COMP <GO>
NTRS vs MS // ALTMAN Z-SCORE & DEBT/EQUITY
Northern Trust Corporation (NASDAQ) VS. Morgan Stanley (NYSE) • 15-METRIC TALLY: NTRS 7
— MS 7
▲ ALTMAN Z-SCORE & DEBT/EQUITY LEADER: MS
LAST: $169.16 (-2.17%) • MKT CAP: $31.64B
balance-sheet
0.45
LAST: $184.30 (-3.00%) • MKT CAP: $298.41B
balance-sheet
0.46
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (NTRS VS. MS)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | NTRS | MS | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | 41.00% | 0.00 | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 2.80% | 3.00% | -0.20 | MS | /roic <GO> |
| EV/EBITDA & P/E Valuation | 36.4x | 31.0x | +5.40 | MS | /valuation <GO> |
| Free Cash Flow Yield | 17.26% | -7.25% | +24.51 | NTRS | /fcf-yield <GO> |
| Operating Margin | 42.20% | 24.60% | +17.60 | NTRS | /operating-margins <GO> |
| Net Profit Margin | 34.60% | 20.20% | +14.40 | NTRS | /net-margins <GO> |
| Revenue Growth (YoY) | 6.10% | 5.50% | +0.60 | NTRS | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.87% | 2.21% | -0.34 | MS | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity ACTIVE | 0.45 | 0.46 | -0.01 | MS | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 5/9 | +2.00 | NTRS | /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 | 46.8 | 43.3 | +3.55 | NTRS | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.07 | 1.04 | +0.03 | NTRS | /macro-sensitivity <GO> |
| Forward P/E Multiple | 16.9x | 16.5x | +0.40 | MS | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $31.64B | $298.41B | -$266.77B | MS | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | NTRS REV | MS REV | NTRS GROSS % | MS GROSS % | NTRS FCF | MS FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $5.02B | $0 | 44.0% | — | $5.46B | -$17.89B |
| FY 2024 | $4.73B | $0 | 44.0% | — | -$587.5M | $1.36B |
| FY 2023 | $4.36B | $0 | 44.0% | — | $2.43B | -$33.54B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
NTRS // BETA 1.07
MS // BETA 1.04