COMP <GO>
BLK vs MS // FREE CASH FLOW YIELD
BlackRock Inc. (NYSE) VS. Morgan Stanley (NYSE) • 15-METRIC TALLY: BLK 10
— MS 4
▲ FREE CASH FLOW YIELD LEADER: BLK
LAST: $1,147.54 (-2.44%) • MKT CAP: $182.16B
fcf-yield
1.95%
LAST: $184.30 (-3.00%) • MKT CAP: $298.41B
fcf-yield
-7.25%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (BLK VS. MS)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | BLK | 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) | 6.20% | 3.00% | +3.20 | BLK | /roic <GO> |
| EV/EBITDA & P/E Valuation | 29.4x | 31.0x | -1.60 | BLK | /valuation <GO> |
| Free Cash Flow Yield ACTIVE | 1.95% | -7.25% | +9.20 | BLK | /fcf-yield <GO> |
| Operating Margin | 29.10% | 24.60% | +4.50 | BLK | /operating-margins <GO> |
| Net Profit Margin | 22.90% | 20.20% | +2.70 | BLK | /net-margins <GO> |
| Revenue Growth (YoY) | 18.70% | 5.50% | +13.20 | BLK | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 2.21% | -2.21 | MS | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.67 | 0.46 | +1.21 | BLK | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 5/9 | +2.00 | BLK | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.30% | 7.00% | +0.30 | MS | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 58.2 | 43.3 | +14.89 | BLK | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.13 | 1.04 | +0.09 | BLK | /macro-sensitivity <GO> |
| Forward P/E Multiple | 27.6x | 16.5x | +11.10 | MS | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $182.16B | $298.41B | -$116.24B | MS | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | BLK REV | MS REV | BLK GROSS % | MS GROSS % | BLK FCF | MS FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $24.22B | $0 | 44.0% | — | $3.55B | -$17.89B |
| FY 2024 | $20.41B | $0 | 44.0% | — | $4.70B | $1.36B |
| FY 2023 | $17.86B | $0 | 44.0% | — | $3.36B | -$33.54B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
BLK // BETA 1.13
MS // BETA 1.04