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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 8.66
STT's Cash to Debt is ranked lower than
69% of the 1212 Companies
in the Global Asset Management industry.

( Industry Median: 9999.00 vs. STT: 8.66 )
Ranked among companies with meaningful Cash to Debt only.
STT' s 10-Year Cash to Debt Range
Min: 0.9  Med: 6.00 Max: 14.29
Current: 8.66
0.9
14.29
Equity to Asset 0.07
STT's Equity to Asset is ranked lower than
97% of the 1265 Companies
in the Global Asset Management industry.

( Industry Median: 0.86 vs. STT: 0.07 )
Ranked among companies with meaningful Equity to Asset only.
STT' s 10-Year Equity to Asset Range
Min: 0.04  Med: 0.06 Max: 0.11
Current: 0.07
0.04
0.11
Interest Coverage 6.27
STT's Interest Coverage is ranked lower than
88% of the 1131 Companies
in the Global Asset Management industry.

( Industry Median: 10000.00 vs. STT: 6.27 )
Ranked among companies with meaningful Interest Coverage only.
STT' s 10-Year Interest Coverage Range
Min: 0.38  Med: 1.00 Max: 6.54
Current: 6.27
0.38
6.54
F-Score: 3
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 (%) 21.46
STT's Operating margin (%) is ranked lower than
66% of the 1363 Companies
in the Global Asset Management industry.

( Industry Median: 51.91 vs. STT: 21.46 )
Ranked among companies with meaningful Operating margin (%) only.
STT' s 10-Year Operating margin (%) Range
Min: 20.71  Med: 24.40 Max: 35.34
Current: 21.46
20.71
35.34
Net-margin (%) 17.75
STT's Net-margin (%) is ranked lower than
65% of the 1369 Companies
in the Global Asset Management industry.

( Industry Median: 46.05 vs. STT: 17.75 )
Ranked among companies with meaningful Net-margin (%) only.
STT' s 10-Year Net-margin (%) Range
Min: -24.39  Med: 16.61 Max: 23.07
Current: 17.75
-24.39
23.07
ROE (%) 8.37
STT's ROE (%) is ranked higher than
59% of the 1412 Companies
in the Global Asset Management industry.

( Industry Median: 6.08 vs. STT: 8.37 )
Ranked among companies with meaningful ROE (%) only.
STT' s 10-Year ROE (%) Range
Min: -14.99  Med: 13.71 Max: 24.94
Current: 8.37
-14.99
24.94
ROA (%) 0.66
STT's ROA (%) is ranked lower than
68% of the 1431 Companies
in the Global Asset Management industry.

( Industry Median: 3.77 vs. STT: 0.66 )
Ranked among companies with meaningful ROA (%) only.
STT' s 10-Year ROA (%) Range
Min: -1.13  Med: 0.98 Max: 1.3
Current: 0.66
-1.13
1.3
Revenue Growth (3Y)(%) 7.00
STT's Revenue Growth (3Y)(%) is ranked higher than
54% of the 783 Companies
in the Global Asset Management industry.

( Industry Median: 5.30 vs. STT: 7.00 )
Ranked among companies with meaningful Revenue Growth (3Y)(%) only.
STT' s 10-Year Revenue Growth (3Y)(%) Range
Min: -8.8  Med: 9.20 Max: 21.9
Current: 7
-8.8
21.9
EBITDA Growth (3Y)(%) 6.70
STT's EBITDA Growth (3Y)(%) is ranked higher than
52% of the 647 Companies
in the Global Asset Management industry.

( Industry Median: 5.30 vs. STT: 6.70 )
Ranked among companies with meaningful EBITDA Growth (3Y)(%) only.
STT' s 10-Year EBITDA Growth (3Y)(%) Range
Min: -7.2  Med: 9.20 Max: 26.3
Current: 6.7
-7.2
26.3
EPS Growth (3Y)(%) 6.40
STT's EPS Growth (3Y)(%) is ranked lower than
53% of the 618 Companies
in the Global Asset Management industry.

( Industry Median: 8.10 vs. STT: 6.40 )
Ranked among companies with meaningful EPS Growth (3Y)(%) only.
STT' s 10-Year EPS Growth (3Y)(%) Range
Min: -4.1  Med: 12.60 Max: 28.5
Current: 6.4
-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 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%)
Yacktman Focused Fund 925,000 sh (unchged)
RS Investment Management 461,133 sh (unchged)
Dodge & Cox 11,600 sh (unchged)
Donald Yacktman 2,224,500 sh (unchged)
Pioneer Investments 944,591 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
Q4 2014

STT Guru Trades in Q4 2014

Paul Tudor Jones 2,600 sh (New)
Arnold Schneider 230,652 sh (New)
John Rogers 18,470 sh (+29.56%)
RS Investment Management 518,433 sh (+12.43%)
Mario Gabelli 1,817,645 sh (+4.34%)
James Barrow 10,433,610 sh (+2.56%)
Donald Yacktman 2,224,500 sh (unchged)
Bill Nygren 4,380,000 sh (unchged)
Yacktman Focused Fund 925,000 sh (unchged)
Yacktman Fund 1,140,000 sh (unchged)
Andreas Halvorsen Sold Out
Pioneer Investments 944,261 sh (-0.03%)
Dodge & Cox 11,500 sh (-0.86%)
Ronald Muhlenkamp 236,093 sh (-0.88%)
David Dreman 3,344 sh (-4.13%)
Charles Brandes 2,573,184 sh (-11.94%)
Richard Pzena 5,044,580 sh (-13.00%)
Jeremy Grantham 108,300 sh (-16.50%)
Chuck Royce 127,136 sh (-21.64%)
» More
Q1 2015

STT Guru Trades in Q1 2015

David Dreman 7,513 sh (+124.67%)
Paul Tudor Jones 4,100 sh (+57.69%)
Arnold Schneider 294,117 sh (+27.52%)
John Rogers 20,409 sh (+10.50%)
Jeremy Grantham 114,600 sh (+5.82%)
Pioneer Investments 946,278 sh (+0.21%)
Bill Nygren 4,380,000 sh (unchged)
Donald Yacktman 2,224,500 sh (unchged)
Yacktman Fund 1,140,000 sh (unchged)
Yacktman Focused Fund 925,000 sh (unchged)
Dodge & Cox 11,500 sh (unchged)
Ronald Muhlenkamp 235,952 sh (-0.06%)
Mario Gabelli 1,801,833 sh (-0.87%)
Charles Brandes 2,496,072 sh (-3.00%)
James Barrow 9,976,018 sh (-4.39%)
RS Investment Management 493,633 sh (-4.78%)
Chuck Royce 111,950 sh (-11.94%)
Richard Pzena 4,141,716 sh (-17.90%)
» More
Q2 2015

STT Guru Trades in Q2 2015

John Hussman 100,000 sh (New)
Ray Dalio 14,200 sh (New)
HOTCHKIS & WILEY 2,334,884 sh (New)
Arnold Schneider 347,532 sh (+18.16%)
David Dreman 8,542 sh (+13.70%)
James Barrow 10,117,113 sh (+1.41%)
RS Investment Management 500,073 sh (+1.30%)
RS Investment Management 500,073 sh (+1.30%)
Charles Brandes 2,502,789 sh (+0.27%)
Dodge & Cox 11,500 sh (unchged)
Yacktman Fund 1,140,000 sh (unchged)
Bill Nygren 4,380,000 sh (unchged)
John Rogers Sold Out
Paul Tudor Jones Sold Out
Pioneer Investments 943,371 sh (-0.31%)
Chuck Royce 110,935 sh (-0.91%)
Mario Gabelli 1,764,403 sh (-2.08%)
Donald Yacktman 1,999,500 sh (-10.11%)
Jeremy Grantham 93,000 sh (-18.85%)
Richard Pzena 3,270,591 sh (-21.03%)
Yacktman Focused Fund 700,000 sh (-24.32%)
Ronald Muhlenkamp 135,807 sh (-42.44%)
» 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%)

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» Interactive Charts

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Preferred stocks of State Street Corp

SymbolPriceYieldDescription
STTPRC24.755.30Deposit Shs Repr 1/4000th Non-Cum Perp Pfd Shs Series -C-
STTPRD26.155.64Deposit Shs Repr 1/4000th Non-Cum Perp Pfd Shs Series -D-
STTPRE25.353.29Deposit Shs Repr 1/4000th 6 % Non-Cum Perp Pfd Shs Series -E-

Ratios

vs
industry
vs
history
P/E(ttm) 17.31
STT's P/E(ttm) is ranked lower than
65% of the 1019 Companies
in the Global Asset Management industry.

( Industry Median: 12.50 vs. STT: 17.31 )
Ranked among companies with meaningful P/E(ttm) only.
STT' s 10-Year P/E(ttm) Range
Min: 4.48  Med: 15.49 Max: 29.05
Current: 17.31
4.48
29.05
Forward P/E 12.77
STT's Forward P/E is ranked lower than
57% of the 210 Companies
in the Global Asset Management industry.

( Industry Median: 12.80 vs. STT: 12.77 )
Ranked among companies with meaningful Forward P/E only.
N/A
PE(NRI) 17.50
STT's PE(NRI) is ranked lower than
65% of the 1015 Companies
in the Global Asset Management industry.

( Industry Median: 12.70 vs. STT: 17.50 )
Ranked among companies with meaningful PE(NRI) only.
STT' s 10-Year PE(NRI) Range
Min: 4.47  Med: 15.31 Max: 24.13
Current: 17.5
4.47
24.13
P/B 1.63
STT's P/B is ranked lower than
79% of the 1355 Companies
in the Global Asset Management industry.

( Industry Median: 0.92 vs. STT: 1.63 )
Ranked among companies with meaningful P/B only.
STT' s 10-Year P/B Range
Min: 0.65  Med: 1.59 Max: 3.52
Current: 1.63
0.65
3.52
P/S 2.96
STT's P/S is ranked higher than
76% of the 1251 Companies
in the Global Asset Management industry.

( Industry Median: 7.00 vs. STT: 2.96 )
Ranked among companies with meaningful P/S only.
STT' s 10-Year P/S Range
Min: 0.76  Med: 2.97 Max: 7.62
Current: 2.96
0.76
7.62
PEG 6.48
STT's PEG is ranked lower than
87% of the 173 Companies
in the Global Asset Management industry.

( Industry Median: 0.92 vs. STT: 6.48 )
Ranked among companies with meaningful PEG only.
STT' s 10-Year PEG Range
Min: 0.57  Med: 1.62 Max: 22.53
Current: 6.48
0.57
22.53
Shiller P/E 17.65
STT's Shiller P/E is ranked lower than
65% of the 651 Companies
in the Global Asset Management industry.

( Industry Median: 12.29 vs. STT: 17.65 )
Ranked among companies with meaningful Shiller P/E only.
STT' s 10-Year Shiller P/E Range
Min: 5.57  Med: 21.99 Max: 30.27
Current: 17.65
5.57
30.27
Days Sales Outstanding 83.46
STT's Days Sales Outstanding is ranked lower than
72% of the 960 Companies
in the Global Asset Management industry.

( Industry Median: 37.48 vs. STT: 83.46 )
Ranked among companies with meaningful Days Sales Outstanding only.
STT' s 10-Year Days Sales Outstanding Range
Min: 59.33  Med: 82.79 Max: 93.52
Current: 83.46
59.33
93.52

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield 1.70
STT's Dividend Yield is ranked lower than
83% of the 1500 Companies
in the Global Asset Management industry.

( Industry Median: 3.98 vs. STT: 1.70 )
Ranked among companies with meaningful Dividend Yield only.
STT' s 10-Year Dividend Yield Range
Min: 0.08  Med: 1.39 Max: 4.9
Current: 1.7
0.08
4.9
Dividend Payout 0.29
STT's Dividend Payout is ranked higher than
69% of the 904 Companies
in the Global Asset Management industry.

( Industry Median: 0.52 vs. STT: 0.29 )
Ranked among companies with meaningful Dividend Payout only.
STT' s 10-Year Dividend Payout Range
Min: 0.01  Med: 0.21 Max: 0.48
Current: 0.29
0.01
0.48
Dividend growth (3y) 17.20
STT's Dividend growth (3y) is ranked higher than
78% of the 530 Companies
in the Global Asset Management industry.

( Industry Median: 4.00 vs. STT: 17.20 )
Ranked among companies with meaningful Dividend growth (3y) only.
STT' s 10-Year Dividend growth (3y) Range
Min: -64.3  Med: 15.90 Max: 196.2
Current: 17.2
-64.3
196.2
Yield on cost (5-Year) 78.44
STT's Yield on cost (5-Year) is ranked higher than
98% of the 1500 Companies
in the Global Asset Management industry.

( Industry Median: 4.60 vs. STT: 78.44 )
Ranked among companies with meaningful Yield on cost (5-Year) only.
STT' s 10-Year Yield on cost (5-Year) Range
Min: 3.74  Med: 64.90 Max: 228.8
Current: 78.44
3.74
228.8
Share Buyback Rate 4.50
STT's Share Buyback Rate is ranked higher than
86% of the 839 Companies
in the Global Asset Management industry.

( Industry Median: -0.90 vs. STT: 4.50 )
Ranked among companies with meaningful Share Buyback Rate only.
STT' s 10-Year Share Buyback Rate Range
Min: 4.5  Med: -0.50 Max: -12.2
Current: 4.5

Valuation & Return

vs
industry
vs
history
Price/Tangible Book 2.69
STT's Price/Tangible Book is ranked lower than
85% of the 1303 Companies
in the Global Asset Management industry.

( Industry Median: 0.93 vs. STT: 2.69 )
Ranked among companies with meaningful Price/Tangible Book only.
STT' s 10-Year Price/Tangible Book Range
Min: 1.44  Med: 3.75 Max: 7.14
Current: 2.69
1.44
7.14
Price/Projected FCF 2.30
STT's Price/Projected FCF is ranked lower than
85% of the 406 Companies
in the Global Asset Management industry.

( Industry Median: 1.06 vs. STT: 2.30 )
Ranked among companies with meaningful Price/Projected FCF only.
STT' s 10-Year Price/Projected FCF Range
Min: 0.97  Med: 1.71 Max: 5.22
Current: 2.3
0.97
5.22
Price/DCF (Earnings Based) 1.59
STT's Price/DCF (Earnings Based) is ranked lower than
53% of the 19 Companies
in the Global Asset Management industry.

( Industry Median: 1.49 vs. STT: 1.59 )
Ranked among companies with meaningful Price/DCF (Earnings Based) only.
N/A
Price/Median PS Value 1.00
STT's Price/Median PS Value is ranked higher than
50% of the 1090 Companies
in the Global Asset Management industry.

( Industry Median: 1.00 vs. STT: 1.00 )
Ranked among companies with meaningful Price/Median PS Value only.
STT' s 10-Year Price/Median PS Value Range
Min: 0.44  Med: 1.07 Max: 2.41
Current: 1
0.44
2.41
Price/Graham Number 1.24
STT's Price/Graham Number is ranked lower than
73% of the 881 Companies
in the Global Asset Management industry.

( Industry Median: 0.71 vs. STT: 1.24 )
Ranked among companies with meaningful Price/Graham Number only.
STT' s 10-Year Price/Graham Number Range
Min: 0.77  Med: 1.72 Max: 3.04
Current: 1.24
0.77
3.04
Earnings Yield (Greenblatt) (%) -3.11
STT's Earnings Yield (Greenblatt) (%) is ranked lower than
78% of the 1366 Companies
in the Global Asset Management industry.

( Industry Median: 4.70 vs. STT: -3.11 )
Ranked among companies with meaningful Earnings Yield (Greenblatt) (%) only.
STT' s 10-Year Earnings Yield (Greenblatt) (%) Range
Min: -3.11  Med: 13.00 Max: 2198.7
Current: -3.11
-3.11
2198.7
Forward Rate of Return (Yacktman) (%) -3.21
STT's Forward Rate of Return (Yacktman) (%) is ranked lower than
67% of the 446 Companies
in the Global Asset Management industry.

( Industry Median: 6.82 vs. STT: -3.21 )
Ranked among companies with meaningful Forward Rate of Return (Yacktman) (%) only.
STT' s 10-Year Forward Rate of Return (Yacktman) (%) Range
Min: -7.7  Med: 4.10 Max: 18.9
Current: -3.21
-7.7
18.9

Analyst Estimate

Dec15 Dec16 Dec17
Revenue(Mil) 10,702 11,233 11,990
EPS($) 5.14 5.73 6.51
EPS without NRI($) 5.14 5.73 6.51

Business Description

Industry: Asset Management » Asset Management
Compare:AMP, AMG, BEN, BLK, BK » details
Traded in other countries:STT.Mexico, ZYA.Germany,
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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