BNY vs Aon

BNY vs Aon compares two leading organisations to explain how their business models, financial performance, and market context differ. This page offers neutral, accessible insights into service focus, revenue drivers, and competitive positioning, without making recommendations. Educational content, not financial advice.

BNY vs Aon compares two leading organisations to explain how their business models, financial performance, and market context differ. This page offers neutral, accessible insights into service focus, ...

Comparison Snapshot

Key Financial Metrics

BK

Metric

AON

$81.91B

Market Cap

$72.84B

3.98%

Potential Profit

21.24%

Buy

Analyst Rating

Buy

Why It's Moving

BNY Mellon Shines Post-Record Q4 as Investors Eye Digital Momentum and Capital Strength

Q4 earnings smashed expectations with record revenue, fueled by expanded relationships and efficiency gains from AI initiatives.
Active share buybacks at recent prices around $119 underscore confidence in undervaluation and long-term growth potential.
Recent $1.55B senior notes issuance bolsters funding flexibility, aligning with Fitch's view of strong capital distribution ahead in 2026.

Sentiment:

🐃Bullish

BNY Mellon Shines Post-Record Q4 as Investors Eye Digital Momentum and Capital Strength

Q4 earnings smashed expectations with record revenue, fueled by expanded relationships and efficiency gains from AI initiatives.
Active share buybacks at recent prices around $119 underscore confidence in undervaluation and long-term growth potential.
Recent $1.55B senior notes issuance bolsters funding flexibility, aligning with Fitch's view of strong capital distribution ahead in 2026.

Sentiment:

🐃Bullish

Investment Analysis

BNY

BK

Pros

Revenue and earnings per share growth have accelerated sharply, with expenses under control and operating leverage reaching a multi-year high.
Return on equity and tangible common equity have improved meaningfully year-over-year, reflecting gains in profitability and capital efficiency.
The company maintains a diversified global footprint across securities servicing, market and wealth management, and clearing, reducing overreliance on any single business line.

Considerations

Despite strong financial results, the share price has underperformed expectations, suggesting investor caution around broader economic uncertainty and future growth sustainability.
Net interest income—a key revenue driver—remains sensitive to central bank policy and interest rate fluctuations, with modest cyclical exposure.
Expenses are rising, albeit at a slower rate than revenue, and further cost discipline will be required to maintain current margin expansion.

Aon

AON

Pros

Recent information not found; unable to provide current pros for Aon plc based on available web search results.
Recent information not found; unable to provide current pros for Aon plc based on available web search results.
Recent information not found; unable to provide current pros for Aon plc based on available web search results.

Considerations

Recent information not found; unable to provide current cons for Aon plc based on available web search results.
Recent information not found; unable to provide current cons for Aon plc based on available web search results.
Recent information not found; unable to provide current cons for Aon plc based on available web search results.

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