State Street Corporation STT
Financial Services · Asset Management · United States · S&P 500
Based on the available data, State Street Corporation gets an algorithmic score of 80/100. It trades at 177.78 $, with a bullish technical trend (RSI 34.4) and 25.0% annual volatility.
Updated: 2026-09-30
Open in the interactive tool →
Strengths
- High net margin (23.0%): pricing power / competitive advantage.
- Attractive free-cash-flow yield (22.2%).
- Low valuation (P/E 11.6).
Weaknesses
- —
Fundamentals
| P/E | 15.70 |
| Forward P/E | 11.57 |
| PEG | 0.67 |
| P/B | 2.04 |
| P/S | 3.25 |
| ROE % | 12.44 |
| ROA % | 0.87 |
| Gross margin % | 0.00 |
| Operating margin % | 34.31 |
| Net margin % | 23.00 |
| Revenue growth % (y/y) | 18.40 |
| Earnings growth % (y/y) | 68.20 |
| Revenue CAGR % | 4.82 |
| Earnings CAGR % | 2.01 |
| FCF yield % | 22.20 |
| Dividend yield % | 2.07 |
| Payout % | 29.66 |
Returns
| 1 month | -8.0 % |
| 3 months | +5.3 % |
| 6 months | +45.7 % |
| YTD | +39.4 % |
| 1 year | +57.6 % |
| 3 years | +188.3 % |
| 5 years | +155.0 % |
Risk
| 1-year volatility | 25.0 % |
| Beta | 1.01 |
| 5-year max drawdown | -41.5 % |
| Sharpe 1A | 1.78 |
Macroeconomic context
Benefits from high rates and a positive curve (net interest margin). Sensitive to credit quality and the cycle: loan-loss provisions rise in recessions. As a US company, its valuation depends on the Fed, 10-year Treasury yields and the US earnings cycle.
How the score is calculated
The score combines profitability (ROE, ROA, net margin), growth (revenue and earnings), valuation (P/E, EV/EBITDA, free cash flow), financial strength (debt and liquidity; not applied to banks and insurers) and momentum (6 and 12-month returns and trend). It is an educational quantitative filter, not a buy or sell recommendation.