State Street Statistics

Total Valuation

State Street has a market cap or net worth of GBP 21.72 billion.

Market Cap	21.72B
Enterprise Value	n/a

Important Dates

The last earnings date was Tuesday, July 15, 2025.

Earnings Date	Jul 15, 2025
Ex-Dividend Date	Jul 1, 2025

Share Statistics

Current Share Class	285.56M
Shares Outstanding	n/a
Shares Change (YoY)	-4.58%
Shares Change (QoQ)	-0.76%
Owned by Insiders (%)	n/a
Owned by Institutions (%)	n/a
Float	269.18M

Valuation Ratios

The trailing PE ratio is 11.29 and the forward PE ratio is 10.04.

PE Ratio	11.29
Forward PE	10.04
PS Ratio	2.23
PB Ratio	1.09
P/TBV Ratio	2.01
P/FCF Ratio	n/a
P/OCF Ratio	n/a
PEG Ratio	n/a

Financial Ratio History

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 10.95%.

Return on Equity (ROE)	10.95%
Return on Assets (ROA)	0.81%
Return on Invested Capital (ROIC)	n/a
Return on Capital Employed (ROCE)	n/a
Revenue Per Employee	184,486
Profits Per Employee	36,515
Employee Count	52,626
Asset Turnover	n/a
Inventory Turnover	n/a

Taxes

In the past 12 months, State Street has paid 544.51 million in taxes.

Income Tax	544.51M
Effective Tax Rate	20.75%

Stock Price Statistics

The stock price has increased by +39.58% in the last 52 weeks. The beta is 1.46, so State Street's price volatility has been higher than the market average.

Beta (5Y)	1.46
52-Week Price Change	+39.58%
50-Day Moving Average	99.47
200-Day Moving Average	94.83
Relative Strength Index (RSI)	55.38
Average Volume (20 Days)	252

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)	2.11

Income Statement

In the last 12 months, State Street had revenue of GBP 9.72 billion and earned 1.92 billion in profits. Earnings per share was 6.51.

Revenue	9.72B
Gross Profit	9.72B
Operating Income	2.78B
Pretax Income	2.62B
Net Income	1.92B
EBITDA	n/a
EBIT	n/a
Earnings Per Share (EPS)	6.51

Full Income Statement

Balance Sheet

The company has 96.29 billion in cash and 27.83 billion in debt, giving a net cash position of 68.46 billion.

Cash & Cash Equivalents	96.29B
Total Debt	27.83B
Net Cash	68.46B
Net Cash Per Share	n/a
Equity (Book Value)	19.93B
Book Value Per Share	60.70
Working Capital	-136.48B

Full Balance Sheet

Cash Flow

Operating Cash Flow	n/a
Capital Expenditures	n/a
Free Cash Flow	n/a
FCF Per Share	n/a

Full Cash Flow Statement

Margins

Gross Margin	n/a
Operating Margin	28.63%
Pretax Margin	26.99%
Profit Margin	21.39%
EBITDA Margin	n/a
EBIT Margin	n/a
FCF Margin	n/a

Dividends & Yields

This stock pays an annual dividend of 2.33, which amounts to a dividend yield of 2.11%.

Dividend Per Share	2.33
Dividend Yield	2.11%
Dividend Growth (YoY)	5.92%
Years of Dividend Growth	n/a
Payout Ratio	n/a
Buyback Yield	4.58%
Shareholder Yield	6.69%
Earnings Yield	8.86%
FCF Yield	n/a

Dividend Details

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