BNY Mellon Strategic Net Income
| LEO Stock | USD 6.51 0.01 0.15% |
As of the 28th of February, BNY Mellon shows the risk adjusted performance of 0.1649, and Mean Deviation of 0.3216. Relative to fundamental indicators, the technical analysis model gives you tools to check practical technical drivers of BNY Mellon, as well as the relationship between them.
BNY Mellon Total Revenue |
|
Gross Profit | Profit Margin | Market Capitalization | Enterprise Value Revenue 251.7149 | Revenue |
| Last Reported | Projected for Next Year | ||
| Net Loss | -11.8 M | -11.2 M | |
| Net Loss | -11.8 M | -11.2 M | |
| Net Loss | -100.8 M | -95.8 M | |
| Net Loss | (0.24) | (0.23) | |
| Net Income Per E B T | 0.81 | 1.02 |
BNY | Net Income | Build AI portfolio with BNY Stock |
Evaluating BNY Mellon's Net Income across multiple reporting periods reveals the company's ability to sustain growth and manage resources effectively. This longitudinal analysis highlights inflection points, cyclical patterns, and structural changes that short-term snapshots might miss, offering deeper insight into BNY Mellon Strategic's fundamental strength.
Latest BNY Mellon's Net Income Growth Pattern
Below is the plot of the Net Income of BNY Mellon Strategic over the last few years. Net income is one of the most important fundamental items in finance. It plays a large role in BNY Mellon Strategic financial statement analysis. It represents the amount of money remaining after all of BNY Mellon Strategic operating expenses, interest, taxes and preferred stock dividends have been deducted from a company total revenue. It is BNY Mellon's Net Loss historical data analysis aims to capture in quantitative terms the overall pattern of either growth or decline in BNY Mellon's overall financial position and show how it may be relating to other accounts over time.
| View | Last Reported (13.1 M) | 10 Years Trend |
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Net Income |
| Timeline |
BNY Net Income Regression Statistics
| Arithmetic Mean | 17,463,266 | |
| Coefficient Of Variation | 283.42 | |
| Mean Deviation | 37,939,410 | |
| Median | 7,951,343 | |
| Standard Deviation | 49,493,921 | |
| Sample Variance | 2449.6T | |
| Range | 202.9M | |
| R-Value | (0.38) | |
| Mean Square Error | 2235.1T | |
| R-Squared | 0.14 | |
| Significance | 0.13 | |
| Slope | (3,727,317) | |
| Total Sum of Squares | 39194.4T |
BNY Net Income History
Other Fundumenentals of BNY Mellon Strategic
| Net Income From Continuing Ops | ||
| Net Income Applicable To Common Shares | ||
| Net Income Per Share | ||
| Net Income Per E B T |
BNY Mellon Net Income component correlations
BNY Net Income 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 Net Income. 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
Will Asset Management & Custody Banks sector continue expanding? Could BNY diversify its offerings? Factors like these will boost the valuation of BNY Mellon. Expected growth trajectory for BNY significantly influences the price investors are willing to assign. Accurate valuation requires analyzing both current fundamentals and future growth trajectories. Every BNY Mellon data point contributes insight, yet successful analysis hinges on identifying the most consequential variables.
Quarterly Earnings Growth (0.67) | Dividend Share 0.244 | Earnings Share (0.21) | Revenue Per Share | Quarterly Revenue Growth 0.035 |
Investors evaluate BNY Mellon Strategic using market value (trading price) and book value (balance sheet equity), each telling a different story. Calculating BNY Mellon's intrinsic value - the estimated true worth - helps identify when the stock trades at a discount or premium to fair value. Seasoned market participants apply comprehensive analytical frameworks to derive fundamental worth and identify mispriced opportunities. External factors like market trends, sector rotation, and investor psychology can cause BNY Mellon's market price to deviate significantly from intrinsic value.
Understanding that BNY Mellon's value differs from its trading price is crucial, as each reflects different aspects of the company. Evaluating whether BNY Mellon represents a sound investment requires analyzing earnings trends, revenue growth, technical signals, industry dynamics, and expert forecasts. Conversely, BNY Mellon's market price signifies the transaction level at which participants voluntarily complete trades.
BNY Mellon 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to BNY Mellon's stock what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of BNY Mellon.
| 11/30/2025 |
| 02/28/2026 |
If you would invest 0.00 in BNY Mellon on November 30, 2025 and sell it all today you would earn a total of 0.00 from holding BNY Mellon Strategic or generate 0.0% return on investment in BNY Mellon over 90 days. BNY Mellon is related to or competes with Oxford Lane, XAI Octagon, Cornerstone Total, Cornerstone Strategic, Carlyle Secured, Hercules Capital, and BlackRock TCP. BNY Mellon Strategic Municipals, Inc. is a closed ended fixed income mutual fund launched and managed by BNY Mellon Inve... More
BNY Mellon Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure BNY Mellon's stock current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess BNY Mellon Strategic upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.4009 | |||
| Information Ratio | 0.0218 | |||
| Maximum Drawdown | 2.56 | |||
| Value At Risk | (0.48) | |||
| Potential Upside | 0.8091 |
BNY Mellon Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for BNY Mellon's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as BNY Mellon's standard deviation. In reality, there are many statistical measures that can use BNY Mellon historical prices to predict the future BNY Mellon's volatility.| Risk Adjusted Performance | 0.1649 | |||
| Jensen Alpha | 0.0916 | |||
| Total Risk Alpha | 0.0434 | |||
| Sortino Ratio | 0.0241 | |||
| Treynor Ratio | (3.45) |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of BNY Mellon's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
BNY Mellon February 28, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.1649 | |||
| Market Risk Adjusted Performance | (3.44) | |||
| Mean Deviation | 0.3216 | |||
| Downside Deviation | 0.4009 | |||
| Coefficient Of Variation | 444.65 | |||
| Standard Deviation | 0.4428 | |||
| Variance | 0.196 | |||
| Information Ratio | 0.0218 | |||
| Jensen Alpha | 0.0916 | |||
| Total Risk Alpha | 0.0434 | |||
| Sortino Ratio | 0.0241 | |||
| Treynor Ratio | (3.45) | |||
| Maximum Drawdown | 2.56 | |||
| Value At Risk | (0.48) | |||
| Potential Upside | 0.8091 | |||
| Downside Variance | 0.1607 | |||
| Semi Variance | (0.01) | |||
| Expected Short fall | (0.47) | |||
| Skewness | 0.9068 | |||
| Kurtosis | 2.33 |
BNY Mellon Strategic Backtested Returns
As of now, BNY Stock is very steady. BNY Mellon Strategic secures Sharpe Ratio (or Efficiency) of 0.21, which signifies that the company had a 0.21 % return per unit of volatility over the last 3 months. We have found twenty-eight technical indicators for BNY Mellon Strategic, which you can use to evaluate the volatility of the firm. Please confirm BNY Mellon's risk adjusted performance of 0.1649, and Mean Deviation of 0.3216 to double-check if the risk estimate we provide is consistent with the expected return of 0.097%. BNY Mellon has a performance score of 16 on a scale of 0 to 100. The firm shows a Beta (market volatility) of -0.026, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning BNY Mellon are expected to decrease at a much lower rate. During the bear market, BNY Mellon is likely to outperform the market. BNY Mellon Strategic currently shows a risk of 0.45%. Please confirm BNY Mellon Strategic expected short fall, as well as the relationship between the rate of daily change and relative strength index , to decide if BNY Mellon Strategic will be following its price patterns.
Auto-correlation | 0.43 |
Average predictability
BNY Mellon Strategic has average predictability. Overlapping area represents the amount of predictability between BNY Mellon time series from 30th of November 2025 to 14th of January 2026 and 14th of January 2026 to 28th of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of BNY Mellon Strategic price movement. The serial correlation of 0.43 indicates that just about 43.0% of current BNY Mellon price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.43 | |
| Spearman Rank Test | 0.54 | |
| Residual Average | 0.0 | |
| Price Variance | 0.0 |
Because income is reported on the Income Statement of a company and is measured in dollars some investors prefer to use Profit Margin, which measures income as a percentage of sales.
| Competition |
BNY Accumulated Other Comprehensive Income
Accumulated Other Comprehensive Income |
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Based on the recorded statements, BNY Mellon Strategic reported net income of (13.1 Million). This is 101.03% lower than that of the Capital Markets sector and 104.81% lower than that of the Financials industry. The net income for all United States stocks is 102.29% higher than that of the company.
BNY Net Income 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 Net Income 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 net income 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.
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 (projected) | ||
| Market Cap | 378.7M | 332.0M | 405.5M | 389.3M | 447.7M | 529.4M | |
| Enterprise Value | 549.3M | 467.3M | 542.2M | 528.3M | 607.5M | 681.5M |
BNY Fundamentals
| Return On Equity | -0.0299 | ||||
| Return On Asset | 0.0248 | ||||
| Profit Margin | (0.44) % | ||||
| Operating Margin | 0.88 % | ||||
| Current Valuation | 543.83 M | ||||
| Shares Outstanding | 62.29 M | ||||
| Shares Owned By Insiders | 0.24 % | ||||
| Shares Owned By Institutions | 53.34 % | ||||
| Number Of Shares Shorted | 37.39 K | ||||
| Price To Earning | 58.06 X | ||||
| Price To Book | 0.94 X | ||||
| Price To Sales | 13.84 X | ||||
| Revenue | (5.18 M) | ||||
| Gross Profit | 29.97 M | ||||
| EBITDA | (13.1 M) | ||||
| Net Income | (13.1 M) | ||||
| Cash And Equivalents | 6 M | ||||
| Cash Per Share | 0.10 X | ||||
| Total Debt | 139.04 M | ||||
| Debt To Equity | 0.33 % | ||||
| Current Ratio | 0.12 X | ||||
| Book Value Per Share | 6.80 X | ||||
| Cash Flow From Operations | 12.65 M | ||||
| Short Ratio | 0.23 X | ||||
| Earnings Per Share | (0.21) X | ||||
| Target Price | 0.42 | ||||
| Beta | 0.67 | ||||
| Market Capitalization | 414.91 M | ||||
| Total Asset | 646.34 M | ||||
| Retained Earnings | (69.68 M) | ||||
| Annual Yield | 0.04 % | ||||
| Five Year Return | 5.39 % | ||||
| Net Asset | 646.34 M | ||||
| Last Dividend Paid | 0.24 |
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 together with BNY Stock
| 0.66 | DHIL | Diamond Hill Investment | PairCorr |
| 0.65 | SPT6 | Beta Systems Software | PairCorr |
| 0.91 | HHI | Henderson High Income | PairCorr |
Moving against BNY Stock
| 0.79 | 55O1 | Apollo Investment Corp | PairCorr |
| 0.78 | MFG | Magellan Financial | PairCorr |
| 0.57 | BX | Blackstone Group | PairCorr |
| 0.54 | NP | Neptune Insurance | PairCorr |
| 0.51 | DMYY | dMY Squared Technology | 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 You can also try the Top Crypto Exchanges module to search and analyze digital assets across top global cryptocurrency exchanges.
Will Asset Management & Custody Banks sector continue expanding? Could BNY diversify its offerings? Factors like these will boost the valuation of BNY Mellon. Expected growth trajectory for BNY significantly influences the price investors are willing to assign. Accurate valuation requires analyzing both current fundamentals and future growth trajectories. Every BNY Mellon data point contributes insight, yet successful analysis hinges on identifying the most consequential variables.
Quarterly Earnings Growth (0.67) | Dividend Share 0.244 | Earnings Share (0.21) | Revenue Per Share | Quarterly Revenue Growth 0.035 |
Investors evaluate BNY Mellon Strategic using market value (trading price) and book value (balance sheet equity), each telling a different story. Calculating BNY Mellon's intrinsic value - the estimated true worth - helps identify when the stock trades at a discount or premium to fair value. Seasoned market participants apply comprehensive analytical frameworks to derive fundamental worth and identify mispriced opportunities. External factors like market trends, sector rotation, and investor psychology can cause BNY Mellon's market price to deviate significantly from intrinsic value.
Understanding that BNY Mellon's value differs from its trading price is crucial, as each reflects different aspects of the company. Evaluating whether BNY Mellon represents a sound investment requires analyzing earnings trends, revenue growth, technical signals, industry dynamics, and expert forecasts. Conversely, BNY Mellon's market price signifies the transaction level at which participants voluntarily complete trades.