COMP <GO>
BEN vs MS // PIOTROSKI F-SCORE QUALITY
Franklin Templeton Inc. (NYSE) VS. Morgan Stanley (NYSE) • 15-METRIC TALLY: BEN 7
— MS 6
▲ PIOTROSKI F-SCORE QUALITY LEADER: BEN
LAST: $31.64 (-2.16%) • MKT CAP: $16.43B
piotroski-score
8/9
LAST: $184.30 (-3.00%) • MKT CAP: $298.41B
piotroski-score
5/9
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (BEN VS. MS)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | BEN | 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) | 3.00% | 3.00% | 0.00 | TIE | /roic <GO> |
| EV/EBITDA & P/E Valuation | 27.4x | 31.0x | -3.60 | BEN | /valuation <GO> |
| Free Cash Flow Yield | 5.55% | -7.25% | +12.80 | BEN | /fcf-yield <GO> |
| Operating Margin | 6.90% | 24.60% | -17.70 | MS | /operating-margins <GO> |
| Net Profit Margin | 6.00% | 20.20% | -14.20 | MS | /net-margins <GO> |
| Revenue Growth (YoY) | 3.50% | 5.50% | -2.00 | MS | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 4.16% | 2.21% | +1.95 | BEN | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.60 | 0.46 | +1.14 | BEN | /balance-sheet <GO> |
| Piotroski F-Score Quality ACTIVE | 8/9 | 5/9 | +3.00 | BEN | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.70% | 7.00% | -0.30 | BEN | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 47.4 | 43.3 | +4.12 | BEN | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.95 | 1.04 | -0.09 | MS | /macro-sensitivity <GO> |
| Forward P/E Multiple | 29.1x | 16.5x | +12.60 | MS | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $16.43B | $298.41B | -$281.98B | MS | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | BEN REV | MS REV | BEN GROSS % | MS GROSS % | BEN FCF | MS FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $8.77B | $0 | 44.0% | — | $911.6M | -$17.89B |
| FY 2024 | $8.48B | $0 | 44.0% | — | $794.2M | $1.36B |
| FY 2023 | $7.85B | $0 | 44.0% | — | $736.0M | -$33.54B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
BEN // BETA 0.95
MS // BETA 1.04