COMP <GO>
IVZ vs MS // RETURN ON INVESTED CAPITAL (ROIC)
Invesco Ltd (NYSE) VS. Morgan Stanley (NYSE) • 15-METRIC TALLY: IVZ 5
— MS 8
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: MS
LAST: $27.76 (-4.34%) • MKT CAP: $12.81B
roic
-3.20%
LAST: $184.30 (-3.00%) • MKT CAP: $298.41B
roic
3.00%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (IVZ VS. MS)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | IVZ | 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) ACTIVE | -3.20% | 3.00% | -6.20 | MS | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 31.0x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 11.25% | -7.25% | +18.50 | IVZ | /fcf-yield <GO> |
| Operating Margin | -10.90% | 24.60% | -35.50 | MS | /operating-margins <GO> |
| Net Profit Margin | -8.50% | 20.20% | -28.70 | MS | /net-margins <GO> |
| Revenue Growth (YoY) | 5.10% | 5.50% | -0.40 | MS | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.94% | 2.21% | +0.73 | IVZ | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.25 | 0.46 | +0.79 | IVZ | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 5/9 | +2.00 | IVZ | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.10% | 7.00% | +0.10 | MS | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 37.4 | 43.3 | -5.86 | MS | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.07 | 1.04 | +0.03 | IVZ | /macro-sensitivity <GO> |
| Forward P/E Multiple | 18.0x | 16.5x | +1.50 | MS | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $12.81B | $298.41B | -$285.60B | MS | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | IVZ REV | MS REV | IVZ GROSS % | MS GROSS % | IVZ FCF | MS FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $6.38B | $0 | 44.0% | — | $1.44B | -$17.89B |
| FY 2024 | $6.07B | $0 | 44.0% | — | $1.12B | $1.36B |
| FY 2023 | $5.72B | $0 | 44.0% | — | $1.04B | -$33.54B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
IVZ // BETA 1.07
MS // BETA 1.04