$142.74
+0.96 (+0.68%)
Last updated: Apr 16, 2026 00:33
Fundamentals Overview
State Street Corporation is near the high of its 52-week range with moderate valuation, trading relatively flat today.
Valuation moderate
Intrinsic value (DCF)
+288.7% upside vs price
Profitability
Risk (Beta)
1.38 — higher vol
Earnings & growth
BullzEye Analysis
Our composite tilts Buy on technicals (e.g. RSI, ADX, trend), fundamentals, sentiment, sector and index context, and risk.
Composite Signal
Supporting (Buy):
DCF +288.7% upside vs price · Analyst grade: A- · Sentiment improving (3 upgrades) · 3M vs S&P 500: +6.6% · 3M vs Financial Services sector: +12.9%
Pressures (Sell):
Beta 1.38 (elevated)
Not financial advice. For education and research only; do your own research and consider a financial advisor before investing.
Key Stats
About
Ratings & Grades at a Glance
Overall rating: A-. Recent institutional grades: majority upgrades. Current institutional positions: Buy: 12, Equal Weight: 1, Hold: 1, Neutral: 2, Outperform: 5, Overweight: 8, Underperform: 1.
Valuation & Ratios
Valuation, liquidity, and profitability metrics are consolidated here (including ratios that previously appeared in the Financials story). Trailing (TTM) vs forward-looking (e.g. DCF) is noted on each line where it matters.
DCF vs price: DCF estimate is $554.86; current price is $142.74. That’s a +288.7% gap. When the gap is large (e.g. >20%), that’s divergence; when they’re close, that’s convergence. Differences can reflect growth expectations, sector premiums, or conservative vs. optimistic assumptions. Use DCF as one input alongside technicals and sentiment.
| Metric | Value |
|---|---|
| Valuation | |
| P/E (TTM) | 14.01 |
| DCF value (model) | $554.86 (288.7% upside) |
| PEG (TTM) | 1.46 |
| P/B (TTM) | 1.46 |
| P/S (TTM) | 1.76 |
| P/FCF (TTM) | 14.58 |
| Liquidity & enterprise | |
| Current Ratio (TTM) | 0.2 |
| Quick Ratio (TTM) | 0.2 |
| Cash Ratio (TTM) | 0.02 |
| Profitability | |
| ROE (TTM) | N/A |
| ROA (TTM) | N/A |
| Revenue growth (YoY) | N/A |
| Net margin (TTM) | 13.01% |
| Gross margin (TTM) | 61.36% |
| Operating margin (TTM) | 16.49% |
| Debt to equity (TTM) | N/A |
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Price Target, Ratings & Grades
Analyst price targets, consensus, rating snapshot, and institutional grades for STT.
Analyst Sentiment at a Glance
Stock Grades (Institutions)
| Institution | Action | Previous Grade | New Grade | Date |
|---|---|---|---|---|
| Keefe, Bruyette & Woods | maintain | Outperform | Outperform | 2026-04-09 |
| B of A Securities | upgrade | Underperform | Neutral | 2026-04-06 |
| Morgan Stanley | maintain | Overweight | Overweight | 2026-01-20 |
| TD Cowen | maintain | Buy | Buy | 2026-01-07 |
| Truist Securities | downgrade | Buy | Hold | 2026-01-07 |
| Barclays | downgrade | Overweight | Equal Weight | 2026-01-05 |
| Citigroup | maintain | Buy | Buy | 2025-12-30 |
| Citigroup | maintain | Buy | Buy | 2025-10-24 |
| Wells Fargo | maintain | Overweight | Overweight | 2025-10-20 |
| Keefe, Bruyette & Woods | maintain | Outperform | Outperform | 2025-10-20 |
| Truist Securities | maintain | Buy | Buy | 2025-10-20 |
| Morgan Stanley | maintain | Overweight | Overweight | 2025-10-20 |
| Goldman Sachs | maintain | Buy | Buy | 2025-10-06 |
| Truist Securities | maintain | Buy | Buy | 2025-10-02 |
| Evercore ISI Group | maintain | Outperform | Outperform | 2025-09-30 |
| Citigroup | upgrade | Neutral | Buy | 2025-09-05 |
| Truist Securities | maintain | Buy | Buy | 2025-08-14 |
| B of A Securities | maintain | Underperform | Underperform | 2025-07-16 |
| Truist Securities | maintain | Buy | Buy | 2025-07-16 |
| Wells Fargo | maintain | Overweight | Overweight | 2025-07-08 |
| Truist Securities | maintain | Buy | Buy | 2025-07-03 |
| Citigroup | maintain | Neutral | Neutral | 2025-07-02 |
| Goldman Sachs | maintain | Buy | Buy | 2025-07-02 |
| Evercore ISI Group | maintain | Outperform | Outperform | 2025-07-02 |
| Morgan Stanley | maintain | Overweight | Overweight | 2025-07-01 |
| Morgan Stanley | maintain | Overweight | Overweight | 2025-06-03 |
| Truist Securities | upgrade | Hold | Buy | 2025-05-28 |
| Morgan Stanley | maintain | Overweight | Overweight | 2025-05-02 |
| Keefe, Bruyette & Woods | maintain | Outperform | Outperform | 2025-04-21 |
| Barclays | maintain | Overweight | Overweight | 2025-04-21 |