BK vs NTRS Comparison: AI Score, Valuation, Performance and Upside
Compare BNY Mellon and Northern Trust by assets under custody, fee income growth, wealth management AUM, cost efficiency, and which custody bank wins the institutional finance race.
Use this BNY Mellon vs Northern Trust comparison to evaluate the key differences across valuation, growth, profitability, and risk before making an investment decision.
BK holds the edge across 5 of 5 key metrics in this comparison. BK leads on both 1-year return (+64.55%) and forward P/E quality (14.23x vs 14.95x for NTRS), a relatively favorable combination of momentum and valuation. On fundamentals, NTRS is growing revenue faster (13.90%), while BK maintains the higher operating margin (37.65%) — a classic growth-versus-profitability split. Analyst consensus implies meaningfully more upside for BK (+4.00%) than for NTRS (-2.89%).
| Metric | BK | NTRS |
|---|---|---|
| AI score | 51.7 | 49.8 |
| AI rank | #403 | #520 |
| Latest close | $157.13 | $180.52 |
| 1M return | +7.57% | +3.79% |
| 6M return | +26.75% | +21.46% |
| 1Y return | +64.55% | +40.20% |
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | BK | NTRS |
|---|---|---|
| 1Y ago | $16.05K (+60.5%) started 2025-07-17 | $13.88K (+38.8%) started 2025-07-25 |
| 5Y ago | $42.25K (+322.5%) started 2021-07-19 | $20.55K (+105.5%) started 2021-07-26 |
| 10Y ago | $65.08K (+550.8%) started 2016-07-18 | $45.03K (+350.3%) started 2016-07-25 |
Hypothetical — past performance does not guarantee future results.
| Metric | BK | NTRS |
|---|---|---|
| Market cap | $94.14B | $34.17B |
| Trailing P/E | 17.02 | 19.34 |
| Forward P/E | 14.23 | 14.95 |
| Price/Sales | N/A | 2.45 |
| EV/Revenue | -3.18 | 4.86 |
| Analyst target | $142.64 | $179.35 |
| Target upside | +4.00% | -2.89% |
| Metric | BK | NTRS |
|---|---|---|
| Revenue growth | 13.40% | 13.90% |
| Earnings growth | 41.80% | 42.60% |
| EPS growth | +41.80% | +42.60% |
| FCF margin | N/A | N/A |
| Operating margin | 37.65% | 31.72% |
| Profit margin | 28.72% | 22.36% |
| ROIC proxy | 13.47% | 14.46% |
| Return on equity | 13.47% | 14.46% |
| Dividend yield | 1.53% | 1.73% |
| Beta | 1.07 | 1.26 |
| Debt/equity | N/A | N/A |
| Current ratio | N/A | N/A |
| Quick ratio | N/A | N/A |
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
| Period | Metric | BK | NTRS |
|---|---|---|---|
| 1Y | Growth | +60.47% | +38.83% |
| CAGR | +60.58% | +38.97% | |
| Sharpe ratio | 2.25 | 1.28 | |
| Max drawdown | 10.15% | 12.87% | |
| Max daily drop | 5.58% | 4.09% | |
| Max wkly drop | 6.90% | 6.52% | |
| 5Y | Growth | +272.32% | +80.93% |
| CAGR | +30.11% | +12.60% | |
| Sharpe ratio | 1.02 | 0.40 | |
| Max drawdown | 40.45% | 50.03% | |
| Max daily drop | 8.26% | 9.25% | |
| Max wkly drop | 16.00% | 15.76% | |
| 10Y | Growth | +398.85% | +242.38% |
| CAGR | +17.44% | +13.10% | |
| Sharpe ratio | 0.57 | 0.41 | |
| Max drawdown | 50.49% | 50.03% | |
| Max daily drop | 14.50% | 18.19% | |
| Max wkly drop | 24.89% | 21.30% |
| Category | BK | NTRS |
|---|---|---|
| Company | BK | NTRS |
| Sector | Financial Services | Financial Services |
| Industry | N/A | Asset Management |
| Core business | N/A | N/A |
| Investor focus | N/A | N/A |
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