COMP <GO>
RYAN vs MS // RETURN ON INVESTED CAPITAL (ROIC)
Ryan Specialty Holdings Inc. (NYSE) VS. Morgan Stanley (NYSE) • 15-METRIC TALLY: RYAN 7
— MS 5
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: RYAN
LAST: $43.84 (+1.29%) • MKT CAP: $11.07B
roic
10.30%
LAST: $184.30 (-3.00%) • MKT CAP: $298.41B
roic
3.00%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (RYAN VS. MS)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | RYAN | 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) ACTIVE | 10.30% | 3.00% | +7.30 | RYAN | /roic <GO> |
| EV/EBITDA & P/E Valuation | 23.4x | 31.0x | -7.60 | RYAN | /valuation <GO> |
| Free Cash Flow Yield | 4.60% | -7.25% | +11.85 | RYAN | /fcf-yield <GO> |
| Operating Margin | 16.50% | 24.60% | -8.10 | MS | /operating-margins <GO> |
| Net Profit Margin | 2.10% | 20.20% | -18.10 | MS | /net-margins <GO> |
| Revenue Growth (YoY) | 21.90% | 5.50% | +16.40 | RYAN | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.55% | 2.21% | -1.66 | MS | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.15 | 0.46 | +0.69 | RYAN | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 5/9 | +1.00 | RYAN | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.00% | 7.00% | 0.00 | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 62.2 | 43.3 | +18.90 | RYAN | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.04 | 1.04 | 0.00 | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 140.0x | 16.5x | +123.50 | MS | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $11.07B | $298.41B | -$287.34B | MS | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | RYAN REV | MS REV | RYAN GROSS % | MS GROSS % | RYAN FCF | MS FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $2.99B | $0 | 44.0% | — | $508.9M | -$17.89B |
| FY 2024 | $2.46B | $0 | 44.0% | — | $404.4M | $1.36B |
| FY 2023 | $2.03B | $0 | 44.0% | — | $386.0M | -$33.54B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
RYAN // BETA 1.04
MS // BETA 1.04