COMP <GO>
MS vs JPM // FREE CASH FLOW YIELD
Morgan Stanley (NYSE) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: MS 5
— JPM 9
▲ FREE CASH FLOW YIELD LEADER: MS
LAST: $184.30 (-3.00%) • MKT CAP: $298.41B
fcf-yield
-7.25%
LAST: $337.04 (-1.90%) • MKT CAP: $895.92B
fcf-yield
-18.14%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (MS VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | MS | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 3.00% | 17.37% | -14.37 | JPM | /roic <GO> |
| EV/EBITDA & P/E Valuation | 31.0x | 9.7x | +21.33 | JPM | /valuation <GO> |
| Free Cash Flow Yield ACTIVE | -7.25% | -18.14% | +10.89 | MS | /fcf-yield <GO> |
| Operating Margin | 24.60% | 42.07% | -17.47 | JPM | /operating-margins <GO> |
| Net Profit Margin | 20.20% | 32.63% | -12.43 | JPM | /net-margins <GO> |
| Revenue Growth (YoY) | 5.50% | 13.53% | -8.03 | JPM | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.21% | 1.96% | +0.25 | MS | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.46 | 0.37 | +0.09 | MS | /balance-sheet <GO> |
| Piotroski F-Score Quality | 5/9 | 2/9 | +3.00 | MS | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.00% | 4.84% | +2.16 | JPM | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 43.3 | 49.0 | -5.76 | JPM | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.04 | 1.00 | +0.04 | MS | /macro-sensitivity <GO> |
| Forward P/E Multiple | 16.5x | 13.6x | +2.93 | JPM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $298.41B | $895.92B | -$597.51B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | MS REV | JPM REV | MS GROSS % | JPM GROSS % | MS FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $0 | $182.45B | — | — | -$17.89B | -$147.78B |
| FY 2024 | $0 | $177.56B | — | — | $1.36B | -$42.01B |
| FY 2023 | $0 | $158.10B | — | — | -$33.54B | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
MS // BETA 1.04
JPM // BETA 1.00