State StreetMEX:STT 59 ROE % is 11.00% as of Mar. 2026, which is 9% above its 10-year median of 10.10. GuruFocus rates MEX:STT with a GF Score™ of 59/100 and a GF Value™ of MXN2,045.02 (Significantly Overvalued). The stock has 10 warning signs investors should review. Among 1,612 Asset Management companies, State Street ranks better than 66.94% on this metric.
ROE % is calculated as Net Income divided by its average Total Stockholders Equity over a certain period of time. State Street's annualized net income for the quarter that ended in Mar. 2026 was MXN55,108 Mil. State Street's average Total Stockholders Equity over the quarter that ended in Mar. 2026 was MXN500,780 Mil. Therefore, State Street's annualized ROE % for the quarter that ended in Mar. 2026 was 11.00%.
The historical rank and industry rank for State Street's ROE % or its related term are showing as below:
MEX:STT'
s ROE % Range Over the Past 10 Years
Min: 7.94 Med: 10.1 Max: 11.17
Current: 11.17
During the past 13 years, State Street's highest ROE % was 11.17%. The lowest was 7.94%. And the median was 10.10%.
MEX:STT's ROE % is ranked better than 66.94% of 1612
companies
in the Asset Management industry
Industry Median: 6.395
vs MEX:STT: 11.17
State Street (MEX:STT) ROE % Explanation
ROE % measures the rate of return on the ownership interest (shareholder's equity) of the common stock owners. It measures a firm's efficiency at generating profits from every unit of shareholders' equity (also known as net assets or assets minus liabilities). ROE % shows how well a company uses investment funds to generate earnings growth. ROE %s between 15% and 20% are considered desirable.
The factors that affect a company's ROE % can be illustrated with the three-step DuPont Analysis:
Note:
The net income data used here is four times the quarterly (Mar. 2026) net income data. The Revenue data used here is four times the quarterly (Mar. 2026) revenue data. The same rule applies to Pre-Tax Income and Operating Income.
* In the five-step DuPont Analysis, Operating Income is only available for non-financial companies. Thus, for Insurance companies, we use EBIT as a substitution of Operating Income. For Banks, both Operating Income and EBIT is unavailable. Thus we combined Interest Burden and Operating Margin % into Pretax Margin %, and the DuPont Analysis is divided into four components instead.
* 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.
Be Aware
Net Income is used.
Because a company can increase its ROE % by having more financial leverage, it is important to watch the equity multiplier when investing in high ROE % companies. Like ROA %, ROE % is calculated with only 12 months data. Fluctuations in company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective.
Asset light businesses require very few assets to generate very high earnings. Their ROE %s can be extremely high.
State Street ROE % Related Terms
State Street ROE % Historical Data
* Premium members only.
The historical data trend for State Street's ROE % 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.
For the Asset Management subindustry, State Street's ROE %, along with its competitors' market caps and ROE % 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 % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, State Street's ROE % distribution charts can be found below:
* The bar in red indicates where State Street's ROE % falls into.
* 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.
In the calculation of annual ROE %, the net income of the last fiscal year and the average total shareholder equity over the fiscal year are used. In calculating the quarterly data,
the net income data used here is four times the quarterly (Mar. 2026) net income data.
ROE % is displayed in the 30-year financial page.
State Street (MEX:STT) has a ROE % of 11.00% as of Mar. 2026. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on State Street and its competitors. This is near median its historical median of 10.10. Over the past decade, State Street's ROE % has ranged from 7.94 to 11.17. According to the industry distribution chart, State Street ranks #533 out of 1612 companies in the Asset Management industry, placing it in the top 33.1%.
Is State Street's ROE % too high?
State Street's current ROE % of 11.00% is near median its 10-year median of 10.10. Over the past 10 years, this metric has ranged from a low of 7.94 to a high of 11.17. The Asset Management industry median ROE % is 6.40. State Street's value of 11.00% is 72% above this industry median. Based on the distribution chart, State Street ranks #533 out of 1612 companies in the Asset Management industry, which is above the industry midpoint. Overall, State Street has a GF Score™ of 59/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does State Street's ROE % compare to AMP and NTRS?
According to the Asset Management industry distribution chart, State Street ranks #533 out of 1612 companies for ROE %. This puts State Street in the upper half of its industry. The industry median ROE % is 6.40. State Street's value of 11.00% is 72% above this benchmark. Historically, State Street's own ROE % has ranged from 7.94 to 11.17 over the past decade. While the company's 10-year median is 10.10 vs. the industry median of 6.40, State Street has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROE % for an Asset Management company?
The median ROE % among Asset Management companies is 6.40, based on 1,612 companies in the industry. Companies in the top quartile (top 25%) have a ROE % significantly above this median, while those in the bottom quartile fall well below. However, ROE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. State Street's current ROE % of 11.00% is 72% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high ROE % mean?
A high ROE % can signal that a stock is expensive relative to its fundamentals. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on State Street and its competitors. For the Asset Management industry, the median ROE % is 6.40 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. State Street's current ROE % is 11.00%, which is near median its own 10-year median of 10.10. 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 MXN2,045.02, compared to a current price of MXN3,040.00 — trading 48.7% above its estimated fair value. The current ROE % is 11.00%, which is near median its 10-year median of 10.10 and 72% above the Asset Management industry median of 6.40. State Street's overall GF Score™ is 59/100 with 10 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROE % calculated?
ROE % is calculated from a company's financial statements. For State Street (MEX:STT), the current ROE % is 11.00% 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 48.7% above its estimated GF Value™ of MXN2,045.02.
GuruFocus considers State Street to be Significantly Overvalued.
Key valuation signals for MEX:STT:
ROE %: 11.00% (near median its 10-year median of 10.10)
GF Value™: MXN2,045.02 vs. price of MXN3,040.00 (48.7% above fair value)
Industry Position: 72% above the Asset Management median (#533 of 1612)
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 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.
59GF Score
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