COMP <GO>
ERIE vs MS // FREE CASH FLOW YIELD
Erie Indemnity Company (NASDAQ) VS. Morgan Stanley (NYSE) • 15-METRIC TALLY: ERIE 8
— MS 6
▲ FREE CASH FLOW YIELD LEADER: ERIE
LAST: $261.39 (+4.23%) • MKT CAP: $11.58B
fcf-yield
4.35%
LAST: $184.30 (-3.00%) • MKT CAP: $298.41B
fcf-yield
-7.25%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (ERIE VS. MS)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | ERIE | 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) | 24.30% | 3.00% | +21.30 | ERIE | /roic <GO> |
| EV/EBITDA & P/E Valuation | 13.3x | 31.0x | -17.70 | ERIE | /valuation <GO> |
| Free Cash Flow Yield ACTIVE | 4.35% | -7.25% | +11.60 | ERIE | /fcf-yield <GO> |
| Operating Margin | 17.60% | 24.60% | -7.00 | MS | /operating-margins <GO> |
| Net Profit Margin | 13.80% | 20.20% | -6.40 | MS | /net-margins <GO> |
| Revenue Growth (YoY) | 7.20% | 5.50% | +1.70 | ERIE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.20% | 2.21% | -0.01 | MS | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 9.94 | 0.46 | +9.48 | ERIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 5/9 | +3.00 | ERIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.50% | 7.00% | -0.50 | ERIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 66.8 | 43.3 | +23.48 | ERIE | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.89 | 1.04 | -0.15 | MS | /macro-sensitivity <GO> |
| Forward P/E Multiple | 19.3x | 16.5x | +2.80 | MS | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $11.58B | $298.41B | -$286.82B | MS | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | ERIE REV | MS REV | ERIE GROSS % | MS GROSS % | ERIE FCF | MS FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $4.07B | $0 | 44.0% | — | $503.6M | -$17.89B |
| FY 2024 | $3.80B | $0 | 44.0% | — | $440.5M | $1.36B |
| FY 2023 | $3.27B | $0 | 44.0% | — | $234.1M | -$33.54B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
ERIE // BETA 0.89
MS // BETA 1.04