Fundamental Analysis
STT
State Street Corporation
Neutral
Summary
State Street shows modest, multi-year growth with revenue CAGR ~4.7% and net income rising more slowly over three years, producing a Neutral overall score. The latest annual results accelerated to revenue +7.3% and net income +9.6%, and the most recent quarter also improved versus the prior quarter. The balance sheet reports assets modestly above liabilities (assets/liabilities multiple 1.07) and a Piotroski score of 5, which supports financial resilience but not a clear positive tilt. Mixed year-to-year results (two positive years and one negative for both revenue and net income) explain the cautious, neutral assessment.
Revenue — Annual Comparison
Net Income — Annual Comparison
Quarterly Detail Charts
Quarterly Revenue
Quarterly Net Income
Piotroski F-Score Breakdown
5/6 · Neutral
Profitability — Net income positive this fiscal year
Pass
Return on Assets — Return on Assets improved year-over-year
Pass
Leverage down — Long-term debt / total assets improved
N/A
Liquidity up — Current ratio improved year-over-year
N/A
No share dilution — Share count did not increase year-over-year
Pass
Margin up — Gross margin expanded year-over-year
N/A
Asset efficiency — Asset turnover improved year-over-year
Pass
Data Source
Fundamental filing data sourced from the SEC’s EDGAR database. Company filings are used for the charts and summary figures on this page.
Recent Filings
Formula & Methodology
Revenue inputAnnual revenue trend contributes 40% of the score.
Net income inputAnnual net income trend contributes 60% of the score.
Rating ruleFormula: revenue trend carries 40% of the rating and net income trend carries 60%. Bullish starts at 0.60 or higher, Bearish starts at -0.60 or lower, and anything in between is Neutral.