COMP <GO>
BPOP vs MS // FREE CASH FLOW YIELD
Popular Inc. (NASDAQ) VS. Morgan Stanley (NYSE) • 15-METRIC TALLY: BPOP 7
— MS 5
▲ FREE CASH FLOW YIELD LEADER: BPOP
LAST: $158.49 (+0.39%) • MKT CAP: $10.11B
fcf-yield
6.74%
LAST: $190.00 (-0.07%) • MKT CAP: $298.41B
fcf-yield
-7.25%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (BPOP VS. MS)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | BPOP | MS | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 3.10% | 3.00% | +0.10 | BPOP | /roic <GO> |
| EV/EBITDA & P/E Valuation | 25.4x | 31.0x | -5.60 | BPOP | /valuation <GO> |
| Free Cash Flow Yield ACTIVE | 6.74% | -7.25% | +13.99 | BPOP | /fcf-yield <GO> |
| Operating Margin | 35.90% | 24.60% | +11.30 | BPOP | /operating-margins <GO> |
| Net Profit Margin | 29.40% | 20.20% | +9.20 | BPOP | /net-margins <GO> |
| Revenue Growth (YoY) | -4.40% | 5.50% | -9.90 | MS | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.95% | 2.21% | -0.26 | MS | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 5/9 | +2.00 | BPOP | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 48.1 | 51.0 | -2.90 | MS | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.97 | 1.04 | -0.07 | MS | /macro-sensitivity <GO> |
| Forward P/E Multiple | 11.3x | 16.5x | -5.20 | BPOP | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $10.11B | $298.41B | -$288.30B | MS | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | BPOP REV | MS REV | BPOP GROSS % | MS GROSS % | BPOP FCF | MS FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $0 | $0 | — | — | $681.0M | -$17.89B |
| FY 2024 | $0 | $0 | — | — | $461.3M | $1.36B |
| FY 2023 | $0 | $0 | — | — | $686.6M | -$33.54B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
BPOP // BETA 0.97
MS // BETA 1.04