STATE STREET CORP(NYSE:STT) stock Fundamental Analysis

Fundamental Rating

Overall STT gets a fundamental rating of 3 out of 10. We evaluated STT against 227 industry peers in the Capital Markets industry. STT may be in some trouble as it scores bad on both profitability and health. STT has a decent growth rate and is not valued too expensively.

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1. Profitability

1.1 Basic Checks

In the past year STT was profitable.

STT had a negative operating cash flow in the past year.

In the past 5 years STT has always been profitable.

In multiple years STT reported negative operating cash flow during the last 5 years.

1.2 Ratios

STT has a Return On Assets of 0.70%. This is in the lower half of the industry: STT underperforms 72.69% of its industry peers.

STT's Return On Equity of 9.81% is in line compared to the rest of the industry. STT outperforms 52.42% of its industry peers.

		Industry Rank	Sector Rank
ROA	0.7%
ROE	9.81%
ROIC	N/A

ROA(3y)0.73%

ROA(5y)0.75%

ROE(3y)9.34%

ROE(5y)9.21%

ROIC(3y)N/A

ROIC(5y)N/A

1.3 Margins

With a Profit Margin value of 19.11%, STT perfoms like the industry average, outperforming 56.39% of the companies in the same industry.

In the last couple of years the Profit Margin of STT has grown nicely.

The Operating Margin and Gross Margin are not available for STT so they could not be analyzed.

		Industry Rank	Sector Rank
OM	N/A
PM (TTM)	19.11%
GM	N/A

OM growth 3YN/A

OM growth 5YN/A

PM growth 3Y-3.7%

PM growth 5Y2.25%

GM growth 3YN/A

GM growth 5YN/A

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ROA

ROE

ROIC

Operating and Profit Margin

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2. Health

2.1 Basic Checks

STT has less shares outstanding than it did 1 year ago.

The number of shares outstanding for STT has been reduced compared to 5 years ago.

STT has a worse debt/assets ratio than last year.

2.2 Solvency

A Debt/Equity ratio of 1.45 is on the high side and indicates that STT has dependencies on debt financing.

With a Debt to Equity ratio value of 1.45, STT is not doing good in the industry: 70.93% of the companies in the same industry are doing better.

		Industry Rank	Sector Rank
Debt/Equity	1.45
Debt/FCF	N/A
Altman-Z	N/A

ROIC/WACCN/A

WACCN/A

2.3 Liquidity

		Industry Rank	Sector Rank
Current Ratio	N/A
Quick Ratio	N/A

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WACC

Debt/Equity

How to determine the health of a company

Altman-Z score

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3. Growth

3.1 Past

STT shows a strong growth in Earnings Per Share. In the last year, the EPS has been growing by 15.58%, which is quite good.

STT shows a small growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 7.08% yearly.

The Revenue has grown by 8.83% in the past year. This is quite good.

Measured over the past years, STT shows a small growth in Revenue. The Revenue has been growing by 2.03% on average per year.

EPS 1Y (TTM)15.58%

EPS 3Y5.35%

EPS 5Y7.08%

EPS Q2Q%20.71%

Revenue 1Y (TTM)8.83%

Revenue growth 3Y2.63%

Revenue growth 5Y2.03%

Sales Q2Q%4.65%

3.2 Future

Based on estimates for the next years, STT will show a quite strong growth in Earnings Per Share. The EPS will grow by 8.63% on average per year.

The Revenue is expected to grow by 2.83% on average over the next years.

EPS Next Y12.78%

EPS Next 2Y11.93%

EPS Next 3Y12.13%

EPS Next 5Y8.63%

Revenue Next Year4.31%

Revenue Next 2Y3.58%

Revenue Next 3Y3.71%

Revenue Next 5Y2.83%

3.3 Evolution

When comparing the EPS growth rate of the last years to the growth rate of the upcoming years, we see that the growth is accelerating.

When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is accelerating.

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4. Valuation

4.1 Price/Earnings Ratio

The Price/Earnings ratio is 8.98, which indicates a very decent valuation of STT.

Compared to the rest of the industry, the Price/Earnings ratio of STT indicates a somewhat cheap valuation: STT is cheaper than 72.25% of the companies listed in the same industry.

Compared to an average S&P500 Price/Earnings ratio of 28.29, STT is valued rather cheaply.

The Price/Forward Earnings ratio is 7.46, which indicates a rather cheap valuation of STT.

Compared to the rest of the industry, the Price/Forward Earnings ratio of STT indicates a rather cheap valuation: STT is cheaper than 82.38% of the companies listed in the same industry.

Compared to an average S&P500 Price/Forward Earnings ratio of 21.08, STT is valued rather cheaply.

		Industry Rank	Sector Rank
PE	8.98
Fwd PE	7.46

4.2 Price Multiples

		Industry Rank	Sector Rank
P/FCF	N/A
EV/EBITDA	N/A

4.3 Compensation for Growth

STT's low PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a rather cheap valuation of the company.

A more expensive valuation may be justified as STT's earnings are expected to grow with 12.13% in the coming years.

PEG (NY)0.7

PEG (5Y)1.27

EPS Next 2Y11.93%

EPS Next 3Y12.13%

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5. Dividend

5.1 Amount

STT has a Yearly Dividend Yield of 3.82%. Purely for dividend investing, there may be better candidates out there.

STT's Dividend Yield is comparable with the industry average which is at 8.84.

Compared to an average S&P500 Dividend Yield of 2.57, STT pays a bit more dividend than the S&P500 average.

		Industry Rank	Sector Rank
Dividend Yield	3.82%

5.2 History

The dividend of STT is nicely growing with an annual growth rate of 6.74%!

STT has paid a dividend for at least 10 years, which is a reliable track record.

The dividend of STT decreased recently.

Dividend Growth(5Y)6.74%

Div Incr Years1

Div Non Decr Years1

5.3 Sustainability

STT pays out 41.59% of its income as dividend. This is a bit on the high side, but may be sustainable.

STT's earnings are growing more than its dividend. This makes the dividend growth sustainable.

DP41.59%

EPS Next 2Y11.93%

EPS Next 3Y12.13%

More info and screens

Find the best dividend stocks

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STATE STREET CORP

NYSE:STT (4/17/2025, 8:04:01 PM)

After market: 81.26 0 (0%)

81.26

+1.63 (+2.05%)

Chartmill FA Rating

GICS SectorFinancials

GICS IndustryGroupFinancial Services

GICS IndustryCapital Markets

Earnings (Last)04-17 2025-04-17/bmo

Earnings (Next)07-14 2025-07-14/amc

Inst Owners91.64%

Inst Owner Change0.02%

Ins Owners0.34%

Ins Owner Change1.52%

Market Cap23.45B

Analysts72.38

Price Target114.24 (40.59%)

Short Float %1.29%

Short Ratio1.79

Dividend

		Industry Rank	Sector Rank
Dividend Yield	3.82%

Yearly Dividend3.5

Dividend Growth(5Y)6.74%

DP41.59%

Div Incr Years1

Div Non Decr Years1

Ex-Date04-01 2025-04-01 (0.76)

Surprises & Revisions

EPS beat(2)2

Avg EPS beat(2)5.67%

Min EPS beat(2)5.59%

Max EPS beat(2)5.75%

EPS beat(4)4

Avg EPS beat(4)7.08%

Min EPS beat(4)5.07%

Max EPS beat(4)11.9%

EPS beat(8)7

Avg EPS beat(8)4.73%

EPS beat(12)11

Avg EPS beat(12)4.93%

EPS beat(16)15

Avg EPS beat(16)5.26%

Revenue beat(2)2

Avg Revenue beat(2)1.42%

Min Revenue beat(2)1.09%

Max Revenue beat(2)1.76%

Revenue beat(4)4

Avg Revenue beat(4)1.19%

Min Revenue beat(4)0.41%

Max Revenue beat(4)1.76%

Revenue beat(8)5

Avg Revenue beat(8)-0.69%

Revenue beat(12)7

Avg Revenue beat(12)-0.55%

Revenue beat(16)11

Avg Revenue beat(16)-0.15%

PT rev (1m)-1.15%

PT rev (3m)6.59%

EPS NQ rev (1m)0.57%

EPS NQ rev (3m)6.66%

EPS NY rev (1m)-0.45%

EPS NY rev (3m)2.91%

Revenue NQ rev (1m)0.12%

Revenue NQ rev (3m)2.63%

Revenue NY rev (1m)-0.49%

Revenue NY rev (3m)0.5%

Valuation

		Industry Rank	Sector Rank
PE	8.98
Fwd PE	7.46
P/S	1.8
P/FCF	N/A
P/OCF	N/A
P/B	0.93
P/tB	1.42
EV/EBITDA	N/A

EPS(TTM)9.05

EY11.14%

EPS(NY)10.9

Fwd EY13.41%

FCF(TTM)-48.98

FCFYN/A

OCF(TTM)-45.77

OCFYN/A

SpS45.05

BVpS87.76

TBVpS57.33

PEG (NY)0.7

PEG (5Y)1.27

Profitability

		Industry Rank	Sector Rank
ROA	0.7%
ROE	9.81%
ROCE	N/A
ROIC	N/A
ROICexc	N/A
ROICexgc	N/A
OM	N/A
PM (TTM)	19.11%
GM	N/A
FCFM	N/A

ROA(3y)0.73%

ROA(5y)0.75%

ROE(3y)9.34%

ROE(5y)9.21%

ROIC(3y)N/A

ROIC(5y)N/A

ROICexc(3y)N/A

ROICexc(5y)N/A

ROICexgc(3y)N/A

ROICexgc(5y)N/A

ROCE(3y)N/A

ROCE(5y)N/A

ROICexcg growth 3YN/A

ROICexcg growth 5YN/A

ROICexc growth 3YN/A

ROICexc growth 5YN/A

OM growth 3YN/A

OM growth 5YN/A

PM growth 3Y-3.7%

PM growth 5Y2.25%

GM growth 3YN/A

GM growth 5YN/A

F-Score4

Asset Turnover0.04

Health

		Industry Rank	Sector Rank
Debt/Equity	1.45
Debt/FCF	N/A
Debt/EBITDA	N/A
Cap/Depr	153.06%
Cap/Sales	7.12%
Interest Coverage	N/A
Cash Conversion	N/A
Profit Quality	N/A
Current Ratio	N/A
Quick Ratio	N/A
Altman-Z	N/A

F-Score4

WACCN/A

ROIC/WACCN/A

Cap/Depr(3y)103.02%

Cap/Depr(5y)79.65%

Cap/Sales(3y)6.67%

Cap/Sales(5y)6.31%

Profit Quality(3y)N/A

Profit Quality(5y)N/A

High Growth Momentum

Growth

EPS 1Y (TTM)15.58%

EPS 3Y5.35%

EPS 5Y7.08%

EPS Q2Q%20.71%

EPS Next Y12.78%

EPS Next 2Y11.93%

EPS Next 3Y12.13%

EPS Next 5Y8.63%

Revenue 1Y (TTM)8.83%

Revenue growth 3Y2.63%

Revenue growth 5Y2.03%

Sales Q2Q%4.65%

Revenue Next Year4.31%

Revenue Next 2Y3.58%

Revenue Next 3Y3.71%

Revenue Next 5Y2.83%

EBIT growth 1YN/A

EBIT growth 3YN/A

EBIT growth 5YN/A

EBIT Next YearN/A

EBIT Next 3YN/A

EBIT Next 5YN/A

FCF growth 1Y-11119%

FCF growth 3YN/A

FCF growth 5YN/A

OCF growth 1Y-2014.49%

OCF growth 3YN/A

OCF growth 5YN/A

STATE STREET CORP (STT) Stock Fundamental Analysis

1. Profitability

1.1 Basic Checks

1.2 Ratios

1.3 Margins

More info and screens

2. Health

2.1 Basic Checks

2.2 Solvency

2.3 Liquidity

More info and screens

3. Growth

3.1 Past

3.2 Future

3.3 Evolution

More info and screens

4. Valuation

4.1 Price/Earnings Ratio

4.2 Price Multiples

4.3 Compensation for Growth

More info and screens

5. Dividend

5.1 Amount

5.2 History

5.3 Sustainability

More info and screens