,346 MM
in the last three yearsMOJO Watch
The company has generated higher cash revenues from business operations
Operating Cash Flows (USD MM)
Cash and Eqv
Highest at USD 9,189 MM
in the last six Semi-Annual periodsMOJO Watch
Short Term liquidity is improving
Cash and Cash Equivalents
Credit Deposit Ratio
Highest at 17.05%
in the last four Semi-Annual periodsMOJO Watch
Bank has been creating proportionately higher loans against its deposits, thereby creating higher revenue generating assets
Credit Deposit Ratio (%)
Depreciation
Highest at USD 694 MM
in the last five periodsMOJO Watch
The expenditure on assets done by the company may have gone into operation
Depreciation (USD MM)
Depreciation
At USD 694 MM has Grown at 573.79%
period on period (QoQ)MOJO Watch
The expenditure on assets done by the company has gone into productive use which should positively reflect in the future sales
Depreciation (USD MM)
CASA
Highest at 16.1%
in the last five periodsMOJO Watch
The Bank's capital base vs its risk assets is improving. However, the bank may not be taking adequate risk in its lending book.
CAR (%)
Here's what is not working for State Street Corp.
Net Sales
Lowest at USD 2,749 MM
in the last five periodsMOJO Watch
Near term sales trend is negative
Net Sales (USD MM)
InfinHub Market Technologies FZ-LLC, Building-2, Unit 112, Dubai Internet City, Dubai, United Arab Emirates
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