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The Bank of New York Mellon Corporation BNY

Financial Services · Banks - Diversified · United States · S&P 500

76
Profitability
53
Growth
73
Valuation
80
Financial strength
—
Momentum
98

Based on the available data, The Bank of New York Mellon Corporation gets an algorithmic score of 76/100. It trades at 146.98 $, with a bullish technical trend (RSI 26.4) and 21.6% annual volatility.

Updated: 2026-09-30

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Strengths

  • High net margin (29.4%): pricing power / competitive advantage.
  • Attractive free-cash-flow yield (5.2%).

Weaknesses

  • —

Fundamentals

P/E17.33
Forward P/E14.34
PEG1.14
P/B2.50
P/S4.66
ROE %14.12
ROA %1.26
Gross margin %0.00
Operating margin %40.05
Net margin %29.41
Revenue growth % (y/y)13.10
Earnings growth % (y/y)26.90
Revenue CAGR %6.87
Earnings CAGR %29.48
FCF yield %5.19
Dividend yield %1.51
Payout %24.74

Returns

1 month-9.6 %
3 months+2.0 %
6 months+28.6 %
YTD+27.2 %
1 year+36.6 %
3 years+270.6 %
5 years+241.8 %

Risk

1-year volatility21.6 %
Beta0.83
5-year max drawdown-40.5 %
Sharpe 1A1.37

Macroeconomic context

Benefits from high rates and a positive curve (net interest margin). Sensitive to credit quality and the cycle: loan-loss provisions rise in recessions. As a US company, its valuation depends on the Fed, 10-year Treasury yields and the US earnings cycle.

How the score is calculated

The score combines profitability (ROE, ROA, net margin), growth (revenue and earnings), valuation (P/E, EV/EBITDA, free cash flow), financial strength (debt and liquidity; not applied to banks and insurers) and momentum (6 and 12-month returns and trend). It is an educational quantitative filter, not a buy or sell recommendation.

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