Switch to:

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 5.98
STT's Cash to Debt is ranked lower than
51% of the 1118 Companies
in the Global Asset Management industry.

( Industry Median: 10000.00 vs. STT: 5.98 )
STT' s 10-Year Cash to Debt Range
Min: 0.9   Max: 14.29
Current: 5.98

0.9
14.29
Equity to Asset 0.08
STT's Equity to Asset is ranked lower than
69% of the 1232 Companies
in the Global Asset Management industry.

( Industry Median: 0.83 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
62% of the 1004 Companies
in the Global Asset Management industry.

( Industry Median: 337.31 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: 2
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 (%) 27.18
STT's Operating margin (%) is ranked higher than
56% of the 1228 Companies
in the Global Asset Management industry.

( Industry Median: 45.38 vs. STT: 27.18 )
STT' s 10-Year Operating margin (%) Range
Min: 22.83   Max: 35.34
Current: 27.18

22.83
35.34
Net-margin (%) 21.61
STT's Net-margin (%) is ranked higher than
54% of the 1236 Companies
in the Global Asset Management industry.

( Industry Median: 49.93 vs. STT: 21.61 )
STT' s 10-Year Net-margin (%) Range
Min: -21.77   Max: 23.07
Current: 21.61

-21.77
23.07
ROE (%) 10.48
STT's ROE (%) is ranked higher than
72% of the 1272 Companies
in the Global Asset Management industry.

( Industry Median: 8.21 vs. STT: 10.48 )
STT' s 10-Year ROE (%) Range
Min: -12.98   Max: 23.34
Current: 10.48

-12.98
23.34
ROA (%) 0.88
STT's ROA (%) is ranked higher than
50% of the 1288 Companies
in the Global Asset Management industry.

( Industry Median: 4.26 vs. STT: 0.88 )
STT' s 10-Year ROA (%) Range
Min: -1.19   Max: 1.18
Current: 0.88

-1.19
1.18
ROC (Joel Greenblatt) (%) 144.41
STT's ROC (Joel Greenblatt) (%) is ranked higher than
72% of the 765 Companies
in the Global Asset Management industry.

( Industry Median: 87.54 vs. STT: 144.41 )
STT' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: 78.38   Max: 175.31
Current: 144.41

78.38
175.31
Revenue Growth (%) 6.50
STT's Revenue Growth (%) is ranked higher than
72% of the 839 Companies
in the Global Asset Management industry.

( Industry Median: 2.00 vs. STT: 6.50 )
STT' s 10-Year Revenue Growth (%) Range
Min: -9   Max: 21.9
Current: 6.5

-9
21.9
EBITDA Growth (%) 16.60
STT's EBITDA Growth (%) is ranked higher than
80% of the 766 Companies
in the Global Asset Management industry.

( Industry Median: 2.70 vs. STT: 16.60 )
STT' s 10-Year EBITDA Growth (%) Range
Min: -7.8   Max: 26.3
Current: 16.6

-7.8
26.3
EPS Growth (%) 14.30
STT's EPS Growth (%) is ranked higher than
75% of the 757 Companies
in the Global Asset Management industry.

( Industry Median: 3.80 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

Q3 2013

STT Guru Trades in Q3 2013

Jim Simons 322,731 sh (New)
Steven Cohen 6,434 sh (+64.55%)
Paul Tudor Jones 10,000 sh (+58.73%)
James Barrow 8,663,665 sh (+2.96%)
Ronald Muhlenkamp 320,643 sh (+0.22%)
Dodge & Cox 11,600 sh (unchged)
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)
Sarah Ketterer Sold Out
Donald Yacktman 2,236,900 sh (-0.09%)
Charles Brandes 2,210,242 sh (-0.79%)
RS Investment Management 388,333 sh (-1.2%)
Mario Gabelli 1,533,059 sh (-2.12%)
Jeremy Grantham 262,007 sh (-16.61%)
Chuck Royce 94,186 sh (-18.65%)
Richard Pzena 3,318,282 sh (-22.23%)
» More
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 Focused Fund 925,000 sh (unchged)
Bill Nygren 2,800,000 sh (unchged)
Yacktman Fund 1,140,000 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 Fund 1,140,000 sh (unchged)
Westport Asset Management 107,500 sh (unchged)
Dodge & Cox 11,600 sh (unchged)
Louis Moore Bacon 500,000 sh (unchged)
Yacktman Focused Fund 925,000 sh (unchged)
Jim Simons Sold Out
Steven Cohen 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

Yacktman Fund 1,140,000 sh (unchged)
Yacktman Focused Fund 925,000 sh (unchged)
» More
» Details

Insider Trades

Latest Guru Trades with STT

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
Ray Dalio 2014-03-31 New Buy$64.34 - $75.35 $ 70.071%4200
Charles Brandes 2013-12-31 Reduce -9.58%0.18%$64.71 - $72.96 $ 70.070%1998397
Ronald Muhlenkamp 2013-06-30 Reduce -24.02%1.23%$56.51 - $67.44 $ 70.0713%319953
James Barrow 2013-06-30 Add 14.8%0.12%$56.51 - $67.44 $ 70.0713%8414893
Tom Gayner 2013-06-30 Sold Out 0.09%$56.51 - $67.44 $ 70.0713%0
Ray Dalio 2013-06-30 Sold Out 0.04%$56.51 - $67.44 $ 70.0713%0
James Barrow 2012-12-31 Reduce -52.53%0.63%$41.38 - $46.97 $ 70.0757%7071201
Mario Gabelli 2012-12-31 Add 29.16%0.12%$41.38 - $46.97 $ 70.0757%1563088
Ray Dalio 2012-12-31 Add 444.34%0.02%$41.38 - $46.97 $ 70.0757%57700
Dodge & Cox 2012-12-31 Reduce -25.15%$41.38 - $46.97 $ 70.0757%12200
Charles Brandes 2012-09-30 Add 18.58%0.22%$39.17 - $44.91 $ 70.0766%2739162
Ray Dalio 2012-09-30 New Buy0.01%$39.17 - $44.91 $ 70.0766%10600
Charles Brandes 2012-06-30 Add 147.72%0.66%$39.6 - $46.53 $ 70.0761%2310048
Donald Yacktman 2012-03-31 Add 234.64%0.41%$38.78 - $46.29 $ 70.0777%1884000
Charles Brandes 2012-03-31 New Buy0.37%$38.78 - $46.29 $ 70.0777%932523
Donald Yacktman 2011-12-31 New Buy0.19%$30.38 - $42.01 $ 70.0783%563000
Ray Dalio 2011-12-31 Sold Out 0.02%$30.38 - $42.01 $ 70.0783%0
John Paulson 2011-09-30 Sold Out 0.3103%$30.94 - $46.84 $ 70.0788%0
George Soros 2011-09-30 Sold Out 0.0318%$30.94 - $46.84 $ 70.0788%0
Ray Dalio 2011-09-30 New Buy0.02%$30.94 - $46.84 $ 70.0789%38400
George Soros 2011-06-30 Reduce -68.9%0.08%$42.15 - $47.47 $ 70.0755%50200
Premium More recent guru trades are included for Premium Members only!!
» Interactive Charts

Peter Lynch Chart ( What is Peter Lynch Charts )

Preferred stocks of State Street Corp

SymbolPriceYieldDescription
STTPRC0.005.64Deposit Shs Repr 1/4000th Non-Cum Perp Pfd Shs Series -C-
STTPRD25.601.59Deposit Shs Repr 1/4000th Non-Cum Perp Pfd Shs Series -D-

Ratios

vs
industry
vs
history
P/E(ttm) 15.70
STT's P/E(ttm) is ranked higher than
72% of the 1483 Companies
in the Global Asset Management industry.

( Industry Median: 20.80 vs. STT: 15.70 )
STT' s 10-Year P/E(ttm) Range
Min: 4.48   Max: 30.54
Current: 15.7

4.48
30.54
P/B 1.50
STT's P/B is ranked higher than
53% of the 1483 Companies
in the Global Asset Management industry.

( Industry Median: 1.04 vs. STT: 1.50 )
STT' s 10-Year P/B Range
Min: 0.65   Max: 3.73
Current: 1.5

0.65
3.73
P/S 3.10
STT's P/S is ranked higher than
84% of the 1483 Companies
in the Global Asset Management industry.

( Industry Median: 7.56 vs. STT: 3.10 )
STT' s 10-Year P/S Range
Min: 0.76   Max: 13.93
Current: 3.1

0.76
13.93
EV-to-EBIT -13.88
STT's EV-to-EBIT is ranked lower than
57% of the 1483 Companies
in the Global Asset Management industry.

( Industry Median: 24.37 vs. STT: -13.88 )
STT' s 10-Year EV-to-EBIT Range
Min: 0.1   Max: 45.2
Current: -13.88

0.1
45.2
PEG 1.90
STT's PEG is ranked higher than
88% of the 1483 Companies
in the Global Asset Management industry.

( Industry Median: 9999.00 vs. STT: 1.90 )
STT' s 10-Year PEG Range
Min: 0.51   Max: 7.1
Current: 1.9

0.51
7.1
Shiller P/E 27.10
STT's Shiller P/E is ranked higher than
79% of the 1483 Companies
in the Global Asset Management industry.

( Industry Median: 9999.00 vs. STT: 27.10 )
STT' s 10-Year Shiller P/E Range
Min: 5.57   Max: 28.77
Current: 27.1

5.57
28.77

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield 1.60
STT's Dividend Yield is ranked lower than
79% of the 1001 Companies
in the Global Asset Management industry.

( Industry Median: 3.21 vs. STT: 1.60 )
STT' s 10-Year Dividend Yield Range
Min: 0.08   Max: 4.9
Current: 1.6

0.08
4.9
Dividend Payout 0.23
STT's Dividend Payout is ranked higher than
87% of the 1483 Companies
in the Global Asset Management industry.

( Industry Median: 9999.00 vs. STT: 0.23 )
STT' s 10-Year Dividend Payout Range
Min: 0.01   Max: 0.48
Current: 0.23

0.01
0.48
Dividend growth (3y) 196.20
STT's Dividend growth (3y) is ranked higher than
100% of the 449 Companies
in the Global Asset Management industry.

( Industry Median: 6.10 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) 203.63
STT's Yield on cost (5-Year) is ranked higher than
100% of the 982 Companies
in the Global Asset Management industry.

( Industry Median: 3.55 vs. STT: 203.63 )
STT' s 10-Year Yield on cost (5-Year) Range
Min: 10.18   Max: 623.62
Current: 203.63

10.18
623.62
Share Buyback Rate 2.90
STT's Share Buyback Rate is ranked higher than
86% of the 909 Companies
in the Global Asset Management industry.

( Industry Median: -0.60 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 2.60
STT's Price/Tangible Book is ranked higher than
55% of the 1483 Companies
in the Global Asset Management industry.

( Industry Median: 1.18 vs. STT: 2.60 )
STT' s 10-Year Price/Tangible Book Range
Min: 1.44   Max: 7.15
Current: 2.6

1.44
7.15
Price/DCF (Projected) 1.90
STT's Price/DCF (Projected) is ranked higher than
70% of the 1483 Companies
in the Global Asset Management industry.

( Industry Median: 13.57 vs. STT: 1.90 )
STT' s 10-Year Price/DCF (Projected) Range
Min: 0.82   Max: 3.47
Current: 1.9

0.82
3.47
Price/Median PS Value 1.10
STT's Price/Median PS Value is ranked higher than
76% of the 1483 Companies
in the Global Asset Management industry.

( Industry Median: 1.40 vs. STT: 1.10 )
STT' s 10-Year Price/Median PS Value Range
Min: 0.44   Max: 4.37
Current: 1.1

0.44
4.37
Price/Graham Number 1.20
STT's Price/Graham Number is ranked higher than
70% of the 1483 Companies
in the Global Asset Management industry.

( Industry Median: 1.94 vs. STT: 1.20 )
STT' s 10-Year Price/Graham Number Range
Min: 0.54   Max: 3.04
Current: 1.2

0.54
3.04
Earnings Yield (Greenblatt) 6.40
STT's Earnings Yield (Greenblatt) is ranked higher than
60% of the 1098 Companies
in the Global Asset Management industry.

( Industry Median: 8.10 vs. STT: 6.40 )
STT' s 10-Year Earnings Yield (Greenblatt) Range
Min: 2.2   Max: 2197.1
Current: 6.4

2.2
2197.1
Forward Rate of Return (Yacktman) -3.14
STT's Forward Rate of Return (Yacktman) is ranked lower than
52% of the 1044 Companies
in the Global Asset Management industry.

( Industry Median: 0.98 vs. STT: -3.14 )
STT' s 10-Year Forward Rate of Return (Yacktman) Range
Min: -12.4   Max: 28.6
Current: -3.14

-12.4
28.6

Business Description

Industry: Asset Management » Asset Management
Compare:AMP, AMG, BEN, BLK, BK » details
Traded in other countries:ZYA.Germany
State Street Corporation is a financial holding company, organized in 1969 under the laws of the Commonwealth of Massachusetts. Through its subsidiaries, including its main banking subsidiary, State Street Bank and Trust Company, State Street Corporation provides a full range of products and services for institutional investors. It conducts its business mainly through its main banking subsidiary, State Street Bank. It reports two lines of business: Investment Servicing and Investment Management. Investment Servicing provides services for U.S. mutual funds, collective investment funds and other investment pools, corporate and public retirement plans, insurance companies, foundations and endowments worldwide. Products include custody, product- and participant-level accounting; daily pricing and administration; master trust and master custody; recordkeeping; 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 to support institutional investors. Investment Management offers a broad array of services for managing financial assets, including investment management and investment research services, primarily for institutional investors worldwide. These services include passive and active such as enhanced indexing, using quantitative and fundamental methods for both U.S. and global equities and fixed-income securities. The customers include mutual funds, collective investment funds and other investment pools, corporate and public retirement plans, insurance companies, foundations, endowments and investment managers. Including the United States, it operates in 25 countries and more than 100 geographic markets worldwide. It faces competition from other financial services institutions, deposit-taking institutions, investment management firms, insurance companies, mutual funds, broker/dealers, investment banking firms, benefits consultants, leasing companies, and business service and software companies. 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.
» More Articles for STT

Headlines

Articles On GuruFocus.com
Morning Coffee: Widely Held Guru Stocks Near 52-Week Lows May 29 2014 
Guru Stocks at 52-Week Lows: VOD, SMFG, DB, TGT, STT May 26 2014 
Morning Coffee: Widely Held Guru Stocks Near 52-Week Lows May 21 2014 
Guru Stocks at 52-Week Lows: GOOG, C, HMC, SMFG, STT May 18 2014 
BNY Mellon Is Set to Take Full Control of New York-Based HedgeMark International Apr 01 2014 
Why Should You Sell State Street? Feb 25 2014 
Five Companies Cut - Pzena Investment Management Update Nov 12 2013 
Money Safe and Good Return Oct 10 2013 
‘Kids & Money’ Ron Muhlenkamp, 11 Sells Aug 28 2013 
12% Fed results Mar 08 2013 


More From Other Websites
Will This Price Target Cut Hurt State Street (STT) Stock Today? Jul 23 2014
[video] Liquid Alternatives Demand Surging With Bull Market, Bond Jitters Jul 22 2014
[$$] State Street Outlook Disappoints Jul 22 2014
Will State Street (STT) Stock Rebound After Second Quarter Earnings Beat? Jul 22 2014
State Street Appoints Head of Sector Solutions for Asia Pacific Region Jul 22 2014
State Street Reports Second-Quarter 2014 GAAP-Basis EPS of $1.38 on Revenue of $2.60 Billion Jul 22 2014
State Street (STT) Beats Q2 Earnings on Higher Fee Income Jul 22 2014
State Street Corp Earnings Call scheduled for 9:30 am ET today Jul 22 2014
STATE STREET CORP Files SEC form 8-K, Results of Operations and Financial Condition, Financial... Jul 22 2014
State Street Profit Rises 5.4% on Stock Market Gains Jul 22 2014
7:16 am State Street beats by $0.13, beats on revs Jul 22 2014
State Street Reports Second-Quarter 2014 GAAP-Basis EPS of $1.38 on Revenue of $2.60 Billion Jul 22 2014
Q2 2014 State Street Corporation Earnings Release - Before Market Open Jul 22 2014
MOVES-State Street names head of Asia Pacific sector solutions Jul 21 2014
Politics fade as earnings take over Jul 18 2014
State Street Corporation Declares Quarterly Dividends on Its Common Stock and Its Non-Cumulative... Jul 17 2014
State Street Corporation Declares Quarterly Dividends on Its Common Stock and Its Non-Cumulative... Jul 17 2014
Bank of England says some investment funds less liquid than they look Jul 17 2014
BlackRock Earnings Top As Retail Investors Pile In Jul 16 2014
Cramer's Mad Money - Piggyback On Peltz (7/14/14) Jul 15 2014

Personalized Checklist








Within your circle of competence?
Macro economic environment favorable?
High quality business?
Enough margin of safety with stocks?
Gurus are buying?
Insiders are buying?
Management capable and shareholder friendly?
Catalyst for stock price to appreciate?
Your level of confidence with the research?

Add Notes, Comments or Ask Questions

User Comments

No comment yet

Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)
Free 7-day Trial
FEEDBACK
Email Hide