STTSTATE STREET CORP
State Commercial Banks
- Revenue
- $13.9B
- 7.3% YoY
- Operating margin
- —
- EBITDA
- —
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- —
- −$4.0B net debt
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear404% of net incomeCash flow under 80% of net income
- Dilutive SBCClear2% of revenueOver 10% of revenue
- Payouts exceed cash flowClear19% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear2% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $12.0B | $12.1B | $11.9B | $13.0B | $13.9B | 7.3% |
| Net income | $2.7B | $2.8B | $1.9B | $2.7B | $2.9B | 9.6% |
| Operating cash flow | −$6.7B | $12.0B | $690M | −$13.2B | $11.9B | 190% |
| Capex | $811M | $734M | $816M | $926M | $1.1B | 14% |
| Buybacks | $900M | $1.5B | $3.8B | $1.3B | $1.2B | 9.0% |
| Dividends | $866M | $972M | $970M | $1.0B | $1.1B | 8.4% |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $0 · 0
- Open-market sells, 12 mo
- $4M · 3
- Net
- −$4M
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2025 | $20M | $43M | 207 | 196 |
| FY2024 | $17M | $28M | 152 | 148 |
| FY2023 | $13M | $11M | 117 | 108 |
| FY2022 | $18M | $10M | 113 | 109 |
| FY2021 | $14M | $23M | 131 | 138 |