State Street (MEX:STT) ROE % Adjusted to Book Value: 7.69% (As of Mar. 2026)


MEX:STT State Street Corp MEX:STT
62 GF Score
Price MXN3,040.00
GF Value MXN2,062.05
Valuation Significantly Overvalued
! 10 Warning Signs
View Full Analysis

What is State Street ROE % Adjusted to Book Value?

State Street MEX:STT 62 ROE % Adjusted to Book Value is 7.69% as of Mar. 2026. GuruFocus rates MEX:STT with a GF Score™ of 62/100 and a GF Value™ of MXN2,062.05 (Significantly Overvalued). The stock has 10 warning signs investors should review.

State Street's ROE % for the quarter that ended in Mar. 2026 was 11.00%. State Street's PB Ratio for the quarter that ended in Mar. 2026 was 1.43. State Street's ROE % Adjusted to Book Value for the quarter that ended in Mar. 2026 was 7.69%.

State Street ROE % Adjusted to Book Value Related Terms

State Street ROE % Adjusted to Book Value Historical Data

* Premium members only.

The historical data trend for State Street's ROE % Adjusted to Book Value can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

State Street ROE % Adjusted to Book Value Chart

State Street Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
ROE % Adjusted to Book Value
Get a 7-Day Free Trial Premium Member Only Premium Member Only 7.62 8.57 7.44 9.77 7.57

State Street Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
ROE % Adjusted to Book Value Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 8.04 7.70 8.96 7.85 7.69

MEX:STT vs AMP, NTRS, ARES: ROE % Adjusted to Book Value Comparison

For the Asset Management subindustry, State Street's ROE % Adjusted to Book Value, along with its competitors' market caps and ROE % Adjusted to Book Value data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

State Street ROE % Adjusted to Book Value vs Asset Management Industry

For the Asset Management industry and Financial Services sector, State Street's ROE % Adjusted to Book Value distribution charts can be found below:

* The bar in red indicates where State Street's ROE % Adjusted to Book Value falls into.


MEX:STT
62GF Score
State Street Corp MEX:STT
ROE % Adjusted to Book Value is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

State Street ROE % Adjusted to Book Value Calculation

State Street's ROE % Adjusted to Book Value for the fiscal year that ended in Dec. 2025 is calculated as

ROE % Adjusted to Book Value=ROE % / PB Ratio
=10.30% / 1.36
=7.57%

State Street's ROE % Adjusted to Book Value for the quarter that ended in Mar. 2026 is calculated as

ROE % Adjusted to Book Value=ROE % / PB Ratio
=11.00% / 1.43
=7.69%

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

What does a ROE % Adjusted to Book Value of 7.69% mean?
State Street (MEX:STT) has a ROE % Adjusted to Book Value of 7.69% as of Mar. 2026. Return on equity adjusted to book is the ratio of return on equity to price-book ratio. View historical data on State Street and its competitors.
Is State Street's ROE % Adjusted to Book Value too high?
State Street's current ROE % Adjusted to Book Value is 7.69%. Overall, State Street has a GF Score™ of 62/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does State Street's ROE % Adjusted to Book Value compare to AMP and NTRS?
State Street's ROE % Adjusted to Book Value of 7.69% can be compared against companies in the Asset Management industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROE % Adjusted to Book Value for an Asset Management company?
A good ROE % Adjusted to Book Value depends on the Asset Management industry context. However, ROE % Adjusted to Book Value should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high ROE % Adjusted to Book Value mean?
A high ROE % Adjusted to Book Value can signal that a stock is expensive relative to its fundamentals. Return on equity adjusted to book is the ratio of return on equity to price-book ratio. View historical data on State Street and its competitors. State Street's current ROE % Adjusted to Book Value is 7.69%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is State Street stock overvalued right now?
Based on GuruFocus' analysis, State Street (MEX:STT) is currently considered Significantly Overvalued. The stock's GF Value™ is MXN2,062.05, compared to a current price of MXN3,040.00 — trading 47.4% above its estimated fair value. The current ROE % Adjusted to Book Value is 7.69%. State Street's overall GF Score™ is 62/100 with 10 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROE % Adjusted to Book Value calculated?
ROE % Adjusted to Book Value is calculated from a company's financial statements. For State Street (MEX:STT), the current ROE % Adjusted to Book Value is 7.69% as of Mar. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is State Street (MEX:STT) Overvalued in 2026?

Based on GuruFocus' analysis, State Street stock appears to be overvalued. The current stock price of MXN3,040.00 is trading 47.4% above its estimated GF Value™ of MXN2,062.05. GuruFocus considers State Street to be Significantly Overvalued.

Key valuation signals for MEX:STT:

  • ROE % Adjusted to Book Value: 7.69%
  • GF Value™: MXN2,062.05 vs. price of MXN3,040.00 (47.4% above fair value)
  • GF Score™: 62/100 with 10 warning signs

No single metric tells the full story. See the MEX:STT stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

State Street Business Description

Address One Congress Street, Boston, MA, USA, 02114
State Street is a leading provider of financial services, including investment servicing, investment management, and investment research and trading. With approximately $54 trillion in assets under custody and administration, and $5.7 trillion in assets under management, as of Dec. 31, 2025, State Street operates globally in more than 100 geographic markets and employs about 51,500 worldwide.
62GF Score

Get the complete analysis for MEX:STT

ROE % Adjusted to Book Value is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

MXN3,040.00
Price
MXN2,062.05
GF Value