COMP <GO>
AXP vs MS // 10Y YIELD & FRED MACRO BETA
American Express Company (NYSE) VS. Morgan Stanley (NYSE) • 15-METRIC TALLY: AXP 10
— MS 4
▲ 10Y YIELD & FRED MACRO BETA LEADER: MS
LAST: $319.11 (-1.42%) • MKT CAP: $217.06B
macro-sensitivity
0.95
LAST: $184.30 (-3.00%) • MKT CAP: $298.41B
macro-sensitivity
1.04
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (AXP VS. MS)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | AXP | 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) | 9.50% | 3.00% | +6.50 | AXP | /roic <GO> |
| EV/EBITDA & P/E Valuation | 19.2x | 31.0x | -11.80 | AXP | /valuation <GO> |
| Free Cash Flow Yield | 7.37% | -7.25% | +14.62 | AXP | /fcf-yield <GO> |
| Operating Margin | 32.00% | 24.60% | +7.40 | AXP | /operating-margins <GO> |
| Net Profit Margin | 26.20% | 20.20% | +6.00 | AXP | /net-margins <GO> |
| Revenue Growth (YoY) | 6.40% | 5.50% | +0.90 | AXP | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.05% | 2.21% | -1.16 | MS | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.00 | 0.46 | +0.54 | AXP | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 5/9 | +3.00 | AXP | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.70% | 7.00% | -0.30 | AXP | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 53.8 | 43.3 | +10.55 | AXP | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | 0.95 | 1.04 | -0.09 | MS | /macro-sensitivity <GO> |
| Forward P/E Multiple | 18.6x | 16.5x | +2.10 | MS | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $217.06B | $298.41B | -$81.34B | MS | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | AXP REV | MS REV | AXP GROSS % | MS GROSS % | AXP FCF | MS FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $41.30B | $0 | 44.0% | — | $16.00B | -$17.89B |
| FY 2024 | $38.83B | $0 | 44.0% | — | $12.14B | $1.36B |
| FY 2023 | $37.22B | $0 | 44.0% | — | $16.88B | -$33.54B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
AXP // BETA 0.95
MS // BETA 1.04