🇺🇸 US Stock Screener ← Switch market ★ Elite Club ⚡ StockGenie AI

Bank of New York Mellon Corp BK SPX

Financial Services · Banks - Diversified · United States
https://www.bny.com

The Bank of New York Mellon Corporation provides a range of financial products and services in the United States and internationally. It operates through Securities Services, Market and Wealth Services, Investment and Wealth Management, and Other segments. The Securities Services segment offers custody, trust and depositary, accounting, exchange-traded funds, middle-office solutions, transfer agency, services for private equity and real estate funds, foreign exchange, securities lending, liquidity/lending services, and data analytics. This segment also provides trustee, paying agency, fiduciary, escrow and other financial, issuer, and support services for brokers and investors. The Market and Wealth Services segment offers clearing and custody, investment, wealth and retirement solutions, technology and enterprise data management, trading, and prime brokerage services. This segment also provides integrated cash management solutions, including payments, foreign exchange, liquidity management, receivables processing, payables management, and trade finance, as well as U.S. government and global clearing, and tri-party services. The Investment and Wealth Management segment offers investment management strategies, investment products distribution, investment management, custody, wealth and estate planning, private banking, investment, and information management services. The Other segment provides corporate treasury, derivative and other trading, corporate and bank-owned life insurance, tax credit investment, other corporate investment, and business exit services. The company serves central banks and sovereigns, financial institutions, asset managers, insurance companies, corporations, local authorities and high net-worth individuals, and family offices. The Bank of New York Mellon Corporation was founded in 1784 and is headquartered in New York, New York.

READ MORE ›
$139.43
+60.31% 1Y

Market & Price

Market Cap
$94.14B
Current Price
$139.43
High / Low (52W)
$141.05 / $86.70
Beta
1.07

Valuation

Stock P/E
17.02
Industry PE
12.01
Forward P/E
14.23
PEG Ratio
1.48
Book Value
$57.48
Price to Book
2.39
P/S
4.54
EV/EBITDA
-
Dividend Yield
0.02%

Profitability & Returns

ROCE
-
ROE
13.47%
ROA
1.20%
Profit Margin
28.72%
Op Margin
37.65%
EPS (Latest Qtr)
$2.24
EPS (TTM)
$8.06

Balance Sheet & Liquidity

Debt/Equity
-
Quick Ratio
-
Current Ratio
-
Debt
$80.38B
Total Assets
$472.30B
Current Assets
-
Working Capital
-

Ownership

Promoter Holding
0.24%
Chg in Prom Hold
-
FII / Inst Holding
87.86%
Chg in FII Hold
-

Financial Snapshot

Enterprise Value
$-66.08B
Total Revenue (TTM)
$20.75B
EBITDA
-
Free Cash Flow
-
Operating Cash Flow
$3.30B
Shares Outstanding
686.38M
Gross Margin
0.00%
Payout Ratio
25.56%

Growth (CAGR)

Revenue 5Y
6.87%
Profit 5Y
29.48%
Revenue (YoY)
13.40%
Earnings (YoY)
41.80%

PROS

  • Excellent profit margin of 28.7%.
  • Profit CAGR of 29.5% over 5 years.
  • In a confirmed uptrend (50-DMA above 200-DMA).

CONS

No notable concerns flagged.

* The pros and cons are auto-generated from financial metrics.

Price Chart

Robinhood TradingView StockAnalysis

Fundamental Growth

Figures from the latest reported periods. CAGR is computed across the displayed window (quarterly CAGR is annualised assuming 4 quarters per year).

Peer comparison

Peer companies in the same sector (Financial Services).

#NameCMP $P/E Mkt CapDiv Yld % ROCE %ROE % Rev CAGR 5Y %Profit CAGR 5Y %
1 BK Bank of New York Mellon Corp SPX 139.43 17.02 $94.14B 0.02% - 13.47% 6.87% 29.48%
2 JPM JPMorgan Chase & Co. SPX 299.31 14.33 $802.00B 2.00% - 16.47% 12.50% 14.83%
3 V Visa Inc. SPX 326.36 28.48 $620.65B 0.82% 38.38% 60.35% 10.92% 10.28%
4 MA Mastercard Incorporated SPX 493.98 28.57 $436.47B 0.70% 61.47% - 13.82% 14.66%
5 MS Morgan Stanley SPX 208.00 18.84 $328.08B 1.92% - 16.39% 9.52% 15.20%
6 GS The Goldman Sachs Group, Inc. SPX 1,025.56 18.73 $302.55B 1.76% - 14.55% 7.16% 15.11%
7 WFC Wells Fargo & Company SPX 77.54 11.98 $237.29B 2.32% - 12.03% 4.02% 15.98%
8 BLK BlackRock, Inc. SPX 1,046.88 26.32 $162.51B 2.19% 4.89% 11.90% 10.65% 2.36%
9 SCHW The Charles Schwab Corporation SPX 87.35 17.37 $151.91B 1.47% - 19.08% 4.83% 7.21%
Ad space

Quarterly Results

Figures in USD.

Metric Jun 2016Sep 2016Dec 2016Mar 2017Jun 2017Sep 2017Dec 2017Mar 2018Jun 2018Sep 2018Dec 2018Mar 2019Jun 2019Sep 2019Dec 2019Mar 2020Jun 2020Sep 2020Dec 2020Mar 2021Jun 2021Sep 2021Dec 2021Mar 2022Jun 2022Sep 2022Dec 2022Mar 2023Jun 2023Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026
Revenue -------2.98B2.89B--------------------------4.69B4.96B5.00B5.11B5.34B
Cost of Revenue ----------------------------------------
Gross Profit ----------------------------------------
Operating Expenses ----------------------------------------
Operating Income ----------------------------------------
EBITDA ----------------------------------------
Interest Expense -----------------------------------4.96B5.40B5.36B4.96B4.45B
Pretax Income -----------------------------------1.52B1.84B1.85B1.84B2.02B
Tax Provision -----------------------------------300.00M404.00M395.00M376.00M386.00M
Net Income 873.00M987.00M870.00M922.00M975.00M1.02B1.18B1.17B1.10B1.11B881.00M946.00M1.02B1.04B1.44B980.00M950.00M937.00M750.00M927.00M1.02B947.00M863.00M773.00M869.00M388.00M543.00M982.00M1.07B1.04B208.00M1.02B1.17B1.18B1.16B1.22B1.42B1.45B1.46B1.63B
Diluted EPS 0.750.900.770.830.880.941.081.101.031.060.840.941.011.071.521.051.010.980.790.971.131.041.010.861.030.390.621.131.311.230.211.251.521.501.541.581.931.882.022.24

Profit & Loss (Annual)

Figures in USD.

Metric Dec 2007Dec 2008Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Revenue -13.57B7.65B13.82B14.68B14.53B14.97B15.61B15.13B-15.54B16.39B16.46B15.81B-16.19B17.34B18.26B19.76B
Cost of Revenue -------------------
Gross Profit -------------------
Operating Expenses -------------------
Operating Income -------------------
EBITDA -------------------
Interest Expense ---------------3.61B16.30B21.30B20.68B
Pretax Income ---------------3.48B4.28B5.85B7.06B
Tax Provision ---------------937.00M979.00M1.30B1.48B
Net Income 2.21B1.43B-814.00M2.52B2.52B2.44B2.10B2.57B3.16B3.55B4.09B4.27B4.44B3.62B-2.56B3.30B4.53B5.55B
Diluted EPS 2.171.20-1.162.052.032.031.732.152.713.153.724.044.513.83-2.904.005.807.40

Compounded Sales Growth

5 Years:6.87%
1 Year:13.40%

Compounded Profit Growth

5 Years:29.48%
1 Year:41.80%

Stock Price Performance

1 Year:+60.31%
6 Months:+28.84%
3 Months:+17.53%
1 Month:+5.41%

Balance Sheet (Annual)

Figures in USD.

Metric Dec 2006Dec 2007Dec 2008Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Total Assets --237.51B212.22B247.26B325.27B358.99B374.52B385.30B393.78B333.47B371.76B362.87B381.51B469.63B-405.78B409.88B416.06B472.30B
Current Assets --------------------
Cash & Equivalents 2.84B6.63B4.89B3.73B3.67B4.17B4.73B6.46B6.97B6.54B4.82B5.38B5.86B4.83B6.25B-107.36B125.19B101.94B128.67B
Inventory --------------------
Receivables ----------------5.78B7.72B6.22B6.26B
Total Liabilities --209.42B183.22B214.10B291.06B321.55B336.01B346.60B354.81B293.89B330.01B322.00B339.78B423.51B-364.93B368.97B374.30B427.49B
Current Liabilities --------------------
Long Term Debt --15.87B17.23B16.52B19.93B18.53B19.86B20.26B21.55B24.46B27.98B29.16B27.50B25.98B-30.86B31.74B31.08B32.30B
Total Debt ----------------30.86B31.74B31.38B34.30B
Total Equity --25.26B28.98B32.35B33.42B36.43B37.50B37.44B38.04B38.81B41.25B40.64B41.48B45.80B-40.73B40.77B41.32B44.31B
Shares Outstanding ----------------1.40B1.40B1.41B1.42B

Cash Flows (Annual)

Figures in USD.

Metric Dec 2007Dec 2008Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Operating Cash Flow 3.97B2.91B3.78B4.05B2.21B1.63B-642.00M4.48B4.13B6.27B4.67B6.00B96.00M5.04B-15.07B5.91B687.00M6.73B
Investing Cash Flow -21.57B-55.98B23.09B-14.94B-80.18B-29.39B-13.20B-11.68B-19.79B50.28B-32.70B3.30B-10.55B-78.45B-19.87B-5.81B-9.48B-44.28B
Financing Cash Flow 21.47B51.75B-27.97B10.79B78.77B28.29B15.62B7.83B15.19B-59.05B26.78B-8.10B9.46B75.51B--33.65B-3.52B6.34B39.71B
Capital Expenditure -313.00M-303.00M-318.00M-230.00M-642.00M-652.00M-609.00M-791.00M-601.00M-825.00M-1.20B-1.11B-1.21B-1.22B--1.35B-1.22B-1.47B-1.55B
Free Cash Flow 3.66B2.61B3.46B3.82B1.57B977.00M-1.25B3.69B3.53B5.44B3.47B4.89B-1.11B3.82B-13.72B4.69B-782.00M5.18B
Net Change in Cash ---------------1.29B-3.42B-2.45B2.16B
Share Buybacks 113.00M308.00M28.00M41.00M873.00M1.15B1.03B1.67B2.35B2.40B2.69B3.27B3.33B989.00M4.57B124.00M2.60B3.06B3.54B

Ratios (Annual)

Figures in %.

Metric Dec 2007Dec 2008Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Gross Margin % -------------------
Operating Margin % -------------------
Net Margin % -10.5%-10.6%18.2%17.1%16.8%14.1%16.4%20.9%-26.3%26.0%27.0%22.9%-15.8%19.0%24.8%28.1%
ROE % -5.7%-2.8%7.8%7.5%6.7%5.6%6.9%8.3%9.1%9.9%10.5%10.7%7.9%-6.3%8.1%11.0%12.5%
ROCE % -------------------

Shareholding Pattern

Insiders
0.24%
Institutions
87.86%
Public Float
88.07%

Top Institutional Holders

#Holder% HeldSharesValue
1 Blackrock Inc. 8.95% 61.61M $8.45B
2 Vanguard Capital Management LLC 6.49% 44.67M $6.13B
3 State Street Corporation 4.61% 31.76M $4.36B
4 FMR, LLC 3.97% 27.33M $3.75B
5 Dodge & Cox Inc. 3.40% 23.40M $3.21B
6 Vanguard Portfolio Management LLC 2.75% 18.90M $2.59B
7 Geode Capital Management, LLC 2.72% 18.70M $2.56B
8 Bank of America Corporation 2.42% 16.66M $2.29B
9 Artisan Partners Limited Partnership 2.25% 15.48M $2.12B
10 JPMORGAN CHASE & CO 2.16% 14.89M $2.04B

Analyst View

Loading analyst coverage…

Latest News

Recent headlines for BK

No recent headlines available.

Explore More

📊 Financial Services Sector 🔍 All Stock Screens 📈 Technical Screens 💰 Fundamental Screens 🔄 Swing Trading Setups 📐 Chart Patterns 📅 Earnings Calendar 📋 All USA Stocks