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STT vs. GS
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

STT vs. GS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in State Street Corporation (STT) and The Goldman Sachs Group, Inc. (GS). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, STT achieves a 45.36% return, which is significantly higher than GS's 16.98% return. Over the past 10 years, STT has underperformed GS with an annualized return of 14.13%, while GS has yielded a comparatively higher 23.14% annualized return.


STT

1D
0.73%
1M
7.89%
6M
42.38%
YTD
45.36%
1Y
73.96%
3Y*
41.07%
5Y*
19.88%
10Y*
14.13%
ALL TIME*
12.33%

GS

1D
-0.63%
1M
-0.26%
6M
9.93%
YTD
16.98%
1Y
46.41%
3Y*
45.09%
5Y*
25.12%
10Y*
23.14%
ALL TIME*
11.53%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$2.08B$2.11B$2.25B
$374.32M$453.15M$386.42M

STT vs. GS - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
STT
State Street Corporation
45.36%35.54%30.18%3.54%-13.75%31.03%-4.76%29.35%-33.97%27.84%
GS
The Goldman Sachs Group, Inc.
16.98%56.64%52.03%15.91%-7.87%47.61%17.45%40.48%-33.53%7.73%

Correlation

The correlation between STT and GS is 0.68, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.68

Correlation (3Y)
Balances recent behavior with more history.

0.67

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.71

Correlation (10Y)
Provides a long-term view across more market conditions.

0.70

Correlation (All Time)
Calculated using the full available price history since May 4, 1999

0.64

The correlation between STT and GS has been stable across timeframes, ranging from 0.64 to 0.71 - a consistent structural relationship.

Fundamentals

Market Cap

STT:

$50.97B

GS:

$300.43B

EPS

STT:

$12.10

GS:

$67.36

PE Ratio

STT:

15.23

GS:

15.12

PEG Ratio

STT:

1.55

GS:

1.96

PS Ratio

STT:

2.51

GS:

2.69

Total Revenue (TTM)

STT:

$21.00B

GS:

$117.94B

Gross Profit (TTM)

STT:

$15.00B

GS:

$67.57B

EBITDA (TTM)

STT:

$4.94B

GS:

$31.39B

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Return for Risk

STT vs. GS — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

STT
STT Risk / Return Rank: 9696
Overall Rank
STT Sharpe Ratio Rank: 9797
Sharpe Ratio Rank
STT Sortino Ratio Rank: 9494
Sortino Ratio Rank
STT Omega Ratio Rank: 9494
Omega Ratio Rank
STT Calmar Ratio Rank: 9696
Calmar Ratio Rank
STT Martin Ratio Rank: 9797
Martin Ratio Rank

GS
GS Risk / Return Rank: 8181
Overall Rank
GS Sharpe Ratio Rank: 8484
Sharpe Ratio Rank
GS Sortino Ratio Rank: 7979
Sortino Ratio Rank
GS Omega Ratio Rank: 7878
Omega Ratio Rank
GS Calmar Ratio Rank: 8181
Calmar Ratio Rank
GS Martin Ratio Rank: 8585
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

STT vs. GS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for State Street Corporation (STT) and The Goldman Sachs Group, Inc. (GS). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


STTGSDifference
Sharpe ratioReturn per unit of total volatility

+1.41

Sortino ratioReturn per unit of downside risk

+1.34

Omega ratioGain probability vs. loss probability

1.44

1.25

+0.19

Calmar ratioReturn relative to maximum drawdown

5.89

2.25

+3.63

Martin ratioReturn relative to average drawdown

18.11

6.94

+11.17

STT vs. GS - Sharpe Ratio Comparison

The current STT Sharpe Ratio is 2.80, which is higher than the GS Sharpe Ratio of 1.39. The chart below compares the historical Sharpe Ratios of STT and GS, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

STT vs. GS - Drawdown Comparison

The maximum STT drawdown since its inception was -82.26%, roughly equal to the maximum GS drawdown of -78.84%. Use the drawdown chart below to compare losses from any high point for STT and GS.


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Drawdown Indicators


STTGSDifference

Max Drawdown

Largest peak-to-trough decline

-82.26%

-78.84%

-3.42%

Max Drawdown (1Y)

Largest decline over 1 year

-11.79%

-19.42%

+7.63%

Max Drawdown (3Y)

Largest decline over 3 years

-25.68%

-30.90%

+5.22%

Max Drawdown (5Y)

Largest decline over 5 years

-41.45%

-32.84%

-8.61%

Max Drawdown (10Y)

Largest decline over 10 years

-59.59%

-48.75%

-10.84%

Current Drawdown

Current decline from peak

-1.30%

-11.60%

+10.30%

Average Drawdown

Average peak-to-trough decline

-20.40%

-22.57%

+2.17%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.83%

6.30%

-2.47%

Volatility

STT vs. GS - Volatility Comparison

The current volatility for State Street Corporation (STT) is 8.16%, while The Goldman Sachs Group, Inc. (GS) has a volatility of 14.38%. This indicates that STT experiences smaller price fluctuations and is considered to be less risky than GS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


STTGSDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.16%

14.38%

-6.22%

Volatility (6M)

Calculated over the trailing 6-month period

18.56%

26.02%

-7.46%

Volatility (1Y)

Calculated over the trailing 1-year period

24.79%

31.51%

-6.72%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

30.12%

28.60%

+1.52%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

32.62%

30.06%

+2.56%

Dividends

STT vs. GS - Dividend Comparison

STT's dividend yield for the trailing twelve months is around 1.82%, more than GS's 1.67% yield.


PositionTTM20252024202320222021202020192018201720162015
GS
The Goldman Sachs Group, Inc.
1.67%1.59%2.01%2.72%2.62%1.70%1.90%1.80%1.89%1.14%1.09%1.41%
STT
State Street Corporation
1.82%2.42%2.18%3.41%3.09%2.34%2.86%2.50%2.82%1.64%1.85%1.99%

Financials

STT vs. GS - Financials Comparison

This section allows you to compare key financial metrics between State Street Corporation and The Goldman Sachs Group, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items

STT vs. GS - Profitability Comparison

The chart below illustrates the profitability comparison between State Street Corporation and The Goldman Sachs Group, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

STT - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, State Street Corporation reported a gross profit of 4.05B and revenue of 4.05B. Therefore, the gross margin over that period was 100.0%.

GS - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, The Goldman Sachs Group, Inc. reported a gross profit of 20.24B and revenue of 38.43B. Therefore, the gross margin over that period was 52.7%.

STT - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, State Street Corporation reported an operating income of 1.39B and revenue of 4.05B, resulting in an operating margin of 34.3%.

GS - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, The Goldman Sachs Group, Inc. reported an operating income of 11.52B and revenue of 38.43B, resulting in an operating margin of 30.0%.

STT - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, State Street Corporation reported a net income of 1.08B and revenue of 4.05B, resulting in a net margin of 26.8%.

GS - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, The Goldman Sachs Group, Inc. reported a net income of 6.63B and revenue of 38.43B, resulting in a net margin of 17.3%.


Frequently Asked Questions


STT and GS have a correlation of 0.68, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

GS has higher volatility (14.38%) compared to STT (8.16%). In terms of maximum drawdown, STT dropped -82.26% vs GS's -78.84%.

STT currently has the higher Sharpe Ratio (2.80 vs 1.39), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

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