BANK OF NEW YORK MELLON CORP (BK) Stock Fundamental Analysis
NYSE:BK • US0640581007
121.61 USD
+1.3 (+1.08%)
At close: Feb 26, 2026
120.28 USD
-1.33 (-1.09%)
After Hours: 2/26/2026, 8:12:21 PM
Overall BK gets a fundamental rating of 3 out of 10. We evaluated BK against 238 industry peers in the Capital Markets industry. BK may be in some trouble as it scores bad on both profitability and health. BK has a decent growth rate and is not valued too expensively.
1. Profitability
1.1 Basic Checks
- BK had positive earnings in the past year.
- In the past year BK had a positive cash flow from operations.
- In the past 5 years BK has always been profitable.
- Of the past 5 years BK 4 years had a positive operating cash flow.
1.2 Ratios
- BK has a worse Return On Assets (0.00%) than 76.89% of its industry peers.
- BK has a worse Return On Equity (0.00%) than 71.85% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 0% | ||
| ROE | 0% | ||
| ROIC | N/A |
ROA(3y)0.97%
ROA(5y)0.86%
ROE(3y)10%
ROE(5y)8.8%
ROIC(3y)N/A
ROIC(5y)N/A
1.3 Margins
- In the last couple of years the Profit Margin of BK has grown nicely.
- BK does not have Profit Margin and Operating Margin and Gross Margin available, so we won't be analyzing them here.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | N/A | ||
| PM (TTM) | N/A | ||
| GM | N/A |
OM growth 3YN/A
OM growth 5YN/A
PM growth 3Y23.04%
PM growth 5Y4.1%
GM growth 3YN/A
GM growth 5YN/A
2. Health
2.1 Basic Checks
- BK has less shares outstanding than it did 1 year ago.
- BK has less shares outstanding than it did 5 years ago.
- BK has a worse debt/assets ratio than last year.
2.2 Solvency
- BK has a debt to FCF ratio of 32.92. This is a negative value and a sign of low solvency as BK would need 32.92 years to pay back of all of its debts.
- BK's Debt to FCF ratio of 32.92 is in line compared to the rest of the industry. BK outperforms 53.36% of its industry peers.
- BK has a Debt/Equity ratio of 1.17. This is a high value indicating a heavy dependency on external financing.
- BK has a Debt to Equity ratio (1.17) which is in line with its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 1.17 | ||
| Debt/FCF | 32.92 | ||
| Altman-Z | N/A |
ROIC/WACCN/A
WACCN/A
2.3 Liquidity
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | N/A | ||
| Quick Ratio | N/A |
3. Growth
3.1 Past
- The Earnings Per Share has grown by an impressive 24.34% over the past year.
- BK shows quite a strong growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 13.43% yearly.
- The Revenue has been growing slightly by 7.85% in the past year.
- BK shows a small growth in Revenue. Measured over the last years, the Revenue has been growing by 4.90% yearly.
EPS 1Y (TTM)24.34%
EPS 3Y25.82%
EPS 5Y13.43%
EPS Q2Q%20.93%
Revenue 1Y (TTM)7.85%
Revenue growth 3Y6.7%
Revenue growth 5Y4.9%
Sales Q2Q%6.85%
3.2 Future
- The Earnings Per Share is expected to grow by 11.56% on average over the next years. This is quite good.
- BK is expected to show a small growth in Revenue. In the coming years, the Revenue will grow by 4.09% yearly.
EPS Next Y14.7%
EPS Next 2Y13.33%
EPS Next 3Y12.75%
EPS Next 5Y11.56%
Revenue Next Year5.71%
Revenue Next 2Y5.05%
Revenue Next 3Y4.48%
Revenue Next 5Y4.09%
3.3 Evolution
- When comparing the EPS growth rate of the last years to the growth rate of the upcoming years, we see that the growth is stable.
- The Revenue growth rate is stable: in the next years the growth will be about the same than in the last years.
4. Valuation
4.1 Price/Earnings Ratio
- With a Price/Earnings ratio of 16.19, BK is valued correctly.
- BK's Price/Earnings ratio is in line with the industry average.
- The average S&P500 Price/Earnings ratio is at 27.11. BK is valued slightly cheaper when compared to this.
- With a Price/Forward Earnings ratio of 14.12, BK is valued correctly.
- BK's Price/Forward Earnings is on the same level as the industry average.
- Compared to an average S&P500 Price/Forward Earnings ratio of 28.13, BK is valued a bit cheaper.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 16.19 | ||
| Fwd PE | 14.12 |
4.2 Price Multiples
- BK's Price/Free Cash Flow ratio is in line with the industry average.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 53.48 | ||
| EV/EBITDA | N/A |
4.3 Compensation for Growth
- BK's PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a correct valuation of the company.
- BK's earnings are expected to grow with 12.75% in the coming years. This may justify a more expensive valuation.
PEG (NY)1.1
PEG (5Y)1.21
EPS Next 2Y13.33%
EPS Next 3Y12.75%
5. Dividend
5.1 Amount
- BK has a Yearly Dividend Yield of 1.84%. Purely for dividend investing, there may be better candidates out there.
- BK's Dividend Yield is comparable with the industry average which is at 6.37.
- Compared to an average S&P500 Dividend Yield of 1.80, BK has a dividend comparable with the average S&P500 company.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 1.84% |
5.2 History
- On average, the dividend of BK grows each year by 8.55%, which is quite nice.
- BK has been paying a dividend for at least 10 years, so it has a reliable track record.
- BK has not decreased their dividend for at least 10 years, which is a reliable track record.
Dividend Growth(5Y)8.55%
Div Incr Years14
Div Non Decr Years14
5.3 Sustainability
- BK's earnings are growing more than its dividend. This makes the dividend growth sustainable.
DPN/A
EPS Next 2Y13.33%
EPS Next 3Y12.75%
121.61
+1.3 (+1.08%)
Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)01-13 2026-01-13/bmo
Earnings (Next)04-16 2026-04-16/bmo
Inst Owners88.38%
Inst Owner Change1.27%
Ins Owners0.22%
Ins Owner Change1.93%
Market Cap83.70B
Revenue(TTM)20.08B
Net Income(TTM)N/A
Analysts78.46
Price Target135.37 (11.31%)
Short Float %1.3%
Short Ratio2.35
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 1.84% |
Yearly Dividend2.09
Dividend Growth(5Y)8.55%
DPN/A
Div Incr Years14
Div Non Decr Years14
Ex-Date01-23 2026-01-23 (0.53)
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)6.03%
Min EPS beat(2)4.76%
Max EPS beat(2)7.3%
EPS beat(4)4
Avg EPS beat(4)5.09%
Min EPS beat(4)1.58%
Max EPS beat(4)7.3%
EPS beat(8)8
Avg EPS beat(8)5.31%
EPS beat(12)10
Avg EPS beat(12)1.52%
EPS beat(16)12
Avg EPS beat(16)1.19%
Revenue beat(2)1
Avg Revenue beat(2)0.09%
Min Revenue beat(2)-0.82%
Max Revenue beat(2)1%
Revenue beat(4)2
Avg Revenue beat(4)-0.53%
Min Revenue beat(4)-3.3%
Max Revenue beat(4)1%
Revenue beat(8)2
Avg Revenue beat(8)-0.96%
Revenue beat(12)2
Avg Revenue beat(12)-1.73%
Revenue beat(16)2
Avg Revenue beat(16)-1.8%
PT rev (1m)3.57%
PT rev (3m)12.15%
EPS NQ rev (1m)-0.34%
EPS NQ rev (3m)-0.21%
EPS NY rev (1m)-0.03%
EPS NY rev (3m)3.01%
Revenue NQ rev (1m)0.68%
Revenue NQ rev (3m)0.9%
Revenue NY rev (1m)0%
Revenue NY rev (3m)1.96%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 16.19 | ||
| Fwd PE | 14.12 | ||
| P/S | 4.24 | ||
| P/FCF | 53.48 | ||
| P/OCF | 27.04 | ||
| P/B | 1.91 | ||
| P/tB | 3.88 | ||
| EV/EBITDA | N/A |
EPS(TTM)7.51
EY6.18%
EPS(NY)8.61
Fwd EY7.08%
FCF(TTM)2.27
FCFY1.87%
OCF(TTM)4.5
OCFY3.7%
SpS28.69
BVpS63.76
TBVpS31.34
PEG (NY)1.1
PEG (5Y)1.21
Graham Number103.79
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 0% | ||
| ROE | 0% | ||
| ROCE | N/A | ||
| ROIC | N/A | ||
| ROICexc | N/A | ||
| ROICexgc | N/A | ||
| OM | N/A | ||
| PM (TTM) | N/A | ||
| GM | N/A | ||
| FCFM | 7.92% |
ROA(3y)0.97%
ROA(5y)0.86%
ROE(3y)10%
ROE(5y)8.8%
ROIC(3y)N/A
ROIC(5y)N/A
ROICexc(3y)N/A
ROICexc(5y)N/A
ROICexgc(3y)N/A
ROICexgc(5y)N/A
ROCE(3y)N/A
ROCE(5y)N/A
ROICexgc growth 3YN/A
ROICexgc growth 5YN/A
ROICexc growth 3YN/A
ROICexc growth 5YN/A
OM growth 3YN/A
OM growth 5YN/A
PM growth 3Y23.04%
PM growth 5Y4.1%
GM growth 3YN/A
GM growth 5YN/A
F-Score6
Asset Turnover0.04
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 1.17 | ||
| Debt/FCF | 32.92 | ||
| Debt/EBITDA | N/A | ||
| Cap/Depr | 88.54% | ||
| Cap/Sales | 7.75% | ||
| Interest Coverage | N/A | ||
| Cash Conversion | N/A | ||
| Profit Quality | N/A | ||
| Current Ratio | N/A | ||
| Quick Ratio | N/A | ||
| Altman-Z | N/A |
F-Score6
WACCN/A
ROIC/WACCN/A
Cap/Depr(3y)N/A
Cap/Depr(5y)N/A
Cap/Sales(3y)N/A
Cap/Sales(5y)N/A
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)24.34%
EPS 3Y25.82%
EPS 5Y13.43%
EPS Q2Q%20.93%
EPS Next Y14.7%
EPS Next 2Y13.33%
EPS Next 3Y12.75%
EPS Next 5Y11.56%
Revenue 1Y (TTM)7.85%
Revenue growth 3Y6.7%
Revenue growth 5Y4.9%
Sales Q2Q%6.85%
Revenue Next Year5.71%
Revenue Next 2Y5.05%
Revenue Next 3Y4.48%
Revenue Next 5Y4.09%
EBIT growth 1YN/A
EBIT growth 3YN/A
EBIT growth 5YN/A
EBIT Next YearN/A
EBIT Next 3YN/A
EBIT Next 5YN/A
FCF growth 1Y136.77%
FCF growth 3YN/A
FCF growth 5YN/A
OCF growth 1Y205.6%
OCF growth 3YN/A
OCF growth 5YN/A
BANK OF NEW YORK MELLON CORP / BK FAQ
Can you provide the ChartMill fundamental rating for BANK OF NEW YORK MELLON CORP?
ChartMill assigns a fundamental rating of 3 / 10 to BK.
What is the valuation status for BK stock?
ChartMill assigns a valuation rating of 4 / 10 to BANK OF NEW YORK MELLON CORP (BK). This can be considered as Fairly Valued.
How profitable is BANK OF NEW YORK MELLON CORP (BK) stock?
BANK OF NEW YORK MELLON CORP (BK) has a profitability rating of 2 / 10.
What is the valuation of BANK OF NEW YORK MELLON CORP based on its PE and PB ratios?
The Price/Earnings (PE) ratio for BANK OF NEW YORK MELLON CORP (BK) is 16.19 and the Price/Book (PB) ratio is 1.91.
What is the financial health of BANK OF NEW YORK MELLON CORP (BK) stock?
The financial health rating of BANK OF NEW YORK MELLON CORP (BK) is 2 / 10.