業種
Custody Banks
Custody Banks のすべてのレポート — 全 3 件。
43/100
59Buffett
Northern Trust: A Study of Custody-Banking and Wealth-Management Infrastructure
A high-quality financial-infrastructure company spanning global custody, wealth management, and asset servicing. At $167.94 the stock trades at 2.57x PB and 17.6x PE, so the margin of safety is thin, with an ideal buy range of $105–125. Rating Watch: a good business, but not a good price.
42/100
67Buffett
State Street Corporation: In-Depth Value Investing Research
The world's second-largest custodian bank, with AUC/A of $53.8 trillion and AUM of $5.67 trillion; conservative owner earnings of $2.7 billion imply 16-17x OE, and at the current $158.49 the stock trades at a discount to the base case but offers almost no margin of safety against the conservative case.
44/100
BNY Mellon Long-Term Value Investment Research
A global financial-infrastructure leader: $59.4 trillion in AUC/A, 26.1% ROTCE, and 72% fee-based revenue. At the current $137.16, roughly 1.97x book value, the stock looks expensive, the ideal buy zone is $95-115, and the margin of safety is not ample. Rating: Watch.