COMP <GO>
SCHW vs MS // PIOTROSKI F-SCORE QUALITY
Charles Schwab Corporation (The) (NYSE) VS. Morgan Stanley (NYSE) • 15-METRIC TALLY: SCHW 5
— MS 9
▲ PIOTROSKI F-SCORE QUALITY LEADER: SCHW
LAST: $88.05 (-1.59%) • MKT CAP: $154.72B
piotroski-score
8/9
LAST: $184.30 (-3.00%) • MKT CAP: $298.41B
piotroski-score
5/9
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SCHW VS. MS)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | SCHW | 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) | 0.00% | 3.00% | -3.00 | MS | /roic <GO> |
| EV/EBITDA & P/E Valuation | 95.0x | 31.0x | +64.00 | MS | /valuation <GO> |
| Free Cash Flow Yield | 5.66% | -7.25% | +12.91 | SCHW | /fcf-yield <GO> |
| Operating Margin | 0.00% | 24.60% | -24.60 | MS | /operating-margins <GO> |
| Net Profit Margin | 0.00% | 20.20% | -20.20 | MS | /net-margins <GO> |
| Revenue Growth (YoY) | 22.00% | 5.50% | +16.50 | SCHW | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.51% | 2.21% | -0.70 | MS | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.49 | 0.46 | +0.03 | SCHW | /balance-sheet <GO> |
| Piotroski F-Score Quality ACTIVE | 8/9 | 5/9 | +3.00 | SCHW | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.90% | 7.00% | -0.10 | SCHW | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 27.7 | 43.3 | -15.59 | MS | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.99 | 1.04 | -0.05 | MS | /macro-sensitivity <GO> |
| Forward P/E Multiple | 140.0x | 16.5x | +123.50 | MS | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $154.72B | $298.41B | -$143.68B | MS | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | SCHW REV | MS REV | SCHW GROSS % | MS GROSS % | SCHW FCF | MS FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $23.92B | $0 | 44.0% | — | $8.76B | -$17.89B |
| FY 2024 | $19.61B | $0 | 44.0% | — | $2.05B | $1.36B |
| FY 2023 | $18.84B | $0 | 44.0% | — | $18.74B | -$33.54B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
SCHW // BETA 0.99
MS // BETA 1.04