COMP <GO>
AMP vs MS // FREE CASH FLOW YIELD
Ameriprise Financial Inc. (NYSE) VS. Morgan Stanley (NYSE) • 15-METRIC TALLY: AMP 6
— MS 5
▲ FREE CASH FLOW YIELD LEADER: AMP
LAST: $497.90 (+1.65%) • MKT CAP: $44.76B
fcf-yield
16.69%
LAST: $190.00 (-0.07%) • MKT CAP: $298.41B
fcf-yield
-7.25%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (AMP VS. MS)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | AMP | MS | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 5.60% | 3.00% | +2.60 | AMP | /roic <GO> |
| EV/EBITDA & P/E Valuation | 19.6x | 31.0x | -11.40 | AMP | /valuation <GO> |
| Free Cash Flow Yield ACTIVE | 16.69% | -7.25% | +23.94 | AMP | /fcf-yield <GO> |
| Operating Margin | 23.00% | 24.60% | -1.60 | MS | /operating-margins <GO> |
| Net Profit Margin | 18.80% | 20.20% | -1.40 | MS | /net-margins <GO> |
| Revenue Growth (YoY) | 5.50% | 5.50% | 0.00 | TIE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.33% | 2.21% | -0.88 | MS | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 5/9 | +3.00 | AMP | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 48.4 | 51.0 | -2.60 | MS | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.16 | 1.04 | +0.12 | AMP | /macro-sensitivity <GO> |
| Forward P/E Multiple | 11.7x | 16.5x | -4.80 | AMP | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $44.76B | $298.41B | -$253.65B | MS | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | AMP REV | MS REV | AMP GROSS % | MS GROSS % | AMP FCF | MS FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $18.91B | $0 | — | — | $7.47B | -$17.89B |
| FY 2024 | $17.93B | $0 | — | — | $5.79B | $1.36B |
| FY 2023 | $16.10B | $0 | — | — | $3.96B | -$33.54B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
AMP // BETA 1.16
MS // BETA 1.04