COMP <GO>
MC vs BAC // ALTMAN Z-SCORE & DEBT/EQUITY
Moelis & Company (NYSE) VS. Bank of America Corporation (NYSE) • 15-METRIC TALLY: MC 8
— BAC 5
▲ ALTMAN Z-SCORE & DEBT/EQUITY LEADER: MC
LAST: $58.59 (-2.32%) • MKT CAP: $4.69B
balance-sheet
3.50
LAST: $50.01 (-2.21%) • MKT CAP: $357.61B
balance-sheet
0.45
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (MC VS. BAC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | MC | BAC | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | 41.00% | 0.00 | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 42.80% | 2.50% | +40.30 | MC | /roic <GO> |
| EV/EBITDA & P/E Valuation | 15.2x | 30.2x | -15.00 | MC | /valuation <GO> |
| Free Cash Flow Yield | 11.50% | 2.10% | +9.40 | MC | /fcf-yield <GO> |
| Operating Margin | 20.80% | 32.90% | -12.10 | BAC | /operating-margins <GO> |
| Net Profit Margin | 19.80% | 27.00% | -7.20 | BAC | /net-margins <GO> |
| Revenue Growth (YoY) | 23.10% | 6.80% | +16.30 | MC | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity ACTIVE | 3.50 | 0.45 | +3.05 | MC | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 7/9 | +2.00 | MC | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.50% | 6.60% | -0.10 | MC | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 54.7 | 27.7 | +27.02 | MC | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.88 | 0.90 | -0.02 | BAC | /macro-sensitivity <GO> |
| Forward P/E Multiple | 15.2x | 10.9x | +4.30 | BAC | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $4.69B | $357.61B | -$352.91B | BAC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | MC REV | BAC REV | MC GROSS % | BAC GROSS % | MC FCF | BAC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $0 | $113.10B | — | 44.0% | $540.0M | $7.52B |
| FY 2024 | $0 | $105.86B | — | 44.0% | $415.4M | -$13.57B |
| FY 2023 | $0 | $102.77B | — | 44.0% | $158.5M | $40.36B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
MC // BETA 0.88
BAC // BETA 0.90