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BNY vs. UBS: Bank of New York Mellon vs. UBS Stock Comparison

How do Bank of New York Mellon (BNY) and UBS (UBS) 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 UBS (UBS) both belong to the Capital Markets industry, though BNY is classified under Asset Management & Custody Banks while UBS falls under Diversified Capital Markets.

Company profile comparison for Bank of New York Mellon (BNY) and UBS (UBS)
Profile ItemBNYUBS
NameBank of New York Mellon Corp.UBS Group AG
Country/RegionUnited StatesSwitzerland
GICS SectorFinancialsFinancials
GICS Industry GroupFinancial ServicesFinancial Services
GICS IndustryCapital MarketsCapital Markets
GICS Sub-IndustryAsset Management & Custody BanksDiversified Capital Markets
Market Capitalization99.40 billion USD144.79 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateMay 3, 1973May 16, 2000
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

BNY
UBS
GSPC
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Bank of New York Mellon (BNY) vs. UBS (UBS), with S&P 500 (GSPC) for reference: Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for Bank of New York Mellon (BNY) and UBS (UBS). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for Bank of New York Mellon (BNY) and UBS (UBS). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for Bank of New York Mellon (BNY) and UBS (UBS)
MetricBNYUBS
Total Return (1Y)41.28%30.78%
Total Return (3Y, Annualized)53.51%29.39%
Total Return (5Y, Annualized)24.36%25.00%

Risk Profile

Drawdown History

BNY
UBS
GSPC
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Bank of New York Mellon (BNY) vs. UBS (UBS), with S&P 500 (GSPC) for reference: Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for Bank of New York Mellon (BNY) and UBS (UBS). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Bank of New York Mellon (BNY) and UBS (UBS)
MetricBNYUBS
Volatility (1Y, Annualized)22.30%27.78%
Beta (5Y)1.001.15
Max Drawdown (5Y)-40.45%-32.48%
Avg. Volume (3M)3.38M1.93M

Risk-Adjusted Performance

Risk-Return Positioning

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BNY and UBS are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for Bank of New York Mellon (BNY) and UBS (UBS)
MetricBNYUBS
Sharpe Ratio (1Y)1.660.95
Sortino Ratio (1Y)2.481.44

Profitability

ROE (TTM)

Capital efficiency shows on one side only: Bank of New York Mellon (BNY) earns 14.87% on shareholders’ equity, ranked against its industry; UBS (UBS) has no ROE this period.

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%

UBS

Financial Services industry group

--

Max
44.78%
Q3
21.85%
Median
12.91%
Q1
4.48%
Min
-18.71%
UBS
--
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Bank of New York Mellon (BNY) vs. UBS (UBS): UBS does not report ROE, so it has no value marker; BNY is benchmarked against the Financial Services industry group.

Net Margin (TTM)

Bank of New York Mellon (BNY) at 29.74% retains a top-quartile share of revenue as profit, ahead of UBS (UBS) at 18.18%, 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%

UBS

Financial Services industry group

18.18%

Max
62.84%
Q3
28.05%
UBS
18.18%
Median
15.36%
Q1
4.82%
Min
-28.52%
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Bank of New York Mellon (BNY) vs. UBS (UBS): A comparison of their net margin against the Financial Services industry group benchmark.

Operating Margin (TTM)

Both Bank of New York Mellon (BNY) at 39.07% and UBS (UBS) at 27.10% 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%

UBS

Financial Services industry group

27.10%

Max
107.33%
Q3
55.90%
Median
30.09%
UBS
27.10%
Q1
14.60%
Min
-44.34%
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Bank of New York Mellon (BNY) vs. UBS (UBS): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for Bank of New York Mellon (BNY) and UBS (UBS)
MetricBNYUBS
ROE (TTM)14.87%--
ROA (TTM)1.39%--
Net Margin (TTM)29.74%18.18%
Operating Margin (TTM)39.07%27.10%
Gross Margin (TTM)----

Growth

Revenue Growth

Both Bank of New York Mellon (BNY) at 8.22% and UBS (UBS) at 4.30% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.

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Bank of New York Mellon (BNY) vs. UBS (UBS): A comparison of their Revenue Growth across different time periods.

EPS Growth

UBS (UBS) at 55.26% 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 UBS.

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Bank of New York Mellon (BNY) vs. UBS (UBS): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Bank of New York Mellon (BNY) and UBS (UBS)
MetricBNYUBS
Revenue Growth (YoY)8.22%4.30%
Revenue Growth (3Y CAGR)6.87%12.44%
EPS Growth (YoY)27.59%55.26%
EPS Growth (3Y CAGR)36.65%1.60%

Financial Strength

Current Ratio (MRQ)

current ratio doesn’t apply on either side: Bank of New York Mellon (BNY) in Financial Services and UBS (UBS) 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 UBS (UBS) 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

Financial strength metrics for Bank of New York Mellon (BNY) and UBS (UBS)
MetricBNYUBS
Current Ratio (MRQ)----
Debt / Equity (MRQ)----
Net Debt / EBITDA----

Dividends

Dividend Yield (TTM)

UBS (UBS) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Bank of New York Mellon (BNY) reports a yield of 1.51%, ranking against industry peers normally.

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%

UBS

Financial Services industry group

0.00%

Max
9.77%
Q3
3.92%
Median
1.09%
UBS
0.00%
Q1
0.00%
Min
0.00%
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Bank of New York Mellon (BNY) vs. UBS (UBS): A comparison of their dividend yield against the Financial Services industry group benchmark.

Dividend Payout Ratio (TTM)

Both Bank of New York Mellon (BNY) at 24.58% and UBS (UBS) at 36.30% 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%

UBS

Financial Services industry group

36.30%

Max
241.07%
Q3
97.36%
UBS
36.30%
Median
25.77%
Q1
0.00%
Min
0.00%
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Bank of New York Mellon (BNY) vs. UBS (UBS): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for Bank of New York Mellon (BNY) and UBS (UBS)
MetricBNYUBS
Dividend Yield (TTM)1.51%0.00%
Dividend Payout Ratio (TTM)24.58%36.30%

Valuation

P/E Ratio (TTM)

Both Bank of New York Mellon (BNY) at 16.36 and UBS (UBS) at 15.77 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

UBS

Financial Services industry group

15.77

Max
45.85
Q3
24.64
UBS
15.77
Median
15.37
Q1
9.68
Min
0.16
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Bank of New York Mellon (BNY) vs. UBS (UBS): A comparison of their P/E ratio against the Financial Services industry group benchmark.

P/S Ratio (TTM)

On P/S ratio, both Bank of New York Mellon (BNY) at 4.52 and UBS (UBS) at 2.71 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

UBS

Financial Services industry group

2.71

Max
9.23
Q3
4.57
Median
2.72
UBS
2.71
Q1
1.28
Min
-0.55
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Bank of New York Mellon (BNY) vs. UBS (UBS): A comparison of their P/S ratio against the Financial Services industry group benchmark.

P/B Ratio (MRQ)

On P/B ratio, both Bank of New York Mellon (BNY) at 2.53 and UBS (UBS) at 1.64 are valued close to their industries’ norm against book — neither stands out from peers.

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

UBS

Financial Services industry group

1.64

Max
7.79
Q3
3.63
UBS
1.64
Median
1.57
Q1
0.81
Min
-0.39
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Bank of New York Mellon (BNY) vs. UBS (UBS): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for Bank of New York Mellon (BNY) and UBS (UBS)
MetricBNYUBS
P/E Ratio (TTM)16.3615.77
P/S Ratio (TTM)4.522.71
P/B Ratio (MRQ)2.531.64
Free Cash Flow Yield (TTM)----