BANK OF NEW YORK MELLON CORP(NYSE:BK) stock Fundamental Analysis

Fundamental Rating

Taking everything into account, BK scores 4 out of 10 in our fundamental rating. BK was compared to 227 industry peers in the Capital Markets industry. BK has a bad profitability rating. Also its financial health evaluation is rather negative. BK has a correct valuation and a medium growth rate. Finally BK also has an excellent dividend rating.

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1. Profitability

1.1 Basic Checks

In the past year BK was profitable.

BK had a positive operating cash flow in the past year.

BK had positive earnings in each of the past 5 years.

BK had a positive operating cash flow in each of the past 5 years.

1.2 Ratios

BK's Return On Assets of 1.04% is on the low side compared to the rest of the industry. BK is outperformed by 66.96% of its industry peers.

BK's Return On Equity of 10.49% is in line compared to the rest of the industry. BK outperforms 57.27% of its industry peers.

		Industry Rank	Sector Rank
ROA	1.04%
ROE	10.49%
ROIC	N/A

ROA(3y)0.79%

ROA(5y)0.78%

ROE(3y)7.93%

ROE(5y)7.9%

ROIC(3y)N/A

ROIC(5y)N/A

1.3 Margins

BK has a Profit Margin of 23.29%. This is in the better half of the industry: BK outperforms 62.11% of its industry peers.

BK's Profit Margin has declined in the last couple of years.

BK does not have Operating Margin and Gross Margin available, so we won't be analyzing them here.

		Industry Rank	Sector Rank
OM	N/A
PM (TTM)	23.29%
GM	N/A

OM growth 3YN/A

OM growth 5YN/A

PM growth 3Y1.48%

PM growth 5Y-2.06%

GM growth 3YN/A

GM growth 5YN/A

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ROA

ROE

ROIC

Operating and Profit Margin

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2. Health

2.1 Basic Checks

The number of shares outstanding for BK has been reduced compared to 1 year ago.

Compared to 5 years ago, BK has less shares outstanding

The debt/assets ratio for BK has been reduced compared to a year ago.

2.2 Solvency

BK has a Debt/Equity ratio of 1.10. This is a high value indicating a heavy dependency on external financing.

BK has a Debt to Equity ratio (1.10) which is comparable to the rest of the industry.

		Industry Rank	Sector Rank
Debt/Equity	1.1
Debt/FCF	N/A
Altman-Z	N/A

ROIC/WACCN/A

WACCN/A

2.3 Liquidity

		Industry Rank	Sector Rank
Current Ratio	N/A
Quick Ratio	N/A

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WACC

Debt/Equity

How to determine the health of a company

Altman-Z score

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3. Growth

3.1 Past

The Earnings Per Share has grown by an impressive 24.36% over the past year.

The Earnings Per Share has been growing by 8.43% on average over the past years. This is quite good.

BK shows a small growth in Revenue. In the last year, the Revenue has grown by 6.61%.

BK shows a small growth in Revenue. Measured over the last years, the Revenue has been growing by 2.49% yearly.

EPS 1Y (TTM)24.36%

EPS 3Y13.05%

EPS 5Y8.43%

EPS Q2Q%22.48%

Revenue 1Y (TTM)6.61%

Revenue growth 3Y5.33%

Revenue growth 5Y2.49%

Sales Q2Q%6.31%

3.2 Future

The Earnings Per Share is expected to grow by 10.91% on average over the next years. This is quite good.

The Revenue is expected to grow by 3.36% on average over the next years.

EPS Next Y15.27%

EPS Next 2Y13.91%

EPS Next 3Y12.84%

EPS Next 5Y10.91%

Revenue Next Year4.95%

Revenue Next 2Y3.91%

Revenue Next 3Y3.49%

Revenue Next 5Y3.36%

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 accelerating.

The Revenue growth rate is accelerating: in the next years the growth will be better than in the last years.

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4. Valuation

4.1 Price/Earnings Ratio

Based on the Price/Earnings ratio of 11.67, the valuation of BK can be described as reasonable.

BK's Price/Earnings is on the same level as the industry average.

When comparing the Price/Earnings ratio of BK to the average of the S&P500 Index (28.29), we can say BK is valued rather cheaply.

The Price/Forward Earnings ratio is 9.43, which indicates a very decent valuation of BK.

Based on the Price/Forward Earnings ratio, BK is valued a bit cheaper than the industry average as 66.96% of the companies are valued more expensively.

BK is valuated cheaply when we compare the Price/Forward Earnings ratio to 21.32, which is the current average of the S&P500 Index.

		Industry Rank	Sector Rank
PE	11.67
Fwd PE	9.43

4.2 Price Multiples

		Industry Rank	Sector Rank
P/FCF	N/A
EV/EBITDA	N/A

4.3 Compensation for Growth

BK's low PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a rather cheap valuation of the company.

BK's earnings are expected to grow with 12.84% in the coming years. This may justify a more expensive valuation.

PEG (NY)0.76

PEG (5Y)1.38

EPS Next 2Y13.91%

EPS Next 3Y12.84%

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5. Dividend

5.1 Amount

With a Yearly Dividend Yield of 2.46%, BK has a reasonable but not impressive dividend return.

BK's Dividend Yield is comparable with the industry average which is at 8.41.

BK's Dividend Yield is comparable with the S&P500 average which is at 2.51.

		Industry Rank	Sector Rank
Dividend Yield	2.46%

5.2 History

The dividend of BK is nicely growing with an annual growth rate of 8.55%!

BK has paid a dividend for at least 10 years, which is a reliable track record.

BK has not decreased its dividend for at least 10 years, so it has a reliable track record of non decreasing dividend.

Dividend Growth(5Y)8.55%

Div Incr Years14

Div Non Decr Years14

5.3 Sustainability

35.56% of the earnings are spent on dividend by BK. This is a low number and sustainable payout ratio.

BK's earnings are growing more than its dividend. This makes the dividend growth sustainable.

DP35.56%

EPS Next 2Y13.91%

EPS Next 3Y12.84%

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BANK OF NEW YORK MELLON CORP

NYSE:BK (4/21/2025, 2:39:04 PM)

73.87

-2 (-2.64%)

Chartmill FA Rating

GICS SectorFinancials

GICS IndustryGroupFinancial Services

GICS IndustryCapital Markets

Earnings (Last)04-11 2025-04-11/bmo

Earnings (Next)07-10 2025-07-10/amc

Inst Owners88.45%

Inst Owner Change0.4%

Ins Owners0.25%

Ins Owner Change1.01%

Market Cap52.85B

Analysts79.2

Price Target94.53 (27.97%)

Short Float %1.5%

Short Ratio2.45

Dividend

		Industry Rank	Sector Rank
Dividend Yield	2.46%

Yearly Dividend2.09

Dividend Growth(5Y)8.55%

DP35.56%

Div Incr Years14

Div Non Decr Years14

Ex-Date04-21 2025-04-21 (0.47)

Surprises & Revisions

EPS beat(2)2

Avg EPS beat(2)5.43%

Min EPS beat(2)4.15%

Max EPS beat(2)6.71%

EPS beat(4)4

Avg EPS beat(4)4.65%

Min EPS beat(4)2.55%

Max EPS beat(4)6.71%

EPS beat(8)7

Avg EPS beat(8)4%

EPS beat(12)9

Avg EPS beat(12)0.46%

EPS beat(16)12

Avg EPS beat(16)1.46%

Revenue beat(2)1

Avg Revenue beat(2)0.18%

Min Revenue beat(2)-0.64%

Max Revenue beat(2)1%

Revenue beat(4)1

Avg Revenue beat(4)-0.51%

Min Revenue beat(4)-1.33%

Max Revenue beat(4)1%

Revenue beat(8)1

Avg Revenue beat(8)-1.43%

Revenue beat(12)1

Avg Revenue beat(12)-2.27%

Revenue beat(16)1

Avg Revenue beat(16)-1.99%

PT rev (1m)0.07%

PT rev (3m)9.49%

EPS NQ rev (1m)-0.46%

EPS NQ rev (3m)6.82%

EPS NY rev (1m)-2.39%

EPS NY rev (3m)3.1%

Revenue NQ rev (1m)0.18%

Revenue NQ rev (3m)3.15%

Revenue NY rev (1m)-0.25%

Revenue NY rev (3m)1.54%

Valuation

		Industry Rank	Sector Rank
PE	11.67
Fwd PE	9.43
P/S	2.84
P/FCF	N/A
P/OCF	76.93
P/B	1.28
P/tB	2.75
EV/EBITDA	N/A

EPS(TTM)6.33

EY8.57%

EPS(NY)7.84

Fwd EY10.61%

FCF(TTM)-1.09

FCFYN/A

OCF(TTM)0.96

OCFY1.3%

SpS26.02

BVpS57.75

TBVpS26.83

PEG (NY)0.76

PEG (5Y)1.38

Profitability

		Industry Rank	Sector Rank
ROA	1.04%
ROE	10.49%
ROCE	N/A
ROIC	N/A
ROICexc	N/A
ROICexgc	N/A
OM	N/A
PM (TTM)	23.29%
GM	N/A
FCFM	N/A

ROA(3y)0.79%

ROA(5y)0.78%

ROE(3y)7.93%

ROE(5y)7.9%

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

ROICexcg growth 3YN/A

ROICexcg growth 5YN/A

ROICexc growth 3YN/A

ROICexc growth 5YN/A

OM growth 3YN/A

OM growth 5YN/A

PM growth 3Y1.48%

PM growth 5Y-2.06%

GM growth 3YN/A

GM growth 5YN/A

F-Score7

Asset Turnover0.04

Health

		Industry Rank	Sector Rank
Debt/Equity	1.1
Debt/FCF	N/A
Debt/EBITDA	N/A
Cap/Depr	81.48%
Cap/Sales	7.89%
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-Score7

WACCN/A

ROIC/WACCN/A

Cap/Depr(3y)77.85%

Cap/Depr(5y)74.72%

Cap/Sales(3y)7.69%

Cap/Sales(5y)7.69%

Profit Quality(3y)N/A

Profit Quality(5y)N/A

High Growth Momentum

Growth

EPS 1Y (TTM)24.36%

EPS 3Y13.05%

EPS 5Y8.43%

EPS Q2Q%22.48%

EPS Next Y15.27%

EPS Next 2Y13.91%

EPS Next 3Y12.84%

EPS Next 5Y10.91%

Revenue 1Y (TTM)6.61%

Revenue growth 3Y5.33%

Revenue growth 5Y2.49%

Sales Q2Q%6.31%

Revenue Next Year4.95%

Revenue Next 2Y3.91%

Revenue Next 3Y3.49%

Revenue Next 5Y3.36%

EBIT growth 1YN/A

EBIT growth 3YN/A

EBIT growth 5YN/A

EBIT Next Year-8.2%

EBIT Next 3YN/A

EBIT Next 5YN/A

FCF growth 1Y-116.67%

FCF growth 3YN/A

FCF growth 5YN/A

OCF growth 1Y-88.38%

OCF growth 3Y-37.68%

OCF growth 5Y48.23%

BANK OF NEW YORK MELLON CORP (BK) Stock Fundamental Analysis

1. Profitability

1.1 Basic Checks

1.2 Ratios

1.3 Margins

More info and screens

2. Health

2.1 Basic Checks

2.2 Solvency

2.3 Liquidity

More info and screens

3. Growth

3.1 Past

3.2 Future

3.3 Evolution

More info and screens

4. Valuation

4.1 Price/Earnings Ratio

4.2 Price Multiples

4.3 Compensation for Growth

More info and screens

5. Dividend

5.1 Amount

5.2 History

5.3 Sustainability

More info and screens