Bank of New York Mellon Corp (BK) Stock Analysis

Bank of New York Mellon Corp (BK) Stock Analysis

Analysis from 10-Q filed 2025-10-31. Data as of Q4 2025.

Overall Grade: F (Concerning)

Bank of New York Mellon Corp faces challenges in financial performance that warrant careful analysis.

Metric Value Context
ROIC N/A Below expectations
FCF Margin 25.8% Strong cash generation
Debt/Equity 0.0x Conservative leverage

Investment Thesis: Healthy free cash flow margin of 25.8% provides financial flexibility for growth and shareholder returns.

Explore Bank of New York Mellon Corp: Earnings History | Filing Intelligence | ROIC Analysis


Profitability: Bank of New York Mellon Corp earns N/A ROIC

Bank of New York Mellon Corp's trailing-twelve-month ROIC of N/A (sector median: 7.3%). Source: 10-Q filed 2025-10-31.

Metric BK Rating Context
Return on Invested Capital (ROIC) N/A Red flag Below sector median of 7.3%
Return on Equity (ROE) 12.1% Adequate Moderate equity returns

Cash Flow: Bank of New York Mellon Corp generates $5.2B FCF at 25.8% margin, positive NaN/8 quarters

Bank of New York Mellon Corp generated $5.2B in free cash flow (TTM), a 25.8% FCF margin, a margin that ranks Top 50% in Financials. Operating cash flow exceeds net income by 1.3x, indicating high earnings quality. FCF was positive in N/A of the last 8 quarters. Source: 10-Q filed 2025-10-31.

Metric BK Rating Context
Free Cash Flow Margin 25.8% Excellent Excellent cash conversion
Free Cash Flow (TTM) $5.2B Good Positive cash generation
OCF/Net Income 1.3x Excellent High earnings quality
FCF Consistency (8Q) N/A Warning Variable cash flow

Balance Sheet: Bank of New York Mellon Corp at 0.0x leverage

Bank of New York Mellon Corp's debt-to-equity ratio of 0.0x reflects conservative leverage. Net cash position of $6.0B provides financial flexibility. Source: 10-Q filed 2025-10-31.

Metric BK Rating Context
Debt to Equity 0.0x Excellent Conservative capital structure
Net Cash Position $6.0B Excellent Net cash positive

Valuation: Bank of New York Mellon Corp trades at 15.5x earnings

Bank of New York Mellon Corp trades at a P/E of 15.5x. Free cash flow yield of 6.3% offers attractive cash returns relative to price.

Metric BK Rating Context
P/E Ratio 15.5x Adequate Reasonable valuation
EV/Sales 3.8x Good Growth premium priced in
FCF Yield 6.3% Good Attractive cash return
Dividend Yield 1.8% Adequate Growth focus over income

Capital Allocation: Bank of New York Mellon Corp returns 6.0% shareholder yield

Bank of New York Mellon Corp's total shareholder yield is 6.0% (dividends 1.8% + buybacks 4.3%). Source: 10-Q filed 2025-10-31.

Metric BK Rating Context
Total Shareholder Yield 6.0% Excellent Dividend + buyback yield combined
Buyback Yield 4.3% Good Active share repurchases
Total Capital Returned (TTM) $5.0B Good Dividends + buybacks returned to shareholders

Sector Rankings

Metric Value Percentile vs Median
Free Cash Flow Margin 25.8% Top 50% 1.2x above
Return on Equity (ROE) 12.1% Top 50% 1.2x above
P/E Ratio 15.5x N/A -

Financial Scorecard

Metric BK Rating Sector Context
Free Cash Flow Margin 25.8% Excellent Top 50% of sector (median: 21.7%)
Debt to Equity Ratio 4.5% Excellent Conservative capital structure
P/E Ratio (Price-to-Earnings) 15.5x Adequate Fair value
Free Cash Flow Yield 6.3% Good Solid cash yield

Frequently Asked Questions

Q: What is Bank of New York Mellon Corp's Return on Invested Capital (ROIC)?

Bank of New York Mellon Corp (BK) has a trailing twelve-month Return on Invested Capital (ROIC) of N/A. This compares below the sector median of 7.3%. An ROIC below 8% suggests the company may be destroying shareholder value.

Q: What is Bank of New York Mellon Corp's Free Cash Flow Margin?

Bank of New York Mellon Corp (BK) has a free cash flow margin of 25.8%, generating $5.2 billion in free cash flow over the trailing twelve months. A FCF margin above 20% indicates excellent cash conversion and a high-quality business model.

Q: Is Bank of New York Mellon Corp stock overvalued or undervalued?

Bank of New York Mellon Corp (BK) trades at a P/E ratio of 15.5x, which is above the sector median of N/A. The EV/Sales multiple is 3.8x. Free cash flow yield is 6.3%, which represents an attractive cash return to investors.

Q: Does Bank of New York Mellon Corp pay a dividend?

Bank of New York Mellon Corp (BK) currently pays a dividend yield of 1.8%. Including share buybacks, the total shareholder yield is 6.0%. The relatively low yield suggests the company prioritizes growth reinvestment over income distribution.

Q: What is Bank of New York Mellon Corp's revenue and earnings growth?

Bank of New York Mellon Corp (BK) grew revenue by 7.8% year-over-year. Earnings per share increased by 27.4% compared to the prior year. Modest growth indicates a mature business with stable demand.

Q: Is Bank of New York Mellon Corp buying back stock?

Bank of New York Mellon Corp (BK) repurchased $3.5 billion of stock over the trailing twelve months. This represents a buyback yield of 4.3%.

Q: How does Bank of New York Mellon Corp compare to competitors in Financials?

Compared to other companies in Financials, Bank of New York Mellon Corp (BK) shows: ROIC of N/A is below the sector median of 7.3% (NaNx median). FCF margin of 25.8% exceeds the sector median of 21.7% (Top 41% of sector). These rankings are based on MetricDuck's analysis of all Financials companies with available SEC filings.

Q: What warning signs should I watch for with Bank of New York Mellon Corp?

Bank of New York Mellon Corp (BK) shows no major financial warning signs based on current metrics. However, investors should always monitor: 1) Margin compression trends, 2) Cash flow consistency, 3) Debt levels relative to cash generation, and 4) Changes in competitive positioning.


Data Source: Data sourced from 10-Q filed 2025-10-31. TTM metrics as of Q4 2025.

Methodology: Financial metrics calculated from SEC 10-K and 10-Q filings using standardized formulas. Sector comparisons use peer group based on SIC code.

Scope: This analysis covers SEC filing fundamentals — profitability, cash flow, balance sheet, and valuation metrics. For analyst estimates and price targets, consult sell-side research.

This analysis is for informational purposes only and does not constitute investment advice.