# State Street Corporation (STT) fundamentals

Data as of 2026-09-08. NYSE, United States. Sector: Financial Services / Capital Markets. Price $194.26, market value $53.4 billion.

## Valuation
- **P/E (trailing): 17.1×** (5-yr avg 11.7×, 3-yr avg 12.6×). State Street Corporation trades at 17.1× trailing earnings, well above its own five-year average of 11.7×: investors are paying up relative to the company's past. The Financial Services median in the September 2026 study was 13.1×. Forward P/E is 12.7×, lower than trailing, so analysts expect earnings to grow.
- **PEG: 0.88**. A PEG of 0.88 means the P/E is low relative to expected earnings growth: the market is not paying much for that growth.
- **Price / sales: 3.5×**. Each dollar of revenue is priced at 3.5×.
- **Price / book: 2.2×**. The shares trade at 2.2× book value; book value is a meaningful part of the valuation.
- **Free-cash-flow yield: 3.8%** (5-yr avg -0.7%). Free cash flow equals 3.8% of the market value, above its five-year average of -0.7%, so the shares are cheaper on cash than they have usually been.
- **Earnings yield: 5.8%**. The inverse of the P/E: 5.8% 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: 0.9%**. Each dollar of assets produces 0.9% 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: 1.89%** ($3.36 per share, trailing). State Street Corporation yields 1.89%, a modest yield more typical of a growth-oriented payer.
- **Payout ratio: 38%** (57% of free cash flow). 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.

## Price and momentum
- **Total return (1 yr): 74.7%** (YTD 53.3%, 3-mo 20.7%). The shares are up 74.7% over twelve months including dividends.
- **From 52-week high: -0.9%** (85.6% above the low). Trading within 5% of 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): 60**. An RSI of 60 is neutral.
- **Beta (1 yr): 1.07** (volatility 25%). Beta of 1.07 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.