BNY Mellon (BNY)
NYSEFinancialsInvestment - Banking & Investment ServicesSnapshot 2026-09-04
$164.84+0.31%
Close 2026-09-04 · 1-day change
NYSEFinancialsInvestment - Banking & Investment ServicesSnapshot 2026-09-04
QuarterlyIQ Insights · BNY
Price, fair value, and the multiples that frame it on the same time axis. Scroll over the price chart to zoom.
Daily closes. Earnings/event dots inline.
A consensus fair price across 11 valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
We take the 12-month fair value above and grade our own number — how the market prices this name versus what we'd justify, and where the two diverge.
At $165 BNY trades at 19× p/e, in line with its 16× p/e peer median — but our blended $140 fair value sits below the price. We hold it with medium confidence: quality doesn't explain valuation multiples in this sub-industry, so the peer comparison is a weak guide. Analysts target $145–$180. Note: our $140 fair value sits below the entire analyst range ($145–$180). Even valued only for durable growth at sustainable margins, it's worth about $183 — above today's price, so the premium reflects that growth case, not pure multiple expansion. Not investment advice.
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
Score 100 = cheapest in the cohort, 0 = richest. Bars are filled left-to-right based on the peer-relative score (or PEG/self-history where shown).
Each method's implied share price per horizon. Provisional rows use a projected (historical-CAGR) growth input rather than analyst or management guidance.
| Method | Horizon | Est. price | Multiple | Per-share input | EPS source | Confidence |
|---|---|---|---|---|---|---|
| analyst target | 12M | $165.00 | — | — | Analyst | high |
| dcf fcff | 12M | $207.60 | — | — | Hist. CAGR | high |
| graham number | 12M | $112.55 | — | — | TTM | high |
| Peer P/B | 12M | $126.30 | 1.9 | 65.39 | TTM | high |
| Peer P/FCF | 12M |
A “consensus-then vs. actual-now” overlay is on the way — what our valuation estimate said on a past date versus where the price actually landed.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A long-thesis check that carries the widest uncertainty of the three horizons.
Above average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
$145.00 – $180.00 (median $165.00) · 11 analysts · as of 2026-07-22
Only weak execution quality — not the full expensive x weak x turbulent stack. Regime (Mania) does not concentrate fragility.
For similar setups historically (n=20,154): about 33% saw a 20%+ drawdown, and roughly 76% of those did not recover within the year. These are historical base rates for the cohort, not a forecast of this stock.
Looks more expensive than peers.
Around its own typical valuation.
Trailing four: 2025-Q2, 2025-Q3, 2026-Q1, 2026-Q2
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
| $31.10 |
| 13.5 |
| 2.30 |
| TTM |
| high |
| Peer P/E | 12M | $130.89 | 13.2 | 9.92 | ntm analyst | high |
| Peer P/S | 12M | $117.06 | 3.2 | 36.06 | TTM | high |
| PEG | 12M | $211.72 | 24.6 | 8.61 | TTM | high |
| residual income | 12M | $76.90 | — | — | TTM | high |
| Own P/E history | 12M | $152.79 | 17.7 | 8.61 | TTM | high |
| triangulated | 12M | $147.00 | 16.3 | 8.99 | Triangulated | high |
| Peer P/B | 3Y | $140.84 | 1.9 | 72.92 | Hist. CAGR(prov.) | medium |
| Peer P/E | 3Y | $122.59 | 13.2 | 9.29 | Analyst | medium |
| Peer P/S | 3Y | $98.91 | 3.2 | 30.47 | Analyst | medium |
| PEG | 3Y | $228.50 | 24.6 | 9.29 | Analyst | medium |
| Own P/E history | 3Y | $164.90 | 17.7 | 9.29 | Analyst | medium |
| Peer P/B | 5Y | $151.45 | 1.9 | 78.41 | Hist. CAGR(prov.) | high |
| Peer P/E | 5Y | $109.57 | 13.2 | 8.31 | Analyst | high |
| Peer P/S | 5Y | $88.41 | 3.2 | 27.23 | Analyst | high |
| PEG | 5Y | $204.23 | 24.6 | 8.31 | Analyst | high |
| Own P/E history | 5Y | $147.38 | 17.7 | 8.31 | Analyst | high |