State Street (STT) Invested Capital (2011 - 2018)

State Street (STT) reported Invested Capital of $24.6 billion for Q3 2018, up 9.14% on a YoY basis from $22.5 billion in Q3 2017, and up 8.78% quarter-over-quarter from $22.6 billion in Q2 2018.

State Street (STT) Invested Capital (2011 - 2018) Analysis & Trends

State Street has reported Invested Capital for 8 years, with the latest figure 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.
  • The five-year high for Invested Capital was $34.0 billion in Q2 2016, with the low at $21.2 billion in Q4 2016.
  • Historically, Invested Capital has averaged $27.3 billion across 5 years, with a median of $29.8 billion in 2015.
  • Annual changes were most pronounced in 2014 — Invested Capital soared 53.07% — and 2017, when it plunged 35.09%.
  • State Street's Invested Capital stood at $31.4 billion in 2014, then advanced by 3.92% to $32.6 billion in 2015, then sank by 34.91% to $21.2 billion in 2016, then grew by 5.17% to $22.3 billion in 2017, then gained 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 163.18 Bn 153.56 Bn - 69.22 Bn
2 Blackstone 96.85 Bn 95.80 Bn - 8.37 Bn
3 Kkr 86.45 Bn 133.96 Bn - 30.50 Bn
4 Apollo Global Management 82.30 Bn 101.04 Bn 5.04 Bn 53.75 Bn
5 State Street 46.95 Bn 21.27 Bn - -
6 Ameriprise Financial 43.65 Bn 43.52 Bn 4.57 Bn 8.75 Bn
7 Northern Trust 31.92 Bn 31.92 Bn - 12.99 Bn
8 Raymond James Financial 30.62 Bn 19.37 Bn - 12.57 Bn
9 Ares Management 29.04 Bn 32.41 Bn - 12.75 Bn
10 Principal Financial 23.79 Bn 20.28 Bn -463.00 Mn 15.78 Bn

Historic Data

Download Data
DateValue
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