COMP <GO>
LNC vs MS // 10Y YIELD & FRED MACRO BETA
Lincoln National Corporation (NYSE) VS. Morgan Stanley (NYSE) • 15-METRIC TALLY: LNC 3
— MS 9
▲ 10Y YIELD & FRED MACRO BETA LEADER: MS
LAST: $41.37 (+1.75%) • MKT CAP: $7.92B
macro-sensitivity
0.93
LAST: $190.00 (-0.07%) • MKT CAP: $298.41B
macro-sensitivity
1.04
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (LNC VS. MS)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | LNC | MS | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 0.90% | 3.00% | -2.10 | MS | /roic <GO> |
| EV/EBITDA & P/E Valuation | 60.3x | 31.0x | +29.30 | MS | /valuation <GO> |
| Free Cash Flow Yield | -12.46% | -7.25% | -5.21 | MS | /fcf-yield <GO> |
| Operating Margin | 7.90% | 24.60% | -16.70 | MS | /operating-margins <GO> |
| Net Profit Margin | 6.50% | 20.20% | -13.70 | MS | /net-margins <GO> |
| Revenue Growth (YoY) | -1.20% | 5.50% | -6.70 | MS | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 4.10% | 2.21% | +1.89 | LNC | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 3/9 | 5/9 | -2.00 | MS | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 53.8 | 51.0 | +2.80 | LNC | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | 0.93 | 1.04 | -0.11 | MS | /macro-sensitivity <GO> |
| Forward P/E Multiple | 6.2x | 16.5x | -10.30 | LNC | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $7.92B | $298.41B | -$290.49B | MS | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | LNC REV | MS REV | LNC GROSS % | MS GROSS % | LNC FCF | MS FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $18.21B | $0 | — | — | -$986.5M | -$17.89B |
| FY 2024 | $18.44B | $0 | — | — | -$2.84B | $1.36B |
| FY 2023 | $11.64B | $0 | — | — | -$2.60B | -$33.54B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
LNC // BETA 0.93
MS // BETA 1.04