BNY Historical Balance Sheet
LEO Stock | USD 6.15 0.02 0.33% |
Trend analysis of BNY Mellon Strategic balance sheet accounts such as Cash of 4.2 M provides information on BNY Mellon's total assets, liabilities, and equity, which is the actual value of BNY Mellon Strategic to its prevalent stockholders. By breaking down trends over time using BNY Mellon balance sheet statements, investors will see what precisely the company owns and what it owes to creditors or other parties at the end of each accounting year.
Financial Statement Analysis is much more than just reviewing and examining BNY Mellon Strategic latest accounting reports to predict its past. Macroaxis encourages investors to analyze financial statements over time for various trends across multiple indicators and accounts to determine whether BNY Mellon Strategic is a good buy for the upcoming year.
BNY Mellon Inventory |
|
BNY |
About BNY Balance Sheet Analysis
Balance Sheet is a snapshot of the financial position of BNY Mellon Strategic at a specified time, usually calculated after every quarter, six months, or one year. BNY Mellon Balance Sheet has two main parts: assets and liabilities. Liabilities are the debts or obligations of BNY Mellon and are divided into current liabilities and long term liabilities. An asset, on the other hand, is anything of value that can be converted into cash and which BNY currently owns. An asset can also be divided into two categories, current and non-current.
BNY Mellon Balance Sheet Chart
Add Fundamental
Total Assets
Total assets refers to the total amount of BNY Mellon assets owned. Assets are items that have some economic value and are expended over time to create a benefit for the owner. These assets are usually recorded in BNY Mellon Strategic books under different categories such as cash, marketable securities, accounts receivable,prepaid expenses, inventory, fixed assets, intangible assets, other assets, marketable securities, accounts receivable, prepaid expenses and others. The total value of all owned resources that are expected to provide future economic benefits to the business, including cash, investments, accounts receivable, inventory, property, plant, equipment, and intangible assets.Total Current Liabilities
Total Current Liabilities is an item on BNY Mellon balance sheet that include short term debt, accounts payable, accrued salaries payable, payroll taxes payable, accrued liabilities and other debts. Total Current Liabilities of BNY Mellon Strategic are important to investors because some useful performance ratios such as Current Ratio and Quick Ratio require Total Current Liabilities to be accurate. The total amount of liabilities that a company is expected to pay within one year, including debts, accounts payable, and other short-term financial obligations.Total Stockholder Equity
The total equity held by shareholders, calculated as the difference between a company's total assets and total liabilities. It represents the net value of the company owned by shareholders.Non Current Assets Total
The total value of a company's long-term assets, which are not expected to be converted into cash or used up within one year or the operating cycle, including property, plant, and equipment, and intangible assets.Most accounts from BNY Mellon's balance sheet are interrelated and interconnected. However, analyzing balance sheet accounts one by one will only give a small insight into BNY Mellon Strategic current financial condition. On the other hand, looking into the entire matrix of balance sheet accounts, and analyzing their relationships over time can provide a more complete picture of the company financial strength now and in the future. 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. At this time, BNY Mellon's Liabilities And Stockholders Equity is very stable compared to the past year. As of the 31st of January 2025, Other Stockholder Equity is likely to grow to about 500.9 M, though Other Current Liabilities is likely to grow to (6.6 M).
2022 | 2024 | 2025 (projected) | Total Stockholder Equity | 392.4M | 519.4M | 725.6M | Total Current Liabilities | 11.4M | 13.1M | 12.4M |
BNY Mellon balance sheet Correlations
Click cells to compare fundamentals
BNY Mellon Account Relationship Matchups
High Positive Relationship
High Negative Relationship
BNY Mellon balance sheet Accounts
2020 | 2021 | 2022 | 2023 | 2024 | 2025 (projected) | ||
Total Assets | 820.1M | 664.7M | 624.3M | 677.0M | 778.6M | 807.0M | |
Other Current Liab | (2.5M) | (5.7M) | 275.1K | (6.1M) | (7.0M) | (6.6M) | |
Total Current Liabilities | 638.1K | 2.5M | 2.9M | 11.4M | 13.1M | 12.4M | |
Total Stockholder Equity | 621.2M | 486.6M | 392.4M | 451.7M | 519.4M | 725.6M | |
Net Debt | 195.1M | 170.6M | (6.2M) | (3.5M) | (4.0M) | (3.8M) | |
Cash | 799.1K | 4.2M | 6.2M | 3.5M | 4.0M | 4.2M | |
Non Current Assets Total | 809.2M | 650.8M | 606.8M | 673.5M | 774.5M | 789.4M | |
Non Currrent Assets Other | (809.2M) | (650.8M) | (606.8M) | (664.7M) | (598.2M) | (628.1M) | |
Other Assets | 26.6K | 31.7K | 296.7K | 677.0M | 609.3M | 314.3M | |
Cash And Short Term Investments | 799.1K | 4.2M | 6.2M | 3.5M | 4.0M | 4.2M | |
Net Receivables | 10.1M | 9.7M | 10.9M | 8.8M | 7.9M | 12.4M | |
Common Stock Shares Outstanding | 62.2M | 62.3M | 62.3M | 45.0M | 71.6M | 64.5M | |
Liabilities And Stockholders Equity | 820.1M | 664.7M | 624.3M | 677.0M | 778.6M | 807.0M | |
Other Stockholder Equity | 492.3M | 492.9M | 493.0M | 414.1M | 443.7M | 500.9M | |
Total Liab | 198.8M | 178.1M | 231.9M | 225.3M | 259.1M | 272.1M | |
Total Current Assets | 10.9M | 13.9M | 17.1M | 3.5M | 3.1M | 3.0M | |
Short Long Term Debt Total | 222.8M | 196.1M | 174.8M | 141.5M | 162.7M | 112.1M | |
Short Term Debt | 246.2K | 222.6K | 195.9K | 174.8K | 157.3K | 149.4K | |
Net Tangible Assets | 539.9M | 520.7M | 542.3M | 407.7M | 366.9M | 482.0M | |
Retained Earnings | 49.4M | (85.4M) | (100.7M) | (41.4M) | (37.2M) | (35.4M) | |
Accounts Payable | 2.5M | 2.9M | 11.1M | 6.1M | 5.5M | 4.9M | |
Long Term Investments | 809.2M | 650.8M | 606.8M | 664.7M | 598.2M | 622.4M | |
Non Current Liabilities Total | 222.6M | 195.9M | 2.9M | 141.5M | 127.3M | 127.1M | |
Other Current Assets | (10.9M) | 31.7K | (17.1M) | (8.8M) | (7.9M) | (8.3M) | |
Net Invested Capital | 738.7M | 582.5M | 533.8M | 591.8M | 532.6M | 540.9M | |
Capital Stock | 79.0M | 79.0M | 79.0M | 62.3K | 56.1K | 53.3K |
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
Moving against BNY Stock
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 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 Sign In To Macroaxis module to sign in to explore Macroaxis' wealth optimization platform and fintech modules.
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 | Quarterly Revenue Growth (0.03) | Return On Assets |
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.