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BKThe Bank of New York Mellon Corporation
$141.91$100.0B
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  4. Financial Ratios

The Bank of New York Mellon Corporation (BK) Financial Ratios

Latest Ratios: P/E Ratio 19.2x · EV/EBITDA 0.3x · ROE 12.8%. (1996–2025 historical series)

Income StatementBalance SheetCash FlowRatios
AnnualQuarterly

BK Valuation Multiples

Price-based multiples — how expensive the stock is relative to earnings, sales, book value, and cash flow

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Market Cap$100.0B$81.8B$57.5B$41.0B$37.1B$49.7B$37.9B$47.5B$49.0B$56.0B$50.8B
Enterprise Value$2.4B$-15828081670$984M$-37943114100$-27075531600$-33352669280$-86642705840$-23756324030$9.5B$-3595980600$8.8B
P/E Ratio →19.1515.6713.2513.3815.7014.0011.0811.1611.6514.4815.04
P/S Ratio2.472.021.451.211.873.142.282.322.603.463.33
P/B Ratio2.231.831.381.000.911.150.821.141.201.341.28
P/FCF19.3215.80—8.742.7030.659.93—10.0216.279.37
P/OCF14.8612.1683.666.942.4617.537.52494.448.1712.078.13

P/E links to full P/E history page with 30-year chart

BK EV Ratios

Enterprise-value multiples — capital-structure-neutral measures of total business value

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
EV / Revenue—-0.390.02-1.12-1.37-2.10-5.22-1.160.51-0.220.58
EV / EBITDA0.27-1.780.13-6.15-5.15-5.12-14.21-3.441.46-0.591.41
EV / EBIT0.34-2.240.17-8.86-7.78-7.18-19.39-4.251.84-0.781.86
EV / FCF—-3.06—-8.09-1.97-20.55-22.71—1.95-1.041.62

BK Profitability

Margins and return-on-capital ratios measuring operating efficiency

Margins

Full margin charts and quarterly trend are on the Earnings History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Gross Margin48.9%48.9%46.0%51.4%81.6%100.0%91.2%78.8%85.1%93.5%97.2%
Operating Margin17.5%17.5%14.8%12.7%17.6%29.3%26.9%27.3%27.6%28.5%30.9%
Net Profit Margin13.7%13.7%11.5%9.8%12.9%23.7%21.8%21.7%22.7%25.3%23.2%

Return on Capital

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
ROE12.8%12.8%11.0%8.1%6.1%8.4%8.2%10.8%10.3%10.1%9.0%
ROA1.2%1.2%1.1%0.8%0.6%0.8%0.8%1.2%1.2%1.2%1.0%
ROIC6.4%6.4%5.0%3.8%3.2%4.2%4.0%4.8%4.3%4.2%4.7%
ROCE8.0%8.0%6.5%4.8%4.0%5.3%5.1%6.4%5.9%5.5%6.1%

BK Leverage & Debt

Solvency and debt-coverage ratios — lower is generally safer

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Debt / Equity0.760.761.091.131.060.880.821.041.191.180.91
Debt / EBITDA3.803.805.947.498.215.876.176.307.448.095.77
Net Debt / Equity—-2.18-1.35-1.93-1.57-1.91-2.70-1.71-0.96-1.43-1.06
Net Debt / EBITDA-10.96-10.96-7.38-12.80-12.20-12.75-20.42-10.32-6.04-9.80-6.74
Debt / FCF—-18.86—-16.83-4.68-51.20-32.63—-8.07-17.31-7.75
Interest Coverage0.340.340.270.260.9620.483.951.281.844.2910.81

Net cash position: cash ($131.5B) exceeds total debt ($33.9B)

BK Liquidity & Efficiency

Short-term solvency ratios and asset-utilisation metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Current Ratio0.700.700.650.780.740.770.840.850.850.810.74
Quick Ratio0.700.700.650.780.740.770.840.850.850.810.74
Cash Ratio0.340.340.310.390.340.340.430.390.320.380.31
Asset Turnover—0.090.100.080.050.040.040.050.050.040.05
Inventory Turnover———————————
Days Sales Outstanding———————————

BK Shareholder Yields

Earnings, FCF, buyback, and dividend yields — total returns to shareholders

Dividends

Full dividend history and growth charts are on the Dividend History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Dividend Yield1.4%1.8%2.3%3.1%3.1%2.3%2.9%2.4%2.1%1.6%1.5%
Payout Ratio26.1%26.1%29.8%38.2%45.6%30.0%30.9%25.2%24.7%22.0%21.9%

Total Shareholder Return Metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Earnings Yield5.2%6.4%7.5%7.5%6.4%7.1%9.0%9.0%8.6%6.9%6.6%
FCF Yield5.2%6.3%—11.4%37.0%3.3%10.1%—10.0%6.1%10.7%
Buyback Yield4.5%5.5%5.3%7.6%0.3%9.2%2.6%7.0%6.7%4.8%4.7%
Total Shareholder Yield6.0%7.3%7.7%10.6%3.5%11.4%5.6%9.4%8.8%6.4%6.3%
Shares Outstanding—$705M$748M$788M$815M$856M$893M$943M$1.0B$1.0B$1.1B

Key Metrics

Growth RegimeStable
ProfitabilityModerate
Balance SheetHealthy
Cash FlowMixed
Top Statement Risk

Regulatory capital requirement shifts

Verified Source

Metrics are mathematically derived from official filings.

SEC 10-K (2025Q4)

Market Pricing Reflects Utility Status

According to current market data, BNY Mellon trades at a forward P/E of 16.16, which suggests that investors are pricing the firm as a stable financial utility rather than a high-growth asset manager, consistent with its role as the primary plumbing for global institutional capital markets.

The current valuation multiple appears to discount the potential for long-term margin expansion through data-driven service offerings. Investors should monitor whether the firm's pivot toward software-enabled revenue streams warrants a re-rating closer to technology-adjacent financial services peers.

Capital Efficiency Constrained by Regulation

As reported in recent financial statements, BNY Mellon's ROIC has remained in a narrow range, reaching 1.6% in 2025Q4, which indicates that the firm's ability to compound returns on invested capital is currently limited by the heavy capital buffers required for its G-SIB status.

The modest ROIC figures reflect the structural reality of a custody-heavy business model where significant capital must be held in low-yielding, highly liquid assets. This performance warrants further investigation into whether the firm can improve capital efficiency through the successful automation of middle-office functions.

Working Capital Volatility Masks Efficiency

Based on quarterly filings, the firm's DSO has fluctuated between 37 and 69 days over the last ten quarters, suggesting that the timing of settlement-related cash flows creates significant noise in working capital metrics that may not reflect the underlying operational efficiency of the business.

The lack of consistent DIO and DPO data in the provided figures makes a full cash conversion cycle analysis difficult, implying that investors should focus on the stability of fee-based revenue rather than short-term working capital swings. The firm's operational leverage appears to be the more critical driver of long-term profitability.

Deleveraging Enhances Balance Sheet Resilience

As evidenced by recent financial data, BNY Mellon successfully reduced its debt-to-equity ratio to 0.76 in 2025Q4 from a peak of 1.17 in 2024Q1, indicating a disciplined approach to managing its capital structure in anticipation of more stringent regulatory capital requirements.

This deleveraging trend suggests that management is prioritizing balance sheet strength to navigate potential Basel III 'Endgame' impacts. Investors should monitor whether this conservative stance will continue to limit share repurchases or if the firm will eventually pivot toward more aggressive capital deployment.

Misapplication of Traditional Bank Ratios

The most commonly misapplied metric for BNY Mellon is the traditional net interest margin, which obscures the firm's primary role as a fee-based service provider and fails to account for the significant revenue generated from non-interest-bearing custody and administrative services.

Analysts should instead prioritize fee-based revenue growth and assets under custody as the primary indicators of earning power. Relying on credit-sensitive banking ratios may lead to an incorrect assessment of the firm's risk profile, which is fundamentally operational and technological rather than credit-driven.

Download Financial Ratios Data

Includes 30+ ratios · 30 years · Updated daily

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BK — Frequently Asked Questions

Quick answers to the most common questions about buying BK stock.

What is The Bank of New York Mellon Corporation's P/E ratio?

The Bank of New York Mellon Corporation's current P/E ratio is 19.2x. The historical average is 17.3x. This places it at the 69th percentile of its historical range.

What is The Bank of New York Mellon Corporation's EV/EBITDA?

The Bank of New York Mellon Corporation's current EV/EBITDA is 0.3x. This enterprise value multiple compares the company's total value (equity + debt - cash) to its EBITDA. The historical average is 9.1x.

What is The Bank of New York Mellon Corporation's ROE?

The Bank of New York Mellon Corporation's return on equity (ROE) is 12.8%. The historical average is 11.9%.

Is BK stock overvalued?

Based on historical data, The Bank of New York Mellon Corporation is trading at a P/E of 19.2x. This is at the 69th percentile of its historical P/E range. Compare with industry peers and growth rates for a complete picture.

What is The Bank of New York Mellon Corporation's dividend yield?

The Bank of New York Mellon Corporation's current dividend yield is 1.45% with a payout ratio of 26.1%.

What are The Bank of New York Mellon Corporation's profit margins?

The Bank of New York Mellon Corporation has 48.9% gross margin and 17.5% operating margin. Operating margin between 10-20% is typical for established companies.

How much debt does The Bank of New York Mellon Corporation have?

The Bank of New York Mellon Corporation's Debt/EBITDA ratio is 3.8x, indicating high leverage. A ratio between 2-4x is manageable but warrants monitoring.