BNY vs. EVR: Bank of New York Mellon vs. Evercore Stock Comparison
How do Bank of New York Mellon (BNY) and Evercore (EVR) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.
Company Profile
Bank of New York Mellon (BNY) and Evercore (EVR) both belong to the Capital Markets industry, though BNY is classified under Asset Management & Custody Banks while EVR falls under Investment Banking & Brokerage.
| Profile Item | BNY | EVR |
|---|---|---|
| Name | Bank of New York Mellon Corp. | Evercore Inc. Class A Common Stock |
| Country/Region | United States | United States |
| GICS Sector | Financials | Financials |
| GICS Industry Group | Financial Services | Financial Services |
| GICS Industry | Capital Markets | Capital Markets |
| GICS Sub-Industry | Asset Management & Custody Banks | Investment Banking & Brokerage |
| Market Capitalization | 99.40 billion USD | 10.81 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | May 3, 1973 | August 14, 2006 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | BNY | EVR |
|---|---|---|
| Total Return (1Y) | 41.28% | -2.40% |
| Total Return (3Y, Annualized) | 53.51% | 30.98% |
| Total Return (5Y, Annualized) | 24.36% | 16.41% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | BNY | EVR |
|---|---|---|
| Volatility (1Y, Annualized) | 22.30% | 39.76% |
| Beta (5Y) | 1.00 | 1.45 |
| Max Drawdown (5Y) | -40.45% | -47.86% |
| Avg. Volume (3M) | 3.38M | 546.56K |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | BNY | EVR |
|---|---|---|
| Sharpe Ratio (1Y) | 1.66 | -0.17 |
| Sortino Ratio (1Y) | 2.48 | -0.23 |
Profitability
ROE (TTM)
Evercore (EVR) at 37.97% sits in the top ROE quartile, while Bank of New York Mellon (BNY) at 14.87% is closer to the peer norm — stronger capital efficiency for EVR.
BNY
Financial Services industry group
14.87%
- Max
- 44.78%
- Q3
- 21.85%
- BNY
- 14.87%
- Median
- 12.91%
- Q1
- 4.48%
- Min
- -18.71%
EVR
Financial Services industry group
37.97%
- Max
- 44.78%
- EVR
- 37.97%
- Q3
- 21.85%
- Median
- 12.91%
- Q1
- 4.48%
- Min
- -18.71%
Net Margin (TTM)
Bank of New York Mellon (BNY) at 29.74% retains a top-quartile share of revenue as profit, ahead of Evercore (EVR) at 15.73%, which keeps about the industry-typical share.
BNY
Financial Services industry group
29.74%
- Max
- 62.84%
- BNY
- 29.74%
- Q3
- 28.05%
- Median
- 15.36%
- Q1
- 4.82%
- Min
- -28.52%
EVR
Financial Services industry group
15.73%
- Max
- 62.84%
- Q3
- 28.05%
- EVR
- 15.73%
- Median
- 15.36%
- Q1
- 4.82%
- Min
- -28.52%
Operating Margin (TTM)
Both Bank of New York Mellon (BNY) at 39.07% and Evercore (EVR) at 21.94% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.
BNY
Financial Services industry group
39.07%
- Max
- 107.33%
- Q3
- 55.90%
- BNY
- 39.07%
- Median
- 30.09%
- Q1
- 14.60%
- Min
- -44.34%
EVR
Financial Services industry group
21.94%
- Max
- 107.33%
- Q3
- 55.90%
- Median
- 30.09%
- EVR
- 21.94%
- Q1
- 14.60%
- Min
- -44.34%
Profitability Metrics
| Metric | BNY | EVR |
|---|---|---|
| ROE (TTM) | 14.87% | 37.97% |
| ROA (TTM) | 1.39% | 17.07% |
| Net Margin (TTM) | 29.74% | 15.73% |
| Operating Margin (TTM) | 39.07% | 21.94% |
| Gross Margin (TTM) | -- | -- |
Growth
Revenue Growth
Evercore (EVR) at 29.41% sits in the top revenue growth quartile, while Bank of New York Mellon (BNY) at 8.22% is closer to the peer norm — faster top-line expansion for EVR.
EPS Growth
Evercore (EVR) at 54.74% sits in the top EPS growth quartile, while Bank of New York Mellon (BNY) at 27.59% is closer to the peer norm — faster per-share earnings growth for EVR.
Growth Metrics
| Metric | BNY | EVR |
|---|---|---|
| Revenue Growth (YoY) | 8.22% | 29.41% |
| Revenue Growth (3Y CAGR) | 6.87% | 11.76% |
| EPS Growth (YoY) | 27.59% | 54.74% |
| EPS Growth (3Y CAGR) | 36.65% | 6.57% |
Financial Strength
Current Ratio (MRQ)
current ratio doesn’t apply on either side: Bank of New York Mellon (BNY) in Financial Services and Evercore (EVR) 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 / Equity (MRQ)
debt-to-equity ratio is set aside for both: Bank of New York Mellon (BNY) in Financial Services and Evercore (EVR) 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
| Metric | BNY | EVR |
|---|---|---|
| Current Ratio (MRQ) | -- | -- |
| Debt / Equity (MRQ) | -- | -- |
| Net Debt / EBITDA | -- | -- |
Dividends
Dividend Yield (TTM)
Both Bank of New York Mellon (BNY) at 1.51% and Evercore (EVR) at 1.21% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.
BNY
Financial Services industry group
1.51%
- Max
- 9.77%
- Q3
- 3.92%
- BNY
- 1.51%
- Median
- 1.09%
- Q1
- 0.00%
- Min
- 0.00%
EVR
Financial Services industry group
1.21%
- Max
- 9.77%
- Q3
- 3.92%
- EVR
- 1.21%
- Median
- 1.09%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Both Bank of New York Mellon (BNY) at 24.58% and Evercore (EVR) at 18.93% keep payout ratio within their industries’ typical mid-ranges — dividend policies that share earnings without consuming too much of them.
BNY
Financial Services industry group
24.58%
- Max
- 241.07%
- Q3
- 97.36%
- Median
- 25.77%
- BNY
- 24.58%
- Q1
- 0.00%
- Min
- 0.00%
EVR
Financial Services industry group
18.93%
- Max
- 241.07%
- Q3
- 97.36%
- Median
- 25.77%
- EVR
- 18.93%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | BNY | EVR |
|---|---|---|
| Dividend Yield (TTM) | 1.51% | 1.21% |
| Dividend Payout Ratio (TTM) | 24.58% | 18.93% |
Valuation
P/E Ratio (TTM)
Both Bank of New York Mellon (BNY) at 16.36 and Evercore (EVR) at 15.57 land around their industries’ usual P/E ratio levels — neither is getting a clear earnings-multiple discount or premium versus peers.
BNY
Financial Services industry group
16.36
- Max
- 45.85
- Q3
- 24.64
- BNY
- 16.36
- Median
- 15.37
- Q1
- 9.68
- Min
- 0.16
EVR
Financial Services industry group
15.57
- Max
- 45.85
- Q3
- 24.64
- EVR
- 15.57
- Median
- 15.37
- Q1
- 9.68
- Min
- 0.16
P/S Ratio (TTM)
On P/S ratio, both Bank of New York Mellon (BNY) at 4.52 and Evercore (EVR) at 2.23 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.
BNY
Financial Services industry group
4.52
- Max
- 9.23
- Q3
- 4.57
- BNY
- 4.52
- Median
- 2.72
- Q1
- 1.28
- Min
- -0.55
EVR
Financial Services industry group
2.23
- Max
- 9.23
- Q3
- 4.57
- Median
- 2.72
- EVR
- 2.23
- Q1
- 1.28
- Min
- -0.55
P/B Ratio (MRQ)
Bank of New York Mellon (BNY) at 2.53 is valued about in line with its industry on P/B ratio, while Evercore (EVR) at 5.56 carries an above-peer premium to book — EVR is pricier on assets.
BNY
Financial Services industry group
2.53
- Max
- 7.79
- Q3
- 3.63
- BNY
- 2.53
- Median
- 1.57
- Q1
- 0.81
- Min
- -0.39
EVR
Financial Services industry group
5.56
- Max
- 7.79
- EVR
- 5.56
- Q3
- 3.63
- Median
- 1.57
- Q1
- 0.81
- Min
- -0.39
Valuation Metrics
| Metric | BNY | EVR |
|---|---|---|
| P/E Ratio (TTM) | 16.36 | 15.57 |
| P/S Ratio (TTM) | 4.52 | 2.23 |
| P/B Ratio (MRQ) | 2.53 | 5.56 |
| Free Cash Flow Yield (TTM) | -- | -- |