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 225 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.

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1. Profitability

1.1 Basic Checks

In the past year BK was profitable.

In the past year BK had a positive cash flow from operations.

In the past 5 years BK has always been profitable.

Each year in the past 5 years BK had a positive operating cash flow.

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 68.00% 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

With a decent Profit Margin value of 23.29%, BK is doing good in the industry, outperforming 60.44% of the companies in the same industry.

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

A Debt/Equity ratio of 1.10 is on the high side and indicates that BK has dependencies on debt 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 22.76% over the past year.

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

Looking at the last year, BK shows a small growth in Revenue. The Revenue has grown by 6.10% in the last year.

The Revenue has been growing slightly by 2.49% on average over the past years.

EPS 1Y (TTM)22.76%

EPS 3Y13.05%

EPS 5Y8.43%

EPS Q2Q%34.37%

Revenue 1Y (TTM)6.1%

Revenue growth 3Y5.33%

Revenue growth 5Y2.49%

Sales Q2Q%12.43%

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 12.04% yearly.

The Revenue is expected to grow by 3.45% on average over the next years.

EPS Next Y18.09%

EPS Next 2Y14.94%

EPS Next 3Y13.82%

EPS Next 5Y12.04%

Revenue Next Year5.21%

Revenue Next 2Y4.35%

Revenue Next 3Y4.26%

Revenue Next 5Y3.45%

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

BK is valuated correctly with a Price/Earnings ratio of 14.21.

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

BK's Price/Earnings ratio indicates a rather cheap valuation when compared to the S&P500 average which is at 29.35.

The Price/Forward Earnings ratio is 12.04, which indicates a correct valuation of BK.

BK's Price/Forward Earnings ratio is in line with the industry average.

When comparing the Price/Forward Earnings ratio of BK to the average of the S&P500 Index (22.10), we can say BK is valued slightly cheaper.

		Industry Rank	Sector Rank
PE	14.21
Fwd PE	12.04

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.

A more expensive valuation may be justified as BK's earnings are expected to grow with 13.82% in the coming years.

PEG (NY)0.79

PEG (5Y)1.69

EPS Next 2Y14.94%

EPS Next 3Y13.82%

More info and screens

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5. Dividend

5.1 Amount

BK has a Yearly Dividend Yield of 2.22%.

Compared to an average industry Dividend Yield of 8.64, BK is paying slightly less dividend.

Compared to an average S&P500 Dividend Yield of 2.33, BK has a dividend comparable with the average S&P500 company.

		Industry Rank	Sector Rank
Dividend Yield	2.22%

5.2 History

On average, the dividend of BK grows each year by 8.55%, which is quite nice.

BK has paid a dividend for at least 10 years, which is 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 pays out 35.56% of its income as dividend. This is a sustainable payout ratio.

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

DP35.56%

EPS Next 2Y14.94%

EPS Next 3Y13.82%

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BANK OF NEW YORK MELLON CORP

NYSE:BK (3/7/2025, 8:07:43 PM)

After market: 85.83 -0.01 (-0.01%)

85.84

+1.15 (+1.36%)

Chartmill FA Rating

GICS SectorFinancials

GICS IndustryGroupFinancial Services

GICS IndustryCapital Markets

Earnings (Last)01-15 2025-01-15/bmo

Earnings (Next)04-14 2025-04-14/amc

Inst Owners88.45%

Inst Owner Change-0.77%

Ins Owners0.25%

Ins Owner Change2.14%

Market Cap61.63B

Analysts79.2

Price Target94.47 (10.05%)

Short Float %1.4%

Short Ratio2.4

Dividend

		Industry Rank	Sector Rank
Dividend Yield	2.22%

Yearly Dividend2.09

Dividend Growth(5Y)8.55%

DP35.56%

Div Incr Years14

Div Non Decr Years14

Ex-Date01-27 2025-01-27 (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)1.39%

PT rev (3m)12.24%

EPS NQ rev (1m)0.44%

EPS NQ rev (3m)7.31%

EPS NY rev (1m)0.26%

EPS NY rev (3m)6.03%

Revenue NQ rev (1m)0.12%

Revenue NQ rev (3m)2.96%

Revenue NY rev (1m)0.07%

Revenue NY rev (3m)2.22%

Valuation

		Industry Rank	Sector Rank
PE	14.21
Fwd PE	12.04
P/S	3.31
P/FCF	N/A
P/OCF	89.71
P/B	1.49
P/tB	3.21
EV/EBITDA	N/A

EPS(TTM)6.04

EY7.04%

EPS(NY)7.13

Fwd EY8.31%

FCF(TTM)-1.09

FCFYN/A

OCF(TTM)0.96

OCFY1.11%

SpS25.93

BVpS57.55

TBVpS26.73

PEG (NY)0.79

PEG (5Y)1.69

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)22.76%

EPS 3Y13.05%

EPS 5Y8.43%

EPS Q2Q%34.37%

EPS Next Y18.09%

EPS Next 2Y14.94%

EPS Next 3Y13.82%

EPS Next 5Y12.04%

Revenue 1Y (TTM)6.1%

Revenue growth 3Y5.33%

Revenue growth 5Y2.49%

Sales Q2Q%12.43%

Revenue Next Year5.21%

Revenue Next 2Y4.35%

Revenue Next 3Y4.26%

Revenue Next 5Y3.45%

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