SPY

Financial Services

State Street SPDR S&P 500 ETF Trust · Asset Management · $689B

UQS Score — Balanced Preset
7.3
Weak

State Street SPDR S&P 500 ETF Trust scores 7.3/100 using the Balanced preset.

0.0
Quality
35%
29.0
Moat
30%
0.0
Growth
20%
0.0
Risk
15%

SPY — Key Takeaways

⚠️ Areas of Concern

State Street SPDR S&P 500 ETF Trust has below-average profitability metrics
State Street SPDR S&P 500 ETF Trust has limited growth momentum
State Street SPDR S&P 500 ETF Trust has elevated risk from leverage or valuation
State Street SPDR S&P 500 ETF Trust has limited competitive moat
State Street SPDR S&P 500 ETF Trust has stretched valuation metrics

SPY — Score History

Score tracking started

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SPY — Pillar Breakdown

Quality

0.0/100 (25%)

State Street SPDR S&P 500 ETF Trust currently shows below-average quality metrics, suggesting challenges with profitability.

Operating ProfitabilityWeak

Ability to convert revenue into operating profit.

Cash GenerationWeak

Free cash flow relative to market value.

Growth

0.0/100 (20%)

State Street SPDR S&P 500 ETF Trust faces growth headwinds with declining or stagnant revenue trends.

Recent Revenue TrendWeak

Revenue trajectory over the last twelve months.

Forward Revenue OutlookWeak

Analyst consensus for future revenue growth.

Risk

0.0/100 (15%)

State Street SPDR S&P 500 ETF Trust presents elevated risk with concerns around leverage or financial stability.

Current RatioWeak

Short-term liquidity — ability to pay near-term obligations.

Interest CoverageWeak

Earnings capacity relative to interest payments.

Valuation

0.0/100 (15%)

State Street SPDR S&P 500 ETF Trust appears expensively valued relative to its fundamentals and growth prospects.

Moat

29/100 (30%)

State Street SPDR S&P 500 ETF Trust operates in a highly competitive environment with limited sustainable advantages. The Moat pillar evaluates competitive advantages across five dimensions: Switching Costs, Network Effects, Cost Advantage, Intangible Assets, and Scale & Ecosystem. Sign in to customize moat ratings for SPY.

Score Composition

Quality
0.0×25%0.0
Growth
0.0×20%0.0
Risk
0.0×15%0.0
Valuation
0.0×15%0.0
Moat
29.0×30%8.7
Total
7.3Weak

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How is the SPY UQS Score Calculated?

The UQS (Unified Quality Score) for State Street SPDR S&P 500 ETF Trust is calculated using a proprietary 5-pillar framework with 25 financial metrics. Each pillar evaluates a different dimension on a 0–100 scale, then combines into a single weighted score. Scoring thresholds are calibrated per sector.

Quality (25%) measures profitability and capital efficiency — ROIC, ROE, margins, GP/Assets, and FCF Yield.

Moat (25%) assesses State Street SPDR S&P 500 ETF Trust's competitive advantages across switching costs, network effects, cost advantages, intangible assets, and ecosystem scale.

Growth (20%) tracks revenue trajectory and earnings momentum, combining historical results with analyst forward estimates.

Risk (15%) is inversely scored — lower leverage and strong balance sheet health result in higher scores.

Valuation (15%) measures whether State Street SPDR S&P 500 ETF Trust is fairly priced using earnings yield, price-to-FCF, PEG ratio, and EV/EBITDA relative to sector peers.

Six investor-inspired presets are available, each with different pillar weights: Balanced, Buffett, Munger, Lynch, Cathie Wood, and Graham. The public score shown here uses the Balanced preset. Learn more in our FAQ.