State Street (STT) ROIC: History & Chart

State Street Corporation (STT)STTState Street Corporation

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.

Boston, MA

51,503 employees

www.statestreet.com

Financial Services / Asset Management

Sector: Financial Services
Industry: Asset Management
CEO: Ronald Philip O'Hanley

View full financials

STT Return on Invested Capital (ROIC) Metrics

RETURN ON INVESTED CAPITAL (ROIC)

3.21%

RETURN ON INVESTED CAPITAL (ROIC) AVG TTM

3.08%

RETURN ON INVESTED CAPITAL (ROIC) AVG 3Y

3.77%

RETURN ON INVESTED CAPITAL (ROIC) AVG 5Y

4.42%

RETURN ON INVESTED CAPITAL (ROIC) AVG 10Y

5.00%

RETURN ON INVESTED CAPITAL (ROIC) AVG 15Y

4.83%

RETURN ON INVESTED CAPITAL (ROIC) AVG 20Y

4.38%

CURRENT VS TTM AVG

+4.39%

CURRENT VS 3Y AVG

-14.85%

CURRENT VS 5Y AVG

-27.35%

CURRENT VS 10Y AVG

-35.83%

CURRENT VS 15Y AVG

-33.51%

CURRENT VS 20Y AVG

-26.71%

SECTOR MEDIAN · FINANCIAL SERVICES

6.38%

median of 95 covered companies

CURRENT VS SECTOR MEDIAN

-49.69%

vs the sector median at left

NAME	MARKET CAP	RETURN ON INVESTED CAPITAL (ROIC)	TTM	3Y	5Y
State Street Corporation (STT)	$51.31B	3.21%	3.08%	3.77%	4.42%
Nasdaq, Inc. (NDAQ)vs ›	$51.48B	8.26%	7.15%	7.18%	7.40%
Fifth Third Bancorp (FITB)vs ›	$52.03B	8.90%	6.99%	6.18%	5.74%
Discover Financial Services (DFS)vs ›	$50.34B	32.48%	22.40%	19.42%	14.85%
PayPal Holdings, Inc. (PYPL)vs ›	$49.53B	14.95%	13.71%	11.83%	11.42%
Ameriprise Financial, Inc. (AMP)vs ›	$47.55B	2.03%	2.02%	1.94%	1.75%
State Street SPDR Dow Jones Industrial Average ETF Trust (DIA)vs ›	$43.83B	N/A	N/A	N/A	N/A
American International Group, Inc. (AIG)vs ›	$41.92B	5.29%	4.88%	2.77%	2.21%
Coinbase Global, Inc. (COIN)vs ›	$41.70B	5.24%	9.40%	-1.24%	7.17%
Prudential Financial, Inc. (PRU)vs ›	$41.63B	0.68%	0.60%	0.34%	-2.38%

NAME

MARKET CAP

RETURN ON INVESTED CAPITAL (ROIC)

TTM

State Street Corporation (STT)

$51.31B

3.21%

3.08%

3.77%

4.42%

Nasdaq, Inc. (NDAQ)vs ›

$51.48B

8.26%

7.15%

7.18%

7.40%

Fifth Third Bancorp (FITB)vs ›

$52.03B

8.90%

6.99%

6.18%

5.74%

Discover Financial Services (DFS)vs ›

$50.34B

32.48%

22.40%

19.42%

14.85%

PayPal Holdings, Inc. (PYPL)vs ›

$49.53B

14.95%

13.71%

11.83%

11.42%

Ameriprise Financial, Inc. (AMP)vs ›

$47.55B

2.03%

2.02%

1.94%

1.75%

State Street SPDR Dow Jones Industrial Average ETF Trust (DIA)vs ›

$43.83B

N/A

American International Group, Inc. (AIG)vs ›

$41.92B

5.29%

4.88%

2.77%

2.21%

Coinbase Global, Inc. (COIN)vs ›

$41.70B

5.24%

9.40%

-1.24%

7.17%

Prudential Financial, Inc. (PRU)vs ›

$41.63B

0.68%

0.60%

0.34%

-2.38%

Return on Invested Capital (ROIC) FAQ

What is the return on invested capital (ROIC) for State Street Corporation (STT)?

The return on invested capital (ROIC) for STT stock is 3.21%.

Is State Street Corporation's return on invested capital (ROIC) high or low?

The return on invested capital (ROIC) of 3.21% is 27% below its 5-year average of 4.42%, near the low end of its 5-year range (2.55%–6.38%).

What is the TTM average return on invested capital (ROIC) for State Street Corporation (STT)?

The TTM average return on invested capital (ROIC) for STT stock is 3.08%.

What is the 3Y average return on invested capital (ROIC) for State Street Corporation (STT)?

The 3Y average return on invested capital (ROIC) for STT stock is 3.77%.

What is the 5Y average return on invested capital (ROIC) for State Street Corporation (STT)?

The 5Y average return on invested capital (ROIC) for STT stock is 4.42%.

What is the 10Y average return on invested capital (ROIC) for State Street Corporation (STT)?

The 10Y average return on invested capital (ROIC) for STT stock is 5.00%.

What is the 15Y average return on invested capital (ROIC) for State Street Corporation (STT)?

The 15Y average return on invested capital (ROIC) for STT stock is 4.83%.

What is the 20Y average return on invested capital (ROIC) for State Street Corporation (STT)?

The 20Y average return on invested capital (ROIC) for STT stock is 4.38%.

DATE	RETURN ON INVESTED CAPITAL (ROIC)
2025-12-31	3.21%
2024-12-31	2.94%
2023-12-31	2.55%
2022-12-31	6.38%
2021-12-31	6.33%
2020-12-31	5.10%
2019-12-31	5.77%
2018-12-31	6.48%
2017-12-31	5.69%
2016-12-31	5.49%
2015-12-31	5.09%
2014-12-31	4.52%
2013-12-31	4.90%
2012-12-31	5.00%
2011-12-31	4.62%
2010-12-31	3.18%
2009-12-31	3.08%
2008-12-31	3.85%
2007-12-31	2.70%
2006-12-31	2.63%
2005-12-31	2.47%
2004-12-31	2.05%
2003-12-31	1.80%
2002-12-31	2.52%
2001-12-31	2.01%
2000-12-31	1.90%
1999-12-31	2.31%
1998-12-31	2.23%
1997-12-31	2.90%
1996-12-31	2.44%

DATE

RETURN ON INVESTED CAPITAL (ROIC)

2025-12-31

3.21%

2024-12-31

2.94%

2023-12-31

2.55%

2022-12-31

6.38%

2021-12-31

6.33%

2020-12-31

5.10%

2019-12-31

5.77%

2018-12-31

6.48%

2017-12-31

5.69%

2016-12-31

5.49%

2015-12-31

5.09%

2014-12-31

4.52%

2013-12-31

4.90%

2012-12-31

5.00%

2011-12-31

4.62%

2010-12-31

3.18%

2009-12-31

3.08%

2008-12-31

3.85%

2007-12-31

2.70%

2006-12-31

2.63%

2005-12-31

2.47%

2004-12-31

2.05%

2003-12-31

1.80%

2002-12-31

2.52%

2001-12-31

2.01%

2000-12-31

1.90%

1999-12-31

2.31%

1998-12-31

2.23%

1997-12-31

2.90%

1996-12-31

2.44%

Return on Invested Capital (ROIC): 3.21%

STT Return on Invested Capital (ROIC) Chart

STT Average Return on Invested Capital (ROIC) Chart

STT Current vs Average Return on Invested Capital (ROIC) Chart

STT Return on Invested Capital (ROIC) Metrics

STT Competitors' Return on Invested Capital (ROIC)

Capital Efficiency

Return on Invested Capital (ROIC) Formula & Definition

Return on Invested Capital (ROIC) FAQ

STT Return on Invested Capital (ROIC) History

Related Metrics