COMP <GO>
MORN vs MS // FREE CASH FLOW YIELD
Morningstar Inc. (NASDAQ) VS. Morgan Stanley (NYSE) • 15-METRIC TALLY: MORN 9
— MS 6
▲ FREE CASH FLOW YIELD LEADER: MORN
LAST: $226.19 (+1.64%) • MKT CAP: $8.26B
fcf-yield
5.36%
LAST: $184.30 (-3.00%) • MKT CAP: $298.41B
fcf-yield
-7.25%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (MORN VS. MS)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | MORN | MS | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 61.00% | 41.00% | +20.00 | MORN | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 22.90% | 3.00% | +19.90 | MORN | /roic <GO> |
| EV/EBITDA & P/E Valuation | 13.6x | 31.0x | -17.40 | MORN | /valuation <GO> |
| Free Cash Flow Yield ACTIVE | 5.36% | -7.25% | +12.61 | MORN | /fcf-yield <GO> |
| Operating Margin | 21.50% | 24.60% | -3.10 | MS | /operating-margins <GO> |
| Net Profit Margin | 16.80% | 20.20% | -3.40 | MS | /net-margins <GO> |
| Revenue Growth (YoY) | 7.50% | 5.50% | +2.00 | MORN | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.93% | 2.21% | -1.28 | MS | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 4.11 | 0.46 | +3.65 | MORN | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 5/9 | +2.00 | MORN | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.10% | 7.00% | +0.10 | MS | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 66.1 | 43.3 | +22.82 | MORN | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.06 | 1.04 | +0.02 | MORN | /macro-sensitivity <GO> |
| Forward P/E Multiple | 18.7x | 16.5x | +2.20 | MS | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $8.26B | $298.41B | -$290.15B | MS | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | MORN REV | MS REV | MORN GROSS % | MS GROSS % | MORN FCF | MS FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $2.45B | $0 | 61.0% | — | $442.6M | -$17.89B |
| FY 2024 | $2.28B | $0 | 60.6% | — | $448.9M | $1.36B |
| FY 2023 | $2.04B | $0 | 44.0% | — | $224.7M | -$33.54B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
MORN // BETA 1.06
MS // BETA 1.04