# State Street Corporation (STT) fundamentals

Data as of 2026-11-04. NYSE, United States. Sector: Financial Services / Capital Markets. Price $169.71, market value $46.2 billion.

## Valuation
- **P/E (trailing): 13.9×** (5-yr avg 11.7×, 3-yr avg 12.6×). State Street Corporation trades at 13.9× trailing earnings, close to its own five-year average of 11.7×. The Financial Services median in the September 2026 study was 13.1×. Forward P/E is 10.9×, lower than trailing, so analysts expect earnings to grow.
- **PEG: 0.75**. A PEG of 0.75 means the P/E is low relative to expected earnings growth: the market is not paying much for that growth.
- **Price / sales: 3.0×**. Each dollar of revenue is priced at 3.0×.
- **Price / book: 1.9×**. The shares trade at 1.9× book value; book value is a meaningful part of the valuation.
- **Free-cash-flow yield: -8.1%** (5-yr avg -0.7%). Free cash flow is negative: the business is consuming cash, which is normal for heavy investment phases but a warning otherwise.
- **Earnings yield: 7.2%**. The inverse of the P/E: 7.2% of the price is earned each year.

## Profitability
- **Net margin: 21.1%**. 21.1% of each dollar of sales reaches the bottom line.
- **Return on equity: 10.6%**. 10.6% on shareholders' equity is solid.
- **Return on assets: 1.0%**. Each dollar of assets produces 1.0% of profit; low single digits are normal for banks and insurers.

## Growth
- **Revenue growth (1 yr): 7.3%** (3-yr 4.7%/yr, 5-yr 3.6%/yr). Revenue grew 7.3% over the last year, against 3.6% a year compounded over five years: growth is accelerating.
- **EPS growth (1 yr): 14.5%** (3-yr 9.3%/yr, 5-yr 8.3%/yr). Earnings per share rose 14.5%, faster than revenue, so margins expanded or the share count shrank.
- **Free-cash-flow growth (3 yr): -1.1%/yr**. Free cash flow has compounded at -1.1% a year over three years, lagging earnings: check whether profits are turning into cash.

## Financial health
- **Piotroski F-score: 7/9**. 7 of 9 fundamental checks pass: strong and improving financials.

## Dividends
- **Dividend yield: 2.17%** ($3.44 per share, trailing). State Street Corporation yields 2.17%, a modest yield more typical of a growth-oriented payer.
- **Payout ratio: 38%**. 38% of earnings goes out as dividends, leaving room to keep raising it.
- **Consecutive years of increases: 1**. 1 straight year of increases.
- **Dividend growth (5 yr): 8.4%/yr** (1-yr 45.8%). The dividend has grown 8.4% a year over five years.

## Analyst view
- **Analyst consensus: buy** (15 analysts). 15 analysts cover State Street Corporation; the consensus is buy, with an average price target of $192.63 (+14% from the current price). Analyst opinion is shown for context; it is not part of the Fundamental Score.

## Price and momentum
- **Total return (1 yr): 49.1%** (YTD 33.6%, 3-mo -7.8%). The shares are up 49.1% over twelve months including dividends.
- **From 52-week high: -13.4%** (52.0% above the low). Trading 13% below its 52-week high.
- **200-day average: above**. The price sits above its 200-day moving average, the usual definition of an uptrend.
- **RSI (14-day): 41**. An RSI of 41 is neutral.
- **Beta (1 yr): 1.08** (volatility 24%). Beta of 1.08 against the S&P 500: the shares move roughly with the market.

Live score and charts: https://foliofundamentals.com/analyzer?s=STT · Page: https://foliofundamentals.com/stocks/stt

Not investment advice.