# The Bank of New York Mellon Corporation (BNY) fundamentals

Data as of 2026-09-08. NYSE, United States. Sector: Financial Services / Capital Markets. Price $164.84, market value $111.8 billion.

## Valuation
- **P/E (trailing): 19.2×** (5-yr avg 13.5×, 3-yr avg 13.6×). The Bank of New York Mellon Corporation trades at 19.2× trailing earnings, well above its own five-year average of 13.5×: investors are paying up relative to the company's past. The Financial Services median in the September 2026 study was 13.1×. Forward P/E is 16.1×, lower than trailing, so analysts expect earnings to grow.
- **PEG: 0.58**. A PEG of 0.58 means the P/E is low relative to expected earnings growth: the market is not paying much for that growth.
- **Price / sales: 5.6×**. Each dollar of revenue is priced at 5.6×.
- **Price / book: 2.8×**. The shares trade at 2.8× book value; book value is a meaningful part of the valuation.
- **Free-cash-flow yield: 1.4%** (5-yr avg 12.4%). Free cash flow equals 1.4% of the market value, below its five-year average of 12.4%, so the shares are pricier on cash than usual.
- **Earnings yield: 5.2%**. The inverse of the P/E: 5.2% of the price is earned each year.

## Profitability
- **Net margin: 27.6%**. 27.6% of each dollar of sales reaches the bottom line.
- **Return on equity: 12.5%**. 12.5% on shareholders' equity is solid.
- **Return on assets: 1.2%**. Each dollar of assets produces 1.2% of profit; low single digits are normal for banks and insurers.

## Growth
- **Revenue growth (1 yr): 7.8%** (3-yr 6.7%/yr, 5-yr 4.9%/yr). Revenue grew 7.8% over the last year, against 4.9% a year compounded over five years: growth is accelerating.
- **EPS growth (1 yr): 27.6%** (3-yr 37.0%/yr, 5-yr 14.1%/yr). Earnings per share rose 27.6%, faster than revenue, so margins expanded or the share count shrank.
- **Free-cash-flow growth (3 yr): -27.7%/yr**. Free cash flow has compounded at -27.7% a year over three years, lagging earnings: check whether profits are turning into cash.

## Financial health
- **Piotroski F-score: 6/9**. 6 of 9 checks pass: mixed.
- **Cash and short-term investments: $5.1 billion**. Leverage ratios are shown differently for banks and insurers, whose balance sheets are built on deposits and reserves; use return on equity and the regulatory capital in the filings instead.

## Dividends
- **Dividend yield: 1.35%** ($2.12 per share, trailing). The Bank of New York Mellon Corporation yields 1.35%, a modest yield more typical of a growth-oriented payer.
- **Payout ratio: 26%** (103% of free cash flow). 26% of earnings goes out as dividends, leaving room to keep raising it.
- **Consecutive years of increases: 3**. 3 straight years of increases.
- **Dividend growth (5 yr): 7.2%/yr** (1-yr 12.6%). The dividend has grown 7.2% a year over five years.

## Price and momentum
- **Total return (1 yr): 58.9%** (YTD 43.8%, 3-mo 16.2%). The shares are up 58.9% over twelve months including dividends.
- **From 52-week high: -0.6%** (60.6% above the low). Trading within 5% of its 52-week high.
- **200-day average: above**. The price sits above its 200-day moving average, the usual definition of an uptrend.
- **RSI (14-day): 62**. An RSI of 62 is neutral.
- **Beta (1 yr): 0.76** (volatility 21%). Beta of 0.76 against the S&P 500: the shares move roughly with the market.

Live score and charts: https://foliofundamentals.com/analyzer?s=BNY · Page: https://foliofundamentals.com/stocks/bny

Not investment advice.