COMP <GO>
PRU vs MS // 10Y YIELD & FRED MACRO BETA
Prudential Financial Inc. (NYSE) VS. Morgan Stanley (NYSE) • 15-METRIC TALLY: PRU 8
— MS 6
▲ 10Y YIELD & FRED MACRO BETA LEADER: MS
LAST: $116.45 (-0.36%) • MKT CAP: $40.32B
macro-sensitivity
1.01
LAST: $184.30 (-3.00%) • MKT CAP: $298.41B
macro-sensitivity
1.04
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (PRU VS. MS)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | PRU | 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) | 10.90% | 3.00% | +7.90 | PRU | /roic <GO> |
| EV/EBITDA & P/E Valuation | 5.9x | 31.0x | -25.10 | PRU | /valuation <GO> |
| Free Cash Flow Yield | 8.77% | -7.25% | +16.02 | PRU | /fcf-yield <GO> |
| Operating Margin | 7.20% | 24.60% | -17.40 | MS | /operating-margins <GO> |
| Net Profit Margin | 5.90% | 20.20% | -14.30 | MS | /net-margins <GO> |
| Revenue Growth (YoY) | -13.70% | 5.50% | -19.20 | MS | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 4.78% | 2.21% | +2.57 | PRU | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.45 | 0.46 | -0.01 | MS | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 5/9 | +3.00 | PRU | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.90% | 7.00% | -0.10 | PRU | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 52.4 | 43.3 | +9.10 | PRU | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | 1.01 | 1.04 | -0.03 | MS | /macro-sensitivity <GO> |
| Forward P/E Multiple | 10.5x | 16.5x | -6.00 | PRU | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $40.32B | $298.41B | -$258.09B | MS | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | PRU REV | MS REV | PRU GROSS % | MS GROSS % | PRU FCF | MS FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $60.77B | $0 | 44.0% | — | $3.54B | -$17.89B |
| FY 2024 | $70.41B | $0 | 44.0% | — | $5.33B | $1.36B |
| FY 2023 | $53.98B | $0 | 44.0% | — | $4.08B | -$33.54B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
PRU // BETA 1.01
MS // BETA 1.04