BK:NYE-The Bank of New York Mellon Corporation (USD)

COMMON STOCK | Asset Management | NYE

Last Closing Price

USD 46.07

Change

-1.94 (-4.04)%

Market Cap

USD 42.10B

Volume

9.82M

Average Target Price

USD 49.17 (+6.72%)
Average Analyst Rating

Verdict

Fundamental Analysis

Verdict

About

The Bank of New York Mellon Corporation provides a range of financial products and services in the United States and internationally. The company operates through three segments: Investment Services, Investment and Wealth Management, and Other. The Investment Service segment offers custody, trust and depositary, accounting, exchange-traded funds services, middle-office solutions, transfer agency, services for private equity and real estate funds, foreign exchange, securities lending, liquidity/lending services, brokerage and data analytics, clearing, investment, wealth and retirement solutions, technology and enterprise data management, trading, corporate trust, depositary receipts, payments, foreign exchange, liquidity management, receivables processing and payables management, trade finance and processing, collateral management, and tri-party services. The Investment and Wealth Management segment provides diversified investment management strategies and distribution of investment products, investment management, custody, wealth and estate planning, private banking, investment, and information management services. The Other segment engages in the leasing, corporate treasury, derivative and other trading, corporate and bank-owned life insurance, renewable energy investment, and business exit activities. It serves central banks and sovereigns, financial institutions, asset managers, insurance companies, corporations, local authorities and high net-worth individuals, and family offices. The company was founded in 1784 and is headquartered in New York, New York.

Technical Indicators

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2021-04-16 )

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ETFs Containing BK

Symbol Name Weight Mer Price(Change) Market Cap
BRZU Direxion Daily MSCI Brazi.. 0.00 % 1.33 %

+1.95 (+2.00%)

USD0.19B
PPSC PortfolioPlus S&P Small C.. 0.00 % 0.42 %

N/A

USD5.67M
VCSH Vanguard Short-Term Corpo.. 0.00 % 0.05 %

-0.08 (-0.10%)

USD45.02B
YANG Direxion Daily FTSE China.. 0.00 % 1.07 %

-0.24 (-1.76%)

USD0.03B
YINN Direxion Daily FTSE China.. 0.00 % 1.36 %

+0.27 (+1.40%)

USD0.30B
HUL:CA Harvest US Equity Plus In.. 0.00 % 0.75 %

N/A

USD7.80M
COM Direxion Auspice Broad Co.. 0.00 % 0.70 %

-0.05 (-0.17%)

USD0.10B
MEXX Direxion Daily MSCI Mexic.. 0.00 % 1.23 %

+1.26 (+1.67%)

USD0.02B
CHGX Change Finance U.S. Large.. 0.00 % 0.49 %

+0.06 (+0.19%)

USD0.05B
LSST Natixis Loomis Sayles Sho.. 0.00 % 0.38 %

-0.03 (-0.12%)

USD0.03B
EVGBC Eaton Vance Global Income.. 0.00 % 0.85 %

N/A

USD6.66M
PPDM PortfolioPlus Developed M.. 0.00 % 0.51 %

N/A

USD2.00M
PPEM PortfolioPlus Emerging Ma.. 0.00 % 0.58 %

N/A

USD1.89M
PPLC PortfolioPlus S&P 500 ETF 0.00 % 0.36 %

N/A

USD0.02B
PPMC PortfolioPlus S&P Mid Cap.. 0.00 % 0.45 %

N/A

USD2.15M
UBOT Direxion Daily Robotics, .. 0.00 % 1.32 %

+0.69 (+1.55%)

USD0.05B
TYD Direxion Daily 7-10 Year .. 0.00 % 1.09 %

-0.35 (-0.67%)

USD0.02B
LACK Direxion Daily Cnsmr Stap.. 0.00 % 1.10 %

N/A

USD0.59M
PASS Direxion Daily Cnsmr Disc.. 0.00 % 1.08 %

N/A

USD2.79M
MUTE Direxion Daily Communicat.. 0.00 % 1.07 %

N/A

USD2.75M
RWDE Direxion MSCI Developed O.. 0.00 % 0.53 %

N/A

USD6.31M
RWED Direxion MSCI Emerging Ov.. 0.00 % 0.59 %

N/A

USD5.93M
RWGV Direxion Russell 1000 Gro.. 0.00 % 0.63 %

+0.06 (+0.05%)

USD0.02B
RWIU Direxion FTSE Russell Int.. 0.00 % 0.54 %

N/A

USD9.20M
RWLS Direxion Russell Large Ov.. 0.00 % 0.63 %

N/A

USD8.08M
RWSL Direxion Russell Small Ov.. 0.00 % 0.59 %

N/A

USD3.39M
RWUI Direxion FTSE Russell US .. 0.00 % 0.59 %

N/A

USD0.01B
RWVG Direxion Russell 1000 Val.. 0.00 % 0.65 %

+0.40 (+0.69%)

USD0.03B
HUL-U:CA Harvest US Equity Plus In.. 0.00 % 0.75 %

N/A

N/A
SPBO SPDR Portfolio Corporate .. 0.00 % 0.06 %

-0.18 (-0.51%)

N/A
TYO Direxion Daily 7-10 Year .. 0.00 % 1.07 %

+0.07 (+0.79%)

USD8.85M
TNA Direxion Daily Small Cap .. 0.00 % 1.11 %

+0.54 (+0.58%)

USD1.78B
CBND SPDR Bloomberg Barclays C.. 0.00 % 0.06 %

N/A

USD0.08B
JPNL Direxion Daily Japan Bull.. 0.00 % 1.24 %

N/A

USD6.34M
CHAD Direxion Daily CSI 300 Ch.. 0.00 % 0.85 %

-0.04 (-0.22%)

USD0.32B
CHAU Direxion Daily CSI 300 Ch.. 0.00 % 1.16 %

+0.16 (+0.42%)

USD0.16B
CWEB Direxion Daily CSI China .. 0.00 % 1.31 %

+0.77 (+1.46%)

USD0.10B
DUST Direxion Daily Gold Miner.. 0.00 % 1.04 %

-0.31 (-1.70%)

USD0.10B
DZK Direxion Daily MSCI Devel.. 0.00 % 1.16 %

N/A

USD9.55M
EDC Direxion Daily MSCI Emerg.. 0.00 % 1.28 %

+0.76 (+0.74%)

USD0.23B
EURL Direxion Daily FTSE Europ.. 0.00 % 1.07 %

+1.23 (+3.69%)

USD0.03B
FTHI First Trust BuyWrite Inco.. 0.00 % 0.85 %

-0.06 (-0.28%)

USD0.06B
FTLB First Trust Hedged BuyWri.. 0.00 % 0.85 %

+0.10 (+0.47%)

USD5.20M
GUSH Direxion Daily S&P Oil & .. 0.00 % 1.14 %

-2.23 (-3.39%)

USD0.75B
INDL Direxion Daily MSCI India.. 0.00 % 1.31 %

+0.19 (+0.43%)

USD0.11B
JDST Direxion Daily Junior Gol.. 0.00 % 1.05 %

-0.24 (-2.44%)

USD0.08B
JNUG Direxion Daily Junior Gol.. 0.00 % 1.08 %

+2.12 (+2.23%)

USD0.58B
KBE SPDR S&P Bank ETF 0.00 % 0.35 %

+0.41 (+0.78%)

USD3.66B
TMV Direxion Daily 20+ Year T.. 0.00 % 1.01 %

+1.61 (+2.21%)

USD0.19B
KBWB Invesco KBW Bank ETF 0.00 % 0.35 %

+0.32 (+0.51%)

USD2.29B
KORU Direxion Daily South Kore.. 0.00 % 1.25 %

-0.80 (-1.72%)

USD0.06B
LBJ Direxion Daily Latin Amer.. 0.00 % 1.23 %

+0.94 (+1.27%)

USD0.02B
LDRI Invesco LadderRite 0-5 Ye.. 0.00 % 0.22 %

N/A

USD0.01B
MIDU Direxion Daily Mid Cap Bu.. 0.00 % 1.03 %

+1.43 (+2.28%)

USD0.08B
NUGT Direxion Daily Gold Miner.. 0.00 % 1.14 %

+1.04 (+1.59%)

USD0.89B
RUSL Direxion Daily Russia Bul.. 0.00 % 1.26 %

+0.82 (+3.46%)

USD0.06B
SMLL Direxion Daily Small Cap .. 0.00 % 0.79 %

+0.03 (+0.72%)

USD3.93M
SPDN Direxion Daily S&P 500 Be.. 0.00 % 0.50 %

-0.06 (-0.37%)

USD0.14B
SPUU Direxion Daily S&P 500 Bu.. 0.00 % 0.63 %

+0.68 (+0.74%)

USD0.03B
SPXL Direxion Daily S&P500 Bul.. 0.00 % 1.01 %

+1.02 (+1.04%)

USD1.62B
SPXS Direxion Daily S&P 500 Be.. 0.00 % 1.09 %

-0.30 (-1.11%)

USD0.51B
TECS Direxion Daily Technology.. 0.00 % 1.10 %

+0.02 (+0.34%)

USD0.07B
TMF Direxion Daily 20+ Year T.. 0.00 % 1.06 %

-0.56 (-2.30%)

USD0.21B
VVAL:LSE Vanguard Global Value Fac.. 0.00 % 0.00 %

N/A

USD0.24B

Market Performance

  Market Performance vs.
Industry/Classification (Asset Management)
Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 8.55% 65% D 51% F
Dividend Return 0.73% 4% F 42% F
Total Return 9.28% 60% D- 51% F
Trailing 12 Months  
Capital Gain 23.21% 49% F 32% F
Dividend Return 3.32% 5% F 47% F
Total Return 26.53% 41% F 32% F
Trailing 5 Years  
Capital Gain 21.72% 78% C+ 47% F
Dividend Return 13.69% 2% F 46% F
Total Return 35.40% 51% F 43% F
Average Annual (5 Year Horizon)  
Capital Gain -0.69% 54% F 32% F
Dividend Return 2.22% 9% F 54% F
Total Return 1.53% 22% F 31% F
Risk Return Profile  
Volatility (Standard Deviation) 19.00% 23% F 52% F
Risk Adjusted Return 8.07% 17% F 29% F
Market Capitalization 42.10B 99% A+ 94% A
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 87%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Key Financial Ratios

  Ratio vs. Industry/Classification
(Asset Management)
Ratio vs. Market
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 12.54 50% F 72% C-
Price/Book Ratio 1.03 20% F 74% C
Price / Cash Flow Ratio 8.36 60% D- 51% F
EV/EBITDA N/A N/A N/A N/A N/A
Management Effectiveness  
Return on Equity 8.26% 47% F 60% D-
Return on Invested Capital 0.72% 16% F 33% F
Return on Assets 0.85% 19% F 33% F
Debt to Equity Ratio 70.66% 29% F 51% F
Technical Ratios  
Short Ratio 1.50 13% F 57% F
Short Percent 0.98% 20% F 84% B
Beta 1.07 27% F 50% F
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 97%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

Fundamental Analysis Breakdown

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Poor return on equity

The company management has delivered below median return on equity in the most recent 4 quarters compared to its peers.

Poor capital utilization

The company management has delivered below median return on invested capital in the most recent 4 quarters compared to its peers.

Poor return on assets

The company management has delivered below median return on assets in the most recent 4 quarters compared to its peers.

Highly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.

Low Earnings Growth

This stock has shown below median earnings growth in the previous 5 years compared to its sector