COMP <GO>
STT vs BAC // FORWARD P/E MULTIPLE
State Street Corporation (NYSE) VS. Bank of America Corporation (NYSE) • 15-METRIC TALLY: STT 6
— BAC 7
▲ FORWARD P/E MULTIPLE LEADER: BAC
LAST: $169.77 (-2.29%) • MKT CAP: $47.27B
forward-pe
15.0x
LAST: $50.01 (-2.21%) • MKT CAP: $357.61B
forward-pe
10.9x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (STT VS. BAC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | STT | BAC | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | 41.00% | 0.00 | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 2.30% | 2.50% | -0.20 | BAC | /roic <GO> |
| EV/EBITDA & P/E Valuation | 32.4x | 30.2x | +2.20 | BAC | /valuation <GO> |
| Free Cash Flow Yield | 22.00% | 2.10% | +19.90 | STT | /fcf-yield <GO> |
| Operating Margin | 25.80% | 32.90% | -7.10 | BAC | /operating-margins <GO> |
| Net Profit Margin | 21.10% | 27.00% | -5.90 | BAC | /net-margins <GO> |
| Revenue Growth (YoY) | 7.30% | 6.80% | +0.50 | STT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.37% | 0.00% | +2.37 | STT | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.45 | 0.45 | 0.00 | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 7/9 | +1.00 | STT | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.30% | 6.60% | +0.70 | BAC | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 41.5 | 27.7 | +13.84 | STT | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.11 | 0.90 | +0.21 | STT | /macro-sensitivity <GO> |
| Forward P/E Multiple ACTIVE | 15.0x | 10.9x | +4.10 | BAC | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $47.27B | $357.61B | -$310.34B | BAC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | STT REV | BAC REV | STT GROSS % | BAC GROSS % | STT FCF | BAC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $13.94B | $113.10B | 44.0% | 44.0% | $10.84B | $7.52B |
| FY 2024 | $13.00B | $105.86B | 44.0% | 44.0% | -$14.14B | -$13.57B |
| FY 2023 | $11.95B | $102.77B | 44.0% | 44.0% | $152.5M | $40.36B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
STT // BETA 1.11
BAC // BETA 0.90