COMP <GO>
RJF vs MS // FREE CASH FLOW YIELD
Raymond James Financial Inc. (NYSE) VS. Morgan Stanley (NYSE) • 15-METRIC TALLY: RJF 9
— MS 5
▲ FREE CASH FLOW YIELD LEADER: RJF
LAST: $157.22 (-2.52%) • MKT CAP: $31.03B
fcf-yield
7.24%
LAST: $184.30 (-3.00%) • MKT CAP: $298.41B
fcf-yield
-7.25%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (RJF VS. MS)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | RJF | 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) | 5.90% | 3.00% | +2.90 | RJF | /roic <GO> |
| EV/EBITDA & P/E Valuation | 19.2x | 31.0x | -11.80 | RJF | /valuation <GO> |
| Free Cash Flow Yield ACTIVE | 7.24% | -7.25% | +14.49 | RJF | /fcf-yield <GO> |
| Operating Margin | 16.40% | 24.60% | -8.20 | MS | /operating-margins <GO> |
| Net Profit Margin | 13.40% | 20.20% | -6.80 | MS | /net-margins <GO> |
| Revenue Growth (YoY) | 6.60% | 5.50% | +1.10 | RJF | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 2.21% | -2.21 | MS | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.87 | 0.46 | +0.41 | RJF | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 5/9 | +3.00 | RJF | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.70% | 7.00% | -0.30 | RJF | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 44.7 | 43.3 | +1.44 | RJF | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.94 | 1.04 | -0.10 | MS | /macro-sensitivity <GO> |
| Forward P/E Multiple | 13.5x | 16.5x | -3.00 | RJF | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $31.03B | $298.41B | -$267.38B | MS | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | RJF REV | MS REV | RJF GROSS % | MS GROSS % | RJF FCF | MS FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $15.91B | $0 | 44.0% | — | $2.25B | -$17.89B |
| FY 2024 | $14.92B | $0 | 44.0% | — | $1.95B | $1.36B |
| FY 2023 | $12.99B | $0 | 44.0% | — | -$4.10B | -$33.54B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
RJF // BETA 0.94
MS // BETA 1.04