COMP <GO>
BOKF vs MS // REVENUE GROWTH (YOY)
BOK Financial Corporation (NASDAQ) VS. Morgan Stanley (NYSE) • 15-METRIC TALLY: BOKF 9
— MS 5
▲ REVENUE GROWTH (YOY) LEADER: MS
LAST: $130.22 (-1.62%) • MKT CAP: $8.04B
revenue-growth
3.30%
LAST: $184.30 (-3.00%) • MKT CAP: $298.41B
revenue-growth
5.50%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (BOKF VS. MS)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | BOKF | 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) | 2.90% | 3.00% | -0.10 | MS | /roic <GO> |
| EV/EBITDA & P/E Valuation | 26.8x | 31.0x | -4.20 | BOKF | /valuation <GO> |
| Free Cash Flow Yield | 7.94% | -7.25% | +15.19 | BOKF | /fcf-yield <GO> |
| Operating Margin | 31.30% | 24.60% | +6.70 | BOKF | /operating-margins <GO> |
| Net Profit Margin | 25.70% | 20.20% | +5.50 | BOKF | /net-margins <GO> |
| Revenue Growth (YoY) ACTIVE | 3.30% | 5.50% | -2.20 | MS | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.83% | 2.21% | -0.38 | MS | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.47 | 0.46 | +0.01 | BOKF | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 5/9 | +2.00 | BOKF | /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 | 53.8 | 43.3 | +10.46 | BOKF | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.14 | 1.04 | +0.10 | BOKF | /macro-sensitivity <GO> |
| Forward P/E Multiple | 12.9x | 16.5x | -3.60 | BOKF | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $8.04B | $298.41B | -$290.36B | MS | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | BOKF REV | MS REV | BOKF GROSS % | MS GROSS % | BOKF FCF | MS FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $0 | $0 | — | — | $739.6M | -$17.89B |
| FY 2024 | $0 | $0 | — | — | $1.43B | $1.36B |
| FY 2023 | $0 | $0 | — | — | $66.2M | -$33.54B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
BOKF // BETA 1.14
MS // BETA 1.04