COMP <GO>
JCAP vs MS // ENTERPRISE SCALE & MARKET CAP
Jefferson Capital Inc. (NASDAQ) VS. Morgan Stanley (NYSE) • 15-METRIC TALLY: JCAP 9
— MS 2
▲ ENTERPRISE SCALE & MARKET CAP LEADER: MS
LAST: $19.93 (+2.52%) • MKT CAP: $1.14B
market-cap
$1.14B
LAST: $190.00 (-0.07%) • MKT CAP: $298.41B
market-cap
$298.41B
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (JCAP VS. MS)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | JCAP | MS | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 55.20% | 3.00% | +52.20 | JCAP | /roic <GO> |
| EV/EBITDA & P/E Valuation | 3.5x | 31.0x | -27.50 | JCAP | /valuation <GO> |
| Free Cash Flow Yield | 23.49% | -7.25% | +30.74 | JCAP | /fcf-yield <GO> |
| Operating Margin | 51.60% | 24.60% | +27.00 | JCAP | /operating-margins <GO> |
| Net Profit Margin | 30.60% | 20.20% | +10.40 | JCAP | /net-margins <GO> |
| Revenue Growth (YoY) | 41.50% | 5.50% | +36.00 | JCAP | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 5.54% | 2.21% | +3.33 | JCAP | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 5/9 | +2.00 | JCAP | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 43.3 | 51.0 | -7.70 | MS | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.04 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 5.1x | 16.5x | -11.40 | JCAP | /forward-pe <GO> |
| Enterprise Scale & Market Cap ACTIVE | $1.14B | $298.41B | -$297.26B | MS | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | JCAP REV | MS REV | JCAP GROSS % | MS GROSS % | JCAP FCF | MS FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $613.3M | $0 | — | — | $268.8M | -$17.89B |
| FY 2024 | $433.3M | $0 | — | — | $168.2M | $1.36B |
| FY 2023 | $323.1M | $0 | — | — | $120.2M | -$33.54B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
JCAP // BETA —
MS // BETA 1.04