XYZ vs STT

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

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

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

XYZ vs STT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

XYZ

$42B

Winner

STT

$43B

Max Drawdown

XYZ

86.08%

Winner

STT

82.56%

Sharpe Ratio

XYZ

0.60

Winner

STT

2.04

5Y Beta

XYZ

1.70

Winner

STT

1.04

Industry

XYZ

Software - Infrastructure

STT

Asset Management

P/E Ratio

XYZ

49.75

Winner

STT

14.12

Forward P/E

XYZ

18.45

Winner

STT

12.63

PEG Ratio

XYZ

24.89

Winner

STT

1.24

Dividend Yield

XYZ

N/A

STT

2.13%

5Y Dividends CAGR

XYZ

N/A

STT

14.20%

5Y EPS CAGR

XYZ

N/A

STT

10.73%

Debt to Equity

XYZ

33.58%

Winner

STT

0.00%

Free Cash Flow Yield

Winner

XYZ

7.69%

STT

-8.77%

P/S Ratio

Winner

XYZ

1.72

STT

2.96

P/B Ratio

XYZ

1.94

Winner

STT

1.73

XYZ vs STT - Historical Returns

Returns include dividend reinvestment.

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

XYZ

-6.10%

Winner

STT

+1.02%

Winner

XYZ

+34.15%

STT

+23.84%

XYZ

+9.90%

Winner

STT

+36.38%

XYZ

+16.68%

Winner

STT

+64.22%

5Y(CAGR)

XYZ

-19.38%

Winner

STT

+15.93%

10Y(CAGR)

Winner

XYZ

+21.83%

STT

+12.85%

Max(CAGR)

Winner

XYZ

+17.01%

STT

+7.44%

XYZ vs STT - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

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

XYZ vs STT Drawdown Comparison

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

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

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

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