COMP <GO>
BNY vs MS // PIOTROSKI F-SCORE QUALITY
The Bank of New York Mellon Corporation (NYSE) VS. Morgan Stanley (NYSE) • 15-METRIC TALLY: BNY 8
— MS 6
▲ PIOTROSKI F-SCORE QUALITY LEADER: BNY
LAST: $147.11 (-1.51%) • MKT CAP: $101.35B
piotroski-score
8/9
LAST: $184.30 (-3.00%) • MKT CAP: $298.41B
piotroski-score
5/9
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (BNY VS. MS)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | BNY | 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) | 2.40% | 3.00% | -0.60 | MS | /roic <GO> |
| EV/EBITDA & P/E Valuation | 34.1x | 31.0x | +3.10 | MS | /valuation <GO> |
| Free Cash Flow Yield | 5.11% | -7.25% | +12.36 | BNY | /fcf-yield <GO> |
| Operating Margin | 33.70% | 24.60% | +9.10 | BNY | /operating-margins <GO> |
| Net Profit Margin | 27.60% | 20.20% | +7.40 | BNY | /net-margins <GO> |
| Revenue Growth (YoY) | 7.80% | 5.50% | +2.30 | BNY | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.43% | 2.21% | -0.78 | MS | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.48 | 0.46 | +0.02 | BNY | /balance-sheet <GO> |
| Piotroski F-Score Quality ACTIVE | 8/9 | 5/9 | +3.00 | BNY | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.40% | 7.00% | +0.40 | MS | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 50.3 | 43.3 | +7.02 | BNY | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.15 | 1.04 | +0.11 | BNY | /macro-sensitivity <GO> |
| Forward P/E Multiple | 17.0x | 16.5x | +0.50 | MS | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $101.35B | $298.41B | -$197.06B | MS | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | BNY REV | MS REV | BNY GROSS % | MS GROSS % | BNY FCF | MS FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $20.08B | $0 | 44.0% | — | $5.18B | -$17.89B |
| FY 2024 | $18.62B | $0 | 44.0% | — | -$782.0M | $1.36B |
| FY 2023 | $17.70B | $0 | 44.0% | — | $5.12B | -$33.54B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
BNY // BETA 1.15
MS // BETA 1.04