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MSCI vs STT

Comparison between MSCI Inc (MSCI, Company) and State Street Corp (STT, Company).

Both MSCI and STT are from the Financial Services sector.

5-Year PerformanceSTT has outperformed MSCI, delivering a return of +15.9% compared to +6.4%

MSCI vs STT - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
MSCI
$42B
Winner
STT
$43B
Max Drawdown
Winner
MSCI
69.06%
STT
82.56%
Sharpe Ratio
MSCI
0.24
Winner
STT
2.04
5Y Beta
Winner
MSCI
0.72
STT
1.04
Industry
MSCI
Financial Data & Stock Exchanges
STT
Asset Management
P/E Ratio
MSCI
32.90
Winner
STT
14.12
Forward P/E
MSCI
29.59
Winner
STT
12.63
PEG Ratio
MSCI
1.57
Winner
STT
1.24
Dividend Yield
MSCI
1.28%
Winner
STT
2.13%
5Y Dividends CAGR
Winner
MSCI
24.94%
STT
14.20%
5Y EPS CAGR
Winner
MSCI
17.64%
STT
10.73%
Debt to Equity
Winner
MSCI
-230.84%
STT
0.00%
Free Cash Flow Yield
Winner
MSCI
3.68%
STT
-8.77%
P/S Ratio
MSCI
13.07
Winner
STT
2.96
P/B Ratio
MSCI
37.57
Winner
STT
1.73

MSCI vs STT - Historical Returns

Returns include dividend reinvestment.

1M
MSCI
-2.85%
Winner
STT
+1.02%
3M
MSCI
+9.72%
Winner
STT
+23.84%
6M
MSCI
+5.52%
Winner
STT
+36.38%
1Y
MSCI
+5.84%
Winner
STT
+64.22%
5Y(CAGR)
MSCI
+6.37%
Winner
STT
+15.93%
10Y(CAGR)
Winner
MSCI
+24.03%
STT
+12.85%
Max(CAGR)
Winner
MSCI
+19.18%
STT
+7.44%

MSCI vs STT - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearMSCISTT
2026+4.91%+20.06%
2025-2.69%+34.77%
2024+9.21%+29.69%
2023+23.97%+2.42%
2022-21.13%-15.02%
2021+40.95%+32.02%
2020+69.23%-6.79%
2019+77.76%+27.59%
2018+16.88%-33.36%
2017+62.75%+25.36%
2016+12.99%+22.05%
2015+53.19%-13.71%
2014+10.40%+9.04%
2013+36.07%+54.30%
2012-5.55%+14.88%
2011-16.53%-13.83%
2010+21.83%+4.33%
2009+70.51%+6.04%
2008-47.53%-49.21%
2007+47.13%+20.72%
2006N/A+19.89%
2005N/A+15.49%
2004N/A-3.35%
2003N/A+29.77%
2002N/A-24.32%
2001N/A-12.89%
2000N/A+79.16%
1999N/A-2.78%

MSCI vs STT Drawdown Comparison

The maximum drawdown for MSCI was -69.06%, occurring on Nov 20, 2008. Recovery took 750 trading sessions.

The maximum drawdown for STT was -82.23%, occurring on Jan 20, 2009. Recovery took 1742 trading sessions.

The current MSCI drawdown is -8.15%. The current STT drawdown is -0.08%.

RankMSCISTT
#1-69.06%
Dec 31, 2007 - Dec 21, 2010
-82.23%
Jan 3, 2008 - Dec 3, 2014
#2-43.74%
Nov 16, 2021 - May 9, 2022
-59.60%
Jan 24, 2018 - Jan 7, 2022
#3-36.06%
Dec 27, 2010 - Sep 16, 2013
-51.72%
Nov 9, 2000 - Feb 22, 2006
#4-32.21%
Feb 19, 2020 - Apr 27, 2020
-41.42%
Jan 14, 2022 - Nov 6, 2024
#5-25.58%
Sep 4, 2018 - Feb 28, 2019
-36.14%
Jul 22, 2015 - Nov 15, 2016
#6-14.93%
Jul 31, 2015 - Nov 2, 2015
-25.68%
Jan 30, 2025 - Jun 24, 2025
#7-14.85%
Jul 18, 2019 - Nov 1, 2019
-24.72%
Feb 8, 2000 - Mar 16, 2000
#8-14.11%
Aug 31, 2016 - Feb 3, 2017
-18.74%
Oct 2, 2000 - Nov 9, 2000
#9-13.71%
Jul 27, 2020 - Nov 4, 2020
-17.88%
Apr 3, 2000 - May 8, 2000
#10-13.50%
May 18, 2020 - Jul 6, 2020
-17.46%
Aug 8, 2007 - Oct 16, 2007
#11-13.49%
Sep 18, 2014 - Nov 24, 2014
-17.04%
May 8, 2006 - Dec 14, 2006
#12-13.30%
Dec 29, 2015 - Feb 22, 2016
-16.18%
May 23, 2000 - Sep 6, 2000
#13-13.21%
Jan 12, 2021 - Apr 12, 2021
-15.76%
Nov 16, 1999 - Jan 14, 2000
#14-12.38%
Mar 12, 2014 - Jul 1, 2014
-13.57%
Jan 17, 2007 - Jul 17, 2007
#15-11.20%
Sep 24, 2021 - Oct 29, 2021
-11.79%
Jan 15, 2026 - Apr 8, 2026

Correlation

Correlation between MSCI and STT is 0.77 which considered as a strong positive correlation - the stocks tend to move together.

0.77
-101

Dividend Comparison (1999 - 2026)

MSCI vs STT dividend yield comparison.

YearMSCISTT
20260.70%1.09%
20251.25%2.42%
20241.07%2.18%
20230.98%3.41%
20220.98%3.09%
20210.59%2.34%
20200.65%2.86%
20190.98%2.50%
20181.30%2.82%
20171.04%1.64%
20161.27%1.85%
20151.11%1.99%
20140.38%1.48%
20130.00%1.42%
20120.00%2.04%
20110.00%1.79%
20100.00%0.09%
20090.00%0.09%
20080.00%2.42%
20070.00%1.08%
20060.00%1.19%
20050.00%1.30%
20040.00%1.30%
20030.00%1.08%
20020.00%1.23%
20010.00%0.78%
20000.00%0.56%
19990.00%0.22%

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