State Street (STT) Equity Ratio (2012 - 2018)

State Street (STT) reported Equity Ratio of 0.3 for Q3 2018, up 6.99% on a YoY basis from 0.28 in Q3 2017, and up 11.04% quarter-over-quarter from 0.27 in Q2 2018.

State Street (STT) Equity Ratio (2012 - 2018) Analysis & Trends

State Street has reported Equity Ratio for 7 years, with the latest figure at 0.3 in Q3 2018.

  • For the quarter ending Q3 2018, Equity Ratio rose 6.99% year-over-year to 0.3; the trailing twelve-month figure through Sep 2018 stood at 0.3 (up 6.99% YoY), and the FY2017 full-year result was 0.09, up 7.06% from the prior year.
  • Equity Ratio for Q3 2018 stood at 0.3, up from 0.27 in the prior quarter.
  • The five-year high for Equity Ratio was 0.34 in Q3 2015, with the low at 0.08 in Q2 2014.
  • Historically, Equity Ratio has averaged 0.21 across 5 years, with a median of 0.26 in 2016.
  • Annual changes were most pronounced in 2015 — Equity Ratio surged 341.19% — and 2016, when it slipped 24.78%.
  • State Street's Equity Ratio stood at 0.08 in 2014, then increased by 10.63% to 0.09 in 2015, then rose by 1.57% to 0.09 in 2016, then advanced by 7.06% to 0.09 in 2017, then surged by 215.51% to 0.3 in 2018.
  • The last three Equity Ratio figures came in at 0.3 (Q3 2018), 0.27 (Q2 2018), and 0.29 (Q1 2018), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Equity Ratio (Qtr)
1 BlackRock 163.18 Bn 153.56 Bn - 0.33
2 Blackstone 96.85 Bn 95.80 Bn - 0.17
3 Kkr 86.45 Bn 133.96 Bn - 0.07
4 Apollo Global Management 82.30 Bn 101.04 Bn 5.04 Bn 0.08
5 State Street 46.95 Bn 21.27 Bn - -
6 Ameriprise Financial 43.65 Bn 43.52 Bn 4.57 Bn 0.03
7 Northern Trust 31.92 Bn 31.92 Bn - 0.07
8 Raymond James Financial 30.62 Bn 19.37 Bn - 0.14
9 Ares Management 29.04 Bn 32.41 Bn - 0.29
10 Principal Financial 23.79 Bn 20.28 Bn -463.00 Mn 0.04

Historic Data

Download Data
DateValue
Sep 30, 2018 0.30
Jun 30, 2018 0.27
Mar 31, 2018 0.29
Dec 31, 2017 0.09
Sep 30, 2017 0.28
Jun 30, 2017 0.30
Mar 31, 2017 0.30
Dec 31, 2016 0.09
Sep 30, 2016 0.26
Jun 30, 2016 0.26
Mar 31, 2016 0.26
Dec 31, 2015 0.09
Sep 30, 2015 0.34
Jun 30, 2015 0.29
Mar 31, 2015 0.31
Dec 31, 2014 0.08
Sep 30, 2014 0.08
Jun 30, 2014 0.08
Mar 31, 2014 0.08
Dec 31, 2013 0.08