Return on Retained Earnings (RORE) is an indicator of a company's growth potential, it shows how much a company earns by reinvesting its retained earnings, i.e. profits after dividend payments.
State Street's 10-Year RORE % for the quarter that ended in Mar. 2026 was 8.69%.
The industry rank for State Street's 10-Year RORE % or its related term are showing as below:
MEX:STT's 10-Year RORE % is ranked better than 54.11% of 887
companies
in the Asset Management industry
Industry Median: 7.09
vs MEX:STT: 8.69
State Street (MEX:STT) 10-Year RORE % Explanation
Return on Retained Earnings (RORE) is important to investors because it reveals a company's efficiency and growth potential. A higher RORE indicates a higher return. A high RORE indicates that the company should reinvest profits into the business. A lower RORE suggests that the company should distribute profits to shareholders by paying out dividends, since those dollars aren't generating much additional growth for the company.
There are a several different ways to arrive at the Return on Retained Earnings. The simplest way to calculate it is by using published information on Earnings per Share (EPS) and Dividend per Share (DPS) over a selected period. Here, 10-year period is chosen.
Be Aware
Please keep in mind that the RORE is relative to the nature of the business and its competitors. If another company in the same sector is producing a lower return on retained earnings, it doesn’t necessarily mean it’s a bad investment. It may just suggest the company is older and no longer in a high growth stage. At such a stage in the business cycle, it would be expected to see a lower RORE and higher dividend payout.
State Street 10-Year RORE % Related Terms
State Street 10-Year RORE % Historical Data
* Premium members only.
The historical data trend for State Street's 10-Year RORE % 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.
MEX:STT vs AMP, NTRS, RJF: 10-Year RORE % Comparison
For the Asset Management subindustry, State Street's 10-Year RORE %, along with its competitors' market caps and 10-Year RORE % 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 10-Year RORE % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, State Street's 10-Year RORE % distribution charts can be found below:
* The bar in red indicates where State Street's 10-Year RORE % 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 10-Year RORE %, the most recent and first period EPS (Diluted) is the trailing twelve months (TTM) data ended in Mar. 2026 and 10-year before.
State Street (MEX:STT) has a 10-Year RORE % of 8.69 as of Mar. 2026. 10-Year RORE % shows how much a company earns by reinvesting its retained earnings in 10-year. View historical data on State Street and its competitors. According to the industry distribution chart, State Street ranks #407 out of 887 companies in the Asset Management industry, placing it in the top 45.9%.
Is State Street's 10-Year RORE % too high?
State Street's current 10-Year RORE % is 8.69. The Asset Management industry median 10-Year RORE % is 7.09. State Street's value of 8.69 is 22.6% above this industry median. Based on the distribution chart, State Street ranks #407 out of 887 companies in the Asset Management industry, which is above the industry midpoint. 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 10-Year RORE % compare to AMP and NTRS?
According to the Asset Management industry distribution chart, State Street ranks #407 out of 887 companies for 10-Year RORE %. This puts State Street in the upper half of its industry. The industry median 10-Year RORE % is 7.09. State Street's value of 8.69 is 22.6% above this benchmark. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 10-Year RORE % for an Asset Management company?
The median 10-Year RORE % among Asset Management companies is 7.09, based on 887 companies in the industry. Companies in the top quartile (top 25%) have a 10-Year RORE % significantly above this median, while those in the bottom quartile fall well below. However, 10-Year RORE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. State Street's current 10-Year RORE % of 8.69 is 22.6% 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 10-Year RORE % mean?
A high 10-Year RORE % can signal that a stock is expensive relative to its fundamentals. 10-Year RORE % shows how much a company earns by reinvesting its retained earnings in 10-year. View historical data on State Street and its competitors. For the Asset Management industry, the median 10-Year RORE % is 7.09 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. State Street's current 10-Year RORE % is 8.69. 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 MXN2,002.17, compared to a current price of MXN3,040.00 — trading 51.8% above its estimated fair value. The current 10-Year RORE % is 8.69 and 22.6% above the Asset Management industry median of 7.09. 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 10-Year RORE % calculated?
10-Year RORE % is calculated from a company's financial statements. For State Street (MEX:STT), the current 10-Year RORE % is 8.69 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 51.8% above its estimated GF Value™ of MXN2,002.17.
GuruFocus considers State Street to be Significantly Overvalued.
Key valuation signals for MEX:STT:
10-Year RORE %: 8.69
GF Value™: MXN2,002.17 vs. price of MXN3,040.00 (51.8% above fair value)
Industry Position: 22.6% above the Asset Management median (#407 of 887)
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.
62GF Score
Get the complete analysis for MEX:STT
10-Year RORE % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
Quick Browse
Personalize
Premium Gurus 
Create New Portfolio
MEX:STT has been successfully added to your 
