COMP <GO>
EFX vs MS // OPERATING MARGIN
Equifax Inc. (NYSE) VS. Morgan Stanley (NYSE) • 15-METRIC TALLY: EFX 8
— MS 6
▲ OPERATING MARGIN LEADER: MS
LAST: $184.60 (+2.90%) • MKT CAP: $20.99B
operating-margins
18.00%
LAST: $184.30 (-3.00%) • MKT CAP: $298.41B
operating-margins
24.60%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (EFX VS. MS)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | EFX | 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) | 10.20% | 3.00% | +7.20 | EFX | /roic <GO> |
| EV/EBITDA & P/E Valuation | 18.7x | 31.0x | -12.30 | EFX | /valuation <GO> |
| Free Cash Flow Yield | 6.39% | -7.25% | +13.64 | EFX | /fcf-yield <GO> |
| Operating Margin ACTIVE | 18.00% | 24.60% | -6.60 | MS | /operating-margins <GO> |
| Net Profit Margin | 10.90% | 20.20% | -9.30 | MS | /net-margins <GO> |
| Revenue Growth (YoY) | 6.90% | 5.50% | +1.40 | EFX | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.11% | 2.21% | -1.10 | MS | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 3.25 | 0.46 | +2.79 | EFX | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 5/9 | +3.00 | EFX | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.30% | 7.00% | +0.30 | MS | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 67.5 | 43.3 | +24.17 | EFX | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.11 | 1.04 | +0.07 | EFX | /macro-sensitivity <GO> |
| Forward P/E Multiple | 29.6x | 16.5x | +13.10 | MS | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $20.99B | $298.41B | -$277.42B | MS | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | EFX REV | MS REV | EFX GROSS % | MS GROSS % | EFX FCF | MS FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $6.07B | $0 | 44.0% | — | $1.34B | -$17.89B |
| FY 2024 | $5.68B | $0 | 44.0% | — | $1.07B | $1.36B |
| FY 2023 | $5.27B | $0 | 44.0% | — | $879.9M | -$33.54B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
EFX // BETA 1.11
MS // BETA 1.04