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Upturn AI SWOT - About
STT 
State Street Corp (STT)
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Upturn Advisory Summary
04/01/2025: STT (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit 21.62% | Avg. Invested days 46 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 25.62B USD | Price to earnings Ratio 10.82 | 1Y Target Price 110.23 |
Price to earnings Ratio 10.82 | 1Y Target Price 110.23 | ||
Volume (30-day avg) 2178780 | Beta 1.47 | 52 Weeks Range 67.83 - 102.13 | Updated Date 04/1/2025 |
52 Weeks Range 67.83 - 102.13 | Updated Date 04/1/2025 | ||
Dividends yield (FY) 3.40% | Basic EPS (TTM) 8.21 |
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 - | When - | Estimate - | Actual - |
Profitability
Profit Margin 20.79% | Operating Margin (TTM) 29.76% |
Management Effectiveness
Return on Assets (TTM) 0.83% | Return on Equity (TTM) 10.94% |
Valuation
Trailing PE 10.82 | Forward PE 9.19 | Enterprise Value -47736176640 | Price to Sales(TTM) 1.98 |
Enterprise Value -47736176640 | Price to Sales(TTM) 1.98 | ||
Enterprise Value to Revenue 1.35 | Enterprise Value to EBITDA - | Shares Outstanding 288468992 | Shares Floating 272179246 |
Shares Outstanding 288468992 | Shares Floating 272179246 | ||
Percent Insiders 0.49 | Percent Institutions 91.86 |
Analyst Ratings
Rating 3.47 | Target Price 108.94 | Buy 4 | Strong Buy 4 |
Buy 4 | Strong Buy 4 | ||
Hold 6 | Sell 2 | Strong Sell 1 | |
Strong Sell 1 |
Upturn AI SWOT
State Street Corp
Company Overview
History and Background
State Street Corporation was founded in 1792 as Union Bank, later becoming State Street Deposit and Trust Company in 1891. It has evolved from a traditional bank into a leading provider of financial services to institutional investors globally.
Core Business Areas
- Investment Servicing: Provides custody, fund accounting, securities lending, and other related services to institutional investors.
- Investment Management: Offers a range of investment management strategies and products under the State Street Global Advisors brand, including ETFs and index funds.
Leadership and Structure
Ronald P. O'Hanley serves as Chairman and Chief Executive Officer. The organizational structure includes various business units and support functions, overseen by a board of directors.
Top Products and Market Share
Key Offerings
- SPDR ETFs: State Street Global Advisors' SPDR ETFs are a major product offering, holding a significant market share in the ETF industry. Competitors include BlackRock (iShares) and Vanguard. Estimated SPDR market share is around 16% in the U.S. ETF market.
- Custody Services: State Street provides custody services for trillions of dollars in assets for institutional investors. Competitors include BNY Mellon and JPMorgan Chase. While exact market share is proprietary, it's one of the top 3 providers.
Market Dynamics
Industry Overview
The financial services industry, particularly asset servicing and management, is highly competitive and subject to regulatory changes and market volatility. Trends include increasing demand for passive investment strategies and growing importance of ESG factors.
Positioning
State Street is a leading player in the asset servicing and investment management space, known for its global reach and technological capabilities. Its competitive advantages lie in its established client relationships and scale of operations.
Total Addressable Market (TAM)
The global asset servicing market is estimated at over $1 trillion annually. State Street is well-positioned to capture a significant portion of this TAM through its comprehensive suite of services.
Upturn SWOT Analysis
Strengths
- Global reach
- Strong brand reputation
- Extensive client network
- Diversified service offerings
- Technological capabilities
Weaknesses
- Exposure to market volatility
- Dependence on large institutional clients
- Regulatory compliance costs
- Integration risks from acquisitions
- High operational costs
Opportunities
- Growth in emerging markets
- Increasing demand for passive investment strategies
- Adoption of new technologies (e.g., AI, blockchain)
- Expansion of ESG-focused investment products
- Strategic acquisitions to expand capabilities
Threats
- Increased competition from fintech firms
- Regulatory changes and compliance costs
- Cybersecurity risks
- Economic downturns and market volatility
- Geopolitical instability
Competitors and Market Share
Key Competitors
- BK
- JPM
- BLK
- C
Competitive Landscape
State Street benefits from its long-standing relationships and global presence. However, it faces increasing competition from both traditional players like BNY Mellon and JPMorgan Chase and newer fintech companies.
Major Acquisitions
Brown Brothers Harriman Investor Services
- Year: 2021
- Acquisition Price (USD millions): 3500
- Strategic Rationale: Expanded State Street's asset servicing capabilities and client base.
Growth Trajectory and Initiatives
Historical Growth: State Street has experienced steady growth in assets under custody and administration (AUC/A) over the past decade, driven by organic growth and acquisitions.
Future Projections: Analyst estimates project moderate revenue growth in the coming years, driven by increasing demand for asset servicing and investment management solutions.
Recent Initiatives: Recent strategic initiatives include investments in technology, expansion into new markets, and development of ESG-focused products.
Summary
State Street Corporation is a well-established financial institution with a strong position in the asset servicing and investment management industry. Its global reach and diversified service offerings provide a competitive advantage. However, State Street needs to navigate increasing competition and regulatory changes, focusing on technological innovation and strategic acquisitions to maintain its growth trajectory.
Similar Companies
BK
The Bank of New York Mellon Corporation
BK
The Bank of New York Mellon Corporation
BLK
BlackRock Inc
BLK
BlackRock Inc
JPM
JPMorgan Chase & Co
JPM
JPMorgan Chase & Co
MS
Morgan Stanley
MS
Morgan Stanley
Sources and Disclaimers
Data Sources:
- Company Filings (10-K, 10-Q)
- Analyst Reports (e.g., Reuters, Bloomberg)
- Industry Reports (e.g., Deloitte, PwC)
- Company Website
- ETF.com
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market conditions and company performance are subject to change.
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, President & Chairman Mr. Ronald Philip O'Hanley | ||
Sector Financial Services | Industry Asset Management | Full time employees 52626 | Website https://www.statestreet.com |
Full time employees 52626 | 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 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 from 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 mutual funds, collective investment funds and other investment pools, corporate and public retirement plans, insurance companies, investment managers, foundations, and endowments. State Street Corporation was founded in 1792 and is headquartered in Boston, Massachusetts.
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