NTRS vs STT Comparison: AI Score, Valuation, Performance and Upside
Compare Northern Trust and State Street by assets under custody vs assets under management, fee income stability, ETF business exposure, institutional client concentration, and relative valuation.
Use this Northern Trust vs State Street comparison to evaluate the key differences across valuation, growth, profitability, and risk before making an investment decision.
STT holds the edge across 3 of 5 key metrics in this comparison. STT leads on both 1-year return (+67.06%) and forward P/E quality (12.10x vs 14.95x for NTRS), a relatively favorable combination of momentum and valuation. NTRS leads on both revenue growth (13.90%) and operating margin (31.72%), suggesting a stronger fundamental setup on both dimensions. Analyst consensus implies meaningfully more upside for STT (+7.89%) than for NTRS (-2.89%).
| Metric | NTRS | STT |
|---|---|---|
| AI score | 49.8 | 45.4 |
| AI rank | #520 | #738 |
| Latest close | $180.52 | $185.40 |
| 1M return | +3.79% | +9.79% |
| 6M return | +21.46% | +47.04% |
| 1Y return | +40.20% | +67.06% |
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | NTRS | STT |
|---|---|---|
| 1Y ago | $13.88K (+38.8%) started 2025-07-25 | $16.42K (+64.2%) started 2025-07-25 |
| 5Y ago | $20.55K (+105.5%) started 2021-07-26 | $27.89K (+178.9%) started 2021-07-26 |
| 10Y ago | $45.03K (+350.3%) started 2016-07-25 | $55.03K (+450.3%) started 2016-07-25 |
Hypothetical — past performance does not guarantee future results.
| Metric | NTRS | STT |
|---|---|---|
| Market cap | $34.17B | $50.13B |
| Trailing P/E | 19.34 | 16.11 |
| Forward P/E | 14.95 | 12.10 |
| Price/Sales | 2.45 | 2.15 |
| EV/Revenue | 4.86 | N/A |
| Analyst target | $179.35 | $196.89 |
| Target upside | -2.89% | +7.89% |
| Metric | NTRS | STT |
|---|---|---|
| Revenue growth | 13.90% | -2.80% |
| Earnings growth | 42.60% | -24.10% |
| EPS growth | +42.60% | -24.10% |
| FCF margin | N/A | N/A |
| Operating margin | 31.72% | 27.82% |
| Profit margin | 22.36% | 23.00% |
| ROIC proxy | 14.46% | 12.44% |
| Return on equity | 14.46% | 12.44% |
| Dividend yield | 1.73% | 2.02% |
| Beta | 1.26 | 1.43 |
| Debt/equity | N/A | N/A |
| Current ratio | N/A | N/A |
| Quick ratio | N/A | N/A |
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
| Period | Metric | NTRS | STT |
|---|---|---|---|
| 1Y | Growth | +38.83% | +64.17% |
| CAGR | +38.97% | +64.42% | |
| Sharpe ratio | 1.28 | 2.00 | |
| Max drawdown | 12.87% | 11.79% | |
| Max daily drop | 4.09% | 6.07% | |
| Max wkly drop | 6.52% | 7.48% | |
| 5Y | Growth | +80.93% | +144.01% |
| CAGR | +12.60% | +19.55% | |
| Sharpe ratio | 0.40 | 0.60 | |
| Max drawdown | 50.03% | 41.45% | |
| Max daily drop | 9.25% | 12.08% | |
| Max wkly drop | 15.76% | 17.98% | |
| 10Y | Growth | +242.38% | +313.24% |
| CAGR | +13.10% | +15.25% | |
| Sharpe ratio | 0.41 | 0.46 | |
| Max drawdown | 50.03% | 59.59% | |
| Max daily drop | 18.19% | 18.93% | |
| Max wkly drop | 21.30% | 23.34% |
| Category | NTRS | STT |
|---|---|---|
| Company | NTRS | STT |
| Sector | Financial Services | Financial Services |
| Industry | Asset Management | Asset Management |
| Core business | N/A | N/A |
| Investor focus | N/A | N/A |
Want deeper AI forecasts?
This comparison page is public and free forever. Subscribers can unlock saved watchlists, full AI rankings, detailed forecasts, and interactive analysis tools.