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| 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 |