State Street Corporation (STT)
Company Info
| ISIN | US8574771031 |
|---|---|
| CUSIP | 857477103 |
| Sector | Financial Services |
| Industry | Asset Management |
| IPO Date | Jul 9, 1986 |
Highlights
| Market Cap | $27.91B |
|---|---|
| EPS (TTM) | $6.38 |
| PE Ratio | 14.92 |
| PEG Ratio | 0.64 |
| Total Revenue (TTM) | $19.22B |
| Gross Profit (TTM) | $18.77B |
| EBITDA (TTM) | $1.11B |
| Year Range | $66.49 - $98.45 |
| Target Price | $99.43 |
| Short % | 1.27% |
| Short Ratio | 1.44 |
Share Price Chart
Loading data...
Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: STT vs. CME, STT vs. VOO, STT vs. QQQ, STT vs. SPY, STT vs. NXST, STT vs. PSEC, STT vs. SCHD, STT vs. BLK, STT vs. GS, STT vs. JPM
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in State Street Corporation, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
State Street Corporation had a return of 24.91% year-to-date (YTD) and 39.99% in the last 12 months. Over the past 10 years, State Street Corporation had an annualized return of 5.04%, while the S&P 500 had an annualized return of 11.31%, indicating that State Street Corporation did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 24.91% | 24.72% |
| 1 month | 2.57% | 2.30% |
| 6 months | 23.52% | 12.31% |
| 1 year | 39.99% | 32.12% |
| 5 years (annualized) | 8.87% | 13.81% |
| 10 years (annualized) | 5.04% | 11.31% |
Monthly Returns
The table below presents the monthly returns of STT, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -4.63% | -0.19% | 5.82% | -6.25% | 4.28% | -2.10% | 15.91% | 2.51% | 1.57% | 5.80% | 24.91% | ||
| 2023 | 17.74% | -2.90% | -13.93% | -4.53% | -5.87% | 8.52% | -1.01% | -5.11% | -1.58% | -3.48% | 12.67% | 7.32% | 3.54% |
| 2022 | 1.61% | -9.70% | 2.73% | -23.13% | 8.24% | -14.19% | 15.23% | -3.79% | -10.11% | 21.69% | 7.66% | -1.85% | -13.75% |
| 2021 | -3.82% | 3.96% | 16.15% | -0.07% | 3.61% | -4.80% | 5.91% | 6.62% | -8.21% | 16.32% | -9.72% | 5.17% | 31.03% |
| 2020 | -4.39% | -9.94% | -20.99% | 18.34% | -3.30% | 5.14% | 0.38% | 6.74% | -12.10% | -0.72% | 19.66% | 4.01% | -4.76% |
| 2019 | 12.41% | 1.37% | -7.78% | 2.81% | -18.34% | 2.33% | 3.62% | -11.67% | 16.37% | 11.62% | 13.67% | 6.02% | 29.35% |
| 2018 | 12.87% | -3.65% | -5.64% | 0.05% | -3.68% | -2.71% | -5.13% | -1.59% | -3.07% | -17.94% | 6.21% | -12.98% | -33.97% |
| 2017 | -1.96% | 4.61% | 0.36% | 5.39% | -2.91% | 10.62% | 3.90% | -0.79% | 3.75% | -3.71% | 3.64% | 2.81% | 27.84% |
| 2016 | -16.02% | -1.70% | 7.45% | 6.46% | 1.22% | -13.92% | 22.00% | 6.78% | -0.33% | 0.83% | 12.23% | -0.89% | 19.81% |
| 2015 | -8.90% | 4.11% | -0.83% | 4.88% | 1.05% | -0.77% | -0.57% | -6.06% | -6.07% | 2.66% | 5.19% | -8.11% | -13.88% |
| 2014 | -8.78% | -1.91% | 6.31% | -7.17% | 1.10% | 3.51% | 4.73% | 2.26% | 2.61% | 2.51% | 1.68% | 2.69% | 8.69% |
| 2013 | 18.38% | 1.69% | 4.87% | -1.05% | 13.19% | -1.07% | 6.84% | -4.23% | -1.07% | 6.57% | 3.62% | 1.44% | 58.61% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of STT is 86, placing it in the top 14% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for State Street Corporation (STT) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
State Street Corporation provided a 3.00% dividend yield over the last twelve months, with an annual payout of $2.83 per share. The company has been increasing its dividends for 14 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $2.83 | $2.64 | $2.40 | $2.18 | $2.08 | $1.98 | $1.78 | $1.60 | $1.44 | $1.32 | $1.16 | $1.04 |
Dividend yield | 3.00% | 3.41% | 3.09% | 2.34% | 2.86% | 2.50% | 2.82% | 1.64% | 1.85% | 1.99% | 1.48% | 1.42% |
Monthly Dividends
The table displays the monthly dividend distributions for State Street Corporation. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.69 | $0.00 | $0.00 | $0.00 | $0.69 | $0.00 | $0.00 | $0.76 | $0.00 | $2.14 | |
| 2023 | $0.00 | $0.00 | $0.63 | $0.00 | $0.00 | $0.63 | $0.00 | $0.00 | $0.69 | $0.00 | $0.00 | $0.69 | $2.64 |
| 2022 | $0.00 | $0.00 | $0.57 | $0.00 | $0.00 | $0.57 | $0.00 | $0.00 | $0.63 | $0.00 | $0.00 | $0.63 | $2.40 |
| 2021 | $0.00 | $0.00 | $0.52 | $0.00 | $0.00 | $0.52 | $0.00 | $0.00 | $0.57 | $0.00 | $0.00 | $0.57 | $2.18 |
| 2020 | $0.00 | $0.00 | $0.52 | $0.00 | $0.00 | $0.52 | $0.00 | $0.00 | $0.52 | $0.00 | $0.00 | $0.52 | $2.08 |
| 2019 | $0.00 | $0.00 | $0.47 | $0.00 | $0.00 | $0.47 | $0.00 | $0.00 | $0.52 | $0.00 | $0.00 | $0.52 | $1.98 |
| 2018 | $0.00 | $0.00 | $0.42 | $0.00 | $0.00 | $0.42 | $0.00 | $0.00 | $0.47 | $0.00 | $0.00 | $0.47 | $1.78 |
| 2017 | $0.00 | $0.00 | $0.38 | $0.00 | $0.00 | $0.38 | $0.00 | $0.00 | $0.42 | $0.00 | $0.00 | $0.42 | $1.60 |
| 2016 | $0.00 | $0.00 | $0.34 | $0.00 | $0.00 | $0.34 | $0.00 | $0.00 | $0.38 | $0.00 | $0.00 | $0.38 | $1.44 |
| 2015 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $0.34 | $0.00 | $0.00 | $0.34 | $0.00 | $0.00 | $0.34 | $1.32 |
| 2014 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $0.30 | $1.16 |
| 2013 | $0.26 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.26 | $1.04 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the State Street Corporation. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the State Street Corporation was 82.26%, occurring on Jan 20, 2009. Recovery took 1479 trading sessions.
The current State Street Corporation drawdown is 2.72%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -82.26% | Jan 4, 2008 | 263 | Jan 20, 2009 | 1479 | Dec 3, 2014 | 1742 |
| -59.59% | Jan 25, 2018 | 543 | Mar 23, 2020 | 454 | Jan 7, 2022 | 997 |
| -51.92% | Mar 27, 1987 | 176 | Dec 4, 1987 | 424 | Aug 9, 1989 | 600 |
| -51.7% | Nov 10, 2000 | 593 | Mar 27, 2003 | 732 | Feb 22, 2006 | 1325 |
| -47.14% | Jun 7, 1990 | 104 | Nov 1, 1990 | 69 | Feb 11, 1991 | 173 |
Volatility
Volatility Chart
The current State Street Corporation volatility is 6.88%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Financials
Financial Performance
Valuation
The Valuation section provides an assessment of the market value of State Street Corporation compared to its peers in the Asset Management industry.
PE Ratio
The chart displays the price to earnings (P/E) ratio for STT in comparison to other companies of the Asset Management industry. Currently, STT has a PE value of 14.9. This PE ratio falls in the average range for the industry.PEG Ratio
The chart displays the price to earnings to growth (PEG) ratio for STT in comparison to other companies of the Asset Management industry. Currently, STT has a PEG value of 0.6. This PEG ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for State Street Corporation.
Loading data...
Income Statement
| TTM | |
|---|---|
| Revenue | |
Total Revenue | — |
Cost Of Revenue | — |
Gross Profit | — |
| Operating Expenses | |
Selling, General & Admin Expenses | — |
R&D Expenses | — |
Depreciation And Amortization | — |
Total Operating Expenses | — |
| Income | |
Income Before Tax | — |
Operating Income | — |
EBITDA | — |
EBIT | — |
Earnings From Continuing Operations | — |
Net Income | — |
Income Tax Expense | — |
Other Non-Operating Income (Expenses) | — |
Extraordinary Items | — |
Discontinued Operations | — |
Effect Of Accounting Charges | — |
Non Recurring | — |
Minority Interest | — |
Other Items | — |
Interest Income | — |
Interest Expense | — |
Net Interest Income | — |