COMP <GO>
AAMI vs MS // FREE CASH FLOW YIELD
Acadian Asset Management Inc. (NYSE) VS. Morgan Stanley (NYSE) • 15-METRIC TALLY: AAMI 6
— MS 8
▲ FREE CASH FLOW YIELD LEADER: AAMI
LAST: $88.92 (-2.63%) • MKT CAP: $3.24B
fcf-yield
-0.86%
LAST: $184.30 (-3.00%) • MKT CAP: $298.41B
fcf-yield
-7.25%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (AAMI VS. MS)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | AAMI | MS | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | 41.00% | 0.00 | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 40.30% | 3.00% | +37.30 | AAMI | /roic <GO> |
| EV/EBITDA & P/E Valuation | 22.2x | 31.0x | -8.80 | AAMI | /valuation <GO> |
| Free Cash Flow Yield ACTIVE | -0.86% | -7.25% | +6.39 | AAMI | /fcf-yield <GO> |
| Operating Margin | 23.40% | 24.60% | -1.20 | MS | /operating-margins <GO> |
| Net Profit Margin | 14.20% | 20.20% | -6.00 | MS | /net-margins <GO> |
| Revenue Growth (YoY) | 11.50% | 5.50% | +6.00 | AAMI | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 2.21% | -2.21 | MS | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 4.94 | 0.46 | +4.48 | AAMI | /balance-sheet <GO> |
| Piotroski F-Score Quality | 4/9 | 5/9 | -1.00 | MS | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.20% | 7.00% | +0.20 | MS | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 39.2 | 43.3 | -4.13 | MS | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.08 | 1.04 | +0.04 | AAMI | /macro-sensitivity <GO> |
| Forward P/E Multiple | 37.7x | 16.5x | +21.20 | MS | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $3.24B | $298.41B | -$295.17B | MS | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | AAMI REV | MS REV | AAMI GROSS % | MS GROSS % | AAMI FCF | MS FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $563.7M | $0 | 44.0% | — | -$27.8M | -$17.89B |
| FY 2024 | $505.6M | $0 | 44.0% | — | $33.0M | $1.36B |
| FY 2023 | $426.6M | $0 | 44.0% | — | $49.1M | -$33.54B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
AAMI // BETA 1.08
MS // BETA 1.04