Is SouthState Stock a Good Investment?

SouthState Investment Advice

SSB

To provide specific investment advice or recommendations on SouthState stock, we recommend investors consider the following general factors when evaluating SouthState. This will help you to make an informed decision on whether to include SouthState in one of your diversified portfolios:

Examine SouthState's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
Research SouthState's leadership team and their track record. Good management can help SouthState navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
Consider the overall health of the Regional Banks space and any emerging trends that could impact SouthState's business and its evolving consumer preferences.
Compare SouthState's performance and market position to its competitors. Analyze how SouthState is positioned in terms of product offerings, innovation, and market share.
Check if SouthState pays a dividend and its dividend yield and payout ratio.
Review what financial analysts are saying about SouthState's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.

It's important to note that investing in SouthState stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if SouthState is a good investment.

Sell

Buy

Hold

Macroaxis provides recommendation on SouthState to complement and cross-verify current analyst consensus on SouthState. Our trade recommendation engine determines the firm's potential to grow exclusively from the perspective of an investor's current risk tolerance and investing horizon. To make sure SouthState is not overpriced, please validate all SouthState fundamentals, including its cash flow from operations, retained earnings, and the relationship between the cash per share and target price . Given that SouthState has a number of shares shorted of 4.56 M, we advise you to double-check SouthState market performance and probability of bankruptcy to ensure the company can sustain itself in the current economic cycle given your current risk tolerance and investing horizon.

Market Performance	Very Weak	Details
Volatility	Very steady	Details
Hype Condition	Stale	Details
Current Valuation	Fairly Valued	Details
Odds Of Distress	Low	Details
Economic Sensitivity	Almost mirrors the market	Details
Investor Sentiment	Alarmed	Details
Analyst Consensus	Buy	Details
Financial Leverage	Not Rated	Details
Reporting Quality (M-Score)	Unavailable	Details

Examine SouthState Stock

Researching SouthState's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 70.0% of the company shares are owned by institutional investors. The company has price-to-book ratio of 1.76. Typically companies with comparable Price to Book (P/B) are able to outperform the market in the long run. SouthState has Price/Earnings To Growth (PEG) ratio of 1.61. The entity recorded earning per share (EPS) of 6.97. The firm last dividend was issued on the 7th of February 2025. SouthState had 105:100 split on the 7th of March 2007.

To determine if SouthState is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding SouthState's research are outlined below:

	SouthState generated a negative expected return over the last 90 days
	About 70.0% of the company shares are owned by institutional investors
	Latest headline from ndtv.com: Trump Says US To Sell State-Of-Art F-35 Fighter Jets To India

SouthState Quarterly Good Will

1.92 Billion

SouthState uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in SouthState. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to SouthState's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.

	25th of April 2024 Upcoming Quarterly Report	View
	25th of July 2024 Next Financial Report	View
	31st of March 2024 Next Fiscal Quarter End	View
	23rd of January 2025 Next Fiscal Year End	View
	31st of December 2023 Last Quarter Report	View
	31st of December 2023 Last Financial Announcement	View

Earnings surprises can significantly impact SouthState's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises SouthState's investors have experienced.

Reported	Fiscal Date	Estimated EPS	Reported EPS	Surprise
2010-10-22	2010-09-30	0.18	0.14	-0.04	22
2009-04-28	2009-03-31	0.37	0.33	-0.04	10
2012-01-27	2011-12-31	0.4	0.35	-0.05	12
2004-04-21	2004-03-31	0.44	0.39	-0.05	11
2003-01-23	2002-12-31	0.39	0.44	0.05	12
2012-07-27	2012-06-30	0.49	0.55	0.06	12
2006-01-19	2005-12-31	0.53	0.47	-0.06	11
2008-01-22	2007-12-31	0.61	0.54	-0.07	11

Know SouthState's Top Institutional Investors

Have you ever been surprised when a price of an equity instrument such as SouthState is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading SouthState backward and forwards among themselves. SouthState's institutional investor refers to the entity that pools money to purchase SouthState's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.

		Shares
Millennium Management Llc	2024-09-30	1.3 M
Wellington Management Company Llp	2024-09-30	1.2 M
Macquarie Group Ltd	2024-09-30	1.1 M
Allspring Global Investments Holdings, Llc	2024-12-31	1 M
Charles Schwab Investment Management Inc	2024-12-31	1 M
Northern Trust Corp	2024-09-30	1 M
Channing Capital Management, Llc	2024-12-31	1 M
Goldman Sachs Group Inc	2024-09-30	977.9 K
Fisher Asset Management, Llc	2024-12-31	851.5 K
Blackrock Inc	2024-09-30	9.5 M
Vanguard Group Inc	2024-09-30	8.4 M

Note, although SouthState's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

SouthState's market capitalization trends

The company currently falls under 'Large-Cap' category with a total capitalization of 10.34 B.

Market Cap

6.07 Billion

SouthState's profitablity analysis

	Last Reported	Projected for Next Year
Return On Tangible Assets	0.01	0.01
Return On Capital Employed	0.02	0.03
Return On Assets	0.01	0.01
Return On Equity	0.09	0.10

The company has Net Profit Margin of 0.31 %, which implies that it may need a different competitive strategy as even a very small decline in it revenue may erase profits and result in a net loss. This is way below average. In the same way, it shows Net Operating Margin of 0.47 %, which entails that for every 100 dollars of revenue, it generated $0.47 of operating income.

Determining SouthState's profitability involves analyzing its financial statements and using various financial metrics to determine if SouthState is a good buy. For example, gross profit margin measures SouthState's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of SouthState's profitability and make more informed investment decisions.

Please note, the presentation of SouthState's financial position, as portrayed in its financial statements, is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, SouthState's management is honest, while the outside auditors are strict and uncompromising. Please utilize our Beneish M Score to check the likelihood of SouthState's management manipulating its earnings.

Evaluate SouthState's management efficiency

SouthState has Return on Asset of 0.0117 % which means that on every $100 spent on assets, it made $0.0117 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.0936 %, implying that it generated $0.0936 on every 100 dollars invested. SouthState's management efficiency ratios could be used to measure how well SouthState manages its routine affairs as well as how well it operates its assets and liabilities. At present, SouthState's Return On Capital Employed is projected to slightly decrease based on the last few years of reporting. The current year's Return On Equity is expected to grow to 0.10, whereas Return On Tangible Assets are forecasted to decline to 0.01. At present, SouthState's Total Assets are projected to increase significantly based on the last few years of reporting. The current year's Non Current Assets Total is expected to grow to about 12.3 B, whereas Non Currrent Assets Other are projected to grow to (2.3 B).

	Last Reported	Projected for Next Year
Book Value Per Share	65.48	57.89
Tangible Book Value Per Share	41.67	48.85
Price Book Value Ratio	1.33	1.75
Price Fair Value	1.33	1.75
Enterprise Value	5.5 B	5.8 B

Leadership at SouthState emphasizes sustainable growth and financial prudence. Our analysis evaluates how these priorities impact the stock's performance in the market.

Dividend Yield

0.0211

Forward Dividend Yield

0.0211

Forward Dividend Rate

2.16

Beta

0.691

Basic technical analysis of SouthState Stock

As of the 16th of February 2025, SouthState has the Coefficient Of Variation of (2,759), variance of 3.23, and Risk Adjusted Performance of (0.02). In relation to fundamental indicators, the technical analysis model makes it possible for you to check existing technical drivers of SouthState, as well as the relationship between them.

SouthState's insider trading activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific SouthState insiders, such as employees or executives, is commonly permitted as long as it does not rely on SouthState's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases SouthState insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

		Sara Arana over a week ago Acquisition by Sara Arana of 281 shares of SouthState subject to Rule 16b-3
		Murray Richard Iv over two weeks ago Disposition of 100 shares by Murray Richard Iv of SouthState subject to Rule 16b-3
		Murray Richard Iv over three weeks ago Disposition of 934 shares by Murray Richard Iv of SouthState at 103.67 subject to Rule 16b-3
		John Windley over a year ago Discretionary transaction by John Windley of 196 shares of South State subject to Rule 16b-3
		John Windley over a year ago Discretionary transaction by John Windley of 116 shares of South State subject to Rule 16b-3
		John Windley over a year ago Exercise or conversion by John Windley of 2818 shares of South State subject to Rule 16b-3
		Stephen Young over a year ago Exercise or conversion by Stephen Young of 13302 shares of South State subject to Rule 16b-3

SouthState's Outstanding Corporate Bonds

SouthState issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. SouthState uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most SouthState bonds can be classified according to their maturity, which is the date when SouthState has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

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View All SouthState Corporate Bonds

Understand SouthState's technical and predictive indicators

Using predictive indicators to make investment decisions involves analyzing SouthState's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.

	Risk Adjusted Performance	(0.02)
	Market Risk Adjusted Performance	(0.08)
	Mean Deviation	1.34
	Coefficient Of Variation	(2,759)
	Standard Deviation	1.8
	Variance	3.23
	Information Ratio	(0.04)
	Jensen Alpha	(0.08)
	Total Risk Alpha	(0.08)
	Treynor Ratio	(0.09)
	Maximum Drawdown	8.26
	Value At Risk	(2.71)
	Potential Upside	2.45
	Skewness	0.1408
	Kurtosis	1.43

	Risk Adjusted Performance	(0.02)
	Market Risk Adjusted Performance	(0.08)
	Mean Deviation	1.34
	Coefficient Of Variation	(2,759)
	Standard Deviation	1.8
	Variance	3.23
	Information Ratio	(0.04)
	Jensen Alpha	(0.08)
	Total Risk Alpha	(0.08)
	Treynor Ratio	(0.09)
	Maximum Drawdown	8.26
	Value At Risk	(2.71)
	Potential Upside	2.45
	Skewness	0.1408
	Kurtosis	1.43

Consider SouthState's intraday indicators

SouthState intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of SouthState stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.

	Accumulation Distribution	0.0275
	Daily Balance Of Power	(0.15)
	Rate Of Daily Change	1.0
	Day Median Price	103.49
	Day Typical Price	103.07
	Market Facilitation Index	2.89
	Price Action Indicator	(1.47)
	Period Momentum Indicator	(0.43)

SouthState Corporate Filings

8K	12th of February 2025 Report filed with the SEC to announce major events that shareholders should know about	View Verify
	10th of February 2025 Other Reports	View Verify
	7th of February 2025 Other Reports	View Verify
	5th of February 2025 Other Reports	View Verify

SouthState time-series forecasting models is one of many SouthState's stock analysis techniques aimed to predict future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary SouthState's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

SouthState Stock media impact

Far too much social signal, news, headlines, and media speculation about SouthState that are available to investors today. That information is available publicly through SouthState media outlets and privately through word of mouth or via SouthState internal channels. However, regardless of the origin, that massive amount of SouthState data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.

A primary focus of SouthState news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of SouthState relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to SouthState's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive SouthState alpha.

SouthState Sentiment by Major News Outlets

Investor sentiment, mood or attitude towards SouthState can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.

Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.

SouthState Historical Investor Sentiment

Investor biases related to SouthState's public news can be used to forecast risks associated with an investment in SouthState. The trend in average sentiment can be used to explain how an investor holding SouthState can time the market purely based on public headlines and social activities around SouthState. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.

SouthState's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for SouthState and other traded tickers. The bigger the bubble, the more accurate the estimated score. Higher bars for a given day show more participation in the average SouthState news discussions. The higher the estimate score, the more favorable the investor's outlook on SouthState.

SouthState Maximum Pain Price Across March 21st 2025 Option Contracts

SouthState's options can also be used to analyze investors' bias and current market sentiment in the context of behavioral finance. For example, Max pain usually refers to a trading concept that asserts that market manipulation can cause the market price of SouthState close to the expiration of its current option contract to expire worthlessly. According to most research, about 35% of options are not executed, with roughly 50% traded out before expiration. So, Max pain occurs when market makers reach a net favorable position across all options at a strike price where option holders stand to lose the most money. By contrast, option sellers may reap the most after selling more options than buying, causing them to expire worthlessly. Please continue to view the detailed analysis of SouthState's options.

SouthState Corporate Management

Stephen Young	Senior Officer	Profile
Sara Arana	Senior Officer	Profile
Jonathan Kivett	Chief Credit Officer	Profile
John Corbett	CEO Director	Profile

When determining whether SouthState offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of SouthState's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Southstate Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Southstate Stock: