The Bank Of New York Mellon's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of The Bank Of New York Mellon (BK) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: The Bank Of New York Mellon vs Its Competitors
- TTM: Trailing 12-month revenue of 21,415M vs 1,322,177M combined for tracked competitors (1.6% combined share).
- Trending: Latest-quarter revenue run-rate is accelerating (+6.6% annualized vs trailing 12 months), vs accelerating (+3.0%) for its tracked peer group.
- Growth: The Bank Of New York Mellon generated 13.1% revenue growth year over year in Q2 2026, vs 16.4% for its tracked competitors combined.
- Profitability: Its 31.4% net margin compares with 26.5% for the peer group.
- Peer revenue share: The Bank Of New York Mellon accounted for 1.7% of combined revenue among its tracked peer group, down from 1.7% a year earlier.
- Peer differentiation: Revenue per employee of $0.45M compares with $0.72M for the peer group (0.6x).
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
BK Sales vs. its Competitors, Q2 2026
The Bank Of New York Mellon reported revenue growth of 13.10 % year on year in Q2 2026, below its competitors' combined revenue growth of 16.37 %.
With a net margin of 31.41 %, The Bank Of New York Mellon achieved higher profitability than its competitors (26.45 %).
The Bank Of New York Mellon generated 1.65 % of the combined sales of its peer group, down from 1.70 % a year earlier.
The Bank Of New York Mellon vs. its Competitors, Q2 2026
Revenue growth, year on year
Net income growth, year on year
Net margin
Revenue run-rate vs trailing 12 months
TTM net margin
TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in an SEC filing; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.
TTM revenue, latest-quarter run-rate and net income/margin benchmarked across The Bank Of New York Mellon and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| The Bank Of New York Mellon Corporation | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across The Bank Of New York Mellon's competitor groups requires a Commercial License.
For context: the Regional Banks industry grew revenue -15.0% year over year, combined, vs 13.1% for The Bank Of New York Mellon. The Bank Of New York Mellon's share of combined industry revenue moved from 3.25% to 4.32%, a gain of 1.07 percentage points.
The Bank Of New York Mellon's Competitor Quality Breadth
Share of each group, trailing 12 months: profitable (net margin > 0), expanding (revenue growth > 0), growing faster than the industry's own median, and financially distressed (Piotroski F-Score of 2 or below).
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| The Bank Of New York Mellon Corporation | Yes | Yes | No | No |
| Competitors combined (257) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
BK Stock Performance relative to its Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | Old Point Financial Corp | 282.9% | Outperformed |
| 2 | Optimumbank Holdings Inc | 282.9% | Outperformed |
| 3 | Brookline Bancorp inc | 282.9% | Outperformed |
| 4 | Community Ban corp | 282.9% | Outperformed |
| 5 | Bank Of The James Financial Group Inc | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for The Bank Of New York Mellon's best-performing tracked competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
The Bank Of New York Mellon's Comment on Competition and Industry Peers
BNY Mellon is subject to intense competition in all aspects and areas of our business. Our Investment Management business competes with asset management firms, hedge funds, investment banking companies and other financial services companies, including trust banks, brokerage firms, and insurance companies. We may compete with these firms and companies domestically or internationally. Our Investment Services business competes with domestic and foreign financial services firms that offer custody services, corporate trust services, clearing services, collateral services, credit services, securities brokerage, foreign exchange services, derivatives services, depositary receipt services and cash management services and related products, as well as a wide range of technology service providers, such as financial services data processing firms. Competition is based on a number of factors including, among others, customer service, quality and range of products and services offered, price, reputation, interest rates, lending limits and customer convenience.
Many broad-based financial services firms have the ability to offer a wide range of products, from loans, deposit-taking and insurance to brokerage and asset management, which may enhance their competitive position.
Publicly Traded Peers of The Bank Of New York Mellon Corporation
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
| The Bank Of New York Mellon Corporation | 101,493.74 | 21,415.00 |
| Jpmorgan Chase and Co | 906,840.78 | 186,328.00 |
| Bank Of America Corporation | 404,609.27 | 121,098.00 |
| Morgan Stanley | 303,821.16 | 68,350.00 |
| The Goldman Sachs Group Inc | 279,373.77 | 52,259.00 |
| Wells Fargo and Company | 248,473.80 | 83,940.00 |
| SUBTOTAL | 4,539,463.93 | 1,653,005.44 |
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Sources: The Bank Of New York Mellon Corporation's official press releases and regulatory filings; CSIMarket.com's market research; and the financial filings and press releases of the other companies cited.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on The Bank Of New York Mellon Corporation versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
The Bank Of New York Mellon's Business Segment Mix vs Peers
Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).| Company | Largest Segment |
|---|---|
| Citigroup inc | Markets 29.42 % |
| Schwab Charles Corp | Investor Services 78.17 % |
| Apollo Global Management Inc | Retirement Services 36.50 % |
| Energy Transfer Lp | Crude oil transportation and services 27.94 % |
| Ameriprise Financial Inc | Advice and Wealth Management 66.21 % |
Source: operating segment revenue as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).
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The Bank Of New York Mellon's Productivity vs Peers Comparison
Revenue and income per employee, trailing 12 months, in $; market cap in millions of $| Company | Market Cap | Revenue / Employee | Income / Employee |
|---|---|---|---|
| The Bank Of New York Mellon Corporation | 101,494 | 446,146 | 132,250 |
| Jpmorgan Chase and Co | 906,841 | 584,995 | 200,752 |
| Bank Of America Corporation | 404,609 | 568,535 | 158,005 |
| Morgan Stanley | 303,821 | 823,494 | 245,422 |
| The Goldman Sachs Group Inc | 279,374 | 1,102,511 | 442,468 |
| Wells Fargo and Company | 248,474 | 351,213 | 95,100 |
| PEERS TOTAL | 4,437,970 | 723,851 | 152,706 |
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The Bank Of New York Mellon's Geographic Revenue Exposure vs Peers
Revenue by country/region as reported in each company's most recent filing. Disclosure granularity varies by filer (some report by country, others by broad region) and is shown as disclosed.| Company | Largest Market |
|---|---|
| Blackrock Inc | Americas 64.41 % |
| Ss and c Technologies Holdings Inc | Americas excluding United States and Canada 71.63 % |
| Franklin Resources Inc | United States 72.53 % |
| Invesco Ltd | Americas 75.98 % |
| Stifel Financial Corp | Americas 55.21 % |
Source: revenue geography as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API. Percentages are of that company's own total consolidated revenue for its most recent reported period.
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The Bank Of New York Mellon's Position in Industry Market Structure
Market-capitalization share and concentration across all 198 companies in The Bank Of New York Mellon's industry classification, broader than the peer set above. Market cap in millions of $.The Bank Of New York Mellon ranks #0 of 198 companies by market capitalization in its industry, holding 0.00 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 523, indicating a unconcentrated market structure (U.S. antitrust guidance: below 1,500 unconcentrated, 1,500 to 2,500 moderately concentrated, above 2,500 highly concentrated).
| Rank | Company | Market Cap | Industry Share |
|---|---|---|---|
| 1 | Bank Of Nova Scotia | 114,825 | 15.01 % |
| 2 | Deutsche Bank Aktiengesellschaft | 72,405 | 9.47 % |
| 3 | State Street Corp | 50,515 | 6.60 % |
| 4 | Fifth Third Bancorp | 47,236 | 6.18 % |
| 5 | Ita Unibanco Holding S a | 1,234 | 5.2% |
| 6 | M and t Bank Corporation | 1,234 | 5.2% |
| 7 | Northern Trust Corporation | 1,234 | 5.2% |
| 8 | Citizens Financial Group Inc | 1,234 | 5.2% |
| 9 | First Citizens Bancshares Inc | 1,234 | 5.2% |
| 10 | Bank Bradesco | 1,234 | 5.2% |
| 0 | The Bank Of New York Mellon Corporation | 109,703 | 0.00 % |
Market cap and industry share for the rest of The Bank Of New York Mellon's industry peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2026-07-17.
The Bank Of New York Mellon's Profitability & Cost Structure
Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Regional Banks industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (130 companies).| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | - | 64.14 % (avg) | - |
| Operating Margin | - | industry median | - |
| EBITDA Margin | 35.14 % | 49.90 % (avg) | -14.8 pp |
| Capital Intensity (Capex / Revenue) | 9.24 % | 3.18 % (avg) | +6.1 pp |
Source: CSIMarket API, trailing 12 months. SG&A and R&D as a share of revenue have limited coverage as this data is backfilled and appear only where reported. Higher capital intensity is not inherently negative; it reflects the industry's asset requirements.
The Bank Of New York Mellon's Valuation vs Competitive Position
Valuation multiples vs the Regional Banks industry average (130 companies, excluding loss-making/negative-equity outliers), alongside returns on capital for context on whether a premium or discount lines up with measurably stronger or weaker returns.| Metric | Company | Industry Average | Difference |
|---|---|---|---|
| P/E | 16.3x | 15.6x | +0.8x |
| EV / EBITDA | 9.3x | 6.2x | +3.1x |
| P/B | 2.2x | 1.3x | +0.9x |
| Return on Equity | 14.15 % | industry aggregate | 3.27 % |
| Return on Invested Capital | - | 3.20 % (avg) | - |
Source: CSIMarket API, trailing 12 months. A valuation premium or discount is not, by itself, a judgment of over- or under-valuation. Compare it against the return and growth context shown elsewhere on this page.
The Bank Of New York Mellon's Multi-Year Financial Trajectory
Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in SEC filings.| Metric | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|
| Revenue Growth | 5.93 % | 0.09 % | -6.35 % | -1.42 % | 1.24 % | 6.40 % | 6.71 % | 8.43 % |
| Operating Margin | 31.71 % | 33.66 % | 28.49 % | 27.14 % | 20.37 % | 23.52 % | 31.53 % | 35.09 % |
| Return on Invested Capital | 3.94 % | 4.40 % | 3.32 % | 3.37 % | 1.14 % | 0.89 % | 1.25 % | 5.17 % |
| P/E | 12.2x | 10.8x | 10.6x | 14.8x | 15.7x | 13.1x | 13.8x | 15.6x |
Source: CSIMarket API, fiscal-year figures. P/E is this company's own historical ratio at each fiscal year end and can swing sharply around an earnings trough: that is real, not a data error.
The Bank Of New York Mellon's Competitive Forces (Porter's Five Forces)
Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.| Force | Assessment | Basis |
|---|---|---|
| Competitive Rivalry | High | Industry HHI of 523 (see Industry Market Structure & Concentration above) |
| Barriers to Entry | High (capital intensive) | Capital intensity (capex / revenue) of 9.24 % vs industry average 3.18 % (see Profitability & Cost Structure above) |
| Supplier Power | Not covered on this page | See The Bank Of New York Mellon's dedicated suppliers page for concentration and dependency data |
| Buyer Power | Not covered on this page | See The Bank Of New York Mellon's dedicated customers page for concentration and dependency data |
| Threat of Substitutes | - | No systematic data source for cross-product substitution exists in this system; not estimated |
Note: this is a partial, data-grounded application of the framework, not a complete strategic assessment. Rivalry and barriers-to-entry readings are mechanical translations of the HHI and capital-intensity figures shown elsewhere on this page, not independent judgments.
The Bank Of New York Mellon's Industry Attractiveness & Competitive Strength
A CSIMarket composite, not a standard field: each axis is an equal-weighted average of three factors already shown elsewhere on this page (industry growth, industry profitability and rivalry for attractiveness; relative market share, profitability and growth vs industry for strength). Disclosed as a designed methodology, not a precision measurement.
The Bank Of New York Mellon falls in the Medium attractiveness / Low strength cell: Harvest.
Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.
The Bank Of New York Mellon's SWOT
Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.Strengths
- Latest-quarter revenue run-rate is accelerating (+6.6% annualized vs trailing 12 months).
- Outperforming the U.S.A. 500 over the trailing 12 months.
Weaknesses
No rule matched.
Opportunities
- Industry revenue growing at a healthy 12.3% median pace.
Threats
- High capital intensity requires continuous reinvestment just to keep pace with the industry.
Methodology: mechanical, rule-based SWOT. Each bullet reuses a figure already sourced and cited elsewhere on this page; nothing here is generated narrative or independent analyst judgment.
The Bank Of New York Mellon's Financial Strength vs Peers Comparison
Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months| Company | Quick Ratio | Working Capital | Debt / Equity |
|---|---|---|---|
| The Bank Of New York Mellon Corporation | 0.04 | 0.41 | 0.88 |
| Jpmorgan Chase and Co | 0.17 | 0.42 | 1.40 |
| Bank Of America Corporation | 0.09 | 0.52 | 1.25 |
| Morgan Stanley | 0.40 | 1.12 | 3.16 |
| The Goldman Sachs Group Inc | 0.50 | 0.79 | 3.11 |
| Wells Fargo and Company | 0.11 | 0.80 | 1.41 |
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Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.
The Bank Of New York Mellon's Revenue and Income Growth vs Peers
Quarterly revenue and net income growth, year over year and quarter over quarter| Company | Period | Revenue Y/Y | Income Y/Y |
|---|---|---|---|
| The Bank Of New York Mellon Corporation | Q2 2026 | +13.1 % | +24.9 % |
| Jpmorgan Chase and Co | Q2 2026 | +30.4 % | +44.0 % |
| Bank Of America Corporation | Q2 2026 | +15.0 % | +27.5 % |
| Morgan Stanley | Q2 2026 | -30.6 % | +58.1 % |
| The Goldman Sachs Group Inc | Q2 2026 | -65.3 % | +78.0 % |
| Wells Fargo and Company | Q2 2026 | +14.2 % | +21.6 % |
| PEERS TOTAL | +15.0 % | +44.2 % |
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Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
The Bank Of New York Mellon's Peers' Costs of Sales and Capital Expenditures
Context for revenue growth: peer costs and capex, year over year and quarter over quarter| Company | Period | Costs Y/Y | Capex Y/Y |
|---|---|---|---|
| The Bank Of New York Mellon Corporation | Q2 2026 | - | +35.7 % |
| Jpmorgan Chase and Co | Q2 2026 | -6.4 % | - |
| Bank Of America Corporation | Q2 2026 | - | - |
| Morgan Stanley | Q2 2026 | - | +7.3 % |
| The Goldman Sachs Group Inc | Q2 2026 | -73.4 % | +5.5 % |
| Wells Fargo and Company | Q2 2026 | -16.2 % | - |
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The Bank Of New York Mellon's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| The Bank Of New York Mellon Corporation | 1.26% | 3.40% | 14.15% |
| Jpmorgan Chase and Co | 1.35% | 3.71% | 17.50% |
| Bank Of America Corporation | 0.97% | 2.76% | 11.13% |
| Morgan Stanley | 1.35% | 1.95% | 17.85% |
| The Goldman Sachs Group Inc | 1.07% | 1.86% | 16.95% |
| Wells Fargo and Company | 1.05% | 2.94% | 12.48% |
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ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).
The Bank Of New York Mellon's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| The Bank Of New York Mellon Corporation | 17.13 | 4.74 |
| Jpmorgan Chase and Co | 14.17 | 4.87 |
| Bank Of America Corporation | 12.78 | 3.34 |
| Morgan Stanley | 15.67 | 4.45 |
| The Goldman Sachs Group Inc | 14.19 | 5.35 |
| Wells Fargo and Company | 11.82 | 2.96 |
| PEERS AVERAGE | 12.95 | 2.75 |
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P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.