State Street Corp. (STT)$153.95
Market Cap: 25.83 BCurrency: USD
Research Snapshot
Static fundamentals, valuation context, and investor signals for State Street Corp. (STT).
FINANCIAL
ASSET MANAGEMENT
DCF ready
Valuation
2.0x
EV/FCF, 50.7% FCF yield
Quality
10.6%
ROIC, 77.8% FCF margin
Growth
3.6%
5Y sales (revenue) CAGR
Balance sheet
0.0x
Debt/equity, N/A current ratio
Superinvestors
4
Top: Yacktman Asset Management (1.5%)
Strengths to research
- Free cash flow compounded at 29.5% over five years.
- Free cash flow margin is healthy at 77.8%.
- Debt/equity looks manageable at 0.0x.
- 4 tracked superinvestors report a position.
Watchouts
No major valuation, balance sheet, or growth watchouts were detected by the static screen.
Annual data: 10 periods
Quarterly data: 24 periods
Stock snapshot: May 25, 2026
Static dataset: May 25, 2026
Quality Scorecard
Build-time composite score for STT.
Grade C
49
/ 100
Peer Comparison
Target stock against 8 market-cap comparable peers.
Heat map: red worst to green best
| STT Target | State Street Corp. | $25.8B | 16.4x | 2.0x | 10.6% | 3.6% | 77.8% | N/A | N/A | N/A |
| RJF | RAYMOND JAMES FINANCIAL INC | $28.9B | 14.7x | 7.8x | 17.1% | 14.3% | 14.1% | N/A | N/A | N/A |
| TROW | T. Rowe Price Group | $20.2B | 11.2x | 11.4x | 19.2% | 3.3% | 20.2% | N/A | -1.5x | N/A |
| NTRS | Northern Trust Corp. | $18.9B | 19.2x | 2.4x | 13.4% | 4.7% | 108.8% | N/A | N/A | N/A |
| PFG | Principal Financial Group | $17.2B | 19.8x | 3.7x | 7.9% | 1.2% | 29.0% | N/A | N/A | N/A |
| CRBG | Corebridge Financial Inc. | $16.9B | -40.8x | 8.1x | -2.8% | 4.2% | 10.9% | N/A | N/A | N/A |
| EQH | Equitable Holdings Inc. | $15.3B | -8.8x | 4.0x | N/A | -1.2% | 6.1% | N/A | N/A | N/A |
| CG | Carlyle Group | $14.6B | 20.8x | -3.7x | 11.5% | 10.2% | -70.6% | N/A | N/A | N/A |
| AMP | AMERIPRISE FINANCIAL, INC. | $45.9B | 12.5x | 4.3x | 54.4% | 9.6% | 43.2% | N/A | N/A | N/A |
Financial Charts
No financial data available for STT (annual).
4 superinvestors own STT
Current quarter ownership and quarter-over-quarter share changes.
Superinvestor ownership
| Fund | Shares | Value | % Portfolio | QoQ Change |
|---|---|---|---|---|
| Bill Nygren Oakmark Select Fund | 6,147,935 | $778M | 1.04% | 0.0% |
| Dodge & Cox Dodge & Cox | 3,499,879 | $443M | 0.24% | 0.0% |
| Yacktman Asset Management Yacktman Asset Management | 909,191 | $115M | 1.53% | 0.0% |
| Christopher Davis Davis Advisors | 152,200 | $19M | 0.09% | 0.0% |