COMP <GO>
SMFG vs MS // REVENUE GROWTH (YOY)
Sumitomo Mitsui Financial Group Inc Unsponsored American (NYSE) VS. Morgan Stanley (NYSE) • 15-METRIC TALLY: SMFG 6
— MS 8
▲ REVENUE GROWTH (YOY) LEADER: MS
LAST: $24.20 (-1.87%) • MKT CAP: $157.38B
revenue-growth
-2.20%
LAST: $184.30 (-3.00%) • MKT CAP: $298.41B
revenue-growth
5.50%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SMFG VS. MS)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | SMFG | 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) | 9.90% | 3.00% | +6.90 | SMFG | /roic <GO> |
| EV/EBITDA & P/E Valuation | 21.0x | 31.0x | -10.00 | SMFG | /valuation <GO> |
| Free Cash Flow Yield | 2.21% | -7.25% | +9.46 | SMFG | /fcf-yield <GO> |
| Operating Margin | 13.90% | 24.60% | -10.70 | MS | /operating-margins <GO> |
| Net Profit Margin | 10.90% | 20.20% | -9.30 | MS | /net-margins <GO> |
| Revenue Growth (YoY) ACTIVE | -2.20% | 5.50% | -7.70 | MS | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 2.21% | -2.21 | MS | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 3.74 | 0.46 | +3.28 | SMFG | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 5/9 | +2.00 | SMFG | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.80% | 7.00% | -0.20 | SMFG | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 41.8 | 43.3 | -1.53 | MS | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.97 | 1.04 | -0.07 | MS | /macro-sensitivity <GO> |
| Forward P/E Multiple | 30.5x | 16.5x | +14.00 | MS | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $157.38B | $298.41B | -$141.03B | MS | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | SMFG REV | MS REV | SMFG GROSS % | MS GROSS % | SMFG FCF | MS FCF |
|---|---|---|---|---|---|---|
| FY 2025 | — | $0 | — | — | — | -$17.89B |
| FY 2024 | — | $0 | — | — | — | $1.36B |
| FY 2023 | — | $0 | — | — | — | -$33.54B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
SMFG // BETA 0.97
MS // BETA 1.04