Bny Mellon Strategic Stock Current Valuation
| LEO Stock | USD 6.39 0.01 0.16% |
Valuation analysis of BNY Mellon Strategic helps investors to measure BNY Mellon's intrinsic value by examining its available valuation indicators, including the cash flow records, the balance sheet account changes and income statement patterns. As of the 12th of December 2024, Enterprise Value is likely to grow to about 500.3 M, while Enterprise Value Over EBITDA is likely to drop 21.65. Fundamental drivers impacting BNY Mellon's valuation include:
Price Book 0.8813 | Enterprise Value 500.8 M | Price Sales 13.3634 | Trailing PE 5.4153 | Enterprise Value Revenue 7.326 |
Fairly Valued
Today
Please note that BNY Mellon's price fluctuation is very steady at this time. Calculation of the real value of BNY Mellon Strategic is based on 3 months time horizon. Increasing BNY Mellon's time horizon generally increases the accuracy of value calculation and significantly improves the predictive power of the methodology used.
Since BNY Mellon is currently traded on the exchange, buyers and sellers on that exchange determine the market value of BNY Stock. However, BNY Mellon's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 6.39 | Real 6.38 | Hype 6.39 | Naive 6.37 |
The intrinsic value of BNY Mellon's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence BNY Mellon's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of BNY Mellon Strategic helps investors to forecast how BNY stock's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of BNY Mellon more accurately as focusing exclusively on BNY Mellon's fundamentals will not take into account other important factors: BNY Mellon Strategic Company Current Valuation Analysis
BNY Mellon's Enterprise Value is a firm valuation proxy that approximates the current market value of a company. It is typically used to determine the takeover or merger price of a firm. Unlike Market Cap, this measure takes into account the entire liquid asset, outstanding debt, and exotic equity instruments that the company has on its balance sheet. When a takeover occurs, the parent company will have to assume the target company's liabilities but will take possession of all cash and cash equivalents.
Current BNY Mellon Current Valuation | 500.79 M |
Most of BNY Mellon's fundamental indicators, such as Current Valuation, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, BNY Mellon Strategic is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
BNY Current Valuation Driver Correlations
Understanding the fundamental principles of building solid financial models for BNY Mellon is extremely important. It helps to project a fair market value of BNY Stock properly, considering its historical fundamentals such as Current Valuation. Since BNY Mellon's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of BNY Mellon's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of BNY Mellon's interrelated accounts and indicators.
Click cells to compare fundamentals
BNY Current Valuation Historical Pattern
Today, most investors in BNY Mellon Stock are looking for potential investment opportunities by analyzing not only static indicators but also various BNY Mellon's growth ratios. Consistent increases or drops in fundamental ratios usually indicate a possible pattern that can be successfully translated into profits. However, when comparing two companies, knowing each company's current valuation growth rates may not be enough to decide which company is a better investment. That's why investors frequently use a static breakdown of BNY Mellon current valuation as a starting point in their analysis.
BNY Mellon Current Valuation |
| Timeline |
Enterprise Value can be a useful tool to compare companies with different capital structures. Long term liability and current cash or cash equivalents can have a huge impact on market valuation of a given company.
| Competition |
In accordance with the recently published financial statements, BNY Mellon Strategic has a Current Valuation of 500.79 M. This is 98.47% lower than that of the Capital Markets sector and 93.31% lower than that of the Financials industry. The current valuation for all United States stocks is 96.99% higher than that of the company.
BNY Current Valuation Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses BNY Mellon's direct or indirect competition against its Current Valuation to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of BNY Mellon could also be used in its relative valuation, which is a method of valuing BNY Mellon by comparing valuation metrics of similar companies.BNY Mellon is currently under evaluation in current valuation category among its peers.
BNY Mellon Current Valuation Drivers
We derive many important indicators used in calculating different scores of BNY Mellon from analyzing BNY Mellon's financial statements. These drivers represent accounts that assess BNY Mellon's ability to generate profits relative to its revenue, operating costs, and shareholders' equity. Below are some of BNY Mellon's important valuation drivers and their relationship over time.
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Market Cap | 515.1M | 541.8M | 378.7M | 239.8M | 275.8M | 534.9M | |
| Enterprise Value | 737.1M | 736.9M | 549.3M | 375.1M | 337.6M | 500.3M |
BNY Fundamentals
| 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 | ||||
| Shares Owned By Institutions | 40.75 % | ||||
| Number Of Shares Shorted | 18.63 K | ||||
| 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 | ||||
| Short Ratio | 0.13 X | ||||
| Earnings Per Share | 1.18 X | ||||
| Target Price | 0.42 | ||||
| Beta | 0.58 | ||||
| Market Capitalization | 398.66 M | ||||
| Total Asset | 677.01 M | ||||
| Retained Earnings | (41.38 M) | ||||
| Annual Yield | 0.04 % | ||||
| Five Year Return | 5.39 % | ||||
| Net Asset | 677.01 M |
About BNY Mellon Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze BNY Mellon Strategic's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of BNY Mellon using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of BNY Mellon Strategic based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Pair Trading with BNY Mellon
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if BNY Mellon position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in BNY Mellon will appreciate offsetting losses from the drop in the long position's value.Moving against BNY Stock
| 0.69 | MS | Morgan Stanley Fiscal Year End 21st of January 2025 | PairCorr |
| 0.63 | AMP | Ameriprise Financial Fiscal Year End 22nd of January 2025 | PairCorr |
| 0.62 | COF | Capital One Financial Fiscal Year End 23rd of January 2025 | PairCorr |
| 0.58 | WAVS | Western Acquisition | PairCorr |
| 0.54 | ENVA | Enova International | PairCorr |
The ability to find closely correlated positions to BNY Mellon could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace BNY Mellon when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back BNY Mellon - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling BNY Mellon Strategic to buy it.
The correlation of BNY Mellon is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as BNY Mellon moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if BNY Mellon Strategic moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for BNY Mellon can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out BNY Mellon Piotroski F Score and BNY Mellon Altman Z Score analysis. You can also try the Money Managers module to screen money managers from public funds and ETFs managed around the world.
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.