STT
Price
$85.52
Change
+$1.68 (+2.00%)
Updated
Apr 23 closing price
Capitalization
23.35B
78 days until earnings call
VRTS
Price
$153.91
Change
+$3.50 (+2.33%)
Updated
Apr 23 closing price
Capitalization
1.71B
One day until earnings call
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STT vs VRTS

Header iconSTT vs VRTS Comparison
Open Charts STT vs VRTSBanner chart's image
State Street
Price$85.52
Change+$1.68 (+2.00%)
Volume$3.09M
Capitalization23.35B
Virtus Investment Partners
Price$153.91
Change+$3.50 (+2.33%)
Volume$52.26K
Capitalization1.71B
STT vs VRTS Comparison Chart
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STT
Daily Signalchanged days ago
Gain/Loss if bought
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VRTS
Daily Signalchanged days ago
Gain/Loss if bought
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STT vs. VRTS commentary
Apr 24, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is STT is a Buy and VRTS is a Hold.

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COMPARISON
Comparison
Apr 24, 2025
Stock price -- (STT: $85.52 vs. VRTS: $153.91)
Brand notoriety: STT and VRTS are both not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: STT: 127% vs. VRTS: 78%
Market capitalization -- STT: $23.35B vs. VRTS: $1.71B
STT [@Investment Managers] is valued at $23.35B. VRTS’s [@Investment Managers] market capitalization is $1.71B. The market cap for tickers in the [@Investment Managers] industry ranges from $124.17B to $0. The average market capitalization across the [@Investment Managers] industry is $5.99B.

Long-Term Analysis

It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).

STT’s FA Score shows that 2 FA rating(s) are green whileVRTS’s FA Score has 1 green FA rating(s).

  • STT’s FA Score: 2 green, 3 red.
  • VRTS’s FA Score: 1 green, 4 red.
According to our system of comparison, STT is a better buy in the long-term than VRTS.

Short-Term Analysis

It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.

If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.

STT’s TA Score shows that 5 TA indicator(s) are bullish while VRTS’s TA Score has 6 bullish TA indicator(s).

  • STT’s TA Score: 5 bullish, 4 bearish.
  • VRTS’s TA Score: 6 bullish, 2 bearish.
According to our system of comparison, VRTS is a better buy in the short-term than STT.

Price Growth

STT (@Investment Managers) experienced а +7.40% price change this week, while VRTS (@Investment Managers) price change was +3.96% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was +1.27%. For the same industry, the average monthly price growth was -5.37%, and the average quarterly price growth was -4.91%.

Reported Earning Dates

STT is expected to report earnings on Jul 11, 2025.

VRTS is expected to report earnings on Jul 25, 2025.

Industries' Descriptions

@Investment Managers (+1.27% weekly)

Investment Managers manage financial assets and other investments of clients. Management includes designing a short- or long-term strategy for buying/holding and selling of portfolio holdings. It can also include tax services and other aspects of financial planning as well. While it is perceived that the industry is faced with growing competition from robo-advisors/digital platforms and passive/ index-tracking funds, many investors still find value in actively managed in-person services that investment management companies often emphasize on. At the same time, many wealth managers are also incorporating digital initiatives/low cost options in addition to their in-person customized services. Their main sources of revenues are fees as a percentage of assets under management, in addition to a certain portion of clients’ gains from asset appreciation. BlackRock, Inc., Blackstone Group Inc and Brookfield Asset Management are some of the major investment management companies.

SUMMARIES
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FUNDAMENTALS
Fundamentals
STT($23.3B) has a higher market cap than VRTS($1.72B). STT (13.84) and VRTS (13.66) have similar P/E ratio . STT YTD gains are higher at: -11.436 vs. VRTS (-29.474). STT has more cash in the bank: 4.05B vs. VRTS (340M). VRTS has less debt than STT: VRTS (2.18B) vs STT (21.5B). STT has higher revenues than VRTS: STT (11.9B) vs VRTS (841M).
STTVRTSSTT / VRTS
Capitalization23.3B1.72B1,359%
EBITDAN/A434M-
Gain YTD-11.436-29.47439%
P/E Ratio13.8413.66101%
Revenue11.9B841M1,415%
Total Cash4.05B340M1,190%
Total Debt21.5B2.18B988%
FUNDAMENTALS RATINGS
STT vs VRTS: Fundamental Ratings
STT
VRTS
OUTLOOK RATING
1..100
2710
VALUATION
overvalued / fair valued / undervalued
1..100
37
Fair valued
16
Undervalued
PROFIT vs RISK RATING
1..100
3256
SMR RATING
1..100
657
PRICE GROWTH RATING
1..100
5884
P/E GROWTH RATING
1..100
8182
SEASONALITY SCORE
1..100
n/a50

Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.

VRTS's Valuation (16) in the Investment Managers industry is in the same range as STT (37) in the Regional Banks industry. This means that VRTS’s stock grew similarly to STT’s over the last 12 months.

STT's Profit vs Risk Rating (32) in the Regional Banks industry is in the same range as VRTS (56) in the Investment Managers industry. This means that STT’s stock grew similarly to VRTS’s over the last 12 months.

STT's SMR Rating (6) in the Regional Banks industry is somewhat better than the same rating for VRTS (57) in the Investment Managers industry. This means that STT’s stock grew somewhat faster than VRTS’s over the last 12 months.

STT's Price Growth Rating (58) in the Regional Banks industry is in the same range as VRTS (84) in the Investment Managers industry. This means that STT’s stock grew similarly to VRTS’s over the last 12 months.

STT's P/E Growth Rating (81) in the Regional Banks industry is in the same range as VRTS (82) in the Investment Managers industry. This means that STT’s stock grew similarly to VRTS’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
STTVRTS
RSI
ODDS (%)
Bullish Trend 1 day ago
90%
Bullish Trend 1 day ago
68%
Stochastic
ODDS (%)
Bearish Trend 1 day ago
59%
Bullish Trend 1 day ago
70%
Momentum
ODDS (%)
Bullish Trend 1 day ago
78%
Bullish Trend 1 day ago
74%
MACD
ODDS (%)
Bullish Trend 1 day ago
75%
Bullish Trend 1 day ago
74%
TrendWeek
ODDS (%)
Bullish Trend 1 day ago
67%
Bearish Trend 1 day ago
67%
TrendMonth
ODDS (%)
Bearish Trend 1 day ago
57%
Bearish Trend 1 day ago
67%
Advances
ODDS (%)
Bullish Trend 1 day ago
63%
Bullish Trend 1 day ago
70%
Declines
ODDS (%)
Bearish Trend 21 days ago
57%
Bearish Trend 17 days ago
68%
BollingerBands
ODDS (%)
Bullish Trend 1 day ago
76%
Bullish Trend 1 day ago
79%
Aroon
ODDS (%)
Bearish Trend 1 day ago
60%
Bearish Trend 1 day ago
72%
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STT
Daily Signalchanged days ago
Gain/Loss if bought
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VRTS
Daily Signalchanged days ago
Gain/Loss if bought
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STT and

Correlation & Price change

A.I.dvisor indicates that over the last year, STT has been closely correlated with NTRS. These tickers have moved in lockstep 78% of the time. This A.I.-generated data suggests there is a high statistical probability that if STT jumps, then NTRS could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To STT
1D Price
Change %
STT100%
+2.00%
NTRS - STT
78%
Closely correlated
+1.39%
PFG - STT
77%
Closely correlated
+1.63%
BN - STT
76%
Closely correlated
+1.90%
BLK - STT
76%
Closely correlated
+0.60%
IVZ - STT
74%
Closely correlated
+0.15%
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