COMP <GO>
CB vs MS // FORWARD P/E MULTIPLE
Chubb Limited (NYSE) VS. Morgan Stanley (NYSE) • 15-METRIC TALLY: CB 9
— MS 5
▲ FORWARD P/E MULTIPLE LEADER: CB
LAST: $364.12 (+0.51%) • MKT CAP: $138.42B
forward-pe
12.5x
LAST: $184.30 (-3.00%) • MKT CAP: $298.41B
forward-pe
16.5x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (CB VS. MS)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | CB | 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) | 8.10% | 3.00% | +5.10 | CB | /roic <GO> |
| EV/EBITDA & P/E Valuation | 12.6x | 31.0x | -18.40 | CB | /valuation <GO> |
| Free Cash Flow Yield | 7.33% | -7.25% | +14.58 | CB | /fcf-yield <GO> |
| Operating Margin | 21.20% | 24.60% | -3.40 | MS | /operating-margins <GO> |
| Net Profit Margin | 17.40% | 20.20% | -2.80 | MS | /net-margins <GO> |
| Revenue Growth (YoY) | 6.50% | 5.50% | +1.00 | CB | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.09% | 2.21% | -1.12 | MS | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.34 | 0.46 | +0.88 | CB | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 5/9 | +3.00 | CB | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.70% | 7.00% | -0.30 | CB | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 65.7 | 43.3 | +22.36 | CB | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.93 | 1.04 | -0.11 | MS | /macro-sensitivity <GO> |
| Forward P/E Multiple ACTIVE | 12.5x | 16.5x | -4.00 | CB | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $138.42B | $298.41B | -$159.99B | MS | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | CB REV | MS REV | CB GROSS % | MS GROSS % | CB FCF | MS FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $59.40B | $0 | 44.0% | — | $10.14B | -$17.89B |
| FY 2024 | $55.75B | $0 | 44.0% | — | $13.67B | $1.36B |
| FY 2023 | $49.73B | $0 | 44.0% | — | $10.39B | -$33.54B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
CB // BETA 0.93
MS // BETA 1.04