State Street Statistics
Total Valuation
State Street has a market cap or net worth of GBP 26.98 billion.
| Market Cap | 26.98B |
| Enterprise Value | n/a |
Important Dates
The last earnings date was Friday, January 16, 2026.
| Earnings Date | Jan 16, 2026 |
| Ex-Dividend Date | Jan 2, 2026 |
Share Statistics
| Current Share Class | 279.08M |
| Shares Outstanding | n/a |
| Shares Change (YoY) | -4.37% |
| Shares Change (QoQ) | -1.16% |
| Owned by Insiders (%) | 0.52% |
| Owned by Institutions (%) | 96.11% |
| Float | 263.81M |
Valuation Ratios
The trailing PE ratio is 13.37 and the forward PE ratio is 11.35.
| PE Ratio | 13.37 |
| Forward PE | 11.35 |
| PS Ratio | 2.62 |
| PB Ratio | 1.30 |
| P/TBV Ratio | 2.39 |
| P/FCF Ratio | n/a |
| P/OCF Ratio | n/a |
| PEG Ratio | n/a |
Enterprise Valuation
| EV / Earnings | n/a |
| EV / Sales | n/a |
| EV / EBITDA | n/a |
| EV / EBIT | n/a |
| EV / FCF | n/a |
Financial Position
| Current Ratio | n/a |
| Quick Ratio | n/a |
| Debt / Equity | n/a |
| Debt / EBITDA | n/a |
| Debt / FCF | n/a |
| Interest Coverage | n/a |
Financial Efficiency
Return on equity (ROE) is 11.08%.
| Return on Equity (ROE) | 11.08% |
| Return on Assets (ROA) | 0.82% |
| Return on Invested Capital (ROIC) | n/a |
| Return on Capital Employed (ROCE) | n/a |
| Weighted Average Cost of Capital (WACC) | 6.69% |
| Revenue Per Employee | 200,310 |
| Profits Per Employee | 39,196 |
| Employee Count | 51,503 |
| Asset Turnover | n/a |
| Inventory Turnover | n/a |
Taxes
In the past 12 months, State Street has paid 584.00 million in taxes.
| Income Tax | 584.00M |
| Effective Tax Rate | 21.07% |
Stock Price Statistics
The stock price has increased by +33.33% in the last 52 weeks. The beta is 1.44, so State Street's price volatility has been higher than the market average.
| Beta (5Y) | 1.44 |
| 52-Week Price Change | +33.33% |
| 50-Day Moving Average | 127.12 |
| 200-Day Moving Average | 111.97 |
| Relative Strength Index (RSI) | 53.74 |
| Average Volume (20 Days) | 333 |
Short Selling Information
| Short Interest | n/a |
| Short Previous Month | n/a |
| Short % of Shares Out | n/a |
| Short % of Float | n/a |
| Short Ratio (days to cover) | 2.30 |
Income Statement
In the last 12 months, State Street had revenue of GBP 10.32 billion and earned 2.02 billion in profits. Earnings per share was 6.98.
| Revenue | 10.32B |
| Gross Profit | 10.32B |
| Operating Income | 2.77B |
| Pretax Income | 2.77B |
| Net Income | 2.02B |
| EBITDA | n/a |
| EBIT | n/a |
| Earnings Per Share (EPS) | 6.98 |
Balance Sheet
The company has 103.28 billion in cash and 22.15 billion in debt, with a net cash position of 81.13 billion.
| Cash & Cash Equivalents | 103.28B |
| Total Debt | 22.15B |
| Net Cash | 81.13B |
| Net Cash Per Share | n/a |
| Equity (Book Value) | 20.69B |
| Book Value Per Share | 64.65 |
| Working Capital | -126.06B |
Cash Flow
| Operating Cash Flow | n/a |
| Capital Expenditures | n/a |
| Free Cash Flow | n/a |
| FCF Per Share | n/a |
Margins
| Gross Margin | n/a |
| Operating Margin | 26.87% |
| Pretax Margin | 26.87% |
| Profit Margin | 21.21% |
| EBITDA Margin | n/a |
| EBIT Margin | n/a |
| FCF Margin | n/a |
Dividends & Yields
This stock pays an annual dividend of 2.39, which amounts to a dividend yield of 1.82%.
| Dividend Per Share | 2.39 |
| Dividend Yield | 1.82% |
| Dividend Growth (YoY) | 4.82% |
| Years of Dividend Growth | 1 |
| Payout Ratio | n/a |
| Buyback Yield | 4.37% |
| Shareholder Yield | 6.19% |
| Earnings Yield | 7.48% |
| FCF Yield | n/a |
Fair Value
There are several formulas that can be used to estimate the intrinsic value of a stock.
| Lynch Fair Value | |
| Lynch Upside | |
| Graham Number | |
| Graham Upside |
Stock Splits
This stock does not have any record of stock splits.
| Last Split Date | n/a |
| Split Type | n/a |
| Split Ratio | n/a |
Scores
| Altman Z-Score | n/a |
| Piotroski F-Score | 2 |