…
State Street Corporation provides various financial products and services to institutional investors. It offers custody, accounting, and fund administration services for traditional and alternative assets, as well as multi-asset class investments; recordkeeping, client reporting, and investment book of record, transaction management, loans, cash, derivatives, and collateral services; investor services operations outsourcing; performance, risk, and compliance analytics; financial data management to support institutional investors; foreign exchange, brokerage, and other trading services; securities finance, such as prime services products; and deposit and short-term investment facilities. The company also provides the State Street Alpha platform that combines portfolio management, trading and execution, analytics and compliance tools, and advanced data aggregation and integration with other industry platforms and providers; front-office technology that automates and simplifies the institutional investment process comprising portfolio management and risk analytics, trading, and post-trade settlement with integrated compliance and managed data; investment management solutions; and portfolio management, trading compliance, and manager/sponsor communication. In addition, it offers investment management solutions, such as strategies across equity, fixed income, cash, multi-asset, and alternatives; and ETFs, custom indexed, managed funds, and mandates. The company provides its products and services to mutual funds, collective investment funds and other investment pools, corporate and public retirement plans, insurance companies, wealth managers, investment managers, foundations, and endowments. The company was founded in 1792 and is headquartered in Boston, Massachusetts.
Source: TradingView
The charts and visual representations are sourced from TradingView through embedded widgets. For any issues with chart display, please visit the TradingView website
A unique technical analysis driven score developed by Kalkine showing momentum in stock prices based on select technical indicators identified.
State Street Corporation is a global financial services firm that provides custody, fund administration, trading, data and analytics, and asset management through State Street Global Advisors. Long-term growth may be supported by its scale in institutional custody, potential expansion of passive and ETF flows, and rising demand for data and analytics and fee-based services, while investments in technology could improve operating efficiency and client retention.
Key risks include sensitivity of revenues and fees to asset levels and market volatility, competitive fee pressure from larger and lower-cost providers, regulatory and compliance exposure, and operational or cybersecurity failures that could harm client relationships.
Note: The summary and risk score provided above is created by AI and should not be construed as a recommendation of Kalkine.
| Breakdown | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Type | yearly | yearly | yearly | yearly | yearly |
| Date | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
| Income before tax | 3731.00M | 3395.00M | 2316.00M | 3327.00M | 3171.00M |
| Net income | 2945.00M | 2687.00M | 1944.00M | 2774.00M | 2693.00M |
| Selling general administrative | 5085.00M | 4712.00M | 4562.00M | 4428.00M | 4554.00M |
| Selling and marketing expenses | 174.00M | 142.00M | 142.00M | 99.00M | 73.00M |
| Gross profit | 13885.00M | 12844.00M | 11899.00M | 11754.00M | 11583.00M |
| Reconciled depreciation | 554.00M | 605.00M | 1110.00M | 238.00M | 245.00M |
| Ebit | 3731.00M | 3395.00M | 2316.00M | 4757.00M | 3171.00M |
| Ebitda | 4285.00M | 4000.00M | 3198.00M | 4995.00M | 3416.00M |
| Depreciation and amortization | 554.00M | 605.00M | 882.00M | 238.00M | 245.00M |
| Operating income | 3731.00M | 3395.00M | 2316.00M | 4757.00M | 3171.00M |
| Other operating expenses | 18897.00M | 18578.00M | 16050.00M | 8801.00M | -8856.00M |
| Interest expense | 8684.00M | 9054.00M | 6421.00M | 1544.00M | 3.00M |
| Tax provision | 786.00M | 708.00M | 537.00M | 553.00M | 478.00M |
| Interest income | 11644.00M | 11977.00M | 8349.00M | 4088.00M | 1908.00M |
| Net interest income | 2960.00M | 2923.00M | 2872.00M | 2544.00M | 1905.00M |
| Income tax expense | 786.00M | 708.00M | 372.00M | 553.00M | 478.00M |
| Total revenue | 22628.00M | 21973.00M | 18366.00M | 12148.00M | 12027.00M |
| Total operating expenses | 10154.00M | 9449.00M | 9583.00M | 8801.00M | -8856.00M |
| Cost of revenue | 8743.00M | 9129.00M | 6467.00M | 394.00M | 444.00M |
| Total other income expense net | - | 16449.00M | -427.00M | -1430.00M | -3.00M |
| Net income from continuing ops | 2945.00M | 2687.00M | 2467.00M | 2774.00M | 2693.00M |
| Net income applicable to common shares | 2717.00M | 2483.00M | 1821.00M | 2660.00M | 2572.00M |
| Breakdown | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Type | yearly | yearly | yearly | yearly | yearly |
| Date | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
| Total assets | 366047.00M | 353240.00M | 297258.00M | 301450.00M | 314624.00M |
| Intangible assets | 935.00M | 1089.00M | 1320.00M | 1544.00M | 1816.00M |
| Earning assets | - | - | - | - | 225957.00M |
| Other current assets | 837.00M | 738.00M | 598.00M | 4283.00M | 56204.00M |
| Total liab | 338206.00M | 327914.00M | 273459.00M | 276259.00M | 287261.00M |
| Total stockholder equity | 27841.00M | 25326.00M | 23799.00M | 25191.00M | 27363.00M |
| Other current liab | 274350.00M | 261920.00M | 220970.00M | 3327.00M | -128.00M |
| Common stock | 504.00M | 504.00M | 504.00M | 504.00M | 504.00M |
| Capital stock | 4063.00M | 3320.00M | 2480.00M | 2480.00M | 2480.00M |
| Retained earnings | 31392.00M | 29582.00M | 27957.00M | 27028.00M | 25238.00M |
| Other liab | - | - | - | 172.00M | 19.00M |
| Good will | 8159.00M | 7691.00M | 7611.00M | 7495.00M | 7621.00M |
| Other assets | 222650.00M | 274853.00M | 230207.00M | 144487.60M | -327.00M |
| Cash | 131363.00M | 116102.00M | 91712.00M | 105563.00M | 109989.00M |
| Total current liabilities | 279012.00M | 275441.00M | 227474.00M | 5424.00M | 128.00M |
| Net debt | -101558.00M | -79309.00M | -67346.00M | -88470.00M | -96386.00M |
| Short term debt | 4662.00M | 13521.00M | 6504.00M | 2097.00M | 128.00M |
| Short long term debt | 3821.00M | 9840.00M | 5833.00M | 2097.00M | 128.00M |
| Short long term debt total | 29805.00M | 36793.00M | 24366.00M | 17093.00M | 13603.00M |
| Other stockholder equity | -6571.00M | -5476.00M | -4284.00M | -606.00M | 778.00M |
| Property plant equipment | 3174.00M | 3533.00M | 3204.00M | 2315.00M | 2261.00M |
| Total current assets | 190104.00M | 140027.00M | 142581.00M | 105029.40M | 186666.00M |
| Long term investments | 109905.00M | 110707.00M | 105397.00M | 105929.00M | 116587.00M |
| Net tangible assets | - | - | - | 14176.00M | 15950.00M |
| Short term investments | 14655.00M | 18448.00M | 44526.00M | 40579.00M | 73399.00M |
| Net receivables | 43249.00M | 4739.00M | 5745.00M | 3434.00M | 3278.00M |
| Long term debt | 25143.00M | 23156.00M | 15480.00M | 14996.00M | 13475.00M |
| Inventory | - | - | -130590.00M | - | 766.00M |
| Accounts payable | - | - | - | 22525.00M | 255035.00M |
| Accumulated other comprehensive income | -1043.00M | -2100.00M | -2354.00M | -3711.00M | -1133.00M |
| Common stock total equity | - | - | - | 504.00M | 504.00M |
| Preferred stock total equity | - | - | - | 1976.00M | 1976.00M |
| Retained earnings total equity | - | - | - | 27028.00M | 25238.00M |
| Treasury stock | - | - | - | -11336.00M | -10009.00M |
| Non currrent assets other | 28998.00M | 62885.00M | 46126.00M | -65350.00M | -128285.00M |
| Non current assets total | 175943.00M | 213213.00M | 154677.00M | 51933.00M | 128285.00M |
| Capital lease obligations | 122.00M | 116.00M | 187.00M | 176.00M | 164.00M |
| Long term debt total | 25143.00M | 23272.00M | 18839.00M | 14996.00M | 13475.00M |
| Breakdown | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Type | yearly | yearly | yearly | yearly | yearly |
| Date | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
| Investments | 3488.00M | -39483.00M | 25471.00M | 9702.00M | -4662.00M |
| Change to liabilities | - | - | - | 557.00M | -574.00M |
| Total cashflows from investing activities | -13050.00M | -39483.00M | 12738.00M | 6816.00M | -2172.00M |
| Net borrowings | -4439.00M | 10657.00M | 5239.00M | 2164.00M | -3402.00M |
| Total cash from financing activities | 8992.00M | 51791.00M | -13351.00M | -18431.00M | 9046.00M |
| Change to operating activities | - | - | - | 7674.00M | -10993.00M |
| Net income | 2943.00M | 2685.00M | 1944.00M | 2774.00M | 2693.00M |
| Change in cash | 1288.00M | -902.00M | 77.00M | 339.00M | 164.00M |
| Begin period cash flow | 3145.00M | 4047.00M | 3970.00M | 3631.00M | 3467.00M |
| End period cash flow | 4433.00M | 3145.00M | 4047.00M | 3970.00M | 3631.00M |
| Total cash from operating activities | 5346.00M | -13210.00M | 690.00M | 11954.00M | -6710.00M |
| Issuance of capital stock | 743.00M | 2323.00M | 0.00M | 0.00M | 1900.00M |
| Depreciation | 554.00M | 605.00M | 882.00M | 1156.00M | 1557.00M |
| Other cashflows from investing activities | -15005.00M | -32734.00M | 8328.00M | -2152.00M | 3301.00M |
| Dividends paid | 1120.00M | 1033.00M | 970.00M | -972.00M | -866.00M |
| Change to account receivables | -350.00M | -224.00M | -359.00M | - | - |
| Sale purchase of stock | -1306.00M | -2902.00M | -3876.00M | -1623.00M | -1439.00M |
| Other cashflows from financing activities | 17954.00M | 42746.00M | -12744.00M | -14269.00M | 14753.00M |
| Change to netincome | - | - | - | 486.00M | 206.00M |
| Capital expenditures | 1055.00M | 926.00M | 816.00M | 734.00M | 811.00M |
| Change receivables | - | - | - | -156.00M | -173.00M |
| Cash flows other operating | - | - | - | 8055.00M | -9107.00M |
| Cash and cash equivalents changes | - | - | - | 339.00M | 164.00M |
| Change in working capital | -3631.00M | -17109.00M | -2549.00M | 7626.00M | -11109.00M |
| Stock based compensation | 286.00M | - | 220.00M | - | -90.00M |
| Other non cash items | 5194.00M | 609.00M | 597.00M | 460.00M | 401.00M |
| Free cash flow | 4291.00M | -14136.00M | -126.00M | 11220.00M | -7521.00M |
Sector: Financial Services Industry: Asset Management
|
Stock Name
|
Change
(USD) |
Price
(USD) |
Trailing
PE (x) |
Forward
PE (x) |
Price Sales
TTM (x) |
Price to Book Value (x)
|
Enterprise Value
to Revenue (x) |
|---|---|---|---|---|---|---|---|
| STT State Street Corp |
-0.38 0.22% |
173.79 | 16.62 | 12.44 | 3.39 | 2.09 | 1.60 |
| BLK BlackRock Inc |
2.63 0.21% |
1228.94 | 26.25 | 19.57 | 6.33 | 2.90 | 6.35 |
| BX Blackstone Group Inc |
-1.80 1.48% |
120.20 | 33.20 | 20.12 | 11.05 | 11.56 | 9.14 |
| IVSBF Investor AB ser. B |
0.01 0.01% |
43.59 | 4.67 | 3.83 | 3.78 | 1.13 | 4.15 |
| KKR KKR & Co. Inc. |
-1.70 1.70% |
98.35 | 32.68 | 13.66 | 3.58 | 3.22 | 0.68 |
State Street Corporation provides various financial products and services to institutional investors. It offers custody, accounting, and fund administration services for traditional and alternative assets, as well as multi-asset class investments; recordkeeping, client reporting, and investment book of record, transaction management, loans, cash, derivatives, and collateral services; investor services operations outsourcing; performance, risk, and compliance analytics; financial data management to support institutional investors; foreign exchange, brokerage, and other trading services; securities finance, such as prime services products; and deposit and short-term investment facilities. The company also provides the State Street Alpha platform that combines portfolio management, trading and execution, analytics and compliance tools, and advanced data aggregation and integration with other industry platforms and providers; front-office technology that automates and simplifies the institutional investment process comprising portfolio management and risk analytics, trading, and post-trade settlement with integrated compliance and managed data; investment management solutions; and portfolio management, trading compliance, and manager/sponsor communication. In addition, it offers investment management solutions, such as strategies across equity, fixed income, cash, multi-asset, and alternatives; and ETFs, custom indexed, managed funds, and mandates. The company provides its products and services to mutual funds, collective investment funds and other investment pools, corporate and public retirement plans, insurance companies, wealth managers, investment managers, foundations, and endowments. The company was founded in 1792 and is headquartered in Boston, Massachusetts.
One Congress Street, Boston, MA, United States, 02114
617 786 3000
51503
| Name | Title | Year Born |
|---|---|---|
| Mr. Ronald Philip O'Hanley | Chairman & CEO | 1957 |
| Mr. Eric Walter Aboaf | CFO & Vice Chairman | 1964 |
| Mr. Louis D. Maiuri | Pres & Head of Investment Services | 1965 |
| Mr. Andrew J. Erickson | Exec. VP, Chief Productivity Officer & Head of International Bus. | 1970 |
| Mr. Francisco Alberto Aristeguieta Silva | Exec. VP & Sr. Advisor | 1965 |
| Mr. Aunoy Banerjee | Exec. VP, Head of Corp. Services & Investments | 1979 |
| Mr. Ian William Appleyard | Exec. VP, Global Controller & Chief Accounting Officer | 1965 |
| Mr. Andrew Zitney | Exec. VP & Chief Technology Officer for Global Technology Services | NA |
| Mr. Brian J. Franz | Exec. VP, Chief Information Officer & Head of Enterprise Resiliency | 1965 |
| Mr. Michael L. Richards | Exec. VP & Chief Admin. Officer | 1959 |
Disclaimer - (*)This information, including any data, is sourced from Unicorn Data Services SAS, trading as EOD Historical Data (“EODHD”) on an ‘as is’ basis, using their API. We cannot guarantee the completeness or validity of the information and data provided on this page, as well as via the API. In some cases, the data may include analyst ratings or recommendations sourced through the EODHD API, which are intended solely for general information purposes.
This information does not consider your personal objectives, financial situation, or needs. Kalkine is not liable for any errors or omissions in the information provided or for any actions taken in reliance on it. You should seek advice from a financial adviser, stockbroker or other professional adviser (including taxation and legal advice) as necessary before acting on this information.