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STT

HOLD

State Street Corporation · Financial Services · United States · $50.9B · Avg Vol: $508M/d

55
StockRank
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Q
44
V
30
M
76
P/E (TTM)
16.1x
ROE
12.4%
D/E
1.0x
Dividend %
1.8%

COMPANY DESCRIPTION

State Street Corporation is a leading global financial services provider to institutional investors, specializing in investment servicing, investment management, and investment research and trading. The company's significant competitive moat is built upon its massive scale in asset custody, mission-critical technological infrastructure, and deeply embedded client relationships, which foster high switching costs. State Street is one of the world's largest custodians and ETF providers, serving a global institutional clientele.

FINANCIAL SUMMARY (USD)

Year2022202320242025CAGRTTM2026E2027EFwd CAGR
Revenue12.1B11.9B12.9B14.0B4.8%15.0B15.9B16.7B9.4%
EPS7.285.658.339.559.5%11.3412.6614.1421.7%
Shares349.0M301.9M288.8M279.1M-20.0%274.7M
Debt17.1B22.5B33.1B29.0B19.2%29.0B
Equity25.2B23.8B25.3B27.8B3.4%
Op CF12.0B690.0M-13.2B11.9B-0.2%11.9B
Inv CF6.8B12.7B-39.5B-13.0B
Fin CF-18.4B-13.4B51.8B2.4B
Loading 1Y...
PRICE (1Y)+12.5%
165170176181187Jun 11Jul 6Jul 24
SMA 50SMA 200
Close
$185.40
RSI (14)
66.4
52W High
$192.51
From 52W High
1.0%

SCORE BREAKDOWN

Quality
44
ROIC (ROA)
0.9%*33.6
ROE
12.4%65.1
GP/Assets
4.1%48.0
Op. Margin
27.8%46.5
FCF/Assets
-1.0%15.8
Piotroski
683.6
Int. Cover
N/A
D/E Ratio
1.04x27.7
Current Ratio
N/A
Value
30
P/E (TTM)
16.1x36.3
EV/EBITDA
N/A
P/FCF
N/A
P/B
2.1x23.1
P/S
3.3x57.0
Div Yield
1.8%18.5
Momentum
76
52W High %
96%68.2
RS 6M
38%96.9
SMA 50/200
1.23x95.0
EPS Rev 4W
+10.0%98.5
EPS Rev 12W
+10.6%94.2
EPS Improve
+34%62.7
Q Growth
-24%14.2

FUNDAMENTALS

Market Cap
$50.9B
P/E (Forward)
12.0x
Gross Margin

SECTOR PEERS

Closest peers in Financial Services, ranked by industry match, size, and score similarity. Cross-listings of STT are excluded.

TickerCompanyMkt CapStockRankSignal
STTState Street Corporation(you)$50.9B55HOLD
RJFRaymond James Financial, Inc.$32.5B53HOLD
AMPAmeriprise Financial, Inc.$46.8B69BUY
NTRSNorthern Trust Corporation$22.2B54HOLD
PFGPrincipal Financial Group, Inc.$23.6B64HOLD
LGEN.LLegal & General Group Plc$20.7B48HOLD
CVC.ASCVC Capital Partners plc$16.6B50HOLD
IVZInvesco Ltd.$13.3B57HOLD
III.L3i Group Ord$33.7B79BUY
BAMBrookfield Asset Management Ltd.$74.0B31SELL

Peer medians: ROE 9.6% · P/E 13.0x · Gross margin 83.5%

State Street Corporation (STT) — Stock Score Summary

State Street Corporation (STT) has a MoatMap StockRank of 55/100 based on Quality (44/100), Value (30/100), and Momentum (76/100) factor scores. The current signal is HOLD.

State Street Corporation is a leading global financial services provider to institutional investors, specializing in investment servicing, investment management, and investment research and trading. The company's significant competitive moat is built upon its massive scale in asset custody, mission-critical technological infrastructure, and deeply embedded client relationships, which foster high switching costs. State Street is one of the world's largest custodians and ETF providers, serving a global institutional clientele.

Key Financial Metrics

Price$185.40
Market Cap$50.9B
P/E (TTM)16.10
P/E (Forward)12.02
Price/Book2.10
Return on Equity12.4%
Debt/Equity1.04x
Operating Margin27.8%
Revenue Growth-2.8%
Dividend Yield1.8%
Free Cash Flow$-3.7B

State Street Corporation operates in the Asset Management industry, part of the Financial Services sector (United States).

Frequently Asked Questions

What is State Street Corporation’s (STT) StockRank?
MoatMap’s StockRank for State Street Corporation (STT) is 55/100, with a Hold signal. It is a composite of Quality (44), Value (30), and Momentum (76) factor ranks across MoatMap’s 20,000+ stock universe.
Does State Street Corporation have an economic moat?
State Street Corporation (STT) has a Quality factor score of 44/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage — the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the characteristics of a moated business.
Is State Street Corporation a buy, hold, or sell?
MoatMap’s current signal for State Street Corporation (STT) is Hold, based on a StockRank of 55/100. Signals are derived mechanically from the StockRank composite and should be one input among many — combine with your own thesis on management, competitive position, and valuation.
What sector is State Street Corporation in?
State Street Corporation (STT) operates in the Financial Services sector, specifically the Asset Management industry (United States).