BNY Mellon (BK, $36.44) and Wells Fargo (WFC, $26.07) have new CFOs
On Tuesday, Bank of New York Mellon appointed Emily Portney chief financial officer.
Portney succeeds Mike Santomassimo , who stepped down to take the same position at Wells Fargo .
Portney previously led the client management, sales and service teams for BNY Mellon's asset-servicing business.
She had also been CFO for Barclays International prior to joining BNY. She worked 22 years at JPMorgan Chase , where she was global head of clearing and collateral management.
Wells Fargo said Santomassimo also will join the parent's operating committee. He will succeed John Shrewsberry, who has said he would retire after 22 years with Wells Fargo.
Tickeron's comparison: WFC vs. BK
[WFC & BK] are closely correlated.
Both companies represent the Major Banks industry
Market capitalization -- BK: $31.8B vs. WFC: $101.2B
Stock price -- (BK: $36.45 vs. WFC: $26.12)
Current volume relative to the 65-day Moving Average: BK: 66% vs. WFC: 74%
Brand notoriety: BK and WFC are both notable
Long term analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
BK’s FA Score shows that 0 FA rating(s) are green while WFC’s FA Score has 2’s green FA rating(s).
- BK’s FA Score: 0 green, 5 red.
- WFC’s FA Score: 2 green, 3 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators.
BK’s TA Score shows that 1 TA rating(s) are bullish while WFC’s TA Score has 2’s bullish TA rating(s).
- BK’s TA Score: 1 bullish, 5 bearish.
- WFC’s TA Score: 2 bullish, 5 bearish.
WFC vs BK: Fundamental Ratings
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
WFC's Valuation (10) in the Major Banks industry is in the same range as BK (41). This means that WFC’s stock grew similarly to BK’s over the last 12 months.
WFC's Profit vs Risk Rating (100) in the Major Banks industry is in the same range as BK (100). This means that WFC’s stock grew similarly to BK’s over the last 12 months.
BK's SMR Rating (92) in the Major Banks industry is in the same range as WFC (96). This means that BK’s stock grew similarly to WFC’s over the last 12 months.
BK's Price Growth Rating (60) in the Major Banks industry is in the same range as WFC (65). This means that BK’s stock grew similarly to WFC’s over the last 12 months.
WFC's P/E Growth Rating (6) in the Major Banks industry is significantly better than the same rating for BK (85). This means that WFC’s stock grew significantly faster than BK’s over the last 12 months.
WFC ($101B) has a higher market cap than BK ($31.8B). BK has higher P/E ratio than WFC: -27.489 vs -52.906. BK YTD gains are higher at: -27.489 vs. WFC (-52.906). BK has less debt than WFC: 44.4B vs 291B. WFC has higher revenues than BK: 86.5B vs 19.7B.
BK in upward trend: price rose above 50-day moving average on November 24, 2025
BK moved above its 50-day moving average on November 24, 2025 date and that indicates a change from a downward trend to an upward trend. In of 34 similar past instances, the stock price increased further within the following month. The odds of a continued upward trend are .
Technical Analysis (Indicators)
Bullish Trend Analysis
The Stochastic Oscillator shows that the ticker has stayed in the oversold zone for 4 days. The price of this ticker is presumed to bounce back soon, since the longer the ticker stays in the oversold zone, the more promptly an upward trend is expected.
Following a 3-day Advance, the price is estimated to grow further. Considering data from situations where BK advanced for three days, in of 368 cases, the price rose further within the following month. The odds of a continued upward trend are .
The Aroon Indicator entered an Uptrend today. In of 389 cases where BK Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are .
Bearish Trend Analysis
The 10-day RSI Indicator for BK moved out of overbought territory on November 13, 2025. This could be a bearish sign for the stock. Traders may want to consider selling the stock or buying put options. Tickeron's A.I.dvisor looked at 51 similar instances where the indicator moved out of overbought territory. In of the 51 cases, the stock moved lower in the following days. This puts the odds of a move lower at .
The Momentum Indicator moved below the 0 level on November 17, 2025. You may want to consider selling the stock, shorting the stock, or exploring put options on BK as a result. In of 81 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are .
The Moving Average Convergence Divergence Histogram (MACD) for BK turned negative on November 17, 2025. This could be a sign that the stock is set to turn lower in the coming weeks. Traders may want to sell the stock or buy put options. Tickeron's A.I.dvisor looked at 45 similar instances when the indicator turned negative. In of the 45 cases the stock turned lower in the days that followed. This puts the odds of success at .
Following a 3-day decline, the stock is projected to fall further. Considering past instances where BK declined for three days, the price rose further in of 62 cases within the following month. The odds of a continued downward trend are .
BK broke above its upper Bollinger Band on November 07, 2025. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.
The Tickeron SMR rating for this company is (best 1 - 100 worst), indicating very strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Profit vs. Risk Rating rating for this company is (best 1 - 100 worst), indicating low risk on high returns. The average Profit vs. Risk Rating rating for the industry is 25, placing this stock better than average.
The Tickeron Price Growth Rating for this company is (best 1 - 100 worst), indicating fairly steady price growth. BK’s price grows at a lower rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Seasonality Score of (best 1 - 100 worst) indicates that the company is fair valued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
The Tickeron PE Growth Rating for this company is (best 1 - 100 worst), pointing to average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Valuation Rating of (best 1 - 100 worst) indicates that the company is slightly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (1.930) is normal, around the industry mean (1.322). P/E Ratio (15.595) is within average values for comparable stocks, (12.166). Projected Growth (PEG Ratio) (0.994) is also within normal values, averaging (4.378). BK has a moderately low Dividend Yield (0.019) as compared to the industry average of (0.041). P/S Ratio (4.031) is also within normal values, averaging (3.401).
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Industry description
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Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
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General Information
a major bank
Industry MajorBanks
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