STT vs XYZ

Comparison between State Street Corp (STT, Company) and Block Inc - Class A (XYZ, Company).

STT is from the Financial Services sector, while XYZ is from the Technology sector.

5-Year PerformanceSTT has outperformed XYZ, delivering a return of +15.9% compared to -19.4%

STT vs XYZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	STT(COMPANY)	XYZ(COMPANY)
Market Cap	$43B	$42B
Max Drawdown	82.56%	86.08%
Sharpe Ratio	2.04	0.60
5Y Beta	1.04	1.70
Industry	Asset Management	Software - Infrastructure
P/E Ratio	14.12	49.75
Forward P/E	12.63	18.45
PEG Ratio	1.24	24.89
Dividend Yield	2.13%	N/A
5Y Dividends CAGR	14.20%	N/A
5Y EPS CAGR	10.73%	N/A
Debt to Equity	0.00%	33.58%
Free Cash Flow Yield	-8.77%	7.69%
P/S Ratio	2.96	1.72
P/B Ratio	1.73	1.94

Market Cap

Winner

STT

$43B

XYZ

$42B

Max Drawdown

Winner

STT

82.56%

XYZ

86.08%

Sharpe Ratio

Winner

STT

2.04

XYZ

0.60

5Y Beta

Winner

STT

1.04

XYZ

1.70

Industry

STT

Asset Management

XYZ

Software - Infrastructure

P/E Ratio

Winner

STT

14.12

XYZ

49.75

Forward P/E

Winner

STT

12.63

XYZ

18.45

PEG Ratio

Winner

STT

1.24

XYZ

24.89

Dividend Yield

STT

2.13%

XYZ

N/A

5Y Dividends CAGR

STT

14.20%

XYZ

N/A

5Y EPS CAGR

STT

10.73%

XYZ

N/A

Debt to Equity

Winner

STT

0.00%

XYZ

33.58%

Free Cash Flow Yield

STT

-8.77%

Winner

XYZ

7.69%

P/S Ratio

STT

2.96

Winner

XYZ

1.72

P/B Ratio

Winner

STT

1.73

XYZ

1.94

STT vs XYZ - Historical Returns

Returns include dividend reinvestment.

Period	STT	XYZ
1 month	+1.02%	-6.10%
3 months	+23.84%	+34.15%
6 months	+36.38%	+9.90%
1 year	+64.22%	+16.68%
5 years(CAGR)	+15.93%	-19.38%
10 years(CAGR)	+12.85%	+21.83%
Max(CAGR)	+7.44%	+17.01%

Winner

STT

+1.02%

XYZ

-6.10%

STT

+23.84%

Winner

XYZ

+34.15%

Winner

STT

+36.38%

XYZ

+9.90%

Winner

STT

+64.22%

XYZ

+16.68%

5Y(CAGR)

Winner

STT

+15.93%

XYZ

-19.38%

10Y(CAGR)

STT

+12.85%

Winner

XYZ

+21.83%

Max(CAGR)

STT

+7.44%

Winner

XYZ

+17.01%

STT vs XYZ - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	STT	XYZ
2026	+20.06%	+4.50%
2025	+34.77%	-24.97%
2024	+29.69%	+17.68%
2023	+2.42%	+19.66%
2022	-15.02%	-61.69%
2021	+32.02%	-26.97%
2020	-6.79%	+240.97%
2019	+27.59%	+9.37%
2018	-33.36%	+55.07%
2017	+25.36%	+151.05%
2016	+22.05%	+12.09%
2015	-13.71%	+0.15%
2014	+9.04%	N/A
2013	+54.30%	N/A
2012	+14.88%	N/A
2011	-13.83%	N/A
2010	+4.33%	N/A
2009	+6.04%	N/A
2008	-49.21%	N/A
2007	+20.72%	N/A
2006	+19.89%	N/A
2005	+15.49%	N/A
2004	-3.35%	N/A
2003	+29.77%	N/A
2002	-24.32%	N/A
2001	-12.89%	N/A
2000	+79.16%	N/A
1999	-2.78%	N/A

STT vs XYZ Drawdown Comparison

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

The maximum drawdown for XYZ was -86.08%, occurring on Oct 30, 2023. This drawdown has not yet recovered.

The current STT drawdown is -0.08%. The current XYZ drawdown is -75.84%.

Rank	STT	XYZ
#1	-82.23% Jan 3, 2008 - Dec 3, 2014	-86.08% Aug 5, 2021 - Oct 30, 2023
#2	-59.60% Jan 24, 2018 - Jan 7, 2022	-61.53% Sep 28, 2018 - Jun 22, 2020
#3	-51.72% Nov 9, 2000 - Feb 22, 2006	-44.32% Apr 12, 2016 - Feb 23, 2017
#4	-41.42% Jan 14, 2022 - Nov 6, 2024	-36.06% Dec 31, 2015 - Mar 21, 2016
#5	-36.14% Jul 22, 2015 - Nov 15, 2016	-29.04% Nov 24, 2017 - Mar 5, 2018
#6	-25.68% Jan 30, 2025 - Jun 24, 2025	-28.72% Feb 19, 2021 - Aug 5, 2021
#7	-24.72% Feb 8, 2000 - Mar 16, 2000	-22.43% Mar 20, 2018 - May 30, 2018
#8	-18.74% Oct 2, 2000 - Nov 9, 2000	-18.69% Oct 13, 2020 - Nov 6, 2020
#9	-17.88% Apr 3, 2000 - May 8, 2000	-17.53% Sep 1, 2020 - Oct 1, 2020
#10	-17.46% Aug 8, 2007 - Oct 16, 2007	-16.19% Dec 22, 2020 - Feb 8, 2021
#11	-17.04% May 8, 2006 - Dec 14, 2006	-13.17% Nov 6, 2020 - Nov 23, 2020
#12	-16.18% May 23, 2000 - Sep 6, 2000	-11.10% Jun 20, 2018 - Jul 17, 2018
#13	-15.76% Nov 16, 1999 - Jan 14, 2000	-11.02% Jul 8, 2020 - Aug 3, 2020
#14	-13.57% Jan 17, 2007 - Jul 17, 2007	-10.86% Jul 25, 2018 - Aug 2, 2018
#15	-11.79% Jan 15, 2026 - Apr 8, 2026	-10.44% Jul 26, 2017 - Sep 11, 2017