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BNY vs IBKR vs USB

161 measures in 16 categories, one definition each, computed from filings and market data.
BNY54.3
Bank of New York Mellon Corp
Financial Services · Investment - Banking & Investment Services
$143.24 +0.82%$97.2B mkt cap
Score DNA
IBKR56.4
Interactive Brokers Group, Inc.
Financial Services · Investment - Banking & Investment Services
$82.69 −3.88%$145.3B mkt cap
Score DNA
USB58.7
U.S. Bancorp
Financial Services · Banks - Regional
$58.73 +2.32%$91.5B mkt cap
Score DNA

Price, rebased to 100 three years ago

BNY   IBKR   USB   · weekly adjusted closes
-50050100150200250300350400450500550600650700750800850900950100010501100115012001250130013501400145015001550160016501700175018001850190019502000205021002150Jan 24Apr 24Jul 24Oct 24Jan 25Apr 25Jul 25Oct 25Jan 26Apr 26Jul 26Oct 26BNY 1784IBKR 394USB 200
Smart money 8Valuation 16Profitability (TTM) 12Returns on capital 11Growth 17Margin history & stability 7Liquidity (latest quarter) 7Leverage & solvency (latest quarter) 13Efficiency 11Cash flow & earnings quality 7Dividends & buybacks 9Scores & forensic checks 15Per share 7Size (TTM) 8Price performance 9Technicals 4
● marks the highest or lowest value where that direction is plainly stronger (margins, returns, coverage, leverage); multiples and yields are left unmarked. Bars show each stock's percentile within its own industry (these stocks sit in different industries). n/a: the measure does not apply to lenders and insurers.

Smart money

8 measures
MeasureBNYIBKRUSB
Insider open-market buys, 180d 0 6 0
Insider $ bought, 180d — $0.01M —
Congress purchases, 180d 0 0 1
Last Congress purchase — — 2026-06-02
13F net change in holders — +118 +91
ETFs adding shares, 30d 1,348 1,099 1,547
ETFs trimming, 30d 1,293 777 1,204
Net ETF funds, 30d +55 +322 +343

Valuation

16 measures
MeasureBNYIBKRUSB
P/E (TTM) 20.0x
50th
 129.1x
100th
 11.2x
40th
PEG (P/E ÷ 3-yr EPS CAGR) 0.33 4.75 0.96
27th
Price / sales 3.2x
50th
 13.1x
100th
 2.1x
21st
Price / book 2.2x
0th
 24.6x
100th
 1.4x
71st
Price / tangible book 4.0x
0th
 6.6x
50th
 1.9x
81st
Price / free cash flow n/a n/a n/a
Price / operating cash flow n/a n/a n/a
Enterprise value n/a n/a n/a
EV / sales n/a n/a n/a
EV / EBITDA n/a n/a n/a
EV / EBIT n/a n/a n/a
EV / free cash flow n/a n/a n/a
Earnings yield 5.0%
50th
 0.8%
0th
 8.9%
61st
FCF yield n/a n/a n/a
Operating cash flow yield n/a n/a n/a
Graham number (per share) $100.01
100th
 $27.17
0th
 $71.62
72nd

Profitability (TTM)

12 measures
MeasureBNYIBKRUSB
Gross margin n/a n/a n/a
EBITDA margin n/a n/a n/a
Operating margin 20.3%
0th
 87.1%
100th
 23.9%
45th
EBIT margin 20.3%
0th
 87.6%
100th
 23.3%
39th
Net margin 16.1%
100th
 10.1%
0th
 18.7%
25th
NOPAT margin 16.2%
25th
 79.6%
100th
 19.2%
47th
FCF margin n/a n/a n/a
Operating cash flow margin n/a n/a n/a
R&D / revenue 0.0%
0th
 0.0%
0th
 0.0%
0th
SG&A / revenue 24.8%
100th
 4.1%
25th
 32.0%
71st
Stock comp / revenue 0.0%
0th
 1.1%
25th
 0.0%
0th
Effective tax rate 20.2%
50th
 8.6%
0th
 19.7%
31st

Returns on capital

11 measures
MeasureBNYIBKRUSB
ROE (on average equity) 21.6%
50th
 21.0%
25th
 12.7%
71st
ROA 1.8%
25th
 0.5%
0th
 1.2%
41st
ROIC n/a n/a n/a
ROCE n/a n/a n/a
Return on tangible assets 2.3%
0th
 4.5%
25th
 1.4%
49th
Cash ROIC (OCF / invested capital) n/a n/a n/a
Gross profitability (GP / assets) n/a n/a n/a
ROIC, 3-yr average n/a n/a n/a
ROIC, 5-yr average n/a n/a n/a
ROE, 5-yr average 2.6%
0th
 16.0%
25th
 11.5%
64th
Incremental ROIC n/a n/a n/a

Growth

17 measures
MeasureBNYIBKRUSB
Revenue growth (TTM YoY) — 15.8% 3.3%
47th
Revenue growth (QoQ) 3.3%
25th
 9.3%
75th
 0.8%
42nd
Revenue CAGR, 3 yr 962.9%
100th
 20.8%
75th
 7.8%
33rd
Revenue CAGR, 5 yr 307.5%
100th
 32.6%
75th
 12.7%
44th
Gross profit CAGR, 3 yr n/a n/a n/a
Operating income CAGR, 3 yr 566.2%
100th
 23.5%
50th
 12.8%
78th
Net income growth (TTM YoY) — 34.4% 18.4%
40th
Net income CAGR, 3 yr 507.5%
100th
 30.4%
25th
 12.1%
70th
EPS growth (TTM YoY) 1,703.2%
100th
 31.8%
50th
 18.8%
46th
EPS CAGR, 3 yr 60.9%
100th
 27.2%
50th
 11.6%
82nd
EPS CAGR, 5 yr 19.2%
75th
 23.9%
100th
 1.2%
24th
FCF growth (TTM YoY) n/a n/a n/a
FCF CAGR, 3 yr n/a n/a n/a
Operating cash flow CAGR, 3 yr n/a n/a n/a
Book value CAGR, 3 yr 61.8%
100th
 20.2%
50th
 7.8%
38th
Dividend CAGR, 3 yr 3.4%
75th
 5.6%
100th
 0.3%
42nd
Sustainable growth rate 15.8%
50th
 18.2%
75th
 7.2%
41st

Margin history & stability

7 measures
MeasureBNYIBKRUSB
Gross margin, 3-yr average n/a n/a n/a
Operating margin, 3-yr average 62.0%
75th
 85.3%
100th
 20.1%
34th
Net margin, 3-yr average -20.3%
0th
 8.9%
25th
 15.8%
23rd
FCF margin, 3-yr average n/a n/a n/a
Revenue stability (0-1) 0.41
25th
 0.99
100th
 0.90
50th
Earnings stability (0-1) 0.42
50th
 0.93
100th
 0.04
19th
Margin stability (0-1) 0.76
0th
 0.93
75th
 0.79
34th

Liquidity (latest quarter)

7 measures
MeasureBNYIBKRUSB
Cash & short-term investments n/a n/a n/a
Net cash (− = net debt) n/a n/a n/a
Working capital n/a n/a n/a
Current ratio n/a n/a n/a
Quick ratio n/a n/a n/a
Cash ratio (cash + ST investments / current liabilities) n/a n/a n/a
Defensive interval (days) n/a n/a n/a

Leverage & solvency (latest quarter)

13 measures
MeasureBNYIBKRUSB
Total debt n/a n/a n/a
Debt / equity n/a n/a n/a
Net debt / equity n/a n/a n/a
Debt / assets n/a n/a n/a
Debt / capital n/a n/a n/a
Debt / EBITDA n/a n/a n/a
Net debt / EBITDA n/a n/a n/a
Interest coverage (EBIT / interest) n/a n/a n/a
Cash interest coverage n/a n/a n/a
Debt payback (years of OCF) n/a n/a n/a
Liabilities / assets 91.4%
100th
 91.0%
75th
 90.6%
85th
IS credit model rating B+ BB A
Implied credit spread (bps) 650
100th
 475
75th
 150
42nd

Efficiency

11 measures
MeasureBNYIBKRUSB
Asset turnover n/a n/a n/a
Fixed asset turnover n/a n/a n/a
Inventory turnover n/a n/a n/a
Receivables turnover n/a n/a n/a
Days sales outstanding n/a n/a n/a
Days inventory outstanding n/a n/a n/a
Days payables outstanding n/a n/a n/a
Cash conversion cycle (days) n/a n/a n/a
Capex / revenue n/a n/a n/a
Capex / depreciation n/a n/a n/a
Operating expense ratio n/a n/a n/a

Cash flow & earnings quality

7 measures
MeasureBNYIBKRUSB
Operating cash flow / net income n/a n/a n/a
FCF / net income n/a n/a n/a
FCF / operating cash flow n/a n/a n/a
Capex / operating cash flow n/a n/a n/a
Accruals ratio n/a n/a n/a
Sloan accruals ratio n/a n/a n/a
Earnings quality score (0-1) n/a n/a n/a

Dividends & buybacks

9 measures
MeasureBNYIBKRUSB
Dividend yield 1.6%
50th
 0.4%
0th
 3.6%
79th
Dividend per share (TTM) $2.27
75th
 $0.34
0th
 $2.10
88th
Payout ratio (dividends / net income) 27.0%
50th
 13.1%
25th
 43.4%
77th
Dividends / FCF n/a n/a n/a
Dividend growth (YoY) 105.7%
100th
 24.3%
50th
 2.6%
32nd
Buyback yield 3.2%
100th
 0.1%
25th
 0.8%
45th
Shareholder yield (dividends + buybacks) 4.6%
75th
 0.2%
25th
 4.6%
55th
Share count change (YoY) — 2.0% -0.3%
42nd
Buybacks, last 5 years $6.2B
100th
 $482.0M
25th
 $2.7B
96th

Scores & forensic checks

15 measures
MeasureBNYIBKRUSB
IS score 54
0th
 56
25th
 59
70th
IS profitability 63
50th
 66
75th
 62
51st
IS growth 78
50th
 70
25th
 55
48th
IS value 64
75th
 49
0th
 83
61st
IS momentum 91
25th
 94
50th
 83
66th
IS risk (safety) 15
0th
 30
25th
 65
37th
IS quality 68
25th
 58
0th
 76
52nd
IS balance sheet 57
25th
 51
0th
 39
24th
IS earnings quality 67
50th
 61
25th
 99
91st
IS cash flow 56
0th
 81
50th
 83
77th
Piotroski F-score (0-9) 5
25th
 6
75th
 8
82nd
Altman Z-score — — —
Beneish M-score — — —
Ohlson O-score −7.87
100th
 −8.06
75th
 −7.09
0th
IS credit score 33
0th
 42
25th
 70
50th

Per share

7 measures
MeasureBNYIBKRUSB
EPS, diluted (TTM) $6.95
75th
 $2.50
0th
 $5.26
73rd
Book value per share $63.97
100th
 $13.12
25th
 $43.36
72nd
Tangible book per share $35.38
75th
 $51.41
100th
 $31.03
62nd
Revenue per share $43.16
75th
 $24.68
0th
 $28.13
84th
FCF per share n/a n/a n/a
Operating cash flow per share n/a n/a n/a
Cash per share n/a n/a n/a

Size (TTM)

8 measures
MeasureBNYIBKRUSB
Market cap $97.2B
75th
 $145.3B
100th
 $91.5B
100th
Revenue $30.1B
100th
 $11.1B
75th
 $43.7B
100th
EBITDA $7.5B
75th
 $9.8B
100th
 $11.0B
100th
Net income $4.9B
100th
 $1.1B
75th
 $8.2B
100th
Free cash flow n/a n/a n/a
Total assets $525.0B
100th
 $247.3B
75th
 $725.9B
100th
Shareholders' equity $44.7B
100th
 $5.9B
75th
 $67.4B
100th
Employees 46,500
100th
 3,265
75th
 68,520
100th

Price performance

9 measures
MeasureBNYIBKRUSB
1 day +0.8% −3.9% +2.3%
1 week +0.4% −5.9% +2.9%
1 month −6.4% −6.4% −1.6%
3 months −8.4% −9.8% −7.0%
6 months +1,305.8% +1.2% +3.1%
Year to date +8.1% +23.1% +8.9%
1 year +1,432.1% +18.7% +26.4%
3 years, cumulative +1,522.3% +283.0% +97.6%
5 years, cumulative +1,103.8% +372.5% +13.0%

Technicals

4 measures
MeasureBNYIBKRUSB
RSI 14 39.8 37.6 51.2
From 52-week high −13.6% −16.2% −11.1%
From 52-week low +1,472.5% +40.5% +30.4%
Beta 1.05 1.37 0.97
InsiderStreet reports findings from filings and market data. A comparison is not a recommendation to buy or sell either stock.Every figure is computed in code · data as of 2026-10-17

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms