Simple Wealth Planning offers investment management and financial planning services for individuals and families, focusing on long-term financial security. The company self-describes as serving Kansas City and nationwide since 2018.

Simple Wealth Planning

Bailard is an independent, values-driven wealth and asset management firm that offers comprehensive planning and investing services. Self-described as aiming to align financial portfolios with clients' goals and values.

Bailard

The Bank of New York Mellon Corporation provides a range of financial products and services in the United States and internationally. The company operates through Securities Services, Market and Wealth Services, Investment and Wealth Management, and Other segments. The Securities Services segment offers custody, trust and depositary, accounting, exchange-traded funds, middle-office solutions, transfer agency, services for private equity and real estate funds, foreign exchange, securities lending, liquidity/lending services, prime brokerage, and data analytics. This segment also provides trustee, paying agency, fiduciary, escrow and other financial, issuer, and support services for brokers and investors. The Market and Wealth Services segment offers clearing and custody, investment, wealth and retirement solutions, technology and enterprise data management, trading, and prime brokerage services; and clearance and collateral management services. This segment also provides integrated cash management solutions, including payments, foreign exchange, liquidity management, receivables processing and payables management, and trade finance and processing services. The Investment and Wealth Management segment offers investment management strategies and distribution of investment products, investment management, custody, wealth and estate planning, private banking, investment, and information management services. The Other segment engages in the provision of leasing, corporate treasury, derivative and other trading, corporate and bank-owned life insurance, renewable energy investment, and business exit services. It serves central banks and sovereigns, financial institutions, asset managers, insurance companies, corporations, local authorities and high net-worth individuals, and family offices. The company was founded in 1784 and is headquartered in New York, New York.

Aaron Burr

Thomas Mellon

Alexander Hamilton

The Bank of New York Mellon Corporation

Brown Capital Management focuses on investment management services, self-described as mission-driven.

Metric
Company Name	Simple Wealth Planning	Bailard	The Bank of New York Mellon Corporation	Brown Capital Management
Symbol			BK
MSH ID	COM:SIMPLEWEALTHKC	COM:BAILARD	COM:BNYMELLON	COM:BROWNCAPITAL
Market	PRIVATE	PRIVATE	STOCKS	PRIVATE
Sector	Financial Services & Finance	Financial Services & Finance	Financial Services	Financial Services & Finance
Industry	Financial Planning	Investment Management	Asset Management	Asset Management
Country	US	US	US	US
Stage
Employee Count			52.10K
Website	simplewealthkc.com	bailard.com	bnymellon.com	browncapital.com
LinkedIn			bny-mellon
Founders

Metric
Market Cap			45.39B
Enterprise Value
Monthly Web Traffic
Web Traffic Growth
Valuation
Raised Capital

Metric
Revenue			33.70B
Revenue (LTM)
Revenue (NTM)
Gross Profit			33.73B
EBITDA			55M
Operating Income			-2M
Net Income			3.29B
EPS			3.89
Diluted EPS			3.87
Revenue 2022
Revenue 2023
Revenue 2024
Revenue 2025
Revenue 2026

Metric
Revenue Growth (LTM)
Revenue Growth (NTM)
Gross Profit Growth (LTM)
EBITDA Growth (LTM)
Net Income Growth (LTM)
14-Day Growth Score
28-Day Growth Score
90-Day Growth Score
365-Day Growth Score

Metric
Gross Profit Margin			1.00
Operating Profit Margin			0.25
EBITDA Margin			0.00
Net Profit Margin			0.19
Return on Equity			0.12
Return on Assets			360.92
Return on Capital Employed			0.01

COM:SIMPLEWEALTHKC

Simple Wealth Planning

Company Overview

Market Metrics

Financial Performance

Growth Metrics

Profitability Ratios

Valuation Multiples

Operational Metrics

Cash Flow Metrics

Balance Sheet Metrics

Efficiency Metrics

Metric
P/E Ratio			11.85
P/B Ratio			1.05
Revenue Multiple (LTM)
Revenue Multiple (NTM)
EBITDA Multiple (LTM)
EBITDA Multiple (NTM)
Price to Sales Ratio			3.11
EV Multiple			44.91

Metric
Days Sales Outstanding			24.85
Days Payables Outstanding			10.25K
Days Inventory Outstanding			82.13K
Operating Cycle			82.68K
Cash Conversion Cycle			52.74K
Asset Turnover			2.41K

Metric
Operating Cash Flow			5.91B
Free Cash Flow			4.69B
Cash Flow to Debt			0.09
Operating Cash Flow/Sales			0.27
Free Cash Flow Yield			0.23

Metric
Cash & Equivalents			125.19B
Accounts Receivable
Inventory			107.89B
Goodwill			16.26B
Debt to Capitalization			1.00
Debt to Assets			0.07
Current Ratio			7.25
Quick Ratio			4.66

Metric
Rule of 40 (LTM)
Rule of 40 (NTM)
Stock Comp to Revenue
R&D to Revenue
SG&A to Revenue			0.42