Blackrock Inc vs State Street Corp

Blackrock Inc (BLK) is overvalued and State Street Corp (STT) is undervalued.

Against our estimates of intrinsic value, STT trades at the wider discount: a margin of safety of +66%, against -46% for BLK.

Values as of the 22 Sept 2026 close.

Blackrock Inc (BLK)

Discounting its cash flows at 11.0% (average of 3 methods) values the shares at $729.27; the price of $1066.66 is 46% above that value, and 70% of that value comes from beyond year five.

Leak Score 24/100 on 5 of 12 signals

State Street Corp (STT)

Discounting its cash flows at 11.2% (average of 3 methods) values the shares at $532.76; the price of $180.25 is 66% below that value, and 68% of that value comes from beyond year five.

Leak Score 69/100 on 10 of 12 signals

MetricBLKSTT
VerdictOvervaluedUndervalued
Price$1066.66$180.25
Intrinsic value$729.27$532.76
Margin of safety-46%+66%
Leak Score24/100 (5/12)69/100 (10/12)
Market cap$173.3B$49.5B
Revenue growth, 5 years8.0%14.1%
Operating margin34.0%20.2%
Net margin23.8%14.8%
Return on equity12.3%12.4%
Debt to equity0.261.08
P/E26.5x15.9x
Forward P/E16.6x11.8x
P/B3.0x2.0x
Dividend yield2.1%1.9%

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