COMP <GO>
SMBC vs MS // PIOTROSKI F-SCORE QUALITY
Southern Missouri Bancorp Inc. (NASDAQ) VS. Morgan Stanley (NYSE) • 15-METRIC TALLY: SMBC 4
— MS 2
■ METRIC PARITY
LAST: $71.84 (-0.25%) • MKT CAP: $791.2M
piotroski-score
5/9
LAST: $190.00 (-0.07%) • MKT CAP: $298.41B
piotroski-score
5/9
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SMBC VS. MS)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | SMBC | MS | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 10.30% | 3.00% | +7.30 | SMBC | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 31.0x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 9.52% | -7.25% | +16.77 | SMBC | /fcf-yield <GO> |
| Operating Margin | — | 24.60% | — | TIE | /operating-margins <GO> |
| Net Profit Margin | — | 20.20% | — | TIE | /net-margins <GO> |
| Revenue Growth (YoY) | — | 5.50% | — | TIE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.31% | 2.21% | -0.90 | MS | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality ACTIVE | 5/9 | 5/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 52.1 | 51.0 | +1.10 | SMBC | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.04 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 12.6x | 16.5x | -3.90 | SMBC | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $791.2M | $298.41B | -$297.62B | MS | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | SMBC REV | MS REV | SMBC GROSS % | MS GROSS % | SMBC FCF | MS FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $0 | $0 | — | — | $75.3M | -$17.89B |
| FY 2024 | $0 | $0 | — | — | $61.2M | $1.36B |
| FY 2023 | $0 | $0 | — | — | $62.0M | -$33.54B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
SMBC // BETA —
MS // BETA 1.04