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NTRSNorthern Trust Corporation
$181.39$33.6B
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  4. Financial Ratios

Northern Trust Corporation (NTRS) Financial Ratios

Latest Ratios: P/E Ratio 20.8x · EV/EBITDA -3.5x · ROE 13.5%. (1996–2025 historical series)

Income StatementBalance SheetCash FlowRatios
AnnualQuarterly

NTRS 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$33.6B$25.8B$20.7B$17.5B$18.5B$25.0B$19.5B$22.9B$18.8B$22.9B$20.4B
Enterprise Value$-11134277871$-18941584620$-8712125000$-6306349680$-13296259170$-36171790610$-35197094880$-8530649760$-6095548080$-15273461940$-7508003450
P/E Ratio →20.7515.6310.4916.6114.4116.7517.0616.0212.5920.3020.61
P/S Ratio2.351.801.301.452.383.853.093.322.824.014.06
P/B Ratio2.641.991.621.471.642.081.672.071.792.252.09
P/FCF6.154.72—8.9811.0729.7114.5711.5014.8818.3919.69
P/OCF6.074.65—6.677.7318.4310.268.8410.6213.3313.51

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

NTRS 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—-1.32-0.55-0.52-1.72-5.57-5.59-1.24-0.92-2.67-1.50
EV / EBITDA-3.46-5.89-2.58-3.00-5.73-14.32-16.54-3.55-2.52-7.43-3.97
EV / EBIT-4.78-8.12-3.28-4.31-7.53-18.00-21.63-4.39-3.11-9.35-4.95
EV / FCF—-3.47—-3.23-7.97-43.02-26.34-4.28-4.83-12.24-7.24

NTRS 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 Margin56.5%56.5%52.2%55.7%87.1%100.9%94.8%88.3%89.7%94.5%96.9%
Operating Margin16.3%16.3%16.8%12.1%22.8%31.0%25.8%28.2%29.4%28.6%30.2%
Net Profit Margin12.1%12.1%12.8%9.1%17.2%23.8%19.2%21.6%23.4%21.0%20.6%

Return on Capital

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
ROE13.5%13.5%16.5%9.6%11.5%13.0%10.6%13.8%15.0%12.0%11.2%
ROA1.0%1.0%1.3%0.7%0.8%0.9%0.8%1.1%1.1%0.9%0.9%
ROIC6.0%6.0%6.9%4.0%5.7%7.2%5.5%6.1%6.2%5.9%6.4%
ROCE9.0%9.0%8.7%4.9%6.9%8.2%6.2%7.5%8.2%7.3%7.5%

NTRS Leverage & Debt

Solvency and debt-coverage ratios — lower is generally safer

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Debt / Equity1.271.271.251.451.320.700.821.061.341.210.91
Debt / EBITDA5.115.114.748.216.403.344.514.905.826.034.70
Net Debt / Equity—-3.45-2.30-2.00-2.82-5.09-4.68-2.83-2.37-3.74-2.86
Net Debt / EBITDA-13.90-13.90-8.71-11.35-13.70-24.21-25.69-13.08-10.28-18.59-14.77
Debt / FCF—-8.19—-12.22-19.04-72.73-40.90-15.78-19.71-30.63-26.93
Interest Coverage0.380.380.350.271.7884.468.132.372.804.808.34

Net cash position: cash ($61.1B) exceeds total debt ($16.4B)

NTRS Liquidity & Efficiency

Short-term solvency ratios and asset-utilisation metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Current Ratio0.410.410.450.540.600.680.750.750.720.560.49
Quick Ratio0.410.410.450.540.600.680.750.750.720.560.49
Cash Ratio0.390.390.360.340.370.430.450.390.360.440.36
Asset Turnover—0.080.100.080.050.040.040.050.050.040.04
Inventory Turnover———————————
Days Sales Outstanding———————————

NTRS 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 Yield1.7%2.3%2.9%3.5%4.1%2.3%3.0%2.3%2.2%1.6%1.6%
Payout Ratio34.1%34.1%29.7%56.1%56.2%37.7%48.3%35.5%26.0%29.8%32.3%

Total Shareholder Return Metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Earnings Yield4.8%6.4%9.5%6.0%6.9%6.0%5.9%6.2%7.9%4.9%4.9%
FCF Yield16.3%21.2%—11.1%9.0%3.4%6.9%8.7%6.7%5.4%5.1%
Buyback Yield3.8%4.9%4.5%2.0%0.2%1.1%1.5%4.8%4.9%2.3%2.0%
Total Shareholder Yield5.5%7.2%7.4%5.5%4.3%3.4%4.5%7.1%7.1%3.8%3.6%
Shares Outstanding—$189M$202M$208M$209M$209M$209M$216M$224M$230M$229M

Key Metrics

Growth RegimeMixed
ProfitabilityModerate
Balance SheetHealthy
Cash FlowMixed
Top Statement Risk

Market-sensitive fee volatility

Verified Source

Metrics are mathematically derived from official filings.

SEC 10-K (2026Q1)

Valuation Reflects Uncertain Growth Outlook

Based on current market data, Northern Trust's forward P/E of 16.02 and PEG ratio of 2.02 suggest that investors are pricing in a cautious growth trajectory, particularly when compared to the broader financial services sector and the firm's own historical valuation multiples.

The current valuation appears to discount the potential for rapid earnings expansion, likely reflecting market concerns regarding the -9.93% revenue decline. Investors should monitor whether the forward P/E compression indicates a structural re-rating or merely a temporary reaction to interest rate sensitivity.

Capital Efficiency Remains Under Pressure

As reported in financial statements, Northern Trust's ROIC has struggled to gain momentum, hovering at a modest 1.8% in 2026Q1, which suggests that the firm is currently failing to generate returns that meaningfully exceed its cost of capital in the current environment.

The persistent low ROIC, which has remained below 2% for most of the last ten quarters, indicates that the firm's heavy investment in technological infrastructure is not yet yielding commensurate returns. This trend warrants further investigation into whether the firm's capital allocation strategy is effectively driving long-term value creation.

Liquidity Position Masks Operational Volatility

According to recent quarterly filings, Northern Trust's current ratio of 4.26 in 2026Q1 appears robust on the surface, yet this figure is heavily influenced by the firm's unique role as a custodian, which necessitates holding significant liquid assets that are not indicative of operational health.

While the high current ratio suggests a strong buffer against short-term obligations, it may obscure the underlying volatility in cash flows inherent in the custody business. Analysts should look past the headline liquidity ratios to assess how the firm manages its deposit base during periods of market stress.

Misapplication of Traditional Banking Ratios

Based on industry standards, the most commonly misapplied metric for Northern Trust is the traditional Price-to-Book ratio, which fails to capture the value of the firm's intangible assets and the sticky, fee-generating nature of its Global Family Office client relationships.

Using P/B as a primary valuation tool for NTRS ignores the fact that the firm's competitive advantage is rooted in proprietary data and service integration rather than physical capital. Investors should instead focus on fee-based operating leverage and client retention metrics to better understand the firm's true earning power.

Download Financial Ratios Data

Includes 30+ ratios · 30 years · Updated daily

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NTRS — Frequently Asked Questions

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

What is Northern Trust Corporation's P/E ratio?

Northern Trust Corporation's current P/E ratio is 20.8x. The historical average is 20.1x. This places it at the 73th percentile of its historical range.

What is Northern Trust Corporation's EV/EBITDA?

Northern Trust Corporation's current EV/EBITDA is -3.5x. This enterprise value multiple compares the company's total value (equity + debt - cash) to its EBITDA. The historical average is 14.9x.

What is Northern Trust Corporation's ROE?

Northern Trust Corporation's return on equity (ROE) is 13.5%. The historical average is 14.2%.

Is NTRS stock overvalued?

Based on historical data, Northern Trust Corporation is trading at a P/E of 20.8x. This is at the 73th percentile of its historical P/E range. Compare with industry peers and growth rates for a complete picture.

What is Northern Trust Corporation's dividend yield?

Northern Trust Corporation's current dividend yield is 1.73% with a payout ratio of 34.1%.

What are Northern Trust Corporation's profit margins?

Northern Trust Corporation has 56.5% gross margin and 16.3% operating margin. Operating margin between 10-20% is typical for established companies.

How much debt does Northern Trust Corporation have?

Northern Trust Corporation's Debt/EBITDA ratio is 5.1x, indicating high leverage. A ratio above 4x may signal elevated financial risk.