Valuation

STTState Street

StockNYSEAmerika Birleşik DevletleriFinancialsEU retail: available

−%4,1 today · +%48,0 over a year

8/10 A 1–10 summary of how an instrument compares with similar ones (same sector and region) by published rules. It describes today's data; it is not a price forecast. More in the glossary → «Balanced» — higher than 63% of the instruments we score

Trend, Dividend safety: among the best of its peers. Dividend yield %2,06.

Ratios vs sector

Medians of Financials companies in the same region (stocks and REITs).

Lower P/E, P/B, P/S and EV/EBIT mean cheaper; higher yields, returns and margins mean more for the price. Negative multiples (losses) are left out of the medians.
MetricSTTSector medianvs median
P/E14,213,2 · n=166%8 above
P/B1,61,8 · n=175%8 below
P/S3,02,5 · n=171%22 above
EV/EBIT—17,1 · n=54—
Free-cash-flow yield%4,4%7,3 · n=117%40 below
Dividend yield%2,06%2,00 · n=187near the median
Return on equity%12,4%13,9 · n=184%11 below
Return on invested capital—%15,3 · n=59—
Gross margin—%48,4 · n=24—
Net debt / EBITDA—0,93 · n=50—

Value factor: 48 of 100 within the peer group. Full score breakdown →

Sector peers

The largest companies of the same sector and region.

InstrumentP/EP/BEV/EBITFree-cash-flow yieldDividend yieldSmart Score
JPMJPMorgan14,02,4——%1,88/10
MAMastercard32,894,926,7%3,1%0,67/10
BACBank of America Corp11,21,2——%2,38/10
MSMorgan Stanley14,62,5——%2,34/10
GSGoldman Sachs12,82,3—−%16,2%2,05/10
WFCWells Fargo & Company11,31,5——%2,35/10
CCitigroup16,41,1—−%34,7%2,03/10
AXPAmerican Express18,26,0—%7,3%1,24/10
SCHWThe Charles Schwab Corporation17,23,8—%6,4%1,36/10
BLKBlackRock24,12,919,0%2,1%2,13/10

Fiscal-year history

From annual SEC filings; each bar is a fiscal year, labelled by the year it ended.

Filings: U.S. SEC EDGAR · ratios computed by AI-Stock Invest from public filings and end-of-day prices · latest period 30 Haz 2026 · filed 30 Tem 2026