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Upturn AI SWOT - About
STT 
State Street Corp (STT)
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Upturn Advisory Summary
08/08/2025: STT (3-star) is a STRONG-BUY. BUY since 64 days. Profits (18.94%). Updated daily EoD!
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Number of Analysts
16 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $113.7
1 Year Target Price $113.7
| 4 | Strong Buy |
| 4 | Buy |
| 7 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 23.38% | Avg. Invested days 46 | Today’s Advisory Regular Buy |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/08/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 31.51B USD | Price to earnings Ratio 12.48 | 1Y Target Price 113.7 |
Price to earnings Ratio 12.48 | 1Y Target Price 113.7 | ||
Volume (30-day avg) 16 | Beta 1.5 | 52 Weeks Range 72.29 - 114.28 | Updated Date 08/9/2025 |
52 Weeks Range 72.29 - 114.28 | Updated Date 08/9/2025 | ||
Dividends yield (FY) 2.77% | Basic EPS (TTM) 8.9 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2025-07-15 | When Before Market | Estimate 2.36 | Actual 2.17 |
Profitability
Profit Margin 21.39% | Operating Margin (TTM) 27.65% |
Management Effectiveness
Return on Assets (TTM) 0.81% | Return on Equity (TTM) 10.95% |
Valuation
Trailing PE 12.48 | Forward PE 11.51 | Enterprise Value -52745121792 | Price to Sales(TTM) 2.37 |
Enterprise Value -52745121792 | Price to Sales(TTM) 2.37 | ||
Enterprise Value to Revenue 1.69 | Enterprise Value to EBITDA - | Shares Outstanding 283695008 | Shares Floating 267697762 |
Shares Outstanding 283695008 | Shares Floating 267697762 | ||
Percent Insiders 0.44 | Percent Institutions 92.38 |
Upturn AI SWOT
State Street Corp
Company Overview
History and Background
State Street Corporation was founded in 1792 as Union Bank, later State Street Bank. It evolved from commercial banking to focus on financial services, particularly custody, fund administration, and investment management. It has grown through organic growth and acquisitions to become a leading global provider of financial services to institutional investors.
Core Business Areas
- Investment Servicing: Provides a range of services including custody, fund accounting, securities lending, and performance measurement to institutional investors.
- Investment Management: Offers investment management strategies and products through State Street Global Advisors (SSGA), including ETFs (SPDRs) and actively managed funds.
Leadership and Structure
Ronald P. O'Hanley serves as the Chairman and CEO. The company is structured with various executive leadership teams overseeing specific business units and functions.
Top Products and Market Share
Key Offerings
- Custody Services: Safeguarding and servicing clients' investment assets. State Street is one of the largest custodians globally. Competitors include BNY Mellon and JPMorgan Chase. Market share is estimated to be around 12% globally.
- SPDR ETFs: A leading provider of Exchange Traded Funds (ETFs). SSGA manages the SPDR portfolio. Competitors include BlackRock (iShares) and Vanguard. Market share in the US ETF market is estimated to be around 13%.
- Fund Administration: Providing accounting, reporting, and other administrative services to investment funds. Competitors include Citigroup and BNY Mellon. Precise revenue figures are not publicly broken down, but this is a significant revenue driver.
- Securities Lending: Lending securities on behalf of clients to generate additional revenue. Competitors include JPMorgan Chase and BNY Mellon. This product drives a portion of the Investment Servicing revenue.
Market Dynamics
Industry Overview
The financial services industry is highly competitive and subject to regulatory changes. Key trends include increasing globalization, technological advancements, and a focus on efficiency and cost reduction. Increased pressure from Fintech firms is impacting the industry.
Positioning
State Street is a leading provider of financial services to institutional investors. Its competitive advantages include its global reach, scale, and range of services. It has a strong brand and reputation.
Total Addressable Market (TAM)
The total addressable market for asset servicing is estimated to be in the trillions of dollars. State Street is positioned to capture a significant portion of this market due to its global presence and comprehensive service offerings.
Upturn SWOT Analysis
Strengths
- Global presence and scale
- Comprehensive range of services
- Strong brand reputation
- Large client base
- Experienced management team
Weaknesses
- Exposure to market volatility
- Dependence on large institutional clients
- Complex regulatory environment
- Integration risks from acquisitions
- Vulnerability to cyberattacks
Opportunities
- Growth in emerging markets
- Increased demand for outsourced financial services
- Expansion into new asset classes
- Leveraging technology to improve efficiency
- Acquiring smaller competitors
Threats
- Increased competition from other financial institutions
- Regulatory changes
- Economic downturns
- Technological disruptions
- Cybersecurity threats
Competitors and Market Share
Key Competitors
- BK
- JPM
- C
Competitive Landscape
State Street's advantages include its scale and global reach. Disadvantages include its dependence on large institutional clients and exposure to market volatility. Competitors such as BNY Mellon and JPMorgan Chase offer similar services and have strong reputations.
Major Acquisitions
Brown Brothers Harriman Investor Services
- Year: 2021
- Acquisition Price (USD millions): 3500
- Strategic Rationale: Enhanced State Street's scale in core financial services, broadening its client base and service offerings. This acquisition was strategically targeted to strengthen its global presence and operational efficiency.
Growth Trajectory and Initiatives
Historical Growth: Historical growth has been driven by organic expansion, acquisitions, and market performance.
Future Projections: Future growth is expected to be driven by growth in emerging markets, increased demand for outsourced financial services, and expansion into new asset classes.
Recent Initiatives: Recent strategic initiatives include investments in technology, expansion into new markets, and acquisitions of complementary businesses.
Summary
State Street is a major player in the financial services industry, particularly in custody and asset management. It leverages its global reach and comprehensive services effectively. However, it needs to carefully navigate market volatility, regulatory changes, and competition. Growth opportunities exist in emerging markets and through technological innovation, but strategic execution is key.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings (10-K, 10-Q), Investor Presentations, News Articles, Market Research Reports
Disclaimers:
The information provided is for informational purposes only and should not be construed as investment advice. Market share data is based on estimates and may not be precise. Past performance is not indicative of future results.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About State Street Corp
Exchange NYSE | Headquaters Boston, MA, United States | ||
IPO Launch date 1986-07-09 | CEO & Chairman Mr. Ronald Philip O'Hanley | ||
Sector Financial Services | Industry Asset Management | Full time employees 52014 | Website https://www.statestreet.com |
Full time employees 52014 | Website https://www.statestreet.com | ||
State Street Corporation, through its subsidiaries, provides a range of financial products and services to institutional investors worldwide. The company offers investment servicing products and services, including 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, including prime services products; and deposit and short-term investment facilities. It 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, the company offers investment management solutions, including strategies across equity, fixed income, cash, multi-asset, and alternatives; products, such as SPDR ETFs and index funds; and services comprising defined benefit, defined contribution, and outsourced chief investment officer. The company provides its products and services to mutual funds, collective investment funds and other investment pools, corporate and public retirement plans, insurance companies, investment managers, foundations, and endowments. The company has a strategic alliance with UC Investments to expand access to wealth-building tools for individuals. State Street Corporation was fou
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