COMP <GO>
RLI vs MS // EV/EBITDA & P/E VALUATION
RLI Corp. Common Stock (DE) (NYSE) VS. Morgan Stanley (NYSE) • 15-METRIC TALLY: RLI 12
— MS 2
▲ EV/EBITDA & P/E VALUATION LEADER: RLI
LAST: $65.23 (+0.94%) • MKT CAP: $5.93B
valuation
14.2x
LAST: $184.30 (-3.00%) • MKT CAP: $298.41B
valuation
31.0x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (RLI VS. MS)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | RLI | 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) | 13.50% | 3.00% | +10.50 | RLI | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | 14.2x | 31.0x | -16.80 | RLI | /valuation <GO> |
| Free Cash Flow Yield | 10.27% | -7.25% | +17.52 | RLI | /fcf-yield <GO> |
| Operating Margin | 26.10% | 24.60% | +1.50 | RLI | /operating-margins <GO> |
| Net Profit Margin | 21.40% | 20.20% | +1.20 | RLI | /net-margins <GO> |
| Revenue Growth (YoY) | 6.30% | 5.50% | +0.80 | RLI | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 4.08% | 2.21% | +1.87 | RLI | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.98 | 0.46 | +1.52 | RLI | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 5/9 | +4.00 | RLI | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.30% | 7.00% | +0.30 | MS | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 66.3 | 43.3 | +22.99 | RLI | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.13 | 1.04 | +0.09 | RLI | /macro-sensitivity <GO> |
| Forward P/E Multiple | 13.7x | 16.5x | -2.80 | RLI | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $5.93B | $298.41B | -$292.48B | MS | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | RLI REV | MS REV | RLI GROSS % | MS GROSS % | RLI FCF | MS FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.88B | $0 | 44.0% | — | $608.7M | -$17.89B |
| FY 2024 | $1.77B | $0 | 44.0% | — | $555.5M | $1.36B |
| FY 2023 | $1.51B | $0 | 44.0% | — | $396.2M | -$33.54B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
RLI // BETA 1.13
MS // BETA 1.04