COMP <GO>
AMG vs MS // PIOTROSKI F-SCORE QUALITY
Affiliated Managers Group Inc. (NYSE) VS. Morgan Stanley (NYSE) • 15-METRIC TALLY: AMG 10
— MS 4
▲ PIOTROSKI F-SCORE QUALITY LEADER: AMG
LAST: $381.57 (-4.37%) • MKT CAP: $10.32B
piotroski-score
8/9
LAST: $184.30 (-3.00%) • MKT CAP: $298.41B
piotroski-score
5/9
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (AMG VS. MS)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | AMG | 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) | 14.80% | 3.00% | +11.80 | AMG | /roic <GO> |
| EV/EBITDA & P/E Valuation | 13.4x | 31.0x | -17.60 | AMG | /valuation <GO> |
| Free Cash Flow Yield | 9.37% | -7.25% | +16.62 | AMG | /fcf-yield <GO> |
| Operating Margin | 42.10% | 24.60% | +17.50 | AMG | /operating-margins <GO> |
| Net Profit Margin | 34.50% | 20.20% | +14.30 | AMG | /net-margins <GO> |
| Revenue Growth (YoY) | 1.60% | 5.50% | -3.90 | MS | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.01% | 2.21% | -2.20 | MS | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 3.24 | 0.46 | +2.78 | AMG | /balance-sheet <GO> |
| Piotroski F-Score Quality ACTIVE | 8/9 | 5/9 | +3.00 | AMG | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.90% | 7.00% | -0.10 | AMG | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 49.7 | 43.3 | +6.37 | AMG | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.99 | 1.04 | -0.05 | MS | /macro-sensitivity <GO> |
| Forward P/E Multiple | 13.4x | 16.5x | -3.10 | AMG | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $10.32B | $298.41B | -$288.09B | MS | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | AMG REV | MS REV | AMG GROSS % | MS GROSS % | AMG FCF | MS FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $2.07B | $0 | 44.0% | — | $967.1M | -$17.89B |
| FY 2024 | $2.04B | $0 | 44.0% | — | $928.7M | $1.36B |
| FY 2023 | $2.06B | $0 | 44.0% | — | $781.7M | -$33.54B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
AMG // BETA 0.99
MS // BETA 1.04