STT-PG:NYE-State Street Corporation (USD)

PREFERRED STOCK | Asset Management |

Last Closing

USD 23.55

Change

0.00 (0.00)%

Market Cap

USD 18.10B

Volume

0.04M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

State Street Corporation, through its subsidiaries, provides a range of financial products and services to institutional investors worldwide. The company offers investment servicing products and services, including custody, accounting and fund administration services for traditional and alternative assets, as well as multi-asset class investments; recordkeeping, client reporting, and investment book of record, transaction management, loans, cash, derivatives and collateral services; investor services operations outsourcing; performance, risk, and compliance analytics; financial data management to support institutional investors; foreign exchange, brokerage and other trading services; securities finance, including prime services products; and deposit and short-term investment facilities. It also provides State Street Alpha platform that combines portfolio management, trading and execution, analytics and compliance tools, and advanced data aggregation and integration with other industry platforms and providers; front-office technology that automates and simplifies the institutional investment process comprising from portfolio management and risk analytics, trading, and post-trade settlement with integrated compliance and managed data; investment management solutions; and portfolio management, trading compliance, and manager/sponsor communication. In addition, the company offers investment management solutions, including strategies across equity, fixed income, cash, multi-asset, and alternatives; products, such as SPDR ETFs and index funds; and services comprising defined benefit, defined contribution, and outsourced chief investment officer. The company provides its products and services mutual funds, collective investment funds and other investment pools, corporate and public retirement plans, insurance companies, investment managers, foundations, and endowments. State Street Corporation was founded in 1792 and is headquartered in Boston, Massachusetts.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-03-15 )

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OWL Blue Owl Capital Inc

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ETFs Containing STT-PG

N/A

Market Performance

  Market Performance vs. Industry/Classification (Asset Management) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 0.26% 50% F 57% F
Dividend Return 1.42% 64% D 65% D
Total Return 1.68% 63% D 67% D+
Trailing 12 Months  
Capital Gain -1.63% 27% F 36% F
Dividend Return 5.59% 44% F 75% C
Total Return 3.96% 28% F 43% F
Trailing 5 Years  
Capital Gain -1.09% 47% F 25% F
Dividend Return 28.08% 36% F 65% D
Total Return 26.99% 38% F 27% F
Average Annual (5 Year Horizon)  
Capital Gain -2.77% 40% F 20% F
Dividend Return 2.11% 41% F 32% F
Total Return 4.87% 56% F 81% B-
Risk Return Profile  
Volatility (Standard Deviation) 9.05% 93% A 81% B-
Risk Adjusted Return 23.26% 54% F 38% F
Market Capitalization 18.10B 95% A 90% A-

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Underpriced compared to earnings

The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

What to not like:
Highly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.

Poor return on assets

The company management has delivered below median return on assets in the most recent 4 quarters compared to its peers.

Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Low Earnings Growth

This stock has shown below median earnings growth in the previous 5 years compared to its sector

Low Revenue Growth

This stock has shown below median revenue growth in the previous 5 years compared to its sector