Company Valuation: State Street Corporation

Data adjusted to current consolidation scope
Fiscal Period: December 2020 2021 2022 2023 2024 2025 2026 2027
Capitalization 1 25,677 34,004 28,464 23,903 28,773 31,142 - -
Change - 32.43% -16.29% -16.02% 20.37% 8.23% - -
Enterprise Value (EV) 1 46,882 49,182 46,734 48,269 65,566 76,139 77,821 79,546
Change - 4.91% -4.98% 3.29% 35.83% 16.13% 2.21% 2.22%
P/E ratio 11.5x 12.9x 10.8x 13.9x 12x 11.5x 10.4x 9.57x
PBR 0.98x 1.24x 1.07x 0.98x 1.26x 1.28x 1.2x 1.17x
PEG - 0.9x - -0.6x 0.3x 0.7x 1x 1.13x
Capitalization / Revenue 2.19x 2.83x 2.34x 2x 2.21x 2.31x 2.23x 2.16x
EV / Revenue 4.01x 4.09x 3.85x 4.04x 5.04x 5.65x 5.58x 5.51x
EV / EBITDA - - - - - - - -
EV / EBIT 14.1x 14.6x 13x 16.2x 18.9x 19.8x 19.4x 20.2x
EV / FCF - - - - - - - -
FCF Yield - - - - - - - -
Dividend per Share 2 2.08 2.18 2.4 2.64 2.9 3.184 3.344 3.62
Rate of return 2.86% 2.34% 3.09% 3.41% 2.95% 2.92% 3.06% 3.32%
EPS 2 6.32 7.19 7.19 5.58 8.21 9.493 10.52 11.41
Distribution rate 32.9% 30.3% 33.4% 47.3% 35.3% 33.5% 31.8% 31.7%
Net sales 1 11,703 12,027 12,148 11,945 13,000 13,488 13,957 14,445
EBITDA - - - - - - - -
EBIT 1 3,329 3,378 3,604 2,987 3,470 3,850 4,004 3,947
Net income 1 2,257 2,572 2,660 1,821 2,483 2,735 2,914 3,066
Net Debt 1 21,205 15,178 18,270 24,366 36,793 44,997 46,679 48,404
Reference price 2 72.78 93.00 77.57 77.46 98.15 109.20 109.20 109.20
Nbr of stocks (in thousands) 352,798 365,629 366,940 308,584 293,151 285,182 - -
Announcement Date 19/01/21 19/01/22 20/01/23 19/01/24 17/01/25 - - -
1USD in Million2USD
Estimates

P/E ratio, Detailed evolution

P/E (Y) EV / Sales (Y) EV / EBITDA (Y) Dividend Yield (Y) Capi.($)
11.58x5.67x - 2.85% 31.3B
25.75x7.11x16.84x1.96% 167B
17.45x2.35x - 2.95% 106B
30.87x16.72x30.03x3.16% 89.6B
13.74x6.2x - 2.1% 66.71B
7.18x6.52x6.19x1.95% 55.01B
15.92x2.32x7.3x1.16% 51.08B
15.97x5.06x - 2.39% 25B
11.79x2.81x7.71x5.13% 21.79B
Average 16.69x 6.08x 13.62x 2.63% 68.13B
Weighted average by Cap. 19.65x 6.83x 16.61x 2.43%
See all sector valuations

Year-on-year evolution of the PER

Historical PBR trend

Evolution Enterprise Value / Sales

Change in Enterprise Value/EBITDA

Year-on-year evolution of the Yield

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