State StreetMEX:STT 59 5-Year Yield-on-Cost % is 3.07 as of Jul. 10, 2026, which is 27% below its 10-year median of 4.21. GuruFocus rates MEX:STT with a GF Score™ of 59/100 and a GF Value™ of MXN1,938.13 (Significantly Overvalued). The stock has 10 warning signs investors should review. Among 1,113 Asset Management companies, State Street ranks worse than 79.69% on this metric.
State Street's yield on cost for the quarter that ended in Mar. 2026 was 3.07.
The historical rank and industry rank for State Street's 5-Year Yield-on-Cost % or its related term are showing as below:
MEX:STT'
s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 2.25 Med: 4.21 Max: 6.61
Current: 3.07
During the past 13 years, State Street's highest Yield on Cost was 6.61. The lowest was 2.25. And the median was 4.21.
MEX:STT's 5-Year Yield-on-Cost % is ranked worse than 79.69% of 1113
companies
in the Asset Management industry
Industry Median: 6.39
vs MEX:STT: 3.07
State Street (MEX:STT) 5-Year Yield-on-Cost % Explanation
Of course the risk here is that the company may not raise its dividends as it did before. The key is to select the companies that can consistently raise its dividends. Usually companies with long history of raising dividends tend to do so.
State Street 5-Year Yield-on-Cost % Related Terms
MEX:STT vs AMP, NTRS, RJF: 5-Year Yield-on-Cost % Comparison
For the Asset Management subindustry, State Street's 5-Year Yield-on-Cost %, along with its competitors' market caps and 5-Year Yield-on-Cost % 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 5-Year Yield-on-Cost % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, State Street's 5-Year Yield-on-Cost % distribution charts can be found below:
* The bar in red indicates where State Street's 5-Year Yield-on-Cost % falls into.
Dividend Yield % and dividend growth of a stock is an important factor for income investors. But if company A raises its dividend constantly faster than company B, company A's future dividend yield might be much higher than Company B's even if their yields are the same now and their stock prices do not change.
Yield on Cost assumes that you buy and the stock today, and hold it for 5 years. If the company raises it dividends at the same rate as it did over the past 5 years, the dividends investors receive annually in 5 years relative to the stock price today.
Therefore, Yield-on-Cost of State Street is calculated as
State Street (MEX:STT) has a 5-Year Yield-on-Cost % of 3.07 as of Jul. 10, 2026. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on State Street and its competitors. This is 27% below median its historical median of 4.21. Over the past decade, State Street's 5-Year Yield-on-Cost % has ranged from 2.25 to 6.61. According to the industry distribution chart, State Street ranks #887 out of 1113 companies in the Asset Management industry, placing it in the top 79.7%.
Is State Street's 5-Year Yield-on-Cost % too high?
State Street's current 5-Year Yield-on-Cost % of 3.07 is 27% below median its 10-year median of 4.21. Over the past 10 years, this metric has ranged from a low of 2.25 to a high of 6.61. The Asset Management industry median 5-Year Yield-on-Cost % is 6.39. State Street's value of 3.07 is 52% below this industry median. Based on the distribution chart, State Street ranks #887 out of 1113 companies in the Asset Management industry, which is in the bottom quartile relative to peers. 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 5-Year Yield-on-Cost % compare to AMP and NTRS?
According to the Asset Management industry distribution chart, State Street ranks #887 out of 1113 companies for 5-Year Yield-on-Cost %. This places State Street in the lower half of its industry. The industry median 5-Year Yield-on-Cost % is 6.39. State Street's value of 3.07 is 52% below this benchmark. Historically, State Street's own 5-Year Yield-on-Cost % has ranged from 2.25 to 6.61 over the past decade. While the company's 10-year median is 4.21 vs. the industry median of 6.39, State Street has consistently been below 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 5-Year Yield-on-Cost % for an Asset Management company?
The median 5-Year Yield-on-Cost % among Asset Management companies is 6.39, based on 1,113 companies in the industry. Companies in the top quartile (top 25%) have a 5-Year Yield-on-Cost % significantly above this median, while those in the bottom quartile fall well below. However, 5-Year Yield-on-Cost % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. State Street's current 5-Year Yield-on-Cost % of 3.07 is 52% below 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 5-Year Yield-on-Cost % mean?
A high 5-Year Yield-on-Cost % can signal that a stock is expensive relative to its fundamentals. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on State Street and its competitors. For the Asset Management industry, the median 5-Year Yield-on-Cost % is 6.39 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. State Street's current 5-Year Yield-on-Cost % is 3.07, which is 27% below median its own 10-year median of 4.21. 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 MXN1,938.13, compared to a current price of MXN3,040.00 — trading 56.9% above its estimated fair value. The current 5-Year Yield-on-Cost % is 3.07, which is 27% below median its 10-year median of 4.21 and 52% below the Asset Management industry median of 6.39. 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 5-Year Yield-on-Cost % calculated?
5-Year Yield-on-Cost % is calculated from a company's financial statements. For State Street (MEX:STT), the current 5-Year Yield-on-Cost % is 3.07 as of Jul. 10, 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 56.9% above its estimated GF Value™ of MXN1,938.13.
GuruFocus considers State Street to be Significantly Overvalued.
Key valuation signals for MEX:STT:
5-Year Yield-on-Cost %: 3.07 (27% below median its 10-year median of 4.21)
GF Value™: MXN1,938.13 vs. price of MXN3,040.00 (56.9% above fair value)
Industry Position: 52% below the Asset Management median (#887 of 1113)
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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