Bny Mellon Strategic Stock Performance
| LEO Stock | USD 6.38 0.01 0.16% |
The firm shows a Beta (market volatility) of 0.13, which signifies not very significant fluctuations relative to the market. As returns on the market increase, BNY Mellon's returns are expected to increase less than the market. However, during the bear market, the loss of holding BNY Mellon is expected to be smaller as well. At this point, BNY Mellon Strategic has a negative expected return of -0.0366%. Please make sure to confirm BNY Mellon's treynor ratio, semi variance, as well as the relationship between the Semi Variance and daily balance of power , to decide if BNY Mellon Strategic performance from the past will be repeated at future time.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days BNY Mellon Strategic has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of very healthy technical and fundamental indicators, BNY Mellon is not utilizing all of its potentials. The latest stock price disarray, may contribute to short-term losses for the investors. ...more
Actual Historical Performance (%)
One Day Return 0.16 | Five Day Return (0.31) | Year To Date Return 8.66 | Ten Year Return (21.57) | All Time Return (34.36) |
Forward Dividend Yield 0.0363 | Payout Ratio 0.7416 | Forward Dividend Rate 0.23 | Dividend Date 2019-02-28 | Ex Dividend Date 2024-11-15 |
1 | LEO Pharma Unveils Most Extensive EADV Program To Date with 5 Late Breaking Abstracts and 23 Posters Sharing Clinical and Real-World Data | 09/25/2024 |
| BNY Mellon dividend paid on 1st of October 2024 | 10/01/2024 |
2 | LEO Pharma Commits to Net-Zero Greenhouse Gas Emissions by 2050 | 10/11/2024 |
3 | AERKOMM Expands Presence in Asia Through New Partnership with Eutelsats OneWeb LEO Services | 10/21/2024 |
4 | Capella Space Awarded Hybrid Acquisition for Proliferated LEO Contract by the Space Development Agency | 10/23/2024 |
5 | Disposition of tradable shares by Shea John P of BNY Mellon subject to Rule 16b-3 | 10/25/2024 |
| BNY Mellon dividend paid on 31st of October 2024 | 10/31/2024 |
7 | Acquisition by Comerica Bank of tradable shares of BNY Mellon at 25000.0 subject to Rule 16b-3 | 11/08/2024 |
8 | LEO Pharmas Anzupgo Cream Achieves Marketing Approval in Switzerland | 11/14/2024 |
9 | STANLEY 1913 ANNOUNCES MULTI-YEAR PARTNERSHIP WITH THE BRAND OF LEGENDARY ATHLETE, LEO MESSI | 11/21/2024 |
| BNY Mellon dividend paid on 2nd of December 2024 | 12/02/2024 |
10 | MHRA Grants Marketing Authorisation for LEO Pharmas Anzupgo cream in Great Britain | 12/03/2024 |
| Begin Period Cash Flow | 6.2 M |
BNY |
BNY Mellon Relative Risk vs. Return Landscape
If you would invest 654.00 in BNY Mellon Strategic on September 13, 2024 and sell it today you would lose (16.00) from holding BNY Mellon Strategic or give up 2.45% of portfolio value over 90 days. BNY Mellon Strategic is generating negative expected returns assuming volatility of 0.6581% on return distribution over 90 days investment horizon. In other words, 5% of stocks are less volatile than BNY, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
BNY Mellon Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for BNY Mellon's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as BNY Mellon Strategic, and traders can use it to determine the average amount a BNY Mellon's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0556
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | LEO |
Estimated Market Risk
| 0.66 actual daily | 5 95% of assets are more volatile |
Expected Return
| -0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.06 actual daily | 0 Most of other assets perform better |
Based on monthly moving average BNY Mellon is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of BNY Mellon by adding BNY Mellon to a well-diversified portfolio.
BNY Mellon Fundamentals Growth
BNY Stock prices reflect investors' perceptions of the future prospects and financial health of BNY Mellon, and BNY Mellon fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on BNY Stock performance.
| Return On Equity | -0.0631 | ||||
| Return On Asset | 0.0228 | ||||
| Profit Margin | (1.14) % | ||||
| Operating Margin | 0.87 % | ||||
| Current Valuation | 500.79 M | ||||
| Shares Outstanding | 62.29 M | ||||
| Price To Earning | 58.06 X | ||||
| Price To Book | 0.88 X | ||||
| Price To Sales | 13.36 X | ||||
| Revenue | 73.46 M | ||||
| Gross Profit | 30.18 M | ||||
| EBITDA | 5.12 M | ||||
| Net Income | 73.51 M | ||||
| Cash And Equivalents | 6 M | ||||
| Cash Per Share | 0.10 X | ||||
| Total Debt | 225.34 M | ||||
| Debt To Equity | 0.33 % | ||||
| Current Ratio | 0.12 X | ||||
| Book Value Per Share | 7.00 X | ||||
| Cash Flow From Operations | 12.82 M | ||||
| Earnings Per Share | 1.18 X | ||||
| Market Capitalization | 398.66 M | ||||
| Total Asset | 677.01 M | ||||
| Retained Earnings | (41.38 M) | ||||
About BNY Mellon Performance
By examining BNY Mellon's fundamental ratios, stakeholders can obtain critical insights into BNY Mellon's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that BNY Mellon is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.11 | 0.11 | |
| Return On Capital Employed | (0.24) | (0.23) | |
| Return On Assets | 0.11 | 0.11 | |
| Return On Equity | 0.16 | 0.17 |
Things to note about BNY Mellon Strategic performance evaluation
Checking the ongoing alerts about BNY Mellon for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for BNY Mellon Strategic help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| BNY Mellon Strategic generated a negative expected return over the last 90 days | |
| BNY Mellon Strategic has a very high chance of going through financial distress in the upcoming years | |
| BNY Mellon Strategic has 225.34 M in debt with debt to equity (D/E) ratio of 0.33, which is OK given its current industry classification. BNY Mellon Strategic has a current ratio of 0.12, suggesting that it has not enough short term capital to pay financial commitments when the payables are due. Note however, debt could still be an excellent tool for BNY to invest in growth at high rates of return. | |
| BNY Mellon Strategic has a poor financial position based on the latest SEC disclosures | |
| On 2nd of December 2024 BNY Mellon paid $ 0.019 per share dividend to its current shareholders | |
| Latest headline from businesswire.com: MHRA Grants Marketing Authorisation for LEO Pharmas Anzupgo cream in Great Britain |
- Analyzing BNY Mellon's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether BNY Mellon's stock is overvalued or undervalued compared to its peers.
- Examining BNY Mellon's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating BNY Mellon's management team can have a significant impact on its success or failure. Reviewing the track record and experience of BNY Mellon's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of BNY Mellon's stock. These opinions can provide insight into BNY Mellon's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in BNY Mellon Strategic. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in income. You can also try the Idea Breakdown module to analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes.
Is Asset Management & Custody Banks space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of BNY Mellon. If investors know BNY will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about BNY Mellon listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.569 | Earnings Share 1.18 | Revenue Per Share 0.479 | Quarterly Revenue Growth (0.03) | Return On Assets 0.0228 |
The market value of BNY Mellon Strategic is measured differently than its book value, which is the value of BNY that is recorded on the company's balance sheet. Investors also form their own opinion of BNY Mellon's value that differs from its market value or its book value, called intrinsic value, which is BNY Mellon's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because BNY Mellon's market value can be influenced by many factors that don't directly affect BNY Mellon's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between BNY Mellon's value and its price as these two are different measures arrived at by different means. Investors typically determine if BNY Mellon is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, BNY Mellon's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.