COMP <GO>
AXS vs MS // EV/EBITDA & P/E VALUATION
Axis Capital Holdings Limited (NYSE) VS. Morgan Stanley (NYSE) • 15-METRIC TALLY: AXS 6
— MS 6
▲ EV/EBITDA & P/E VALUATION LEADER: AXS
LAST: $102.84 (+1.21%) • MKT CAP: $7.38B
valuation
12.4x
LAST: $190.00 (-0.07%) • MKT CAP: $298.41B
valuation
31.0x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (AXS VS. MS)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | AXS | 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 | AXS | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | 12.4x | 31.0x | -18.60 | AXS | /valuation <GO> |
| Free Cash Flow Yield | -4.56% | -7.25% | +2.69 | AXS | /fcf-yield <GO> |
| Operating Margin | 18.80% | 24.60% | -5.80 | MS | /operating-margins <GO> |
| Net Profit Margin | 15.40% | 20.20% | -4.80 | MS | /net-margins <GO> |
| Revenue Growth (YoY) | 10.20% | 5.50% | +4.70 | AXS | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.93% | 2.21% | -0.28 | MS | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 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 | 59.3 | 51.0 | +8.30 | AXS | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.98 | 1.04 | -0.06 | MS | /macro-sensitivity <GO> |
| Forward P/E Multiple | 6.8x | 16.5x | -9.70 | AXS | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $7.38B | $298.41B | -$291.03B | MS | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | AXS REV | MS REV | AXS GROSS % | MS GROSS % | AXS FCF | MS FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $6.56B | $0 | — | — | -$336.3M | -$17.89B |
| FY 2024 | $5.96B | $0 | — | — | $1.58B | $1.36B |
| FY 2023 | $5.64B | $0 | — | — | $1.00B | -$33.54B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
AXS // BETA 0.98
MS // BETA 1.04