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Upturn AI SWOT - About
BK 
The Bank of New York Mellon Corporation (BK)
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Upturn Advisory Summary
04/01/2025: BK (5-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Outstanding Performance
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
AI Based Fundamental Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Analysis of Past Performance
Type Stock | Historic Profit 78.78% | Avg. Invested days 75 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  4.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 60.14B USD | Price to earnings Ratio 14.44 | 1Y Target Price 93.53 |
Price to earnings Ratio 14.44 | 1Y Target Price 93.53 | ||
Volume (30-day avg) 4680833 | Beta 1.05 | 52 Weeks Range 51.27 - 90.34 | Updated Date 04/1/2025 |
52 Weeks Range 51.27 - 90.34 | Updated Date 04/1/2025 | ||
Dividends yield (FY) 2.24% | Basic EPS (TTM) 5.8 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 24.42% | Operating Margin (TTM) 35.34% |
Management Effectiveness
Return on Assets (TTM) 1.1% | Return on Equity (TTM) 10.99% |
Valuation
Trailing PE 14.44 | Forward PE 12.32 | Enterprise Value -24181819392 | Price to Sales(TTM) 3.24 |
Enterprise Value -24181819392 | Price to Sales(TTM) 3.24 | ||
Enterprise Value to Revenue 5.25 | Enterprise Value to EBITDA - | Shares Outstanding 717974016 | Shares Floating 714515524 |
Shares Outstanding 717974016 | Shares Floating 714515524 | ||
Percent Insiders 0.16 | Percent Institutions 88.76 |
Analyst Ratings
Rating 3.89 | Target Price 86.67 | Buy 5 | Strong Buy 6 |
Buy 5 | Strong Buy 6 | ||
Hold 6 | Sell 1 | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
The Bank of New York Mellon Corporation
Company Overview
History and Background
The Bank of New York Mellon Corporation (BNY Mellon) was formed in 2007 from the merger of The Bank of New York, founded in 1784, and Mellon Financial Corporation, founded in 1869. It is one of the world's largest custodian banks and asset servicing companies.
Core Business Areas
- Investment and Wealth Management: Provides investment management, wealth management, and investment advisory services to institutions and high-net-worth individuals.
- Investment Services: Offers custody, securities lending, clearing, and other financial services to institutional investors.
- Pershing: Provides global financial solutions to broker-dealers and registered investment advisors (RIAs).
Leadership and Structure
The current CEO is Robin Vince. BNY Mellon operates under a corporate structure with various executive committees overseeing different business segments and functions. It is a publicly traded company with a board of directors.
Top Products and Market Share
Key Offerings
- Custody Services: BNY Mellon is a leading provider of custody services, safeguarding and administering assets for institutional clients. It holds a significant market share in global custody. Competitors include State Street, JPMorgan Chase, and Citigroup. Market share data fluctuates, but BNY Mellon is consistently among the top custodians.
- Estimated market share range: 15-20%
- Estimated revenue for Securities Lending: Not publicly disclosed, but substantial
- Securities Lending: BNY Mellon facilitates the lending of securities to generate income for clients. They are a major player in this market. Competitors include State Street and JPMorgan Chase. Revenue for this is bundled into the overall Investment Services revenue.
- AUM Q1 2024: $2.0 trillion
- Investment Management (BNY Mellon Investment Management): Offers a range of investment strategies across asset classes. Competitors include BlackRock, Vanguard, and Fidelity. Assets under management (AUM) is a key metric.
Market Dynamics
Industry Overview
The financial services industry is undergoing significant transformation due to technological advancements, regulatory changes, and evolving client needs. Increased competition and pressure on fees are also prevalent.
Positioning
BNY Mellon positions itself as a trusted provider of financial solutions for institutional investors, focusing on asset servicing and investment management. Its size and scale are competitive advantages.
Total Addressable Market (TAM)
The TAM for asset servicing and investment management is estimated in the trillions of dollars globally. BNY Mellon is positioned to capture a significant portion of this market through its comprehensive offerings and global reach.
Upturn SWOT Analysis
Strengths
- Global scale and reach
- Strong brand reputation
- Diverse range of services
- Large asset base
- Experienced management team
Weaknesses
- Exposure to market volatility
- Complex regulatory environment
- Dependence on large institutional clients
- Integration risks from acquisitions
- Relatively slow technological adaptation
Opportunities
- Growth in emerging markets
- Increased demand for outsourcing
- Technological innovation in financial services
- Expanding product offerings
- Strategic acquisitions
Threats
- Intense competition
- Regulatory changes
- Economic downturns
- Cybersecurity risks
- Geopolitical instability
Competitors and Market Share
Key Competitors
- STT
- JPM
- C
Competitive Landscape
BNY Mellon benefits from its size, scale, and global reach, but faces strong competition from other large financial institutions. Differentiation through specialized services and technological innovation is crucial.
Major Acquisitions
Penson Worldwide
- Year: 2013
- Acquisition Price (USD millions): 280
- Strategic Rationale: Expanded Pershing's clearing capabilities and client base.
Growth Trajectory and Initiatives
Historical Growth: BNY Mellon has grown both organically and through acquisitions. Revenue growth has been moderate in recent years.
Future Projections: Analysts project moderate revenue growth for BNY Mellon, driven by asset servicing and investment management. Growth in emerging markets is expected to be a key driver.
Recent Initiatives: Recent initiatives include investments in technology, expansion of product offerings, and strategic acquisitions.
Summary
The Bank of New York Mellon is a significant player in the asset servicing and investment management industry, benefiting from its global scale and strong brand. It faces competition and regulatory pressures, yet is positioned for growth through technological innovation and strategic initiatives. Its financial performance is steady but market-dependent, warranting observation of its long-term adaptation and strategic execution. Ongoing investment in technology and efficient integration of strategic acquisitions remain critical success factors.
Similar Companies
BLK
BlackRock Inc
BLK
BlackRock Inc
JPM
JPMorgan Chase & Co
JPM
JPMorgan Chase & Co
MS
Morgan Stanley
MS
Morgan Stanley
STT
State Street Corp
STT
State Street Corp
Sources and Disclaimers
Data Sources:
- Company filings (10-K, 10-Q), Investor presentations, Analyst reports, Press releases
Disclaimers:
This analysis is based on publicly available information and analyst estimates. It is not financial advice and should not be used as the sole basis for investment decisions. Market conditions are subject to change and impact future results.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About The Bank of New York Mellon Corporation
Exchange NYSE | Headquaters New York, NY, United States | ||
IPO Launch date 1973-05-03 | President, CEO & Director Mr. Robin Antony Vince | ||
Sector Financial Services | Industry Banks - Diversified | Full time employees 51800 | |
Full time employees 51800 | |||
The Bank of New York Mellon Corporation provides a range of financial products and services in the United States and internationally. It operates through Securities Services, Market and Wealth Services, Investment and Wealth Management, and other segments. The Securities Services segment offers custody, trust and depositary, accounting, exchange-traded funds, middle-office solutions, transfer agency, services for private equity and real estate funds, foreign exchange, securities lending, liquidity/lending services, and data analytics. This segment also provides trustee, paying agency, fiduciary, escrow and other financial, issuer, and support services for brokers and investors. The Market and Wealth Services segment offers clearing and custody, investment, wealth and retirement solutions, technology and enterprise data management, trading, and prime brokerage services. This segment also provides integrated cash management solutions, including payments, foreign exchange, liquidity management, receivables processing and payables management, and trade finance as well as clearance including U.S. government and global clearing, and global collateral management such as tri-party services. The Investment and Wealth Management segment offers 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 provision of leasing, corporate treasury, derivative and other trading, corporate and bank-owned life insurance, tax credit investment, other corporate investment, and business exit services. The company serves central banks and sovereigns, financial institutions, asset managers, insurance companies, corporations, local authorities and high net-worth individuals, and family offices. The Bank of New York Mellon Corporation was founded in 1784 and is headquartered in New York, New York.
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