COMP <GO>
BRO vs MS // OPTIONS IMPLIED MOVE & PUT/CALL SKEW
Brown & Brown Inc. (NYSE) VS. Morgan Stanley (NYSE) • 15-METRIC TALLY: BRO 8
— MS 6
▲ OPTIONS IMPLIED MOVE & PUT/CALL SKEW LEADER: BRO
LAST: $69.76 (+2.83%) • MKT CAP: $22.50B
options-implied-move
6.60%
LAST: $184.30 (-3.00%) • MKT CAP: $298.41B
options-implied-move
7.00%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (BRO VS. MS)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | BRO | 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) | 4.70% | 3.00% | +1.70 | BRO | /roic <GO> |
| EV/EBITDA & P/E Valuation | 21.1x | 31.0x | -9.90 | BRO | /valuation <GO> |
| Free Cash Flow Yield | 6.14% | -7.25% | +13.39 | BRO | /fcf-yield <GO> |
| Operating Margin | 21.80% | 24.60% | -2.80 | MS | /operating-margins <GO> |
| Net Profit Margin | 17.90% | 20.20% | -2.30 | MS | /net-margins <GO> |
| Revenue Growth (YoY) | 22.80% | 5.50% | +17.30 | BRO | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.86% | 2.21% | -1.35 | MS | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.62 | 0.46 | +1.16 | BRO | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 5/9 | +4.00 | BRO | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew ACTIVE | 6.60% | 7.00% | -0.40 | BRO | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 56.0 | 43.3 | +12.74 | BRO | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.91 | 1.04 | -0.13 | MS | /macro-sensitivity <GO> |
| Forward P/E Multiple | 17.9x | 16.5x | +1.40 | MS | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $22.50B | $298.41B | -$275.91B | MS | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | BRO REV | MS REV | BRO GROSS % | MS GROSS % | BRO FCF | MS FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $5.90B | $0 | 44.0% | — | $1.38B | -$17.89B |
| FY 2024 | $4.80B | $0 | 44.0% | — | $1.09B | $1.36B |
| FY 2023 | $4.26B | $0 | 44.0% | — | $818.4M | -$33.54B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
BRO // BETA 0.91
MS // BETA 1.04