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GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 6/10

vs
industry
vs
history
Cash to Debt 6.84
STT's Cash to Debt is ranked higher than
54% of the 1394 Companies
in the Global Asset Management industry.

( Industry Median: 10000.00 vs. STT: 6.84 )
STT' s 10-Year Cash to Debt Range
Min: 0.9   Max: 14.29
Current: 6.84

0.9
14.29
Equity to Asset 0.08
STT's Equity to Asset is ranked lower than
69% of the 1541 Companies
in the Global Asset Management industry.

( Industry Median: 0.81 vs. STT: 0.08 )
STT' s 10-Year Equity to Asset Range
Min: 0.04   Max: 0.11
Current: 0.08

0.04
0.11
Interest Coverage 6.54
STT's Interest Coverage is ranked lower than
63% of the 1287 Companies
in the Global Asset Management industry.

( Industry Median: 2003.83 vs. STT: 6.54 )
STT' s 10-Year Interest Coverage Range
Min: 0.38   Max: 6.54
Current: 6.54

0.38
6.54
F-Score: 3
Z-Score: 0.22
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 7/10

vs
industry
vs
history
Operating margin (%) 24.69
STT's Operating margin (%) is ranked higher than
53% of the 1589 Companies
in the Global Asset Management industry.

( Industry Median: 51.71 vs. STT: 24.69 )
STT' s 10-Year Operating margin (%) Range
Min: 20.71   Max: 35.34
Current: 24.69

20.71
35.34
Net-margin (%) 20.71
STT's Net-margin (%) is ranked higher than
54% of the 1591 Companies
in the Global Asset Management industry.

( Industry Median: 46.96 vs. STT: 20.71 )
STT' s 10-Year Net-margin (%) Range
Min: -24.39   Max: 23.07
Current: 20.71

-24.39
23.07
ROE (%) 10.00
STT's ROE (%) is ranked higher than
71% of the 1620 Companies
in the Global Asset Management industry.

( Industry Median: 7.97 vs. STT: 10.00 )
STT' s 10-Year ROE (%) Range
Min: -13.8   Max: 24.94
Current: 10

-13.8
24.94
ROA (%) 0.82
STT's ROA (%) is ranked higher than
50% of the 1639 Companies
in the Global Asset Management industry.

( Industry Median: 4.60 vs. STT: 0.82 )
STT' s 10-Year ROA (%) Range
Min: -1.13   Max: 1.3
Current: 0.82

-1.13
1.3
ROC (Joel Greenblatt) (%) 132.99
STT's ROC (Joel Greenblatt) (%) is ranked higher than
72% of the 1068 Companies
in the Global Asset Management industry.

( Industry Median: 82.78 vs. STT: 132.99 )
STT' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: 80.58   Max: 181.24
Current: 132.99

80.58
181.24
Revenue Growth (%) 6.50
STT's Revenue Growth (%) is ranked higher than
75% of the 1009 Companies
in the Global Asset Management industry.

( Industry Median: 1.10 vs. STT: 6.50 )
STT' s 10-Year Revenue Growth (%) Range
Min: -8.8   Max: 21.9
Current: 6.5

-8.8
21.9
EBITDA Growth (%) 16.60
STT's EBITDA Growth (%) is ranked higher than
82% of the 868 Companies
in the Global Asset Management industry.

( Industry Median: 1.40 vs. STT: 16.60 )
STT' s 10-Year EBITDA Growth (%) Range
Min: -7.2   Max: 34.4
Current: 16.6

-7.2
34.4
EPS Growth (%) 14.30
STT's EPS Growth (%) is ranked higher than
76% of the 883 Companies
in the Global Asset Management industry.

( Industry Median: 3.40 vs. STT: 14.30 )
STT' s 10-Year EPS Growth (%) Range
Min: -4.1   Max: 28.5
Current: 14.3

-4.1
28.5
» STT's 10-Y Financials

Financials


Revenue & Net Income
Equity & Asset
Oprt. Cash Flow & Free Cash Flow

» Details

Guru Trades

Q4 2013

STT Guru Trades in Q4 2013

Louis Moore Bacon 500,000 sh (New)
Steven Cohen 25,544 sh (+297.02%)
Paul Tudor Jones 14,048 sh (+40.48%)
Chuck Royce 125,086 sh (+32.81%)
James Barrow 9,023,491 sh (+4.15%)
Ronald Muhlenkamp 328,628 sh (+2.49%)
Yacktman Fund 1,140,000 sh (unchged)
Yacktman Focused Fund 925,000 sh (unchged)
Bill Nygren 2,800,000 sh (unchged)
Westport Asset Management 107,500 sh (unchged)
Dodge & Cox 11,600 sh (unchged)
Donald Yacktman 2,236,200 sh (-0.03%)
Jeremy Grantham 259,889 sh (-0.81%)
RS Investment Management 382,633 sh (-1.47%)
Mario Gabelli 1,504,789 sh (-1.84%)
Richard Pzena 3,249,689 sh (-2.07%)
Charles Brandes 1,998,397 sh (-9.58%)
Jim Simons 181,831 sh (-43.66%)
» More
Q1 2014

STT Guru Trades in Q1 2014

Ray Dalio 4,200 sh (New)
Pioneer Investments 619,641 sh (New)
Andreas Halvorsen 576,394 sh (New)
Richard Pzena 4,618,131 sh (+42.11%)
Chuck Royce 173,586 sh (+38.77%)
Louis Moore Bacon 606,068 sh (+21.21%)
RS Investment Management 458,733 sh (+19.89%)
Bill Nygren 3,000,000 sh (+7.14%)
Charles Brandes 2,002,257 sh (+0.19%)
Yacktman Focused Fund 925,000 sh (unchged)
Dodge & Cox 11,600 sh (unchged)
Westport Asset Management 107,500 sh (unchged)
Yacktman Fund 1,140,000 sh (unchged)
Louis Moore Bacon 500,000 sh (unchged)
Steven Cohen Sold Out
Jim Simons Sold Out
Ronald Muhlenkamp 328,168 sh (-0.14%)
Donald Yacktman 2,229,500 sh (-0.3%)
Mario Gabelli 1,498,264 sh (-0.43%)
James Barrow 8,471,478 sh (-6.12%)
Paul Tudor Jones 11,873 sh (-15.48%)
Jeremy Grantham 133,272 sh (-48.72%)
» More
Q2 2014

STT Guru Trades in Q2 2014

John Rogers 13,912 sh (New)
David Dreman 3,204 sh (New)
Pioneer Investments 944,318 sh (+52.4%)
Charles Brandes 2,998,259 sh (+49.74%)
Bill Nygren 4,300,000 sh (+43.33%)
Richard Pzena 5,814,240 sh (+25.9%)
James Barrow 10,281,730 sh (+21.37%)
Paul Tudor Jones 14,374 sh (+21.06%)
Mario Gabelli 1,657,559 sh (+10.63%)
Andreas Halvorsen 596,894 sh (+3.56%)
RS Investment Management 461,133 sh (+0.52%)
Ronald Muhlenkamp 328,253 sh (+0.03%)
Dodge & Cox 11,600 sh (unchged)
Yacktman Fund 1,140,000 sh (unchged)
Yacktman Focused Fund 925,000 sh (unchged)
Westport Asset Management Sold Out
Ray Dalio Sold Out
Donald Yacktman 2,224,500 sh (-0.22%)
Chuck Royce 172,386 sh (-0.69%)
Jeremy Grantham 86,000 sh (-35.47%)
Louis Moore Bacon 5,796 sh (-99.04%)
» More
Q3 2014

STT Guru Trades in Q3 2014

Jeremy Grantham 129,700 sh (+50.81%)
David Dreman 3,488 sh (+8.86%)
Mario Gabelli 1,741,999 sh (+5.09%)
Andreas Halvorsen 625,394 sh (+4.77%)
John Rogers 14,256 sh (+2.47%)
Bill Nygren 4,380,000 sh (+1.86%)
Pioneer Investments 944,591 sh (+0.03%)
Yacktman Focused Fund 925,000 sh (unchged)
RS Investment Management 461,133 sh (unchged)
Donald Yacktman 2,224,500 sh (unchged)
Dodge & Cox 11,600 sh (unchged)
Yacktman Fund 1,140,000 sh (unchged)
Louis Moore Bacon Sold Out
Paul Tudor Jones Sold Out
Richard Pzena 5,798,406 sh (-0.27%)
James Barrow 10,172,801 sh (-1.06%)
Charles Brandes 2,922,231 sh (-2.54%)
Chuck Royce 162,236 sh (-5.89%)
Ronald Muhlenkamp 238,198 sh (-27.43%)
» More
» Details

Insider Trades

Latest Guru Trades with STT

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
Ronald Muhlenkamp 2014-09-30 Reduce -27.43%1.07%$67.61 - $75.73 $ 79.4712%238198
Charles Brandes 2014-06-30 Add 49.74%0.8%$63.19 - $69.57 $ 79.4721%2998259
Bill Nygren 2014-06-30 Add 43.33%0.63%$63.19 - $69.57 $ 79.4721%4300000
Richard Pzena 2014-06-30 Add 25.9%0.45%$63.19 - $69.57 $ 79.4721%5814240
James Barrow 2014-06-30 Add 21.37%0.16%$63.19 - $69.57 $ 79.4721%10281730
David Dreman 2014-06-30 New Buy0.02%$63.19 - $69.57 $ 79.4721%3204
John Rogers 2014-06-30 New Buy0.01%$63.19 - $69.57 $ 79.4721%13912
Ray Dalio 2014-06-30 Sold Out $63.19 - $69.57 $ 79.4721%0
Richard Pzena 2014-03-31 Add 42.11%0.53%$64.34 - $75.35 $ 79.4715%4618131
Andreas Halvorsen 2014-03-31 New Buy0.17%$64.34 - $75.35 $ 79.4715%576394
Bill Nygren 2014-03-31 Add 7.14%0.11%$64.34 - $75.35 $ 79.4715%3000000
Ray Dalio 2014-03-31 New Buy$64.34 - $75.35 $ 79.4715%4200
Charles Brandes 2013-12-31 Reduce -9.58%0.18%$64.71 - $72.96 $ 79.4713%1998397
Premium More recent guru trades are included for Premium Members only!!
Premium More recent guru trades are included for USA Subscribe Members only!!
» Interactive Charts

Peter Lynch Chart ( What is Peter Lynch Charts )

Preferred stocks of State Street Corp

SymbolPriceYieldDescription
STTPRC0.005.77Deposit Shs Repr 1/4000th Non-Cum Perp Pfd Shs Series -C-
STTPRD25.604.51Deposit Shs Repr 1/4000th Non-Cum Perp Pfd Shs Series -D-
STTPRE0.000.00Deposit Shs Repr 1/4000th 6 % Non-Cum Perp Pfd Shs Series -E-

Ratios

vs
industry
vs
history
P/E(ttm) 17.10
STT's P/E(ttm) is ranked higher than
71% of the 1817 Companies
in the Global Asset Management industry.

( Industry Median: 21.30 vs. STT: 17.10 )
STT' s 10-Year P/E(ttm) Range
Min: 4.43   Max: 29.05
Current: 17.1

4.43
29.05
P/B 1.70
STT's P/B is ranked higher than
56% of the 1817 Companies
in the Global Asset Management industry.

( Industry Median: 1.07 vs. STT: 1.70 )
STT' s 10-Year P/B Range
Min: 0.65   Max: 3.52
Current: 1.7

0.65
3.52
P/S 3.40
STT's P/S is ranked higher than
85% of the 1817 Companies
in the Global Asset Management industry.

( Industry Median: 8.76 vs. STT: 3.40 )
STT' s 10-Year P/S Range
Min: 0.76   Max: 15.91
Current: 3.4

0.76
15.91
EV-to-EBIT -17.42
STT's EV-to-EBIT is ranked lower than
61% of the 1817 Companies
in the Global Asset Management industry.

( Industry Median: 23.05 vs. STT: -17.42 )
STT' s 10-Year EV-to-EBIT Range
Min: -24.3   Max: 51.6
Current: -17.42

-24.3
51.6
PEG 10.56
STT's PEG is ranked higher than
92% of the 1817 Companies
in the Global Asset Management industry.

( Industry Median: 9999.00 vs. STT: 10.56 )
STT' s 10-Year PEG Range
Min: 0.34   Max: 17.54
Current: 10.56

0.34
17.54
Shiller P/E 30.80
STT's Shiller P/E is ranked higher than
79% of the 1817 Companies
in the Global Asset Management industry.

( Industry Median: 9999.00 vs. STT: 30.80 )
STT' s 10-Year Shiller P/E Range
Min: 5.55   Max: 30.8
Current: 30.8

5.55
30.8

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield 1.50
STT's Dividend Yield is ranked lower than
80% of the 1249 Companies
in the Global Asset Management industry.

( Industry Median: 3.59 vs. STT: 1.50 )
STT' s 10-Year Dividend Yield Range
Min: 0.08   Max: 4.9
Current: 1.5

0.08
4.9
Dividend Payout 0.24
STT's Dividend Payout is ranked higher than
87% of the 1817 Companies
in the Global Asset Management industry.

( Industry Median: 3.21 vs. STT: 0.24 )
STT' s 10-Year Dividend Payout Range
Min: 0.01   Max: 0.48
Current: 0.24

0.01
0.48
Dividend growth (3y) 196.20
STT's Dividend growth (3y) is ranked higher than
100% of the 569 Companies
in the Global Asset Management industry.

( Industry Median: 8.80 vs. STT: 196.20 )
STT' s 10-Year Dividend growth (3y) Range
Min: -64.3   Max: 196.2
Current: 196.2

-64.3
196.2
Yield on cost (5-Year) 190.91
STT's Yield on cost (5-Year) is ranked higher than
100% of the 1263 Companies
in the Global Asset Management industry.

( Industry Median: 4.16 vs. STT: 190.91 )
STT' s 10-Year Yield on cost (5-Year) Range
Min: 10.18   Max: 623.62
Current: 190.91

10.18
623.62
Share Buyback Rate 2.90
STT's Share Buyback Rate is ranked higher than
87% of the 1036 Companies
in the Global Asset Management industry.

( Industry Median: -0.70 vs. STT: 2.90 )
STT' s 10-Year Share Buyback Rate Range
Min: 2.9   Max: -12.2
Current: 2.9

Valuation & Return

vs
industry
vs
history
Price/Tangible Book 4.00
STT's Price/Tangible Book is ranked higher than
56% of the 1817 Companies
in the Global Asset Management industry.

( Industry Median: 1.29 vs. STT: 4.00 )
STT' s 10-Year Price/Tangible Book Range
Min: 1.44   Max: 7.15
Current: 4

1.44
7.15
Price/DCF (Projected) 2.50
STT's Price/DCF (Projected) is ranked higher than
73% of the 1817 Companies
in the Global Asset Management industry.

( Industry Median: 9999.00 vs. STT: 2.50 )
STT' s 10-Year Price/DCF (Projected) Range
Min: 0.96   Max: 5.07
Current: 2.5

0.96
5.07
Price/Median PS Value 1.20
STT's Price/Median PS Value is ranked higher than
75% of the 1817 Companies
in the Global Asset Management industry.

( Industry Median: 1.48 vs. STT: 1.20 )
STT' s 10-Year Price/Median PS Value Range
Min: 0.44   Max: 5.04
Current: 1.2

0.44
5.04
Price/Graham Number 1.60
STT's Price/Graham Number is ranked higher than
71% of the 1817 Companies
in the Global Asset Management industry.

( Industry Median: 2.31 vs. STT: 1.60 )
STT' s 10-Year Price/Graham Number Range
Min: 0.77   Max: 3.04
Current: 1.6

0.77
3.04
Earnings Yield (Greenblatt) -5.70
STT's Earnings Yield (Greenblatt) is ranked lower than
60% of the 1571 Companies
in the Global Asset Management industry.

( Industry Median: 5.30 vs. STT: -5.70 )
STT' s 10-Year Earnings Yield (Greenblatt) Range
Min: -5.7   Max: 2198.7
Current: -5.7

-5.7
2198.7
Forward Rate of Return (Yacktman) -2.44
STT's Forward Rate of Return (Yacktman) is ranked higher than
66% of the 632 Companies
in the Global Asset Management industry.

( Industry Median: 7.29 vs. STT: -2.44 )
STT' s 10-Year Forward Rate of Return (Yacktman) Range
Min: -12.2   Max: 26.6
Current: -2.44

-12.2
26.6

Business Description

Industry: Asset Management » Asset Management
Compare:AMP, AMG, BEN, BLK, BK » details
Traded in other countries:ZYA.Germany, STT.Mexico,
State Street Corp is a financial holding company, organized in 1969 under the laws of the Commonwealth of Massachusetts. The Company has two line of business: Investment Servicing and Investment Management. Investment Servicing line of business performs core custody and related value-added functions, such as providing institutional investors with clearing, payment and settlement services. The investment servicing products and services include: custody; product- and participant-level accounting; daily pricing and administration; master trust and master custody; record-keeping; cash management; foreign exchange, brokerage and other trading services; securities finance; deposit and short-term investment facilities; loans and lease financing; investment manager and alternative investment manager operations outsourcing; and performance, risk and compliance analytics. The Company provides Investment Management services through State Street Global Advisors, or SSgA. SSgA provides a broad array of investment management, investment research and investment advisory services to corporations, public funds and other sophisticated investors. SSgA offers strategies for managing financial assets, including passive and active, such as enhanced indexing, using quantitative and fundamental methods for both U.S. and global equities and fixed-income securities. SSgA also offers exchange-traded funds, or ETFs, such as the SPDR ETF brand. The business of the Company is subject to regulation by other U.S. federal and state governmental and regulatory agencies and self-regulatory organizations, including securities exchanges and by non-U. S. governmental and regulatory agencies and self -regulatory organizations.
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