BNY vs. FDS: Bank of New York Mellon vs. FactSet Research Systems Stock Comparison

Company Profile

Bank of New York Mellon (BNY) and FactSet Research Systems (FDS) both belong to the Capital Markets industry, though BNY is classified under Asset Management & Custody Banks while FDS falls under Financial Exchanges & Data.

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

FactSet Research Systems (FDS) at 25.48% 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 FDS.

Bank of New York Mellon (BNY) at 29.74% retains a top-quartile share of revenue as profit, ahead of FactSet Research Systems (FDS) at 21.54%, which keeps about the industry-typical share.

Both Bank of New York Mellon (BNY) at 39.07% and FactSet Research Systems (FDS) at 22.22% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.

Profitability Metrics

Growth

Both Bank of New York Mellon (BNY) at 8.22% and FactSet Research Systems (FDS) at 6.65% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.

Both Bank of New York Mellon (BNY) at 27.59% and FactSet Research Systems (FDS) at -6.30% land near their industries' usual EPS growth ranges, so bottom-line momentum looks broadly in line with peers on both sides.

Growth Metrics

Financial Strength

current ratio doesn’t apply on either side: Bank of New York Mellon (BNY) in Financial Services and FactSet Research Systems (FDS) 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 FactSet Research Systems (FDS) 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 FactSet Research Systems (FDS) at 1.33% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.

Both Bank of New York Mellon (BNY) at 24.58% and FactSet Research Systems (FDS) at 31.02% 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 FactSet Research Systems (FDS) at 22.50 land around their industries’ usual P/E ratio levels — neither is getting a clear earnings-multiple discount or premium versus peers.

Bank of New York Mellon (BNY) at 4.52 is priced about in line with its industry on P/S ratio, while FactSet Research Systems (FDS) at 4.67 sits in the pricier quartile — FDS costs more per dollar of sales.

Bank of New York Mellon (BNY) at 2.53 is valued about in line with its industry on P/B ratio, while FactSet Research Systems (FDS) at 5.77 carries an above-peer premium to book — FDS is pricier on assets.

Valuation Metrics