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

Fundamental Rating

We assign a fundamental rating of 4 out of 10 to BK. BK was compared to 230 industry peers in the Capital Markets industry. BK may be in some trouble as it scores bad on both profitability and health. BK is not valued too expensively and it also shows a decent growth rate.

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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.

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 has a Return On Assets of 1.04%. This is in the lower half of the industry: BK underperforms 66.52% of its industry peers.

BK has a Return On Equity (10.49%) which is comparable to the rest of the industry.

		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's Profit Margin of 23.29% is fine compared to the rest of the industry. BK outperforms 62.17% 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

BK has less shares outstanding than it did 1 year ago.

BK has less shares outstanding than it did 5 years ago.

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

2.2 Solvency

A Debt/Equity ratio of 1.10 is on the high side and indicates that BK has dependencies on debt financing.

BK's Debt to Equity ratio of 1.10 is in line compared to the rest of the industry. BK outperforms 48.26% of its industry peers.

		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.

Measured over the past years, BK shows a quite strong growth in Earnings Per Share. The EPS has been growing by 8.43% on average per year.

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

Measured over the past years, BK shows a small growth in Revenue. The Revenue has been growing by 2.49% on average per year.

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

BK is expected to show quite a strong growth in Earnings Per Share. In the coming years, the EPS will grow by 10.91% yearly.

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 Year4.25%

Revenue Next 2Y3.73%

Revenue Next 3Y3.56%

Revenue Next 5Y3.36%

3.3 Evolution

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

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

The Price/Earnings ratio is 12.78, which indicates a correct valuation of BK.

Compared to the rest of the industry, the Price/Earnings ratio of BK is on the same level as its industry peers.

Compared to an average S&P500 Price/Earnings ratio of 28.88, BK is valued rather cheaply.

The Price/Forward Earnings ratio is 10.32, which indicates a very decent valuation of BK.

64.35% of the companies in the same industry are more expensive than BK, based on the Price/Forward Earnings ratio.

BK's Price/Forward Earnings ratio indicates a rather cheap valuation when compared to the S&P500 average which is at 21.20.

		Industry Rank	Sector Rank
PE	12.78
Fwd PE	10.32

4.2 Price Multiples

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

4.3 Compensation for Growth

The 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)0.84

PEG (5Y)1.52

EPS Next 2Y13.91%

EPS Next 3Y12.84%

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5. Dividend

5.1 Amount

With a Yearly Dividend Yield of 2.39%, BK has a reasonable but not impressive dividend return.

Compared to an average industry Dividend Yield of 8.30, BK is paying slightly less dividend.

BK's Dividend Yield is comparable with the S&P500 average which is at 2.45.

		Industry Rank	Sector Rank
Dividend Yield	2.39%

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

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

The dividend of BK is growing, but earnings are growing more, so the dividend growth is sustainable.

DP35.56%

EPS Next 2Y13.91%

EPS Next 3Y12.84%

More info and screens

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BANK OF NEW YORK MELLON CORP

NYSE:BK (5/1/2025, 5:28:07 PM)

After market: 79.24 -1.67 (-2.06%)

80.91

+0.5 (+0.62%)

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 Change0.38%

Ins Owners0.25%

Ins Owner Change1.01%

Market Cap57.89B

Analysts79.2

Price Target92.69 (14.56%)

Short Float %1.09%

Short Ratio1.64

Dividend

		Industry Rank	Sector Rank
Dividend Yield	2.39%

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)-1.88%

PT rev (3m)7.35%

EPS NQ rev (1m)-0.64%

EPS NQ rev (3m)6.82%

EPS NY rev (1m)-2.38%

EPS NY rev (3m)3.1%

Revenue NQ rev (1m)0.1%

Revenue NQ rev (3m)3.15%

Revenue NY rev (1m)-0.91%

Revenue NY rev (3m)-0.72%

Valuation

		Industry Rank	Sector Rank
PE	12.78
Fwd PE	10.32
P/S	3.11
P/FCF	N/A
P/OCF	84.26
P/B	1.4
P/tB	3.02
EV/EBITDA	N/A

EPS(TTM)6.33

EY7.82%

EPS(NY)7.84

Fwd EY9.69%

FCF(TTM)-1.09

FCFYN/A

OCF(TTM)0.96

OCFY1.19%

SpS26.02

BVpS57.75

TBVpS26.83

PEG (NY)0.84

PEG (5Y)1.52

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 Year4.25%

Revenue Next 2Y3.73%

Revenue Next 3Y3.56%

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