Northern Trust Corp. (NTRS) Stock Recommendation | Score, Valuation, Technicals & Financial Trend

Score

Click here to find our call on this stock

Strong Sell

Sell

Hold

Buy

Strong Buy

Comparison

Company

Score

Quality

Valuation

Financial

Technical

Blackstone, Inc.

T. Rowe Price Group, Inc.

BlackRock, Inc.

Ares Management Corp.

Principal Financial Group, Inc.

Corebridge Financial, Inc.

KKR & Co., Inc.

Raymond James Financial, Inc.

Northern Trust Corp.

Franklin Resources, Inc.

Apollo Global Management, Inc.

Why is Northern Trust Corp. ?

With a growth in Interest of NAN%, the company declared Very Positive results in Jun 26

The company has declared positive results for the last 2 consecutive quarters
PRE-TAX PROFIT(Q) Highest at USD 1,064.7 MM
NET PROFIT(Q) Highest at USD 786.9 MM
NII(Q) Highest at USD 675.5 MM

With ROA of 0.80%, it has a very expensive valuation with a 2.52 Price to Book Value

The stock is trading at a discount compared to its peers' average historical valuations
Over the past year, while the stock has generated a return of 46.53%, its profits have fallen by -14.6%

High Institutional Holdings at 99.99%

These investors have better capability and resources to analyse fundamentals of companies than most retail investors.
Their stake has increased by 10.98% over the previous quarter.

Market Beating performance in long term as well as near term

Along with generating 46.53% returns in the last 1 year, the stock has outperformed S&P 500 in the last 3 years, 1 year and 3 months

Real-Time Research Report

Verdict Report

How much should you hold?

Overall Portfolio exposure to Northern Trust Corp. should be less than 10%
Overall Portfolio exposure to Capital Markets should be less than 30%

(If sector exposure > 30%, please use optimiser tool to see which are the best stocks to hold in Capital Markets)

When to exit? - We will constantly monitor the company and suggest at the appropriate time to exit from the stock

Is Northern Trust Corp. for you?

Medium Risk, High Return

Absolute

Risk Adjusted

Volatility

Northern Trust Corp.

46.53%

4.82

25.39%

S&P 500

22.36%

1.63

13.19%

Quality

Management Risk

Growth

Capital Structure

Quality grade scale :

Below Average, Average, Good, Excellent

Quality key factors

Factor

Value

Sales Growth (5y)

39.31%

EBIT Growth (5y)

4.56%

EBIT to Interest (avg)

Debt to EBITDA (avg)

Net Debt to Equity (avg)

Sales to Capital Employed (avg)

Tax Ratio

Dividend Payout Ratio

35.49%

Pledged Shares

Institutional Holding

89.01%

ROCE (avg)

ROE (avg)

Valuation

Valuation Scorecard

Valuation grade scale :

Very Risky, Risky, Very Expensive, Expensive, Fair, Attractive, Very Attractive

Valuation Key Factors

Factor

Value

P/E Ratio

Industry P/E

Price to Book Value

2.52

EV to EBIT

-10.55

EV to EBITDA

-7.02

EV to Capital Employed

0.45

EV to Sales

-1.90

PEG Ratio

Dividend Yield

1.50%

ROCE (Latest)

-4.30%

ROE (Latest)

13.28%

Technicals

Technical key factors

Indicator

Weekly

Monthly

MACD

Mildly Bearish

Bullish

RSI

No Signal

Bollinger Bands

Bullish

Moving Averages

Bullish (Daily)

KST

Mildly Bearish

Bullish

Dow Theory

Bullish

OBV

Mildly Bullish

Mildly Bearish

Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned

Technical Movement

Analyse All Technical Factors

Financial Trend

Financial Trend Scorecard

Financial Trend scale:

Very Negative, Negative, Flat, Positive, Very Positive, Outstanding

16What is working for the Company

PRE-TAX PROFIT(Q)

Highest at USD 1,064.7 MM

NET PROFIT(Q)

Highest at USD 786.9 MM

NII(Q)

Highest at USD 675.5 MM

DIVIDEND PER SHARE(HY)

Highest at USD 0

OPERATING PROFIT(Q)

Highest at USD 1,138.6 MM

OPERATING PROFIT MARGIN(Q)

Highest at 52.01 %

EPS(Q)

Highest at USD 4.23

-3What is not working for the Company

OPERATING CASH FLOW(Y)

Lowest at USD 594.2 MM

Here's what is working for Northern Trust Corp.

Pre-Tax Profit

Highest at USD 1,064.7 MM and Grown

In each period in the last five periods

MOJO Watch

Near term Pre-Tax Profit trend is very positive

Pre-Tax Profit (USD MM)

Net Profit

Highest at USD 786.9 MM and Grown

In each period in the last five periods

MOJO Watch

Near term Net Profit trend is very positive

Net Profit (USD MM)

NII

Highest at USD 675.5 MM

in the last five periods

MOJO Watch

The bank's income from core business is increasing

NII (USD MM)

Operating Profit

Highest at USD 1,138.6 MM

in the last five periods

MOJO Watch

Near term Operating Profit trend is positive

Operating Profit (USD MM)

Operating Profit Margin

Highest at 52.01 %

in the last five periods

MOJO Watch

Company's profit margin has improved

Operating Profit to Sales

Pre-Tax Profit

At USD 1,064.7 MM has Grown at 88.51%

Year on Year (YoY)

MOJO Watch

Near term Pre-Tax Profit trend is positive

Pre-Tax Profit (USD MM)

Net Profit

At USD 786.9 MM has Grown at 88.48%

Year on Year (YoY)

MOJO Watch

Near term Net Profit trend is positive

Net Profit (USD MM)

EPS

Highest at USD 4.23

in the last five periods

MOJO Watch

Increasing profitability; company has created higher earnings for shareholders

EPS (USD)

Dividend per share

Highest at USD 0

in the last five years

MOJO Watch

Company is distributing higher dividend from profits generated

DPS (USD)

Here's what is not working for Northern Trust Corp.

Operating Cash Flow

Lowest at USD 594.2 MM and Fallen

In each year in the last three years

MOJO Watch

The company's cash revenues from business operations are falling

Operating Cash Flows (USD MM)