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STT
State Street Corporation
Summary
Business
Earnings Call
Valuation
Profitability
Financial Health
Intel
Yearly Return 10Y annualized return is positive but below market average at 2.5% per year
Earnings Expectations STT has met or exceeded earnings expectations in most recent quarters (9/10)
Positive Attractive Price-to-Earnings Ratio
Positive Low Price-to-Book Ratio
Negative High EV/EBITDA Ratio
Negative Negative Price-to-Free-Cash-Flow Ratio

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Overall, State Street Corporation exhibits strong business quality through solid deposit growth, successful servicing fee strategies, and proactive innovation in asset management. However, challenges such as fee compression and market sensitivity could impact future performance. The company's focus on technology and loan growth presents promising future prospects.

Analysis Date: January 22, 2025
Last Updated: May 29, 2025

+28%
+2.5% per year

Past performance does not guarantee future results. The data presented is indicative and may not be updated in real-time.

Country US
Exchange NYSE
Industry Asset Management
Sector Financial Services
Market Cap $28.85B
CEO Mr. Ronald Philip O'Hanley

State Street Corporation is a company that helps large organizations, like pension funds and insurance companies, manage their money. They offer services such as keeping track of investments, ensuring everything is accounted for, and helping with buying and selling assets. They also provide advice on how to invest wisely and responsibly. Essentially, State Street acts as a partner for these institutions, making sure their money is handled safely and effectively.

Streams of revenue

Investment Management: 0%

Geographic Distribution

UNITED STATES: 59%
Non-US: 41%

Core Products

📊
Data & Analytics Financial insights
🔄
Trading Services Trade execution
🔍
Securities Lending Lending solutions
💼
Investment Servicing Custody & fund admin
📈
Investment Management Asset management

Business Type

B2B Business to Business

Competitive Advantages

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Key Business Risks

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Trailing Twelve Months (TTM) values provide a view of the company's performance over the last year.

Graham Value Metrics

Benjamin Graham's value investing approach focuses on finding stocks with a significant margin of safety between their intrinsic value and market price.

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ROE: 11.1804147824731

ROA: None

Gross Profit Margin: 99.1036543323374

Net Profit Margin: 21.971960468857734

Trailing Twelve Months (TTM) values provide a view of the company's performance over the last year.

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About Profitability Metrics

Profitability metrics measure a company's ability to generate earnings relative to its revenue, operating costs, and other relevant metrics. Higher values generally indicate better performance.

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  • • Return on Equity (ROE) analysis
  • • Return on Assets (ROA) insights
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About Financial Health Metrics

Financial health metrics assess a company's ability to meet its financial obligations and its overall financial stability.

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Meeting Expectations

9 /10

Higher values indicate better execution and credibility

Recent Results

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EPS

2.00
Estimated
2.04
Actual
+3.03%
Difference

Revenue

$3320558675
Estimated
$3284000000
Actual
-2.06%
Difference
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Insider trading data shows purchase and sale activities by company executives and board members.

Insider Sentiment Analysis

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STT Stock Analysis: State Street Corporation Investment Guide

STT (State Street Corporation) is a Financial Services company listed on New York Stock Exchange. The stock has generated 2.5% annual returns with an overall investment score of None/100.

Overall, State Street Corporation exhibits strong business quality through solid deposit growth, successful servicing fee strategies, and proactive innovation in asset management. However, challenges such as fee compression and market sensitivity could impact future performance. The company's focus on technology and loan growth presents promising future prospects.

STT Key Financial Metrics

STT financial analysis includes comprehensive valuation ratios, profitability metrics, and financial health indicators. The company has a valuation score of 9.366967187409301/100 and profitability score of 2.5/100 with financial health rated 3.25/100.

About State Street Corporation

State Street Corporation is a company that helps large organizations, like pension funds and insurance companies, manage their money. They offer services such as keeping track of investments, ensuring everything is accounted for, and helping with buying and selling assets. They also provide advice on how to invest wisely and responsibly. Essentially, State Street acts as a partner for these institutions, making sure their money is handled safely and effectively.

STT Investment Recommendation

Based on our comprehensive analysis of STT, investors should consider the company's positive performance track record, earnings consistency (9/10 quarters beat expectations), and current valuation metrics when making investment decisions.

Financial Services Sector Analysis

STT operates in the Asset Management industry within the Financial Services sector. This analysis compares State Street Corporation performance against industry and sector benchmarks to provide context for investment decisions.

Frequently Asked Questions about STT Stock

Is STT a good investment?

STT (State Street Corporation) has generated 2.5% annual returns with an overall score of None/100. Overall, State Street Corporation exhibits strong business quality through solid deposit growth, successful servicing fee strategies, and proactive innovation in asset management. However, challenges such as fee compression and market … Investors should consider their risk tolerance and investment goals when evaluating STT.

What is STT P/E ratio and valuation?

STT valuation metrics including P/E ratio, price-to-book ratio, and price-to-sales ratio are analyzed on this page with comparisons to Asset Management industry and Financial Services sector benchmarks. The company currently has a valuation score of 9.366967187409301/100.

Should I buy STT stock now?

The decision to buy STT stock should be based on comprehensive analysis of financial metrics, market conditions, and individual investment goals. Our analysis provides profitability score of 2.5/100, financial health score of 3.25/100, and detailed performance metrics to help inform your investment decision.

What are STT financial health indicators?

STT financial health analysis includes liquidity ratios, debt levels, cash flow metrics, and profitability indicators. The company has a financial health score of 3.25/100 based on comprehensive analysis of balance sheet strength and operational efficiency.

How does STT compare to competitors?

STT performance is benchmarked against Asset Management industry peers and Financial Services sector averages. Our analysis includes comparative valuation ratios, profitability metrics, and growth indicators to provide context for State Street Corporation's market position.

What are STT historical returns?

STT has generated 2.5% annual returns over the 10Y. Historical performance analysis includes price appreciation, dividend yields, and total shareholder returns compared to market benchmarks.

STT Key Investment Metrics Summary

  • Annual Return: 2.5%
  • Valuation Score: 9.366967187409301/100
  • Profitability Score: 2.5/100
  • Financial Health Score: 3.25/100
  • Growth Score: -12.704725605389251/100
  • Earnings Beat Rate: 9/10 quarters
  • Sector: Financial Services
  • Industry: Asset Management
  • Exchange: New York Stock Exchange
  • Market Cap: 28854852930

STT Investment Thesis

State Street Corporation (STT) represents a conservative investment opportunity in the Financial Services sector. With an overall score of None/100, the company demonstrates areas for financial improvement.

Investment Strengths

  • Attractive Price-to-Earnings Ratio
  • Low Price-to-Book Ratio
  • Strong Gross Profit Margin
  • Healthy Net Profit Margin
  • Low Debt-to-Assets Ratio
  • Low Dividend Payout Ratio
  • Strong Deposit Growth and Client Relationships
  • Successful Overhaul of Servicing Fee Business
  • Innovative Product Development in Asset Management
  • Loan Growth Potential
  • Commitment to AI and Technology Investments
  • Stable Growth in Servicing Fees

Investment Risks

  • High EV/EBITDA Ratio
  • Negative Price-to-Free-Cash-Flow Ratio
  • Low Return on Equity
  • Very Low Liquidity Ratios
  • Interest Coverage Issues
  • Headwinds from Fee Compression
  • Market Sensitivity in Asset Management
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