COMP <GO>
MCO vs MS // RETURN ON INVESTED CAPITAL (ROIC)
Moody's Corporation (NYSE) VS. Morgan Stanley (NYSE) • 15-METRIC TALLY: MCO 8
— MS 4
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: MCO
LAST: $488.83 (+2.42%) • MKT CAP: $84.27B
roic
30.60%
LAST: $190.00 (-0.07%) • MKT CAP: $298.41B
roic
3.00%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (MCO VS. MS)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | MCO | MS | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 30.60% | 3.00% | +27.60 | MCO | /roic <GO> |
| EV/EBITDA & P/E Valuation | 24.5x | 31.0x | -6.50 | MCO | /valuation <GO> |
| Free Cash Flow Yield | 3.06% | -7.25% | +10.31 | MCO | /fcf-yield <GO> |
| Operating Margin | 43.40% | 24.60% | +18.80 | MCO | /operating-margins <GO> |
| Net Profit Margin | 31.90% | 20.20% | +11.70 | MCO | /net-margins <GO> |
| Revenue Growth (YoY) | 8.90% | 5.50% | +3.40 | MCO | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.83% | 2.21% | -1.38 | MS | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 5/9 | +3.00 | MCO | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 57.2 | 51.0 | +6.20 | MCO | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.91 | 1.04 | -0.13 | MS | /macro-sensitivity <GO> |
| Forward P/E Multiple | 31.9x | 16.5x | +15.40 | MS | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $84.27B | $298.41B | -$214.13B | MS | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | MCO REV | MS REV | MCO GROSS % | MS GROSS % | MCO FCF | MS FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $7.72B | $0 | 74.4% | — | $2.58B | -$17.89B |
| FY 2024 | $7.09B | $0 | 72.6% | — | $2.52B | $1.36B |
| FY 2023 | $5.92B | $0 | — | — | $1.88B | -$33.54B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
MCO // BETA 0.91
MS // BETA 1.04