State Street Corporation (STT) compounding analysis
Full-size annual and quarterly year-over-year growth charts for revenue, EPS, operating cash flow, EBITDA, and free cash flow against the 15%, 20%, and 30% bars over 3-, 5-, and 10-year windows, with each metric's valuation multiple vs its own history.
Revenue · 5YDoes not currently clear the 15%+, 20%+, or 30%+ revenue bars over 5Y.
- Score
- 28/100
- 5Y CAGR
- 13.4%
- Median YoY
- 10%
- YoY volatility
- σ 15.3pp· uneven
- Quarters ≥ 20%
- 7 of 20
- Negative quarters
- 2
- Valuation vs own 5Y history
- P/S 2.1x · 5Y median 1.6x · 74th percentile
How this score is computed
- Quarters at or above 20%: 7 of 20 → 14 of 40 pts
- Steadiness (typical swing 15.3pp) → 14.1 of 25 pts
- Pace (median 10% YoY) → 0 of 20 pts
- Latest quarter (2.2% YoY) → 0 of 15 pts
- Score: 28 of 100
Annual revenue · last 11 fiscal years
Quarterly YoY revenue growth vs the 20% line · 5Y
P/S multiple vs its 5Y median · context only
Across metrics · 5Y
| Metric | 5Y CAGR | Median YoY | YoY σ | Qtrs ≥ 20% | Neg. qtrs |
|---|---|---|---|---|---|
| RevenueRevenue | 13.4% | 10% | 15.3pp | 7 of 20 | 2 |
| EPSEPS | 8.3% | 9.3% | 81.7pp | 7 of 20 | 8 |
| Op cash flowOperating cash flow | 8.6% | — | — | — | — |
| EBITDAEBITDA | -0.6% | -2.7% | 48.8pp | 4 of 20 | 10 |
| FCFFree cash flow | 7.6% | — | — | — | — |
Reported figures over 5Y: annual-series CAGR, median and standard deviation (σ, percentage points) of quarterly year-over-year growth, quarters at or above 20%, and quarters with negative YoY. “—” means the window needs more comparable data.
Scores, qualification bars, and the 0–100 consistency methodology are documented on the compounders list page →
See also: STT on the compounders surface · All compounders, ranked
About State Street Corporation
State Street Corporation (STT) is a well-established global financial services firm that delivers a wide array of financial products and specialized services to institutional investors worldwide. The company's extensive offerings include core investment servicing functionalities such as secure asset custody, detailed product accounting, daily valuation, comprehensive administration, master trust and master custody arrangements, and specific depotbank services. It also manages record-keeping, cash, foreign exchange, brokerage, and various trading activities. Further services in this area encompass securities finance, advanced custody solutions, deposit and short-term investment facilities, as well as loan and lease financing. State Street additionally provides operational outsourcing for both traditional and alternative investment managers, complemented by sophisticated analytics for performance, risk, and compliance, along with financial data management. Beyond servicing, the firm offers capabilities in portfolio management and risk analysis, supporting trading and post-trade settlement processes with built-in compliance features and managed data solutions. Its investment management division provides a diverse range of strategies and products. These span core and enhanced indexing, multi-asset class approaches, active quantitative and fundamental management, and various alternative investment strategies. State Street is also a proponent of environmental, social, and governance (ESG) investing, offers solutions for defined benefit and defined contribution plans, and provides global fiduciary expertise, including its prominent SPDR brand of exchange-traded funds (ETFs). State Street's client roster is broad, serving mutual funds, collective investment vehicles, other investment pools, corporate and public retirement plans, insurance companies, foundations, endowments, and other investment managers. With roots dating back to its founding in 1792, State Street Corporation is headquartered in Boston, Massachusetts.
- Sector
- Financial Services
- Industry
- Asset Management
- CEO
- Ronald Philip O'Hanley