BANK OF NEW YORK MELLON CORP (BK) Stock Fundamental Analysis
USA • New York Stock Exchange • NYSE:BK • US0640581007
119.32 USD
-2.29 (-1.88%)
At close: Feb 3, 2026
119.58 USD
+0.26 (+0.22%)
Pre-Market: 2/4/2026, 7:59:20 AM
We assign a fundamental rating of 3 out of 10 to BK. BK was compared to 238 industry peers in the Capital Markets industry. Both the profitability and financial health of BK have multiple concerns. BK has a decent growth rate and is not valued too expensively.
1. Profitability
1.1 Basic Checks
- In the past year BK was profitable.
- BK had a positive operating cash flow in the past year.
- In the past 5 years BK has always been profitable.
- BK had a positive operating cash flow in 4 of the past 5 years.
1.2 Ratios
- Looking at the Return On Assets, with a value of 0.00%, BK is doing worse than 77.31% of the companies in the same industry.
- With a Return On Equity value of 0.00%, BK is not doing good in the industry: 72.27% of the companies in the same industry are doing better.
| 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.
- The Profit Margin and Operating Margin and Gross Margin are not available for BK so they could not be analyzed.
| 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.
- Compared to 5 years ago, BK has less shares outstanding
- 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.
- With a Debt to FCF ratio value of 32.92, BK perfoms like the industry average, outperforming 54.20% of the companies in the same industry.
- A Debt/Equity ratio of 1.17 is on the high side and indicates that BK has dependencies on debt financing.
- BK has a Debt to Equity ratio of 1.17. This is comparable to the rest of the industry: BK outperforms 42.02% of 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
- BK shows a strong growth in Earnings Per Share. In the last year, the EPS has been growing by 24.34%, which is quite impressive.
- Measured over the past years, BK shows a quite strong growth in Earnings Per Share. The EPS has been growing by 13.43% on average per year.
- 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 11.09% 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 3.42% yearly.
EPS Next Y14.73%
EPS Next 2Y13.63%
EPS Next 3Y13.29%
EPS Next 5Y11.09%
Revenue Next Year5.71%
Revenue Next 2Y5.05%
Revenue Next 3Y4.48%
Revenue Next 5Y3.42%
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.
- When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is decreasing.
4. Valuation
4.1 Price/Earnings Ratio
- With a Price/Earnings ratio of 15.89, 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 28.18. BK is valued slightly cheaper when compared to this.
- A Price/Forward Earnings ratio of 13.85 indicates a correct valuation of BK.
- BK's Price/Forward Earnings ratio is in line with the industry average.
- BK is valuated rather cheaply when we compare the Price/Forward Earnings ratio to 25.51, which is the current average of the S&P500 Index.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 15.89 | ||
| Fwd PE | 13.85 |
4.2 Price Multiples
- BK's Price/Free Cash Flow ratio is in line with the industry average.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 53.17 | ||
| EV/EBITDA | N/A |
4.3 Compensation for Growth
- The 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 13.29% in the coming years. This may justify a more expensive valuation.
PEG (NY)1.08
PEG (5Y)1.18
EPS Next 2Y13.63%
EPS Next 3Y13.29%
5. Dividend
5.1 Amount
- BK has a Yearly Dividend Yield of 1.74%.
- BK's Dividend Yield is comparable with the industry average which is at 6.02.
- Compared to an average S&P500 Dividend Yield of 1.83, BK has a dividend comparable with the average S&P500 company.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 1.74% |
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
- The dividend of BK is growing, but earnings are growing more, so the dividend growth is sustainable.
DPN/A
EPS Next 2Y13.63%
EPS Next 3Y13.29%
119.32
-2.29 (-1.88%)
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 Change-3.83%
Ins Owners0.22%
Ins Owner Change1.25%
Market Cap83.21B
Revenue(TTM)20.08B
Net Income(TTM)N/A
Analysts77.69
Price Target130.71 (9.55%)
Short Float %1.01%
Short Ratio1.95
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 1.74% |
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)7.41%
PT rev (3m)20.19%
EPS NQ rev (1m)-0.34%
EPS NQ rev (3m)0.09%
EPS NY rev (1m)2.52%
EPS NY rev (3m)3.04%
Revenue NQ rev (1m)0.68%
Revenue NQ rev (3m)0.97%
Revenue NY rev (1m)1.57%
Revenue NY rev (3m)1.94%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 15.89 | ||
| Fwd PE | 13.85 | ||
| P/S | 4.21 | ||
| P/FCF | 53.17 | ||
| P/OCF | 26.88 | ||
| P/B | 1.9 | ||
| P/tB | 3.86 | ||
| EV/EBITDA | N/A |
EPS(TTM)7.51
EY6.29%
EPS(NY)8.62
Fwd EY7.22%
FCF(TTM)2.24
FCFY1.88%
OCF(TTM)4.44
OCFY3.72%
SpS28.32
BVpS62.92
TBVpS30.93
PEG (NY)1.08
PEG (5Y)1.18
Graham Number103.11
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 Y14.73%
EPS Next 2Y13.63%
EPS Next 3Y13.29%
EPS Next 5Y11.09%
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 5Y3.42%
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 15.89 and the Price/Book (PB) ratio is 1.9.
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.