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BK

BULLISH
$131.96 Live
The Bank of New York Mellon Corporation · NYSE
Target $132.68 (+0.5%)
$73.55 52W Range $132.35

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated Apr 16, 2026
Market cap
$92.02B
P/E
17.83
ROE
12.9%
Profit margin
27.7%
Debt/Equity
N/A
Dividend yield
1.62%

AI Analysis

AI-powered fundamental assessment

Confidence
85%
BK exhibits stable financial health with a Piotroski F-Score of 4/9 and an exceptional operational track record, beating earnings estimates in nearly every quarter over the last 25 periods. While the current price of $131.96 trades at a premium to the Graham Number ($97.73), it remains significantly discounted relative to its growth-based intrinsic value of $218.3. Strong YoY earnings growth of 30.5% and a conservative dividend payout ratio of 27.03% suggest sustainable long-term expansion. The primary divergence is a bearish technical trend score despite strong recent price performance.

Key Strengths

Exceptional earnings consistency with 25 consecutive quarters of beats
Strong YoY earnings growth of 30.5% and Q/Q growth of 26.5%
Significant upside potential relative to intrinsic value ($218.3)
Conservative dividend payout ratio (27.03%) providing ample capital flexibility
Robust 5-year price appreciation of 229.8%

Key Risks

Bearish technical trend score (10/100) suggesting potential short-term momentum loss
Current price is 34% above the defensive Graham Number ($97.73)
Low dividend yield (1.62%) compared to traditional banking sector expectations
Low insider sentiment score (40/100) and lack of recent insider buying
Piotroski F-Score of 4/9 indicates only 'stable' rather than 'strong' financial health
AI Fair Value Estimate
Based on comprehensive analysis
$162.5
+23.1% above current price

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall
73
Strong
Value
65
Future
92
Past
98
Health
50
Dividend
60
AI Verdict
Strong Fundamental Growth
Key drivers: Consistent EPS surprises, High intrinsic value gap, Strong earnings growth
Confidence
90%
Value
65/100

Ref P/E 17.83, PEG 1.41, Graham Number $97.73

Positives
  • Forward P/E (13.95) is lower than current P/E
  • Trades well below intrinsic value
Watchpoints
  • Price exceeds Graham Number
  • P/B ratio of 2.30 is moderate
Future
92/100

Ref Growth rates and EPS progression

Positives
  • 30.5% YoY earnings growth
  • Consistent upward trajectory in quarterly EPS
Watchpoints
  • Technical trend score is currently bearish
Past
98/100

Ref Historical earnings track record and price performance

Positives
  • 25 quarters of earnings beats
  • Strong 1Y (+73.2%) and 5Y (+229.8%) returns
Watchpoints
No urgent risks highlighted.
Health
50/100

Ref Piotroski F-Score 4/9

Positives
  • Piotroski score in the 'Stable' range
Watchpoints
  • F-Score of 4/9 is not in the 'Strong' category
Dividend
60/100

Ref Yield 1.62%, Payout 27.03%

Positives
  • Very low payout ratio (27.03%) ensures safety
Watchpoints
  • Low yield (1.62%) for a diversified bank

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price
$131.96
Analyst Target
$132.68
Upside/Downside
+0.5%

Multi-Horizon Performance vs Peers

Price momentum across 5Y → 1W horizons for BK and closest competitors.

Updated 2026-04-15
BK
The Bank of New York Mellon Corporation
Primary
5Y
+229.8%
3Y
+224.2%
1Y
+73.2%
6M
+22.3%
1M
+14.4%
1W
+3.1%
BNS
The Bank of Nova Scotia
Peer
5Y
+76.6%
3Y
+68.7%
1Y
+49.2%
6M
+32.2%
1M
+1.1%
1W
+1.9%
BCS
Barclays PLC
Peer
5Y
+313.1%
3Y
+229.8%
1Y
+82.1%
6M
+34.6%
1M
+2.2%
1W
+0.1%
MMC
Marsh & McLennan Companies, Inc.
Peer
5Y
+70.2%
3Y
+16.8%
1Y
-16.1%
6M
-20.3%
1M
-10.3%
1W
+1.5%
USB
U.S. Bancorp
Peer
5Y
+21.0%
3Y
+82.1%
1Y
+52.1%
6M
+23.8%
1M
+11.3%
1W
+1.8%

Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.

Historical Performance Trends

Long-term financial metrics and growth patterns

Revenue & Net Income

Profit & Operating Margins

Return on Equity (ROE)

Quarterly Revenue Growth

Historical data shows last 12 quarters (3 years)

Valuation Metrics

Key valuation ratios and pricing indicators

P/E Ratio
17.83
Forward P/E
13.95
PEG Ratio
1.41
P/B Ratio
2.3
P/S Ratio
4.6
EV/Revenue
-0.7
EV/EBITDA
N/A
Market Cap
$92.02B

Profitability

Profit margins and return metrics

Profit Margin 27.74%
Operating Margin 37.32%
Gross Margin N/A
ROE 12.9%
ROA 1.26%

Growth

Revenue and earnings growth rates

Revenue Growth +7.8%
Earnings Growth +30.5%
Q/Q Revenue Growth +7.27%
Q/Q Earnings Growth +26.5%

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity
N/A
Current Ratio
N/A
Quick Ratio
N/A
Cash/Share
$273.97

Financial Statement Flow

Interactive flow visualization showing how money moves through the company Q4 2025

Revenue
$5.1B
Net Margin
28.6%
Total Assets
$472.3B
Liabilities
$427.5B
Equity
$44.3B
Debt/Equity
9.65x
Operating CF
$5.2B
CapEx
$-0.4B
Free Cash Flow
$4.7B
FCF Yield
92%

Quarterly Earnings History

EPS performance vs analyst estimates

2026-04-16
$N/A
2026-01-13
$2.08
+4.9% surprise
2025-10-16
$1.91
+8.1% surprise
2025-07-15
$1.94
+10.1% surprise

Financial Services Sector Comparison

Comparing BK against 820 companies in the Financial Services sector (141 bullish, 351 neutral, 328 bearish)
P/E Ratio
17.83
This Stock
vs
36.01
Sector Avg
-50.5% (Discount)
Return on Equity (ROE)
12.9%
This Stock
vs
-0.73%
Sector Avg
-1860.2% (Below Avg)
Profit Margin
27.74%
This Stock
vs
91.62%
Sector Avg
-69.7% (Weaker)
Revenue Growth
7.8%
This Stock
vs
35.27%
Sector Avg
-77.9% (Slower)

Similar Companies

Peer comparison within the same industry

Recent Insider Trading

Insider buy and sell transactions from the last 6 months

ECHEVARRIA JOSEPH J
Director
Stock Award
2026-04-01
743 shares · $90,000
IZZO RALPH
Director
Stock Award
2026-04-01
227 shares · $27,500
GOLDSTEIN JEFFREY A.
Director
Stock Award
2026-04-01
340 shares · $41,250
ROBINSON ELIZABETH E
Director
Stock Award
2026-04-01
87 shares · $10,625
O'CONNOR SANDRA
Director
Stock Award
2026-04-01
227 shares · $27,500
MCCARTHY JOHN KEVIN
General Counsel
Stock Award
2026-02-23
52,501 shares
VINCE ROBIN A.
Chief Executive Officer
Stock Award
2026-02-23
183,758 shares
MCDONOGH DERMOT WILLIAM
Chief Financial Officer
Stock Award
2026-02-23
56,818 shares
MCCARTHY JOHN KEVIN
General Counsel
Stock Award
2026-02-02
16,652 shares
ECHEVARRIA JOSEPH J
Director
Stock Award
2026-02-02
688 shares · $83,712
KURIMSKY KURTIS R
Officer
Stock Award
2026-02-02
6,990 shares
IZZO RALPH
Director
Stock Award
2026-02-02
328 shares · $39,982
GOLDSTEIN JEFFREY A.
Director
Stock Award
2026-02-02
339 shares · $41,231
ROBINSON ELIZABETH E
Director
Stock Award
2026-02-02
87 shares · $10,620
O'CONNOR SANDRA
Director
Stock Award
2026-02-02
226 shares · $27,488
Insider transactions can signal confidence or concerns about company prospects

Wall Street Analysts

Professional analyst ratings and price targets

Consensus
BUY
14 analysts
JP Morgan
2026-04-07
Maintains
Overweight Overweight
Truist Securities
2026-04-01
Maintains
Buy Buy
Morgan Stanley
2026-03-31
Maintains
Equal-Weight Equal-Weight
Citigroup
2026-01-14
Maintains
Neutral Neutral
Morgan Stanley
2026-01-14
Maintains
Overweight Overweight
Wells Fargo
2026-01-14
Maintains
Equal-Weight Equal-Weight
RBC Capital
2026-01-14
Maintains
Sector Perform Sector Perform
Keefe, Bruyette & Woods
2026-01-14
Maintains
Outperform Outperform
TD Cowen
2026-01-07
Maintains
Buy Buy
Truist Securities
2026-01-07
up
Hold Buy

Past News Coverage

Recent headlines mentioning BK from our newsroom.

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