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Side-by-side financial comparison of BNY Mellon (BK) and STEVEN MADDEN, LTD. (SHOO). Click either name above to swap in a different company.

BNY Mellon is the larger business by last-quarter revenue ($1.3B vs $749.8M, roughly 1.8× STEVEN MADDEN, LTD.). BNY Mellon runs the higher net margin — 108.5% vs 3.3%, a 105.3% gap on every dollar of revenue. On growth, STEVEN MADDEN, LTD. posted the faster year-over-year revenue change (29.5% vs 12.7%). BNY Mellon produced more free cash flow last quarter ($4.7B vs $80.8M). Over the past eight quarters, STEVEN MADDEN, LTD.'s revenue compounded faster (16.7% CAGR vs 13.8%).

The Bank of New York Mellon Corporation, commonly known as BNY or by its prior brand name BNY Mellon, is an American international financial services company headquartered in New York City. It was established in its current form in July 2007 by the merger of the Bank of New York and Mellon Financial Corporation.

Steven Madden, Ltd. is a publicly traded company that designs and markets shoes and fashion accessories. Based in Long Island City, New York, the company's brands include Dolce Vita, Betsey Johnson, Blondo, BB Dakota and Mad Love. Steve Madden is also a licensee of various brands, including Anne Klein and Superga.

BK vs SHOO — Head-to-Head

Bigger by revenue
BK
BK
1.8× larger
BK
$1.3B
$749.8M
SHOO
Growing faster (revenue YoY)
SHOO
SHOO
+16.8% gap
SHOO
29.5%
12.7%
BK
Higher net margin
BK
BK
105.3% more per $
BK
108.5%
3.3%
SHOO
More free cash flow
BK
BK
$4.7B more FCF
BK
$4.7B
$80.8M
SHOO
Faster 2-yr revenue CAGR
SHOO
SHOO
Annualised
SHOO
16.7%
13.8%
BK

Income Statement — Q4 FY2025 vs Q4 FY2025

Metric
BK
BK
SHOO
SHOO
Revenue
$1.3B
$749.8M
Net Profit
$1.5B
$24.7M
Gross Margin
42.6%
Operating Margin
4.8%
Net Margin
108.5%
3.3%
Revenue YoY
12.7%
29.5%
Net Profit YoY
26.5%
-34.8%
EPS (diluted)
$2.01
$0.33

Green = leading value per metric. Periods may differ when fiscal calendars don't align.

8-Quarter Revenue & Profit Trend

Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.

Revenue
BK
BK
SHOO
SHOO
Q4 25
$1.3B
$749.8M
Q3 25
$1.2B
$664.2M
Q2 25
$1.2B
$556.1M
Q1 25
$1.2B
$551.4M
Q4 24
$1.2B
$578.8M
Q3 24
$1.0B
$621.2M
Q2 24
$1.0B
$521.7M
Q1 24
$1.0B
$550.6M
Net Profit
BK
BK
SHOO
SHOO
Q4 25
$1.5B
$24.7M
Q3 25
$1.4B
$20.5M
Q2 25
$1.4B
$-38.7M
Q1 25
$1.2B
$41.3M
Q4 24
$1.2B
$37.8M
Q3 24
$1.2B
$55.3M
Q2 24
$1.2B
$36.9M
Q1 24
$1.0B
$44.6M
Gross Margin
BK
BK
SHOO
SHOO
Q4 25
42.6%
Q3 25
41.8%
Q2 25
40.6%
Q1 25
41.0%
Q4 24
40.7%
Q3 24
41.8%
Q2 24
41.6%
Q1 24
40.8%
Operating Margin
BK
BK
SHOO
SHOO
Q4 25
4.8%
Q3 25
4.7%
Q2 25
-7.2%
Q1 25
9.7%
Q4 24
8.1%
Q3 24
12.0%
Q2 24
9.0%
Q1 24
10.3%
Net Margin
BK
BK
SHOO
SHOO
Q4 25
108.5%
3.3%
Q3 25
116.9%
3.1%
Q2 25
118.3%
-7.0%
Q1 25
105.3%
7.5%
Q4 24
96.7%
6.5%
Q3 24
112.8%
8.9%
Q2 24
113.4%
7.1%
Q1 24
98.6%
8.1%
EPS (diluted)
BK
BK
SHOO
SHOO
Q4 25
$2.01
$0.33
Q3 25
$1.88
$0.29
Q2 25
$1.93
$-0.56
Q1 25
$1.58
$0.57
Q4 24
$1.53
$0.49
Q3 24
$1.50
$0.77
Q2 24
$1.52
$0.49
Q1 24
$1.25
$0.60

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
BK
BK
SHOO
SHOO
Cash + ST InvestmentsLiquidity on hand
$5.1B
$112.4M
Total DebtLower is stronger
$31.9B
Stockholders' EquityBook value
$44.3B
$866.4M
Total Assets
$472.3B
$1.9B
Debt / EquityLower = less leverage
0.72×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
BK
BK
SHOO
SHOO
Q4 25
$5.1B
$112.4M
Q3 25
$5.1B
$140.0K
Q2 25
$5.7B
$111.9M
Q1 25
$5.4B
$147.2M
Q4 24
$4.2B
$203.4M
Q3 24
$6.2B
$11.1M
Q2 24
$5.3B
$192.2M
Q1 24
$5.3B
$143.1M
Total Debt
BK
BK
SHOO
SHOO
Q4 25
$31.9B
Q3 25
$32.3B
Q2 25
$33.4B
Q1 25
$30.9B
Q4 24
$30.9B
Q3 24
$33.2B
Q2 24
$30.9B
Q1 24
$32.4B
Stockholders' Equity
BK
BK
SHOO
SHOO
Q4 25
$44.3B
$866.4M
Q3 25
$43.9B
$850.8M
Q2 25
$44.0B
$833.2M
Q1 25
$43.1B
$875.3M
Q4 24
$41.3B
$847.7M
Q3 24
$42.0B
$833.9M
Q2 24
$40.8B
$808.3M
Q1 24
$40.6B
$825.2M
Total Assets
BK
BK
SHOO
SHOO
Q4 25
$472.3B
$1.9B
Q3 25
$455.3B
$2.0B
Q2 25
$485.8B
$1.9B
Q1 25
$440.7B
$1.4B
Q4 24
$416.1B
$1.4B
Q3 24
$427.5B
$1.5B
Q2 24
$428.5B
$1.4B
Q1 24
$434.7B
$1.3B
Debt / Equity
BK
BK
SHOO
SHOO
Q4 25
0.72×
Q3 25
0.74×
Q2 25
0.76×
Q1 25
0.72×
Q4 24
0.75×
Q3 24
0.79×
Q2 24
0.76×
Q1 24
0.80×

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
BK
BK
SHOO
SHOO
Operating Cash FlowLast quarter
$5.2B
$91.1M
Free Cash FlowOCF − Capex
$4.7B
$80.8M
FCF MarginFCF / Revenue
352.8%
10.8%
Capex IntensityCapex / Revenue
32.4%
1.4%
Cash ConversionOCF / Net Profit
3.55×
3.70×
TTM Free Cash FlowTrailing 4 quarters
$5.2B
$119.5M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
BK
BK
SHOO
SHOO
Q4 25
$5.2B
$91.1M
Q3 25
$-1.1B
$23.4M
Q2 25
$2.2B
$66.5M
Q1 25
$412.0M
$-18.8M
Q4 24
$1.6B
$103.9M
Q3 24
$-312.0M
$444.0K
Q2 24
$2.1B
$109.5M
Q1 24
$-2.7B
$-15.7M
Free Cash Flow
BK
BK
SHOO
SHOO
Q4 25
$4.7B
$80.8M
Q3 25
$-1.5B
$8.6M
Q2 25
$1.8B
$58.8M
Q1 25
$92.0M
$-28.7M
Q4 24
$1.1B
$94.6M
Q3 24
$-687.0M
$-6.9M
Q2 24
$1.7B
$104.2M
Q1 24
$-3.0B
$-19.7M
FCF Margin
BK
BK
SHOO
SHOO
Q4 25
352.8%
10.8%
Q3 25
-121.5%
1.3%
Q2 25
152.8%
10.6%
Q1 25
7.9%
-5.2%
Q4 24
95.2%
16.3%
Q3 24
-65.6%
-1.1%
Q2 24
169.6%
20.0%
Q1 24
-286.4%
-3.6%
Capex Intensity
BK
BK
SHOO
SHOO
Q4 25
32.4%
1.4%
Q3 25
35.4%
2.2%
Q2 25
29.8%
1.4%
Q1 25
27.6%
1.8%
Q4 24
34.6%
1.6%
Q3 24
35.8%
1.2%
Q2 24
37.1%
1.0%
Q1 24
28.7%
0.7%
Cash Conversion
BK
BK
SHOO
SHOO
Q4 25
3.55×
3.70×
Q3 25
-0.74×
1.14×
Q2 25
1.54×
Q1 25
0.34×
-0.46×
Q4 24
1.34×
2.75×
Q3 24
-0.26×
0.01×
Q2 24
1.82×
2.96×
Q1 24
-2.61×
-0.35×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

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