COMP <GO>
AX vs MS // PIOTROSKI F-SCORE QUALITY
Axos Financial Inc. (NYSE) VS. Morgan Stanley (NYSE) • 15-METRIC TALLY: AX 5
— MS 4
▲ PIOTROSKI F-SCORE QUALITY LEADER: MS
LAST: $90.38 (-2.35%) • MKT CAP: $5.26B
piotroski-score
4/9
LAST: $184.30 (-3.00%) • MKT CAP: $298.41B
piotroski-score
5/9
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (AX VS. MS)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | AX | MS | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 14.80% | 3.00% | +11.80 | AX | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 31.0x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 9.32% | -7.25% | +16.57 | AX | /fcf-yield <GO> |
| Operating Margin | — | 24.60% | — | TIE | /operating-margins <GO> |
| Net Profit Margin | 68.00% | 20.20% | +47.80 | AX | /net-margins <GO> |
| Revenue Growth (YoY) | 1.80% | 5.50% | -3.70 | MS | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 2.21% | -2.21 | MS | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality ACTIVE | 4/9 | 5/9 | -1.00 | MS | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 56.9 | 51.0 | +5.90 | AX | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.04 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 11.3x | 16.5x | -5.20 | AX | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $5.26B | $298.41B | -$293.15B | MS | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | AX REV | MS REV | AX GROSS % | MS GROSS % | AX FCF | MS FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $65.8M | $0 | — | — | $490.3M | -$17.89B |
| FY 2024 | $64.6M | $0 | — | — | $305.5M | $1.36B |
| FY 2023 | $65.3M | $0 | — | — | $196.7M | -$33.54B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
AX // BETA —
MS // BETA 1.04