analyzeportfolio

Bank of New York Mellon vs Wells Fargo & Company/mn (BNY vs WFC)

Side by side from their SEC filings: revenue, margins, growth, returns and valuation, plus short interest, insider activity and institutional ownership.

Wells Fargo & Company/mn is the larger company by revenue ($83.7B vs $20.1B) and market value ($272.1B vs $111.8B). Bank of New York Mellon has grown revenue faster over the last 4 fiscal years (+26.0% cumulative vs +5.7%). Wells Fargo & Company/mn trades at the lower trailing P/E (13.0x vs 19.2x).

About Bank of New York Mellon

Bank of New York Mellon Corporation is a global financial services company that provides securities services, market and wealth services, and investment and wealth management. It serves institutional clients through custody, asset servicing, collateral management, and investment management, as well as wealth management services primarily in the United States and internationally. The company operates through various banking and trust subsidiaries regulated by U.S. and international authorities.

About Wells Fargo & Company/mn

Wells Fargo & Company is a financial holding company and bank holding company based in Delaware. It provides a wide range of banking, investment, mortgage, and finance products and services to individuals, businesses, and institutions primarily in the United States and internationally. Its offerings include consumer banking, commercial banking, corporate and investment banking, and wealth and investment management.

Head to head (BNY FY2025 vs WFC FY2025)

MetricBNYFY2025WFCFY2025
Revenue$20.08B$83.70B
Revenue growth (YoY)7.8%1.7%
Gross margin
Operating margin
Net margin27.6%25.5%
Net income$5.55B$21.34B
Diluted EPS$7.40$6.26
FCF margin25.8%
ROE12.4%11.7%
Long-term debt / equity0.71×0.95×
Market cap$111.84B$272.07B
P/E19.2×13.0×

Fundamentals are from each company’s SEC filings (BNY FY2025, WFC FY2025). ROE is net income over fiscal-year-end equity; long-term debt / equity counts non-current term debt only. P/E and market cap are derived from stored market prices, last retrieved on a rolling basis and typically within the past week.

Five-year trend (as reported)

RevenueFY2021FY2022FY2023FY2024FY2025
BNY$15.93B$16.53B$17.70B$18.62B$20.08B
WFC$79.17B$74.37B$82.60B$82.30B$83.70B
Net incomeFY2021FY2022FY2023FY2024FY2025
BNY$3.76B$2.56B$3.30B$4.53B$5.55B
WFC$22.11B$13.68B$19.14B$19.72B$21.34B
Operating marginFY2021FY2022FY2023FY2024FY2025
BNY
WFC

Peer standing

Where each company ranks among the 76 banks, on the same scale. Each figure is ranked only against peers that report it. Percentiles describe position in the distribution, not a rating.

MetricBNYWFC
Net margin
27.6%56th percentile of 76
25.5%37th percentile of 76
Revenue growth (YoY)
+7.8%33rd percentile of 76
+1.7%7th percentile of 76
ROE
12.4%80th percentile of 76
11.7%75th percentile of 76
P/E
19.2×99th percentile of 75
13.0×64th percentile of 75
Long-term debt / equity
0.71×84th percentile of 38
0.95×92nd percentile of 38
Short interest (days to cover)
3.70d22nd percentile of 75
2.43d5th percentile of 75

Short interest

FINRA settlement dataBNYWFC
Shares sold short9.1M28.1M
Change vs prior settlement+8.5%-1.3%
Days to cover3.702.43
As of settlement2026-08-142026-08-14

Source: FINRA Consolidated Short Interest. FINRA is the owner and source of the FINRA-supplied data; republishing or redistributing it is not permitted. Not presented as a percentage of float. No FINRA endorsement of this product is implied.

Insider activity (last 90 days)

Form 4 activity (codes P/S)BNYWFC
Buys0
Sells6 ($5.5M)

Non-derivative purchases (code P) and sales (code S) reported on SEC Form 4, which may be open-market or private (grants, exercises and tax withholding excluded). For context, about 15% of covered companies saw any reported insider purchase (code P) in a 90-day window.

Held by the same investors

12 tracked 13F managers hold both Bank of New York Mellon and Wells Fargo & Company/mn as of their latest quarterly filings: AQR Capital Management, Bridgewater Associates, Citadel Advisors, D. E. Shaw, Dodge & Cox, Gotham Asset Management, Harris Associates (Oakmark), Markel Group, Millennium Management, Point72 Asset Management, Two Sigma Investments, Yacktman Asset Management. See which superinvestors hold your own portfolio with the smart money checker.

Go deeper

BAC vs BNYBNY vs CBNY vs COFBNY vs PNCBNY vs TFCBNY vs USBAll bank stocksAll comparisons →

Track BNY and WFC

Get an alert when either company files something material, see which superinvestors own them, and ask their filings a question with cited answers.

Start monitoring free

Includes one free filing-grounded research answer. Or check your whole portfolio, no account needed.

Data sourced from SEC EDGAR. Figures are as-reported and may be unaudited or restated; verify against the source filings before relying on them. Comparisons are descriptive (higher or lower on a reported figure), not a rating or a recommendation. Informational only. Not investment advice.