COMP <GO>
STT vs TFC // 10Y YIELD & FRED MACRO BETA
State Street Corporation (NYSE) VS. Truist Financial Corporation (NYSE) • 15-METRIC TALLY: STT 7
— TFC 5
▲ 10Y YIELD & FRED MACRO BETA LEADER: TFC
LAST: $169.77 (-2.29%) • MKT CAP: $46.19B
macro-sensitivity
1.11
LAST: $48.79 (-1.07%) • MKT CAP: $58.47B
macro-sensitivity
1.15
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (STT VS. TFC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | STT | TFC | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 2.30% | 0.90% | +1.40 | STT | /roic <GO> |
| EV/EBITDA & P/E Valuation | 32.4x | 66.7x | -34.30 | STT | /valuation <GO> |
| Free Cash Flow Yield | 22.00% | 8.45% | +13.55 | STT | /fcf-yield <GO> |
| Operating Margin | 25.80% | 13.90% | +11.90 | STT | /operating-margins <GO> |
| Net Profit Margin | 21.10% | 10.90% | +10.20 | STT | /net-margins <GO> |
| Revenue Growth (YoY) | 7.30% | 13.20% | -5.90 | TFC | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.37% | 4.52% | -2.15 | TFC | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 7/9 | +1.00 | STT | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 42.9 | 55.3 | -12.40 | TFC | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | 1.11 | 1.15 | -0.04 | TFC | /macro-sensitivity <GO> |
| Forward P/E Multiple | 15.0x | 27.6x | -12.60 | STT | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $46.19B | $58.47B | -$12.28B | TFC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | STT REV | TFC REV | STT GROSS % | TFC GROSS % | STT FCF | TFC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $13.94B | $229.97B | — | — | $10.84B | $5.74B |
| FY 2024 | $13.00B | $223.09B | — | — | -$14.14B | $2.16B |
| FY 2023 | $11.95B | — | — | — | $152.5M | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
STT // BETA 1.11
TFC // BETA 1.15