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Stock Comparison

BK vs JPM

Revenue, margins, valuation, and 5-year total return — side by side.

Live fundamentals10-year financials5-year price chart
BK
The Bank of New York Mellon Corporation

Asset Management

Financial ServicesNYSE • US
Market Cap$91.09B
5Y Perf.+259.5%
JPM
JPMorgan Chase & Co.

Banks - Diversified

Financial ServicesNYSE • US
Market Cap$834.20B
5Y Perf.+221.9%

BK vs JPM — Key Financials

Market cap, revenue, margins, and valuation side-by-side.

Company Snapshot
BK logoBK
JPM logoJPM
IndustryAsset ManagementBanks - Diversified
Market Cap$91.09B$834.20B
Revenue (TTM)$39.55B$270.79B
Net Income (TTM)$5.24B$58.03B
Gross Margin46.0%58.6%
Operating Margin14.8%27.7%
Forward P/E15.1x13.9x
Total Debt$45.44B$751.15B
Cash & Equiv.$101.94B$469.32B

BK vs JPMLong-Term Stock Performance

Price return indexed to 100 at period start. Dividends excluded.

BK
JPM
StockMay 20May 26Return
The Bank of New Yor… (BK)100359.5+259.5%
JPMorgan Chase & Co. (JPM)100321.9+221.9%

Price return only. Dividends and distributions are not included.

Quick Verdict: BK vs JPM

Each card shows where this stock fits in a portfolio — not just who wins on paper.

Bottom line: JPM leads in 4 of 7 categories, making it the strongest pick for valuation and capital efficiency and profitability and margin quality. The Bank of New York Mellon Corporation is the stronger pick specifically for growth and revenue expansion and capital preservation and lower volatility. As sector peers, any of these can serve as alternatives in the same allocation.
BK
The Bank of New York Mellon Corporation
The Banking Pick

BK is the clearest fit if your priority is income & stability and growth exposure.

  • Dividend streak 14 yrs, beta 0.83, yield 1.4%
  • Rev growth 17.1%, EPS growth 49.1%
  • Lower volatility, beta 0.83, current ratio 0.65x
Best for: income & stability and growth exposure
JPM
JPMorgan Chase & Co.
The Banking Pick

JPM carries the broadest edge in this set and is the clearest fit for long-term compounding and valuation efficiency.

  • 466.1% 10Y total return vs BK's 271.1%
  • PEG 1.07 vs BK's 2.93
  • NIM 2.3% vs BK's 1.0%
Best for: long-term compounding and valuation efficiency
See the full category breakdown
CategoryWinnerWhy
GrowthBK logoBK17.1% NII/revenue growth vs JPM's 14.6%
ValueJPM logoJPMLower P/E (13.9x vs 15.1x), PEG 1.07 vs 2.93
Quality / MarginsJPM logoJPMEfficiency ratio 0.3% vs BK's 0.3% (lower = leaner)
Stability / SafetyBK logoBKBeta 0.83 vs JPM's 1.00, lower leverage
DividendsJPM logoJPM1.7% yield, 14-year raise streak, vs BK's 1.4%
Momentum (1Y)BK logoBK+63.6% vs JPM's +24.8%
Efficiency (ROA)JPM logoJPMEfficiency ratio 0.3% vs BK's 0.3%

BK vs JPM — Revenue Breakdown by Segment

How each company's revenue is distributed across its business units

BKThe Bank of New York Mellon Corporation
FY 2024
Financial Service
73.9%$9.3B
Investment Advisory, Management and Administrative Service
24.9%$3.1B
Distribution and Shareholder Service
1.2%$158M
JPMJPMorgan Chase & Co.
FY 2024
Consumer & Community Banking
40.3%$71.5B
Commercial And Investment Bank
39.5%$70.1B
Asset and Wealth Management Segment
12.2%$21.6B
Segment Reporting, Reconciling Item, Corporate Nonsegment
9.8%$17.4B
Segment Reconciling Items
-1.7%$-3,037,000,000

BK vs JPM — Financial Metrics

Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.

BEST OVERALLJPMLAGGINGBK

Income & Cash Flow (Last 12 Months)

JPM leads this category, winning 3 of 5 comparable metrics.

JPM is the larger business by revenue, generating $270.8B annually — 6.8x BK's $39.6B. JPM is the more profitable business, keeping 21.6% of every revenue dollar as net income compared to BK's 11.5%.

MetricBK logoBKThe Bank of New Y…JPM logoJPMJPMorgan Chase & …
RevenueTrailing 12 months$39.6B$270.8B
EBITDAEarnings before interest/tax$8.4B$81.3B
Net IncomeAfter-tax profit$5.2B$58.0B
Free Cash FlowCash after capex$1.6B-$119.7B
Gross MarginGross profit ÷ Revenue+46.0%+58.6%
Operating MarginEBIT ÷ Revenue+14.8%+27.7%
Net MarginNet income ÷ Revenue+11.5%+21.6%
FCF MarginFCF ÷ Revenue-2.0%-15.5%
Rev. Growth (YoY)Latest quarter vs prior year
EPS Growth (YoY)Latest quarter vs prior year+25.3%+16.0%
JPM leads this category, winning 3 of 5 comparable metrics.

Valuation Metrics

Evenly matched — BK and JPM each lead in 3 of 6 comparable metrics.

At 15.7x trailing earnings, JPM trades at a 31% valuation discount to BK's 22.8x P/E. Adjusting for growth (PEG ratio), JPM offers better value at 1.21x vs BK's 4.42x — a lower PEG means you pay less per unit of expected earnings growth.

MetricBK logoBKThe Bank of New Y…JPM logoJPMJPMorgan Chase & …
Market CapShares × price$91.1B$834.2B
Enterprise ValueMkt cap + debt − cash$34.6B$1.12T
Trailing P/EPrice ÷ TTM EPS22.82x15.67x
Forward P/EPrice ÷ next-FY EPS est.15.11x13.93x
PEG RatioP/E ÷ EPS growth rate4.42x1.21x
EV / EBITDAEnterprise value multiple4.52x13.44x
Price / SalesMarket cap ÷ Revenue2.30x3.08x
Price / BookPrice ÷ Book value/share2.37x2.58x
Price / FCFMarket cap ÷ FCF
Evenly matched — BK and JPM each lead in 3 of 6 comparable metrics.

Profitability & Efficiency

JPM leads this category, winning 5 of 9 comparable metrics.

JPM delivers a 16.1% return on equity — every $100 of shareholder capital generates $16 in annual profit, vs $12 for BK. BK carries lower financial leverage with a 1.09x debt-to-equity ratio, signaling a more conservative balance sheet compared to JPM's 2.18x. On the Piotroski fundamental quality scale (0–9), BK scores 6/9 vs JPM's 5/9, reflecting solid financial health.

MetricBK logoBKThe Bank of New Y…JPM logoJPMJPMorgan Chase & …
ROE (TTM)Return on equity+11.8%+16.1%
ROA (TTM)Return on assets+1.2%+1.3%
ROICReturn on invested capital+5.0%+5.4%
ROCEReturn on capital employed+6.5%+8.2%
Piotroski ScoreFundamental quality 0–965
Debt / EquityFinancial leverage1.09x2.18x
Net DebtTotal debt minus cash-$56.5B$281.8B
Cash & Equiv.Liquid assets$101.9B$469.3B
Total DebtShort + long-term debt$45.4B$751.1B
Interest CoverageEBIT ÷ Interest expense0.32x0.74x
JPM leads this category, winning 5 of 9 comparable metrics.

Total Returns (Dividends Reinvested)

BK leads this category, winning 5 of 6 comparable metrics.

A $10,000 investment in BK five years ago would be worth $27,382 today (with dividends reinvested), compared to $21,108 for JPM. Over the past 12 months, BK leads with a +63.6% total return vs JPM's +24.8%. The 3-year compound annual growth rate (CAGR) favors BK at 49.7% vs JPM's 33.4% — a key indicator of consistent wealth creation.

MetricBK logoBKThe Bank of New Y…JPM logoJPMJPMorgan Chase & …
YTD ReturnYear-to-date+14.0%-4.0%
1-Year ReturnPast 12 months+63.6%+24.8%
3-Year ReturnCumulative with dividends+235.3%+137.4%
5-Year ReturnCumulative with dividends+173.8%+111.1%
10-Year ReturnCumulative with dividends+271.1%+466.1%
CAGR (3Y)Annualised 3-year return+49.7%+33.4%
BK leads this category, winning 5 of 6 comparable metrics.

Risk & Volatility

BK leads this category, winning 2 of 2 comparable metrics.

BK is the less volatile stock with a 0.83 beta — it tends to amplify market swings less than JPM's 1.00 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. BK currently trades 95.1% from its 52-week high vs JPM's 91.7% drawdown — a narrower gap to the peak suggests stronger recent price momentum.

MetricBK logoBKThe Bank of New Y…JPM logoJPMJPMorgan Chase & …
Beta (5Y)Sensitivity to S&P 5000.83x1.00x
52-Week HighHighest price in past year$139.15$337.25
52-Week LowLowest price in past year$81.12$248.83
% of 52W HighCurrent price vs 52-week peak+95.1%+91.7%
RSI (14)Momentum oscillator 0–10056.151.3
Avg Volume (50D)Average daily shares traded3.3M8.5M
BK leads this category, winning 2 of 2 comparable metrics.

Analyst Outlook

JPM leads this category, winning 1 of 1 comparable metric.

Wall Street rates BK as "Buy" and JPM as "Buy". Consensus price targets imply 9.5% upside for JPM (target: $339) vs 5.7% for BK (target: $140). For income investors, JPM offers the higher dividend yield at 1.66% vs BK's 1.36%.

MetricBK logoBKThe Bank of New Y…JPM logoJPMJPMorgan Chase & …
Analyst RatingConsensus buy/hold/sellBuyBuy
Price TargetConsensus 12-month target$139.86$338.78
# AnalystsCovering analysts3561
Dividend YieldAnnual dividend ÷ price+1.4%+1.7%
Dividend StreakConsecutive years of raises1414
Dividend / ShareAnnual DPS$1.80$5.13
Buyback YieldShare repurchases ÷ mkt cap+3.4%+3.4%
JPM leads this category, winning 1 of 1 comparable metric.
Key Takeaway

JPM leads in 3 of 6 categories (Income & Cash Flow, Profitability & Efficiency). BK leads in 2 (Total Returns, Risk & Volatility). 1 tied.

Best OverallJPMorgan Chase & Co. (JPM)Leads 3 of 6 categories
Loading custom metrics...

BK vs JPM: Frequently Asked Questions

10 questions · data-driven answers · updated daily

01

Is BK or JPM a better buy right now?

For growth investors, The Bank of New York Mellon Corporation (BK) is the stronger pick with 17.

1% revenue growth year-over-year, versus 14. 6% for JPMorgan Chase & Co. (JPM). JPMorgan Chase & Co. (JPM) offers the better valuation at 15. 7x trailing P/E (13. 9x forward), making it the more compelling value choice. Analysts rate The Bank of New York Mellon Corporation (BK) a "Buy" — based on 35 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

02

Which has the better valuation — BK or JPM?

On trailing P/E, JPMorgan Chase & Co.

(JPM) is the cheapest at 15. 7x versus The Bank of New York Mellon Corporation at 22. 8x. On forward P/E, JPMorgan Chase & Co. is actually cheaper at 13. 9x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: JPMorgan Chase & Co. wins at 1. 07x versus The Bank of New York Mellon Corporation's 2. 93x — a reasonable growth-adjusted valuation.

03

Which is the better long-term investment — BK or JPM?

Over the past 5 years, The Bank of New York Mellon Corporation (BK) delivered a total return of +173.

8%, compared to +111. 1% for JPMorgan Chase & Co. (JPM). Over 10 years, the gap is even starker: JPM returned +466. 1% versus BK's +271. 1%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

04

Which is safer — BK or JPM?

By beta (market sensitivity over 5 years), The Bank of New York Mellon Corporation (BK) is the lower-risk stock at 0.

83β versus JPMorgan Chase & Co. 's 1. 00β — meaning JPM is approximately 22% more volatile than BK relative to the S&P 500. On balance sheet safety, The Bank of New York Mellon Corporation (BK) carries a lower debt/equity ratio of 109% versus 2% for JPMorgan Chase & Co. — giving it more financial flexibility in a downturn.

05

Which is growing faster — BK or JPM?

By revenue growth (latest reported year), The Bank of New York Mellon Corporation (BK) is pulling ahead at 17.

1% versus 14. 6% for JPMorgan Chase & Co. (JPM). On earnings-per-share growth, the picture is similar: The Bank of New York Mellon Corporation grew EPS 49. 1% year-over-year, compared to 21. 7% for JPMorgan Chase & Co.. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.

06

Which has better profit margins — BK or JPM?

JPMorgan Chase & Co.

(JPM) is the more profitable company, earning 21. 6% net margin versus 11. 5% for The Bank of New York Mellon Corporation — meaning it keeps 21. 6% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: JPM leads at 27. 7% versus 14. 8% for BK. At the gross margin level — before operating expenses — JPM leads at 58. 6%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

07

Is BK or JPM more undervalued right now?

The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.

By this metric, JPMorgan Chase & Co. (JPM) is the more undervalued stock at a PEG of 1. 07x versus The Bank of New York Mellon Corporation's 2. 93x. A PEG below 1. 5 suggests fair-to-attractive pricing relative to expected growth. On forward earnings alone, JPMorgan Chase & Co. (JPM) trades at 13. 9x forward P/E versus 15. 1x for The Bank of New York Mellon Corporation — 1. 2x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for JPM: 9. 5% to $338. 78.

08

Which pays a better dividend — BK or JPM?

All stocks in this comparison pay dividends.

JPMorgan Chase & Co. (JPM) offers the highest yield at 1. 7%, versus 1. 4% for The Bank of New York Mellon Corporation (BK).

09

Is BK or JPM better for a retirement portfolio?

For long-horizon retirement investors, The Bank of New York Mellon Corporation (BK) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.

83), 1. 4% yield, +271. 1% 10Y return). Both have compounded well over 10 years (BK: +271. 1%, JPM: +466. 1%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

10

What are the main differences between BK and JPM?

Both stocks operate in the Financial Services sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.

In terms of investment character: BK is a mid-cap high-growth stock; JPM is a large-cap deep-value stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.

Find Stocks Like These

Explore pre-built screens for each stock's profile, or build a custom screen to find stocks that outperform both.

Stocks Like

BK

High-Growth Compounder

  • Sector: Financial Services
  • Market Cap > $100B
  • Revenue Growth > 8%
  • Net Margin > 6%
Run This Screen
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JPM

Dividend Mega-Cap Quality

  • Sector: Financial Services
  • Market Cap > $100B
  • Revenue Growth > 7%
  • Net Margin > 12%
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Beat Both

Find stocks that outperform BK and JPM on the metrics below

Revenue Growth>
%
(BK: 17.1% · JPM: 14.6%)
Net Margin>
%
(BK: 11.5% · JPM: 21.6%)
P/E Ratio<
x
(BK: 22.8x · JPM: 15.7x)

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