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Northern Trust Corporation (NTRS) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

Northern Trust Corporation

NTRSMarket cap $31BPrice $168.2

Country🇺🇸United States

SectorFinancials

IndustryCapital Markets

Manages wealth and assets for the ultra-rich and institutions, overseeing more than $1.6 trillion in assets under management. Its clients include a huge chunk of the world's wealthiest families and largest pension funds, making it a quiet giant of finance.

In Bastion Portfolios?

52W Return+36%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+6%5

Revenue Forecast

Rev CAGR (1y)+16%7

Rev CAGR (3y)+8%6

Rev CAGR (5y)+6%5

Earnings Forecast

EPS Growth Y+1+33%9

EPS Growth Y+2+7%6

EPS Growth Y+3+9%6

Quality

Margins

EBIT Margin0%7

Net Income Margin25%8

Free Cash Flow Margin5%4

Debt

Net Debt/EBITDAna–

Efficiency

ROE18%7

ROA1%3

Earnings Stability55

GEAR+AVERAGE51

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)156

P/E Ratio (Forward 3y)136

P/BV2.56

EV Multiples

EV/EBITDA Fwd06

EV/EBIT Fwd06

Yield

Free Cash Flow Yield0.0%7

Dividend Yield2.1%5

Momentum

Short term

1 month return-9%3

3 month return-6%4

YTD return+25%8

Mid term

Price vs 52wHigh86%7

1 year return+31%8

Long term

3 year return+171%9

5 year return+69%6

Risk Shield

Price Risk

Beta1.04

Volatility25%8

Free Cash Flow

Free Cash Flow Margin5%4

Free Cash Flow Yield0.0%7

Quality

ROCE14%3

Earnings Stability55

Net Debt/EBITDAna–

02Growth

Is it actually growing, and how fast?

NTRSNorthern Trust

Revenue FY25$8.1B

GROWTH RATING↗

AVERAGE56 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+6%5

Revenue, next 1Y+16%7

Revenue, next 3Y, CAGR+8%6

Revenue, next 5Y, CAGR+6%5

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+33%9

EPS growth, FY27E+7%6

EPS growth, FY28E+9%6

GROWTH ASSESSMENT

STRENGTHS

Earnings are set to grow in step with sales (EPS about 9%/yr vs revenue 8%/yr).

WATCH

A mid-pack grower, ahead of 56% of companies worldwide.

Revenue is set to grow 8%/yr over the next 3 years, a little ahead of the market.6/10

Revenue grew 6%/yr over the last 3 years and is set to keep growing around 8%/yr.

Over five years revenue is set to grow 6%/yr, about average versus companies worldwide.5/10

WEAKNESSES

None flagged.

BOTTOM LINE

Steady Grower

A middle-of-the-pack grower. The one thing to watch: the long-term outlook is only average.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

AVERAGE59 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-9%3

3-month return-6%4

YTD return+25%8

MID & LONG-TERM▾SCORE

% of 52-week high86%7

1-year return+31%8

3-year return+171%9

5-year return+69%6

MOMENTUM ASSESSMENT

STRENGTHS

Strong long-term results. Long-term holders have seen +171% over three years and +69% over five, ahead of 70% of the market.

It's up 31% over the past year, but 14% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming so far this year (+25%).

WATCH

Returns sit at the market level over three months (-6%).

WEAKNESSES

The stock is underperforming over the past month (-9%).

BOTTOM LINE

Steady Compounder

Dependable multi-year returns with a calmer near-term tape. A reliable long-term trend rather than a short-term breakout. The one thing to watch: the stock is underperforming over the past month.

04Value

Are you paying a fair price for it?

Stop guessing on Northern Trust. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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Loading charts…

02Growth

Is it actually growing, and how fast?

NTRSNorthern Trust

Revenue FY25$8.1B

GROWTH RATING↗

AVERAGE56 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+6%5

Revenue, next 1Y+16%7

Revenue, next 3Y, CAGR+8%6

Revenue, next 5Y, CAGR+6%5

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+33%9

EPS growth, FY27E+7%6

EPS growth, FY28E+9%6

GROWTH ASSESSMENT

STRENGTHS

Earnings are set to grow in step with sales (EPS about 9%/yr vs revenue 8%/yr).

WATCH

A mid-pack grower, ahead of 56% of companies worldwide.

Revenue is set to grow 8%/yr over the next 3 years, a little ahead of the market.6/10

Revenue grew 6%/yr over the last 3 years and is set to keep growing around 8%/yr.

Over five years revenue is set to grow 6%/yr, about average versus companies worldwide.5/10

WEAKNESSES

None flagged.

BOTTOM LINE

Steady Grower

A middle-of-the-pack grower. The one thing to watch: the long-term outlook is only average.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

AVERAGE59 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-9%3

3-month return-6%4

YTD return+25%8

MID & LONG-TERM▾SCORE

% of 52-week high86%7

1-year return+31%8

3-year return+171%9

5-year return+69%6

MOMENTUM ASSESSMENT

STRENGTHS

Strong long-term results. Long-term holders have seen +171% over three years and +69% over five, ahead of 70% of the market.

It's up 31% over the past year, but 14% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming so far this year (+25%).

WATCH

Returns sit at the market level over three months (-6%).

WEAKNESSES

The stock is underperforming over the past month (-9%).

BOTTOM LINE

Steady Compounder

Dependable multi-year returns with a calmer near-term tape. A reliable long-term trend rather than a short-term breakout. The one thing to watch: the stock is underperforming over the past month.

04Value

Are you paying a fair price for it?

Stop guessing on Northern Trust. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community