Stock · STT · Financial Services
United States · Large Cap · listed since 1986 · Revenue 12 mo. $23.3B
Price as of 11/06/2026
State Street Corporation provides various financial products and services to institutional investors.
State Street Corporation provides various financial products and services to institutional investors. It offers custody, accounting, and fund administration services for traditional and alternative assets, as well as multi-asset class investments; recordkeeping, client reporting, and investment book of record, transaction management, loans, cash, derivatives, and collateral services; investor services operations outsourcing; performance, risk, and compliance analytics; financial data management to support institutional investors; foreign exchange, brokerage, and other trading services; securities finance, such as prime services products; and deposit and short-term investment facilities. The company also provides the State Street Alpha platform that combines portfolio management, trading and execution, analytics and compliance tools, and advanced data aggregation and integration with other industry platforms and providers; front-office technology that automates and simplifies the institutional investment process comprising portfolio management and risk analytics, trading, and post-trade settlement with integrated compliance and managed data; investment management solutions; and portfolio management, trading compliance, and manager/sponsor communication. In addition, it offers investment management solutions, such as strategies across equity, fixed income, cash, multi-asset, and alternatives; and ETFs, custom indexed, managed funds, and mandates. The company provides its products and services to mutual funds, collective investment funds and other investment pools, corporate and public retirement plans, insurance companies, wealth managers, investment managers, foundations, and endowments. The company was founded in 1792 and is headquartered in Boston, Massachusetts.
Original text from the data provider
Summary
51.4 of 100
Mean of the six area values. Each area value is the mean of the stock's ranks among the companies in its sector. 50 is the middle of the sector, not a share of companies beaten.
Analysis
What the price requires
Required FCF growth per year
no growth
no growth afterwards
with respect to the priced-in expectation
No indication in the stored figures.
with respect to the priced-in expectation
No anomaly in the stored figures.
Since the last quarter
Q2 → Q3 2026
3 more unchanged: Revenue, 12 mo., EBIT margin, Return on equity
Derivation
Each area value is the average of its metrics' ranks within the sector (0 to 100, 50 is the middle). For metrics where lower is better, the rank is mirrored. The overall value is the average of the area values.
Price as of 11/06/2026.
| Metric | Stock | Sector median | Position in sector |
|---|---|---|---|
| Return on equity | 10.58% | 12.46% | Rank 36 |
| Return on capital (Greenblatt) | 117.55% | 59.04% | Rank 63 |
| EBIT margin | 16.49% | 23.06% | Rank 30 |
| FCF margin | 18.96% | 19.82% | Rank 48 |
| Gross margin | 61.36% | 65.53% | Rank 42 |
| Metric | Stock | Sector median | Position in sector |
|---|---|---|---|
| Revenue growth, 1 year | 2.98% | 7.39% | Rank 33 |
| Earnings growth, 3 years per year | 10.78% | 15.20% | Rank 38 |
| Earnings growth, 5 years per year | 8.50% | 15.17% | Rank 27 |
| Sustainable growth (ROE × retained earnings) | 4.66% | 1.25% | Rank 87 |
| Metric | Stock | Sector median | Position in sector |
|---|---|---|---|
| Earnings yield | 6.15% | 6.47% | Rank 46 |
| FCF yield | 9.50% | 7.16% | Rank 62 |
| EV/saleslower is better | −3.14 | 2.82 | Rank 97 |
| EV/EBITlower is betterdoes not count towards the rank | −19.04 | 14.24 |
| Metric | Stock | Sector median | Position in sector |
|---|---|---|---|
| Share price, 1 year | 31.57% | 7.80% | Rank 87 |
| Share price, 6 months | 11.23% | 8.71% | Rank 61 |
| Share price, 3 months | −5.22% | 0.45% | Rank 22 |
| Distance from 52-week high | −14.77% | −10.68% | Rank 34 |
| Metric | Stock | Sector median | Position in sector |
|---|---|---|---|
| Accruals (Sloan)lower is better | 2.96% | 1.23% | Rank 33 |
| Change in share countlower is better | −4.37% | −0.60% | Rank 84 |
| Dividend streak in years | 1 | 5 | Rank 15 |
| Price reaction to results, market-adjusted | −3.23% | 0.00% | Rank 13 |
| Metric | Stock | Sector median | Position in sector |
|---|---|---|---|
| Equity ratio | 7.61% | 9.21% | Rank 42 |
| Net debt/EBITDAlower is better | −27.12 | 0.12 | Rank 98 |
| Debt to equitylower is better | 1.07 | 0.90 | Rank 47 |
| Volatility, 1 yearlower is better | 24.02% | 25.95% | Rank 63 |
Ten years in figures
| Year | Revenue, $B | EBIT margin | FCF | Shares | Net debt, $B |
|---|---|---|---|---|---|
| 2016 | 10.6 | 19.9% | $1.7B | 396M | −55.0 |
| 2017 | 11.9 | 25.2% | $6.3B | 380M | −53.8 |
| 2018 | 13.1 | 23.6% | $9.6B | 376M | −61.0 |
| 2019 | 13.1 | 20.7% | $5.0B | 374M | −57.9 |
| 2020 | 12.1 | 24.0% | $3.0B | 357M | −99.3 |
| 2021 | 12.0 | 26.4% | −$7.5B | 358M | −94.9 |
| 2022 | 13.7 | 24.3% | $11.2B | 370M | −87.4 |
| 2023 | 18.4 | 12.6% | −$126.0M | 327M | −67.3 |
| 2024 | 22.0 | 15.5% | −$14.1B | 302M | −79.3 |
| 2025 | 22.6 | 16.5% | $4.3B | 289M | −101.6 |
3 of 7 StockScorer Score rules met · How the score is built
State Street Corp mainly meets criteria in the Valuation category. Result from 18 strategies checked.
This is how the StockScorer Score strategy, the flagship rule set, calculates the points for State Street Corp. It compares return and cash-flow metrics with the median of the company's own sector and checks growth and price trend.
3 of 7 rules met
5 of 11 points
The rule “Exclusion: financial and real estate stocks” applies. The stock is therefore not rated regardless of the points scored.
Detail data
Excerpt from 18 strategies checked. The full evaluation is visible after a free sign-up.
With a free account, you can see the match across all strategies checked in one complete overview.
Selected fundamental metrics for State Street Corp.
| Metric | Stock | Sector |
|---|---|---|
| P/E ratio | 16.2 | 15.2 |
| P/B ratio | 1.7 | 1.8 |
| Return on equity (ROE) | 10.6% | 12.5% |
| Equity ratio | 7.6% | 9.2% |
| Debt-to-equity (D/E) | 1.07 | 0.90 |
| Dividend yield | 2.1% | 3.3% |
How comparable stocks in the same sector score in the StockScorer model.
| Symbol | Company | Rating |
|---|---|---|
| STT | State Street Corpthis page | |
| ARES | Ares Management LP | Low8.2 |
| AMP | Ameriprise Financial Inc | Low4.5 |
| NTRS | Northern Trust Corporation | Low8.2 |
| RJF | Raymond James Financial Inc. | locked |
| APO | Apollo Global Management LLC Class A | locked |
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Learn more about the metrics in the metrics glossary or all rated stocks in the stock overview.
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