BNYBank of New York Mellon Corp
State Commercial Banks
- Revenue
- $20.1B
- 7.8% YoY
- Operating margin
- —
- EBITDA
- —
- Market cap
- $101.2B
- Employees
- 48,100
- $417K revenue each
- Net debt / EBITDA
- —
- $26.6B net debt
- AI in 10-K
- 1.0
- mentions per 10K words
Takeover score 1 of 13
Fixable underperformance 0 of 7
- TSR below peersNo—3+ of last 5 years
- High CEO pay despite TSRNo—Median CEO pay ≥ $15M while TSR trails
- Earnings not backed by cashNo121% of net incomeCash flow under 80% of net income
- Dilutive SBCNo0% of revenueOver 10% of revenue
- Payouts exceed cash flowNo74% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyNo3% of assetsOver 40% of assets
- Shareholder dissentNo94% lowest supportAny vote under 80% support
Buyer economics 0 of 4
- Low revenue per employeeNo$417K · 80th pctBottom quartile of its SIC industry
- Quiet on AINo1.0 per 10K words · 33rd pctBottom quartile of AI mentions in 10-Ks
- Net cashNo—More cash than debt, positive EBITDA
- Buyout-sizedNo$101.2B market capMarket cap $500M–$5B
Catalysts 1 of 2
- Active 13DNo0 filingsActive-intent 13D in 18 months
- Net insider sellingYes−$21M netNet sales over $10M in 12 months
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $15.9B | $16.5B | $17.7B | $18.6B | $20.1B | 7.8% |
| Net income | $3.8B | $2.6B | $3.3B | $4.5B | $5.5B | 22% |
| Operating cash flow | $2.8B | $15.1B | $5.9B | $687M | $6.7B | 880% |
| Capex | $1.2B | $1.3B | $1.2B | $1.5B | $1.6B | 5.7% |
| Stock-based comp | — | — | $0 | $0 | $1M | |
| Buybacks | $4.6B | $124M | $2.6B | $3.1B | $3.5B | 15% |
| Dividends | $1.1B | $1.2B | $1.3B | $1.3B | $1.4B | 7.3% |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $0 · 0
- Open-market sells, 12 mo
- $21M · 17
- Net
- −$21M
Pay vs performance
No pay-versus-performance disclosure yet.