COMP <GO>
SF vs MS // NET PROFIT MARGIN
Stifel Financial Corporation (NYSE) VS. Morgan Stanley (NYSE) • 15-METRIC TALLY: SF 7
— MS 5
▲ NET PROFIT MARGIN LEADER: MS
LAST: $68.36 (+2.21%) • MKT CAP: $10.32B
net-margins
17.10%
LAST: $190.00 (-0.07%) • MKT CAP: $298.41B
net-margins
20.20%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SF VS. MS)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | SF | MS | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 3.40% | 3.00% | +0.40 | SF | /roic <GO> |
| EV/EBITDA & P/E Valuation | 24.5x | 31.0x | -6.50 | SF | /valuation <GO> |
| Free Cash Flow Yield | 9.18% | -7.25% | +16.43 | SF | /fcf-yield <GO> |
| Operating Margin | 20.90% | 24.60% | -3.70 | MS | /operating-margins <GO> |
| Net Profit Margin ACTIVE | 17.10% | 20.20% | -3.10 | MS | /net-margins <GO> |
| Revenue Growth (YoY) | 14.50% | 5.50% | +9.00 | SF | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 2.21% | -2.21 | MS | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 5/9 | +2.00 | SF | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 46.0 | 51.0 | -5.00 | MS | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.05 | 1.04 | +0.01 | SF | /macro-sensitivity <GO> |
| Forward P/E Multiple | 13.4x | 16.5x | -3.10 | SF | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $10.32B | $298.41B | -$288.09B | MS | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | SF REV | MS REV | SF GROSS % | MS GROSS % | SF FCF | MS FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $3.77B | $0 | — | — | $947.3M | -$17.89B |
| FY 2024 | $3.29B | $0 | — | — | $342.2M | $1.36B |
| FY 2023 | $2.71B | $0 | — | — | $377.4M | -$33.54B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
SF // BETA 1.05
MS // BETA 1.04