BNY
US EQUITY
Financials
Asset Management & Custody Banks
CIK: 1390777
BNY Mellon (BNY) Quant Factor Diagnostic & Fair Value Model
BNY Mellon (Ticker: BNY) is listed in the Financials sector (Asset Management & Custody Banks). Below is its point-in-time financial profile, valuation multiples, and cross-sectional factor diagnostics.
$145.27
-0.03%
Latest Close (2026-10-23)
Market Cap: $97.75B
P/E Ratio: 14.8
Momentum Strength
3M / 12M
-7.92%
1M: -3.28%
12M: +35.73%
Quality (ROE)
Point-in-Time
+15.53%
Trailing Return on Equity
Technical Trend
RSI 14
54.1
SMA50: $152.93
SMA200: $138.71
Valuation Multiplier
Trailing
14.8
Deep Value (Under 15x P/E)
📊
Valuation & Multi-Factor Diagnostic
Deep Value (Under 15x P/E)
BNY trades at an attractive earnings multiple of 14.8x, significantly lower than the broader S&P 500 average.
⚡
Benchmark Factor Strategy
S&P 500 Momentum Alpha Strategy
This strategy applies cross-sectional momentum and quality factor filters across large-cap US equities.
📈 Daily Candlestick & Volume Quant Chart
Interactive lightweight price action & volume breakdown over recent 90 trading days.
均线多头 (MA20/50)
Piotroski F-Score: 7/9 (High Financial Strength)
Official Point-in-Time Financial Filing History
Zero Lookahead Bias: Every financial metric is timestamped at the exact moment officially published to the market.
备案 CIK: 1390777 · 10-K 年报 / 10-Q 季报
| Form | Period End | Filing Timestamp (Point-in-Time) | Revenue | Net Income | Operating CF | EPS (Diluted) |
|---|---|---|---|---|---|---|
| 10-Q | 2026-06-30 | 2026-07-31 | - | $1.76B | -$551.00M | $2.45 |
| 10-Q | 2025-12-31 | 2026-07-31 | - | - | - | - |
| 10-Q | 2025-06-30 | 2026-07-31 | - | $1.42B | $2.61B | $1.93 |
| 10-Q | 2026-03-31 | 2026-05-01 | - | $1.63B | -$3.01B | $2.24 |
| 10-Q | 2025-03-31 | 2026-05-01 | - | $1.22B | $412.00M | $1.58 |
| 10-K | 2025-12-31 | 2026-02-25 | $20.08B | $5.55B | $6.73B | $7.40 |
| 10-K | 2024-12-31 | 2026-02-25 | $18.62B | $4.53B | $687.00M | $5.80 |
| 10-K | 2023-12-31 | 2026-02-25 | $17.70B | $3.30B | $5.91B | $3.89 |
💡 Methodology & Frequently Asked Questions
Key reference details regarding BNY Mellon (BNY) valuation multiples, momentum factors, and point-in-time filing conventions.
How should BNY's current valuation multiple be interpreted? ↓
BNY trades at a trailing P/E of 14.8x within the Financials sector (deep value (under 15x p/e)). Valuation multiples are computed using trailing-twelve-month GAAP earnings against the latest close price.
What are BNY's key momentum and technical factor indicators? ↓
As of the latest close, BNY shows a 1-month return of -3.28%, 3-month return of -7.92%, and 12-month return of +35.73%, with a 14-day RSI of 54.1. Momentum factors reflect short- and intermediate-term price velocity across the equity cross-section.
What is Point-in-Time (PIT) financial data and why does it matter for BNY? ↓
Point-in-Time indexing aligns corporate fundamentals with their official public filing timestamps (Form 10-Q/10-K) rather than accounting period-end dates. This methodology eliminates lookahead bias in historical equity backtests.
How can BNY be incorporated into systematic factor models? ↓
BNY can be evaluated within customized multi-factor models or screened against cross-sectional filters (such as momentum quintiles and return on equity) to analyze historical turnover and risk-adjusted return.