COMP <GO>
BX vs MS // PIOTROSKI F-SCORE QUALITY
Blackstone Inc. (NYSE) VS. Morgan Stanley (NYSE) • 15-METRIC TALLY: BX 11
— MS 3
▲ PIOTROSKI F-SCORE QUALITY LEADER: BX
LAST: $118.51 (-1.73%) • MKT CAP: $90.53B
piotroski-score
8/9
LAST: $184.30 (-3.00%) • MKT CAP: $298.41B
piotroski-score
5/9
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (BX VS. MS)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | BX | 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) | 17.20% | 3.00% | +14.20 | BX | /roic <GO> |
| EV/EBITDA & P/E Valuation | 26.1x | 31.0x | -4.90 | BX | /valuation <GO> |
| Free Cash Flow Yield | 5.02% | -7.25% | +12.27 | BX | /fcf-yield <GO> |
| Operating Margin | 25.50% | 24.60% | +0.90 | BX | /operating-margins <GO> |
| Net Profit Margin | 20.90% | 20.20% | +0.70 | BX | /net-margins <GO> |
| Revenue Growth (YoY) | 9.20% | 5.50% | +3.70 | BX | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 6.64% | 2.21% | +4.43 | BX | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 2.90 | 0.46 | +2.44 | BX | /balance-sheet <GO> |
| Piotroski F-Score Quality ACTIVE | 8/9 | 5/9 | +3.00 | BX | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.90% | 7.00% | -0.10 | BX | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 53.2 | 43.3 | +9.94 | BX | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.00 | 1.04 | -0.04 | MS | /macro-sensitivity <GO> |
| Forward P/E Multiple | 27.9x | 16.5x | +11.40 | MS | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $90.53B | $298.41B | -$207.88B | MS | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | BX REV | MS REV | BX GROSS % | MS GROSS % | BX FCF | MS FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $14.45B | $0 | 44.0% | — | $4.55B | -$17.89B |
| FY 2024 | $13.23B | $0 | 44.0% | — | $3.42B | $1.36B |
| FY 2023 | $8.02B | $0 | 44.0% | — | $3.70B | -$33.54B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
BX // BETA 1.00
MS // BETA 1.04