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Company Analysis

State Street Corporation STT

A comprehensive view of key metrics, scores, and financial health for State Street Corporation

Overview of State Street Corporation

STT NYQ
Financial Services Asset Management Large Cap
State Street Corporation (STT), is a Large Cap company, in the Asset Management industry, last closed at $152.48, about 68.0% undervalued vs fair value, +73.1% 1Y return, ranked 336/1037 in sector.
Metrics P/E 12.7× Rev Growth 60.2% ROE 11.1% Gross Margin 67.2% Div Yield 3.11%
$152.48
-1.00%
As of April 28, 2026
Previous close • Vol 90d: 28.0%
52-Week Range
Market Cap
$42.50B
Enterprise Value
$-55.09B
Overall Score
View breakdown
Overall
Growth
Fair
Profitability
Fair
Health
Fair
Efficiency
Fair
Valuation
Good
Growth
Fair
Profitability
Fair
Health
Fair
Efficiency
Fair
Valuation
Good
Completeness: 82%
Confidence: 90%
Updated: Mar 8
Top Beats

Quick Facts

Website https://www.statestreet.com
HQ Boston, MA
Employees 51,503
Fiscal year Dec 31

Next Events

Dividend Apr 13
Earnings Apr 17 Call: Apr 17

Fair Value Snapshot

Bear Base Bull
$193
$256
$350
Current: $152.48 +68% vs base

Engine Room Money Flow™

Large Cap

Asset Management & Capital Markets - Where revenue goes and how value is created

Flow Steps
Total Revenue
$20.7B
60.2%%
Operating Income (FRE Proxy)
$3.7B
9.9%%
EBITDA
$5.2B
30.4%%
Net Income
$2.9B
9.6%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Asset Management & Capital Markets

Quality & Reliability Indicators

Operating Margin (FRE Proxy)
18.0%
Fair

Operating Income / Revenue — proxy for Fee-Related Earnings margin

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Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

$2.4B
82.4% of Net Income

Where It Leaks

Cash Flow Health critical
Significant cash flow inefficiencies identified. Multiple high-impact leaks require attention.
4
Active Leaks
1/4
Improving
0
High Impact
4
Critical
Locked Leak
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Locked Leak
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Locked Leak
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Moat Analysis Asset Management Specialized

Competitive Advantage Assessment

Evaluating State Street Corporation's durable competitive advantages across 6 defense dimensions

Overall Moat Strength
55
/100
Moderate
Scores based on quantitative metrics and qualitative factors

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Fee Revenue Quality

Developing
44
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Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Asset Managers, Capital Markets & Exchanges vs Industry Peers 100% Coverage
Trade-Off Triangle Visualization A ternary plot showing STT's balance between Growth (47.4%), Profitability (23.9%), and Safety (28.7%). Growth 47% Safety 29% Profitability 24%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
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Growth

73th percentile vs peers
73
Key Signals
Rev Growth YoY 60.2% 83p EPS Growth YoY 23.9% 66p Revenue CAGR 3Y 19.5% 65p EPS CAGR 3Y 12.3% 74p
Strengths
  • Rev Growth YoY in top 20% of peers (60.2%, 83th percentile)
  • Growth above peer median with strong metric coverage (100%)
  • Conservative leverage compared to industry peers
Risks

No significant risks identified for this axis.

Profitability

36th percentile vs peers
37
Key Signals
Strengths
Risks
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Safety

44th percentile vs peers
44
Key Signals
Strengths
Safety drilldowns are available to premium members.

Two Futures

Scenario-based fair value ranges for State Street Corporation.

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Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

  • Recently listed companies (IPOs, SPACs)
  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$256.10
- - -
+68.0% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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