COMP <GO>
MORN vs BAC // RETURN ON INVESTED CAPITAL (ROIC)
Morningstar Inc. (NASDAQ) VS. Bank of America Corporation (NYSE) • 15-METRIC TALLY: MORN 9
— BAC 5
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: MORN
LAST: $226.19 (+1.64%) • MKT CAP: $8.26B
roic
22.90%
LAST: $50.01 (-2.21%) • MKT CAP: $357.61B
roic
2.50%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (MORN VS. BAC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | MORN | BAC | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 61.00% | 41.00% | +20.00 | MORN | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 22.90% | 2.50% | +20.40 | MORN | /roic <GO> |
| EV/EBITDA & P/E Valuation | 13.6x | 30.2x | -16.60 | MORN | /valuation <GO> |
| Free Cash Flow Yield | 5.36% | 2.10% | +3.26 | MORN | /fcf-yield <GO> |
| Operating Margin | 21.50% | 32.90% | -11.40 | BAC | /operating-margins <GO> |
| Net Profit Margin | 16.80% | 27.00% | -10.20 | BAC | /net-margins <GO> |
| Revenue Growth (YoY) | 7.50% | 6.80% | +0.70 | MORN | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.93% | 0.00% | +0.93 | MORN | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 4.11 | 0.45 | +3.66 | MORN | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 7/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.10% | 6.60% | +0.50 | BAC | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 66.1 | 27.7 | +38.44 | MORN | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.06 | 0.90 | +0.16 | MORN | /macro-sensitivity <GO> |
| Forward P/E Multiple | 18.7x | 10.9x | +7.80 | BAC | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $8.26B | $357.61B | -$349.35B | BAC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | MORN REV | BAC REV | MORN GROSS % | BAC GROSS % | MORN FCF | BAC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $2.45B | $113.10B | 61.0% | 44.0% | $442.6M | $7.52B |
| FY 2024 | $2.28B | $105.86B | 60.6% | 44.0% | $448.9M | -$13.57B |
| FY 2023 | $2.04B | $102.77B | 44.0% | 44.0% | $224.7M | $40.36B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
MORN // BETA 1.06
BAC // BETA 0.90