State Street (STT) Invested Capital (2011 - 2018)
State Street posted quarterly Invested Capital of $24.6 billion for Q3 2018, up 9.14% year-on-year from $22.5 billion in Q3 2017, and up 8.78% on a QoQ basis from $22.6 billion in Q2 2018.
State Street (STT) has 8 years of Invested Capital data on file, last reported at $24.6 billion in Q3 2018.
- For the quarter ending Q3 2018, Invested Capital rose 9.14% year-over-year to $24.6 billion; the trailing twelve-month figure through Sep 2018 stood at $24.6 billion (up 9.14% YoY), and the FY2017 full-year result was $22.3 billion, up 5.17% from the prior year.
- Invested Capital for Q3 2018 stood at $24.6 billion, up from $22.6 billion in the prior quarter.
- Across five years, Invested Capital topped out at $34.0 billion in Q2 2016 and bottomed at $21.2 billion in Q4 2016.
- The 5-year median for Invested Capital is $29.8 billion (2015), against an average of $27.3 billion.
- The widest annual swing landed in 2014, when Invested Capital soared 53.07%; it then slumped 35.09% in 2017.
- A 5-year view of Invested Capital shows it stood at $31.4 billion in 2014, then climbed by 3.92% to $32.6 billion in 2015, then plunged by 34.91% to $21.2 billion in 2016, then increased by 5.17% to $22.3 billion in 2017, then advanced by 10.02% to $24.6 billion in 2018.
- The last three Invested Capital figures came in at $24.6 billion (Q3 2018), $22.6 billion (Q2 2018), and $22.4 billion (Q1 2018), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 158.51 Bn | 148.89 Bn | - | 69.22 Bn |
| 2 | Blackstone | 92.68 Bn | 91.63 Bn | - | 8.37 Bn |
| 3 | Kkr | 84.94 Bn | 132.45 Bn | - | 30.50 Bn |
| 4 | Brookfield Asset Management | 77.34 Bn | 77.68 Bn | - | 8.59 Bn |
| 5 | Apollo Global Management | 76.27 Bn | 95.00 Bn | 5.04 Bn | 53.75 Bn |
| 6 | State Street | 44.42 Bn | 18.75 Bn | - | - |
| 7 | Ameriprise Financial | 41.68 Bn | 41.55 Bn | 4.57 Bn | 8.75 Bn |
| 8 | Northern Trust | 31.21 Bn | 31.21 Bn | - | 12.99 Bn |
| 9 | Ares Management | 28.85 Bn | 32.22 Bn | - | 12.75 Bn |
| 10 | Raymond James Financial | 28.62 Bn | 17.38 Bn | - | 12.57 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Sep 30, 2018 | 24.55 Bn |
| Jun 30, 2018 | 22.57 Bn |
| Mar 31, 2018 | 22.40 Bn |
| Dec 31, 2017 | 22.32 Bn |
| Sep 30, 2017 | 22.50 Bn |
| Jun 30, 2017 | 22.07 Bn |
| Mar 31, 2017 | 21.29 Bn |
| Dec 31, 2016 | 21.22 Bn |
| 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 |
| Mar 31, 2014 | 21.27 Bn |
| Dec 31, 2013 | 30.08 Bn |
| Sep 30, 2013 | 20.43 Bn |
| Jun 30, 2013 | 20.08 Bn |
| Dec 31, 2012 | 28.25 Bn |
| Dec 31, 2011 | 8.13 Bn |