NYSEFinancialsAsset ManagementSnapshot 2026-07-31
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Create your account →Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Asset Management & Custody Banks is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar broken — Total revenue grows at least 7% per year: rev +17% vs 7%.
View ThesisRevenue is growing steadily — about 12% over the past year.
View GrowthRanks in the weakest quality tier of its industry — roughly the bottom 33%, softest on free-cash-flow margins.
View QualityManagement screens strong on capital allocation, earnings delivery, margins, market reaction to earnings.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationRelatively steady — typically moves about 1% a day.
View RiskState Street's growth in assets under management must continue to justify its price. Recent earnings showed a 17% revenue increase, and the last quarter beat expectations. It trades at 15× P/E versus a peer median of 16×. This suggests the price reflects modest growth compared to our view. A specific risk is that the company did not report AUM growth, which is a primary pillar. Peer multiples imply a price about 15% below where it trades. This read is provisional.
Trailing returns as of 2026-07-31. STT is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 17 analysts currently covering STT (as of Jul 2026).
Based on 10 Wall Street analysts offering 12-month price targets for STT in the last 4 months.
A consensus fair price across 10 valuation methods, at three horizons. As of 2026-08-01. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Asset Management & Custody Banks — fair value, gap to price, and forward P/E.
Advances: Increase total revenue and fee revenue
Earnings call provides insights on revenue growth.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-07-31. EPS is implied from price ÷ P/E. Not investment advice.
Current $184.16
The last 12 months of price, then the range of analyst 12-month targets from today’s $184.16.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 25% on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Increase total revenue and fee revenue
Significant profit growth supports revenue objectives.
Advances: Increase total revenue and fee revenue
Targets for fee revenue growth align with management's objectives.
Earnings call highlights indicate strong performance and future growth.
Record results and raised guidance support revenue growth objectives.
Advances: Expand Investment Management AUM
Record AUM levels enhance investment management growth.
Advances: Increase total revenue and fee revenue
Strong fee income directly supports revenue growth objective.
Advances: Increase total revenue and fee revenue
Q2 beat and boosted guidance enhance revenue outlook.
