US · STT
State Street Corporation
- Sector
- Financial Services · Asset Management
- Headquarters
- Boston, MA 02111
- Website
- statestreet.com
Price · as of 2025-12-31
$152.00
Market cap 35.93B
Valuation summary
Four models, one snapshot. Upside is target ÷ current − 1.
| Valuation method | Value, $ | Upside, % |
|---|---|---|
| Artificial Intelligence(AI) | $98.29 | -35.34% |
| Intrinsic Value(DCF) | $126.68 | -16.66% |
| Graham-Dodd Method(GD) | $62.88 | -58.63% |
| Graham Formula(GF) | $27.16 | -82.13% |
Valuation history
Annual price (USD per share) overlaid with each model's fair value. Y-axis is log scale.
| Year | Price | AI | DCF | Graham-Dodd | Graham Formula |
|---|---|---|---|---|---|
| 2011 | $29.40 | $38.45 | $222.75 | $38.42 | $50.33 |
| 2012 | $42.26 | $42.77 | $289.18 | $38.47 | $31.99 |
| 2013 | $49.42 | $52.90 | $306.84 | $38.77 | $43.50 |
| 2014 | $54.10 | $65.74 | $341.90 | $41.32 | $56.08 |
| 2015 | $43.51 | $59.68 | $311.86 | $38.02 | $43.19 |
| 2016 | $61.38 | $68.47 | $240.95 | $39.02 | $38.22 |
| 2017 | $85.87 | $77.36 | $266.83 | $41.50 | $110.60 |
| 2018 | $54.41 | $69.07 | $296.48 | $47.95 | $127.35 |
| 2019 | $49.55 | $66.94 | $285.08 | $38.21 | $49.28 |
| 2020 | $71.48 | $99.91 | $352.15 | $48.98 | $3.28 |
| 2021 | $71.80 | $99.23 | $407.16 | $57.34 | $59.18 |
| 2022 | $72.24 | $92.36 | $360.09 | $46.51 | $160.56 |
| 2023 | $67.92 | $75.67 | $816.38 | $35.24 | $247.48 |
| 2024 | $87.04 | $99.28 | $1,322.79 | $52.29 | $242.45 |
| 2025 | $129.46 | $98.29 | $33.54 | $62.88 | $27.16 |
AI valuation
Our deep-learning model estimates State Street Corporation's (STT) per-share fair value from quarterly fundamentals, sector trend, and historical valuation patterns.
- AI fair value
- $98.29
- Current price
- $152.00
- AI upside
- -35.34%
Methodology and confidence bands appear in the dedicated valuation theory section. The AI score is an estimate, not a recommendation.
Intrinsic value (DCF)
Open DCF calculatorThree textbook valuation models, recomputed daily from the latest financial statements. The DCF uses our Chepakovich model. Graham-Dodd and Graham Formula are conservative reference points.
DCF
$126.68
-16.66% upside
Graham-Dodd
$62.88
-58.63% upside
Graham Formula
$27.16
-82.13% upside
Peer comparison
Same-industry comparables, ranked by market cap.
| Basic Info | Model Valuation | Core Valuation | Profitability | Leverage & Liquidity | Growth | Cash Flow | Dividends | Enterprise Value | Risk | ||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Ticker | Company Name | Price | Market Cap | AI Upside | DCF Upside | GD Upside | GF Upside | P/E | P/B | P/S | EV/EBITDA | PEG | P/TBV | Gross Margin | Operating Margin | Net Margin | ROE | ROIC | ROA | Debt/Equity | Interest Coverage | Current Ratio | Quick Ratio | Net Debt/EBITDA | EPS Growth | Sales Growth | FCF Growth | FCF Yield | Op Cash Flow Ratio | Cash ROIC | Dividend Yield | Dividend Payout | Shareholder Yield | EV/EBIT | EV/FCF | EV/Sales | Altman Z-Score |
| STT | State Street Corporation | $152.00 | 35.93B | -35% | -17% | -59% | -82% | 12.32 | 1.30 | 1.75 | 12.66 | 84.27 | 1.93 | 67.21% | 18.02% | 14.23% | 11.07% | -39.84% | 0.82% | 1.07 | 0.43 | 3.59 | 0.00 | 5.71 | 1462.00% | -578.00% | -13036.00% | 11.84% | 0.13 | -58.05% | 3.09% | 38.10% | 6.69% | 17.70 | 15.39 | 3.19 | 0.61 |
| AMG | Affiliated Managers Group… | $306.18 | 8.61B | +19% | -59% | -51% | +122% | — | 2.75 | 3.65 | 7.38 | — | -9.57 | 86.04% | 31.76% | 29.30% | 0.00% | 11.49% | 0.00% | 0.83 | 5.69 | — | — | 1.41 | 5030.00% | 1983.00% | 819.00% | 11.27% | — | 19.51% | 0.01% | — | 9.91% | 14.19 | 10.97 | 4.51 | 2.96 |
| AMP | Ameriprise Financial, Inc… | $470.12 | 43.68B | +26% | -49% | — | +6% | 17.63 | 6.88 | 2.39 | 21.82 | 176.03 | 11.48 | 54.04% | 26.95% | 18.86% | 43.41% | -16.90% | 1.37% | 0.90 | 15.72 | 7.87 | 7.87 | -2.27 | 1002.00% | 539.00% | -5493.00% | 6.42% | 0.91 | -12.14% | 6.71% | 118.30% | 14.08% | 8.02 | 14.11 | 2.16 | 0.67 |
| ARCC | Ares Capital Corporation | $18.62 | 13.37B | +77% | -59% | +29% | +294% | 9.38 | 0.93 | 4.22 | 12.93 | — | 0.93 | 75.68% | 69.67% | 41.30% | 10.23% | 7.29% | 4.76% | 1.12 | 3.40 | 1.71 | 1.71 | 6.88 | -2377.00% | 3287.00% | -1092.00% | 8.61% | 1.28 | 4.09% | 2.02% | 18.90% | 2.02% | 12.93 | 24.81 | 9.01 | 0.87 |
| BEN | Franklin Resources, Inc. | $26.54 | 13.82B | +32% | -55% | — | -56% | 21.64 | 0.98 | 1.35 | 15.28 | 306.52 | 6.96 | 80.34% | 6.89% | 5.98% | 4.47% | 1.96% | 1.69% | 1.10 | 6.37 | 2.71 | 2.71 | 6.88 | 706.00% | 345.00% | 1478.00% | 7.68% | 0.57 | 4.24% | 5.76% | 124.60% | 7.78% | 35.76 | 23.70 | 2.46 | 1.34 |
| BK | The Bank of New York Mell… | $119.10 | 83.05B | -24% | +14% | -64% | -51% | 15.17 | 1.90 | 2.15 | -8.69 | 54.66 | 3.41 | 50.62% | 17.99% | 14.14% | 12.96% | -4.93% | 1.25% | 0.76 | 0.34 | 0.70 | 0.70 | -11.68 | 2776.00% | -78.00% | -76202.00% | 6.15% | 0.02 | -4.57% | 2.00% | 30.40% | 56.26% | -10.29 | -14.03 | -1.85 | 0.10 |
| BLK | BlackRock, Inc. | $1,063.23 | 164.96B | -40% | -57% | -71% | -13% | — | 2.96 | 6.84 | 18.46 | — | -22.50 | 55.52% | 29.09% | 22.93% | 0.00% | 11.72% | 0.00% | 0.04 | 9.98 | 7.46 | 7.46 | -1.09 | -1569.00% | 1867.00% | -2025.00% | 2.26% | 1.85 | 8.00% | 0.00% | — | 7.64% | 22.21 | 41.73 | 6.46 | 1.61 |
| BX | Blackstone Inc. | $113.37 | 88.78B | -6% | +10% | -75% | -2% | 29.83 | 10.39 | 6.51 | 14.05 | 415.33 | 13.56 | 86.05% | 51.91% | 21.83% | 35.78% | 31.44% | 6.62% | 1.63 | 14.12 | 0.00 | 0.76 | 1.57 | 718.00% | 2158.00% | 3296.00% | 5.05% | 0.37 | 23.62% | 0.00% | 0.00% | 0.35% | 14.12 | 22.29 | 7.33 | 2.57 |
| IVZ | Invesco Ltd. | $26.26 | 11.65B | +30% | -60% | -9% | — | — | 0.96 | 1.85 | 14.48 | — | -67.99 | 43.18% | -10.91% | -4.42% | 0.00% | -1.56% | 0.00% | 0.83 | -8.43 | 43.01 | 43.01 | 5.92 | -23559.00% | 511.00% | 3608.00% | 12.94% | 22.90 | 7.44% | 0.00% | — | 0.00% | -28.65 | 13.07 | 3.13 | 1.08 |
| JHG | Janus Henderson Group plc | $52.10 | 8.03B | +86% | +872% | +17% | +225% | 9.92 | 1.50 | 2.56 | 11.86 | 9.51 | 7.03 | 71.84% | 31.54% | 25.77% | 16.18% | 21.79% | 10.47% | 0.07 | 40.36 | 53.82 | 69.46 | -1.52 | 10430.00% | 2523.00% | -10000.00% | 0.00% | 13.85 | 0.00% | 0.00% | 0.00% | 1.39% | 6.86 | — | 2.16 | 3.13 |
| MAIN | Main Street Capital Corpo… | $56.80 | 5.09B | -10% | -59% | -5% | — | -94.34 | 1.72 | 7.99 | 14.54 | — | 1.72 | 100.00% | 80.71% | 58.89% | -1.88% | 9.63% | -1.01% | 0.82 | — | — | — | 4.64 | -564.00% | -1106.00% | -4754.00% | -0.89% | — | -0.89% | 0.07% | -7.00% | 0.27% | 14.54 | -165.51 | 11.74 | 1.71 |
| NTRS | Northern Trust Corporatio… | $143.09 | 27.06B | -13% | +44% | -55% | — | 15.68 | 2.10 | 1.90 | -6.26 | — | 2.22 | 56.54% | 16.30% | 12.15% | 13.49% | -5.57% | 1.04% | 1.27 | 0.38 | 0.41 | 0.41 | -13.90 | -1054.00% | -993.00% | -54933.00% | 20.32% | 0.04 | -17.81% | 2.17% | 34.10% | 58.34% | -8.63 | -3.64 | -1.41 | -0.30 |
| PFG | Principal Financial Group… | $95.42 | 20.96B | -29% | -60% | -72% | -72% | 18.25 | 1.82 | 1.38 | -4.59 | — | 4.37 | 45.19% | 9.06% | 7.58% | 10.32% | -7.81% | 0.36% | 0.35 | 643.64 | 0.76 | 6.44 | -0.14 | -2141.00% | -311.00% | -210.00% | 20.52% | 0.78 | -27.62% | 3.16% | 57.70% | 7.91% | -5.41 | -1.73 | -0.49 | 0.17 |
| SEIC | SEI Investments Company | $81.32 | 9.96B | -9% | -44% | -65% | +15% | — | 4.11 | 4.38 | 11.22 | — | 5.83 | 59.21% | 27.31% | 31.14% | 0.00% | 28.58% | 0.00% | 0.00 | 1625.16 | 3.29 | 3.12 | -0.46 | 2766.00% | 810.00% | 340.00% | 5.81% | 1.57 | 34.04% | 1.23% | — | 7.48% | 15.36 | 16.47 | 4.19 | 12.86 |
| TROW | T. Rowe Price Group, Inc. | $94.63 | 20.65B | +22% | -40% | -80% | +10% | 9.62 | 1.96 | 2.90 | 6.51 | 880.08 | 2.67 | 62.67% | 29.92% | 28.53% | 20.83% | 20.60% | 15.73% | 0.08 | — | 73.08 | 73.08 | -0.87 | 109.00% | 312.00% | 1719.00% | 6.96% | 31.31 | 18.13% | 5.38% | 51.80% | 9.00% | 8.55 | 12.66 | 2.56 | 7.36 |
About State Street Corporation
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; product accounting; daily pricing and administration; master trust and master custody; depotbank services; record-keeping; cash management; foreign exchange, brokerage and other trading services; securities finance and enhanced custody products; deposit and short-term investment facilities; loans and lease financing; investment manager and alternative investment manager operations outsourcing; performance, risk, and compliance analytics; and financial data management to support institutional investors. It also engages in the provision of portfolio management and risk analytics, as well as trading and post-trade settlement services with integrated compliance and managed data. In addition, the company offers investment management strategies and products, such as core and enhanced indexing, multi-asset strategies, active quantitative and fundamental active capabilities, and alternative investment strategies. Further, it provides services and solutions, including environmental, social, and governance investing; defined benefit and defined contribution; and global fiduciary solutions, as well as exchange-traded fund under the SPDR ETF brand. The company provides its products and services to mutual funds, collective investment funds and other investment pools, corporate and public retirement plans, insurance companies, foundations, endowments, and investment managers. State Street Corporation was founded in 1792 and is headquartered in Boston, Massachusetts.
- CEO
- Ronald Philip O'Hanley
- Employees
- 52.71K
- Beta
- 1.44
Disclaimer: Information on this page is provided for educational purposes only and does not constitute investment advice. Upside computed as ($126.68 ÷ $152.00) − 1 = -16.66% (DCF, example).