Profitability
Weight: 25%
D+
42
Scored using ROA (NIM proxy) — financial-archetype substitution.
- 5yr Avg ROA 0.7%
- Operating Margin Trend -2.86 pp/yr
STT
State Street Corporation
AlphaQuality composite grade, weighted for banks, insurers & asset managers businesses.
Capital Efficiency
Weight: 20%
A
88
Scored using ROTCE — financial-archetype substitution.
- 5yr Avg ROTCE 13.9%
- 5yr Share-Count CAGR -5.2%
Growth Quality
Weight: 10%
A
88
Scored using BVPS — financial-archetype substitution.
- 5yr BVPS CAGR 12.4%
- 5yr EPS CAGR 6.9%
- Positive-EPS Years (5) 5/5
Cash Generation
Weight: 5%
F
0
Scored using OCF/NI — banks have no FCF concept.
- 5yr OCF/NI -0.19x
Balance Sheet
Weight: 30%
C-
44
Scored using Equity/Assets — financial-archetype substitution.
- Equity / Assets 7.6%
- Interest Coverage (EBIT/Int) 0.43x
Stability
Weight: 10%
B-
66
- EPS Volatility (σ/μ) 0.23
- Piotroski F-Score 5
- Negative-Revenue Years (5) 1/5
Guru Flow
Curated superinvestor sentiment — not part of the AlphaQuality grade.4 of 4 gurus held; 2 added; 2 trimmed.
- Holders
- 4
- Avg Δ position
- +820.0%
- New buys
- 0
- Full exits
- 0