BNY vs. EQH: Bank of New York Mellon vs. Equitable Stock Comparison

Company Profile

Bank of New York Mellon (BNY) and Equitable (EQH) both fall under the Financial Services industry group, but BNY is classified in Capital Markets while EQH is classified in Financial Services.

Price Performance

Cumulative Growth

Trailing Returns

Calendar-Year Returns

Performance Metrics

Risk Profile

Drawdown History

Return Distribution

Risk Metrics

Risk-Adjusted Performance

Risk-Return Positioning

Risk-Adjusted Metrics

Profitability

Equitable (EQH) at 171.08% clears its industry range for ROE, a sharper capital-efficiency signal than Bank of New York Mellon (BNY) at 14.87%, which is closer to a typical peer reading.

Bank of New York Mellon (BNY) at 29.74% retains a top-quartile share of revenue as profit, ahead of Equitable (EQH) at 11.52%, which keeps about the industry-typical share.

Both Bank of New York Mellon (BNY) at 39.07% and Equitable (EQH) at 37.18% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.

Profitability Metrics

Growth

Bank of New York Mellon (BNY) at 8.22% is around its peer norm for revenue growth, while Equitable (EQH) at -6.12% drops into the bottom quartile, signaling weaker demand or pricing momentum.

Bank of New York Mellon (BNY) at 27.59% is around its peer norm for EPS growth, while Equitable (EQH) at -227.78% falls below its industry range, a notably weak earnings reading.

Growth Metrics

Financial Strength

current ratio doesn’t apply on either side: Bank of New York Mellon (BNY) in Financial Services and Equitable (EQH) in Financial Services both report balance sheets without a current/non-current split, so their short-term liquidity is better judged through regulatory and funding measures.

debt-to-equity ratio is set aside for both: Bank of New York Mellon (BNY) in Financial Services and Equitable (EQH) in Financial Services run businesses where balance-sheet leverage is part of the model, so capital-adequacy and funding measures are the better gauges of balance-sheet risk.

Financial Strength Metrics

Dividends

Both Bank of New York Mellon (BNY) at 1.51% and Equitable (EQH) at 0.51% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.

Both Bank of New York Mellon (BNY) at 24.58% and Equitable (EQH) at 22.49% keep payout ratio within their industries’ typical mid-ranges — dividend policies that share earnings without consuming too much of them.

Dividend Metrics

Valuation

Both Bank of New York Mellon (BNY) at 16.36 and Equitable (EQH) at 10.39 land around their industries’ usual P/E ratio levels — neither is getting a clear earnings-multiple discount or premium versus peers.

Equitable (EQH) at 1.08 sits in the cheaper P/S ratio quartile while Bank of New York Mellon (BNY) at 4.52 prices around its industry’s middle — EQH costs less per dollar of sales, though read it alongside growth and margins.

Equitable (EQH) reports a negative P/B ratio of -4.92, meaning negative book equity — the multiple itself is not meaningful for valuation. Meanwhile Bank of New York Mellon (BNY) reports 2.53, ranking against industry peers normally.

Valuation Metrics