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BK vs STT
Which Stock Would AI Choose? Bank of New York Mellon (BK) vs. State Street Corporation (STT) Stock Comparison
Key Takeaways
- Both BK and STT reported record first-quarter revenues in recent earnings, with BK at $5.4 billion (up 13% YoY) and STT at $3.8 billion (up 16% YoY).
- BK oversees $59.4 trillion in assets under custody/administration (AUC/A), dwarfing STT's scale, providing greater stability.
- Recent stock momentum shows both gaining post-earnings, with STT up over 4% in pre-market trading and approaching its 52-week high.
- Valuations differ, with STT's trailing P/E around 15 versus BK's 18, suggesting relative value in STT.
- Over the past 12 months, both delivered strong returns around 40-70%, with similar growth profiles in the custody banking sector.
- Positive analyst sentiment persists for both, driven by fee revenue growth amid higher markets and interest rates.
Introduction
BK (Bank of New York Mellon) and STT (State Street Corporation) are leading global custodians and asset servicers, handling trillions in institutional assets. This comparison is relevant for investors seeking exposure to the financial services sector, particularly those interested in stable fee-based businesses benefiting from market rallies and higher interest rates. Traders monitoring recent earnings beats and momentum shifts will find insights into relative performance, valuations, and growth drivers. In the current environment of elevated asset values and net interest income (NII, earnings from lending minus funding costs), understanding their head-to-head dynamics aids portfolio positioning and sector rotation strategies.
BK Overview and Recent Performance
Bank of New York Mellon (BK), a premier financial services firm, provides custody, investment management, and data analytics to institutions worldwide. With a market capitalization of approximately $92 billion, it manages $2.1 trillion in assets under management (AUM) and $59.4 trillion in AUC/A as of recent quarters. In recent market activity, BK stock traded around $135, near its 52-week high of $137.54. Strong first-quarter results featured record revenue of $5.4 billion and adjusted EPS of $2.25, surpassing estimates amid higher fees from elevated markets and NII expansion. Sentiment has improved on operational leverage and dividend declarations, though shares reflect broader sector volatility tied to interest rate expectations.
STT Overview and Recent Performance
State Street Corporation (STT) specializes in custody, investment servicing, and investment management for institutional clients, with a market cap near $41 billion. Recent quarters highlight robust AUC/A and AUM growth supporting fee income. Trading around $145, the stock nears its 52-week high of $149, buoyed by recent gains. First-quarter earnings showcased record revenue of $3.8 billion (up 16% YoY) and adjusted EPS of $2.84, exceeding forecasts due to strong fee revenue and NII. Positive market reaction and analyst upgrades reflect optimism, though performance remains sensitive to equity market fluctuations and regulatory changes.
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Head-to-Head Comparison
Both BK and STT operate similar business models centered on institutional custody, servicing, and investment management, generating primarily recurring fee revenue from AUC/A and AUM. BK holds an edge in scale with vastly larger AUC/A, enabling diversified growth drivers like data and analytics services, while STT emphasizes alpha-generating investment solutions. Recent momentum favors both post-earnings, but STT shows slightly higher revenue growth. Risk factors include market downturns impacting AUM fees and interest rate shifts affecting NII; both exhibit moderate betas. Sector exposure is concentrated in financials, with positive sentiment from higher-for-longer rates, though STT trades at a discount on P/E metrics.
Tickeron AI Verdict
Tickeron’s AI currently leans toward STT due to its stronger recent EPS growth trajectory, lower relative valuation, and outperformance in 12-month returns amid favorable custody demand. While BK offers unmatched scale and stability, STT's momentum and catalysts position it probabilistically better for near-term upside in the current high-rate environment.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer. Disclaimers and Limitations
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BK is a Hold and STT is a Hold.
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 4 FA rating(s) are green whileSTT’s FA Score has 5 green FA rating(s).
- BK’s FA Score: 4 green, 1 red.
- STT’s FA Score: 5 green, 0 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
BK’s TA Score shows that 4 TA indicator(s) are bullish while STT’s TA Score has 4 bullish TA indicator(s).
- BK’s TA Score: 4 bullish, 4 bearish.
- STT’s TA Score: 4 bullish, 4 bearish.
Price Growth
BK (@Major Banks) experienced а +1.01% price change this week, while STT (@Investment Managers) price change was +0.22% for the same time period.
The average weekly price growth across all stocks in the @Major Banks industry was -0.41%. For the same industry, the average monthly price growth was -0.16%, and the average quarterly price growth was +15.68%.
The average weekly price growth across all stocks in the @Investment Managers industry was -0.27%. For the same industry, the average monthly price growth was +2.56%, and the average quarterly price growth was +6.89%.
Reported Earning Dates
BK is expected to report earnings on Jul 15, 2026.
STT is expected to report earnings on Jul 10, 2026.
Industries' Descriptions
@Major Banks (-0.41% weekly)Major banks are among the biggest companies in the world, often times with global reach and market capitalizations in the multi-billions. Large banks often have multiple arms spanning different disciplines, from deposits, to investment banking, to wealth management and insurance. The biggest banks often have key competitive advantages over smaller players in the industry in terms of brand recognition, cost of capital, and efficiency. Think J.P. Morgan, Bank of America, Wells Fargo, and Citigroup.
@Investment Managers (-0.27% weekly)Investment Managers manage financial assets and other investments of clients. Management includes designing a short- or long-term strategy for buying/holding and selling of portfolio holdings. It can also include tax services and other aspects of financial planning as well. While it is perceived that the industry is faced with growing competition from robo-advisors/digital platforms and passive/ index-tracking funds, many investors still find value in actively managed in-person services that investment management companies often emphasize on. At the same time, many wealth managers are also incorporating digital initiatives/low cost options in addition to their in-person customized services. Their main sources of revenues are fees as a percentage of assets under management, in addition to a certain portion of clients’ gains from asset appreciation. BlackRock, Inc., Blackstone Group Inc and Brookfield Asset Management are some of the major investment management companies.
| BK | STT | BK / STT | |
| Capitalization | 92.7B | 42B | 221% |
| EBITDA | N/A | N/A | - |
| Gain YTD | 17.259 | 19.055 | 91% |
| P/E Ratio | 16.75 | 15.39 | 109% |
| Revenue | 20.4B | 14.5B | 141% |
| Total Cash | 5.11B | 4.43B | 115% |
| Total Debt | 33.8B | 29.2B | 116% |
BK | STT | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 86 | 80 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 87 Overvalued | 23 Undervalued | |
PROFIT vs RISK RATING 1..100 | 6 | 21 | |
SMR RATING 1..100 | 7 | 9 | |
PRICE GROWTH RATING 1..100 | 21 | 16 | |
P/E GROWTH RATING 1..100 | 33 | 19 | |
SEASONALITY SCORE 1..100 | 50 | 50 |
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.
STT's Valuation (23) in the Regional Banks industry is somewhat better than the same rating for BK (87) in the Major Banks industry. This means that STT’s stock grew somewhat faster than BK’s over the last 12 months.
BK's Profit vs Risk Rating (6) in the Major Banks industry is in the same range as STT (21) in the Regional Banks industry. This means that BK’s stock grew similarly to STT’s over the last 12 months.
BK's SMR Rating (7) in the Major Banks industry is in the same range as STT (9) in the Regional Banks industry. This means that BK’s stock grew similarly to STT’s over the last 12 months.
STT's Price Growth Rating (16) in the Regional Banks industry is in the same range as BK (21) in the Major Banks industry. This means that STT’s stock grew similarly to BK’s over the last 12 months.
STT's P/E Growth Rating (19) in the Regional Banks industry is in the same range as BK (33) in the Major Banks industry. This means that STT’s stock grew similarly to BK’s over the last 12 months.
| BK | STT | |
|---|---|---|
| RSI ODDS (%) | 1 day ago 55% | 1 day ago 72% |
| Stochastic ODDS (%) | 1 day ago 75% | 1 day ago 73% |
| Momentum ODDS (%) | 1 day ago 70% | 1 day ago 76% |
| MACD ODDS (%) | 1 day ago 49% | 1 day ago 52% |
| TrendWeek ODDS (%) | 1 day ago 65% | 1 day ago 66% |
| TrendMonth ODDS (%) | 1 day ago 66% | 1 day ago 64% |
| Advances ODDS (%) | 1 day ago 60% | 1 day ago 65% |
| Declines ODDS (%) | 7 days ago 50% | 11 days ago 56% |
| BollingerBands ODDS (%) | 7 days ago 54% | 7 days ago 64% |
| Aroon ODDS (%) | 1 day ago 63% | 1 day ago 60% |
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