MEDIUM confidence: 100% data completeness, but the composite (55) sits in the indecisive 30–70 range — strong-buy and short calls require a more decisive composite. What does confidence mean?
Technical context for active traders — derived from price, the 50/200-day moving averages, the 52-week range, and recent volume. Not part of the QScore.
Dated events from the market calendar; the “also watch” items are AI-generated observations from QScoring data. Informational only — not investment advice, and dates can change.
Fama-French 5-factor (2×3) + Momentum, monthly OLS with Newey-West errors. Bars show signed factor betas; faded bars/figures aren't statistically significant.
AI classification of policy/regulatory sensitivity from the company's sector, industry, and business description. Exposure/sensitivity only — not a political opinion, a prediction of government action, or investment advice. As of 2026-07-10.
| Metric (USD) | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|
| Revenue | $12.0B— | $13.7B+13.6% | $18.4B+34.4% | $22.0B+19.6% | $22.6B+3.0% |
| EPS (dil.) | $7.19— | $7.19+0.0% | $5.58-22.4% | $8.21+47.1% | $9.40+14.5% |
| Free Cash Flow | -$7.5B— | $11.2Bn/m | -$126M-101.1% | -$14.1Bn/m | $4.3Bn/m |
| Gross Margin | 100.2% | 88.6%-11.7pp | 64.8%-23.8pp | 58.5%-6.3pp | 61.4%+2.9pp |
| Operating Margin | 26.4% | 24.3%-2.0pp | 12.6%-11.7pp | 15.5%+2.8pp | 16.5%+1.0pp |
| Net Margin | 22.4% | 20.3%-2.1pp | 10.6%-9.7pp | 12.2%+1.6pp | 13.0%+0.8pp |
Absolute figures with year-over-year change. Margins show the level with the change in percentage points (pp). “n/m” = not meaningful (prior ≤ 0); ⚠ marks a large percentage off a small base — read the dollar figure.
Net insider -$19.9M over 180 days (1 open-market buys, 16 sells). Insider buying is the informative signal; routine selling is normal.
Short interest, days-to-cover, and institutional-ownership change require a data-plan upgrade (not yet available).
Forward-return IC, quintile spread & hit rate publish on /performance as the tracking panel accrues enough no-look-ahead history.
Net buyback (repurchases less issuance) ÷ market cap, plus trailing dividend yield.
Avg target $188 (last qtr, 9 analysts) → $197 (last mo, 4) (+4.3%).
Buy-rated share 56% → 56% over ~3 months (+0pp).
| Quarter | Est. | Actual | Surprise |
|---|---|---|---|
| Jul 2026 | $3.34 | $3.65 | +9.3% |
| Apr 2026 | $2.64 | $2.84 | +7.6% |
| Jan 2026 | $2.84 | $2.97 | +4.6% |
| Oct 2025 | $2.64 | $2.78 | +5.3% |
| Jul 2025 | $2.35 | $2.53 | +7.7% |
| Apr 2025 | $2.00 | $2.04 | +2.0% |
| Jan 2025 | $2.29 | $2.60 | +13.5% |
| Oct 2024 | $2.12 | $2.26 | +6.6% |
The QScore of 55 for State Street Corporation indicates a neutral outlook, with the short-term score of 60 diverging from the long-term score of 51 by 9 points. The stock scores high on momentum, driven by a 70.1% return over the past year and a bullish 50-day versus 200-day moving average. In contrast, profitability scores are lower, with an ROE of 12.4% and a negative FCF yield of -9.8%. The stock trades at a P/E of 16.4, which is relatively in line with its peers.