Valuation

NTRSNorthern Trust

StockNasdaqUnited StatesFinancialsEU retail investors: available

+2.8% today · +39.6% over a year

6/10 A 1–10 summary of how an instrument compares with similar ones (same sector and region) by published rules. It describes today's data; it is not a price forecast. More in the glossary → «Balanced» — higher than 52% of the instruments we score

Priced higher than most peers (P/E 13.5). Dividend yield 1.85%.

Northern Trust (NTRS) valuation against sector peers: P/E 13.5 (sector median 12.7), P/B 2.4, free-cash-flow yield 5.4%, P/S 3.5.

Ratios vs sector

Medians of Financials companies in the same region (stocks and REITs).

Lower P/E, P/B, P/S and EV/EBIT mean cheaper; higher yields, returns and margins mean more for the price. Negative multiples (losses) are left out of the medians.
MetricNTRSSector medianvs median
P/E13.512.7 · n=2997% above
P/B2.41.6 · n=32052% above
P/S3.52.7 · n=31226% above
EV/EBIT—17.2 · n=71—
Free-cash-flow yield5.4%8.5% · n=22336% below
Dividend yield1.85%1.84% · n=351near the median
Return on equity18.4%12.4% · n=33348% above
Return on invested capital—15.2% · n=80—
Gross margin—60.4% · n=39—
Net debt / EBITDA—0.61 · n=71—

Value factor: 34 of 100 within the peer group. Full score breakdown →

Sector peers

The largest companies of the same sector and region.

JPMJPMorgan14.12.4——1.8%6/10
MAMastercard33.985.127.72.8%0.5%8/10
BACBank of America Corp11.31.2——2.3%6/10
MSMorgan Stanley14.72.5——2.3%3/10
GSGoldman Sachs12.32.4—−15.3%2.0%3/10
WFCWells Fargo & Company11.71.6——2.7%4/10
AXPAmerican Express17.86.1—6.4%1.1%3/10
CCitigroup16.41.1—−34.8%2.1%3/10
BLKBlackRock25.93.220.32.5%1.8%4/10
SCHWThe Charles Schwab Corporation15.63.5—7.3%1.3%5/10

Fiscal-year history

From annual SEC filings; each bar is a fiscal year, labelled by the year it ended.

Filings: U.S. SEC EDGAR · ratios computed by AI-Stock Invest from public filings and end-of-day prices · latest period 30 Sep 2026 · filed 29 Oct 2026