State Street (STT) Invested Capital (2012 - 2016)
State Street's (STT) quarterly Invested Capital came in at $34.0 billion in Q3 2016, up 1.37% on a YoY basis from $33.5 billion in Q4 2015, and little changed quarter-over-quarter from $34.0 billion in Q2 2016.
Analysis
State Street (STT) Invested Capital (2012 - 2016) Analysis & Trends
State Street (STT) has reported Invested Capital for 5 consecutive years, with $34.0 billion the latest figure, recorded in Q3 2016.
- For the quarter ending Q3 2016, Invested Capital rose 1.37% year-over-year to $34.0 billion; the trailing twelve-month figure through Sep 2016 stood at $34.0 billion (up 1.37% YoY), and the FY2015 full-year result was $32.6 billion, up 3.92% from the prior year.
- Invested Capital held at $34.0 billion in Q3 2016 per STT's latest filing, from $34.0 billion in the prior quarter.
- Across five years, Invested Capital topped out at $34.0 billion in Q2 2016 and bottomed at $29.8 billion in Q1 2015.
- Historically, Invested Capital has averaged $31.6 billion across 5 years, with a median of $31.1 billion in 2014.
- The sharpest annual moves came in 2013 and 2016: Invested Capital retreated 1.62% in 2013, then grew 11.71% in 2016.
- Over 5 years, Invested Capital stood at $30.6 billion in 2012, then retreated by 1.62% to $30.1 billion in 2013, then grew by 4.3% to $31.4 billion in 2014, then grew by 3.92% to $32.6 billion in 2015, then climbed by 4.25% to $34.0 billion in 2016.
- According to Business Quant data, Invested Capital over the past three periods registered $34.0 billion, $34.0 billion, and $31.8 billion for Q3 2016, Q2 2016, and Q1 2016 respectively.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Bank of New York Mellon | 110.37 Bn | 49.74 Bn | - | 80.45 Bn |
| 2 | State Street | 53.13 Bn | 53.13 Bn | - | - |
| 3 | Northern Trust | 34.62 Bn | 34.62 Bn | - | 22.03 Bn |
| 4 | Sei Investments | 12.83 Bn | 12.74 Bn | - | 2.57 Bn |
| 5 | Healthequity | 7.98 Bn | 7.72 Bn | 257.95 Mn | 2.92 Bn |
| 6 | AtlasClear Holdings | 26.96 Mn | -13.53 Mn | - | 36.46 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2016 | 33.98 Bn |
| Jun 30, 2016 | 34.00 Bn |
| Mar 31, 2016 | 31.82 Bn |
| Dec 31, 2015 | 32.60 Bn |
| Sep 30, 2015 | 33.53 Bn |
| Jun 30, 2015 | 30.43 Bn |
| Mar 31, 2015 | 29.84 Bn |
| Dec 31, 2014 | 31.37 Bn |
| Sep 30, 2014 | 30.17 Bn |
| Jun 30, 2014 | 30.74 Bn |
| Dec 31, 2013 | 30.08 Bn |
| Dec 31, 2012 | 30.57 Bn |