COMP <GO>
SNEX vs MS // ALTMAN Z-SCORE & DEBT/EQUITY
StoneX Group Inc. (NASDAQ) VS. Morgan Stanley (NYSE) • 15-METRIC TALLY: SNEX 5
— MS 10
▲ ALTMAN Z-SCORE & DEBT/EQUITY LEADER: SNEX
LAST: $52.83 (-3.81%) • MKT CAP: $6.62B
balance-sheet
3.03
LAST: $184.30 (-3.00%) • MKT CAP: $298.41B
balance-sheet
0.46
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SNEX VS. MS)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | SNEX | MS | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 3.10% | 41.00% | -37.90 | MS | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 1.50% | 3.00% | -1.50 | MS | /roic <GO> |
| EV/EBITDA & P/E Valuation | 56.1x | 31.0x | +25.10 | MS | /valuation <GO> |
| Free Cash Flow Yield | 22.00% | -7.25% | +29.25 | SNEX | /fcf-yield <GO> |
| Operating Margin | 0.30% | 24.60% | -24.30 | MS | /operating-margins <GO> |
| Net Profit Margin | 0.20% | 20.20% | -20.00 | MS | /net-margins <GO> |
| Revenue Growth (YoY) | 32.50% | 5.50% | +27.00 | SNEX | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 2.21% | -2.21 | MS | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity ACTIVE | 3.03 | 0.46 | +2.57 | SNEX | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 5/9 | +2.00 | SNEX | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.60% | 7.00% | -0.40 | SNEX | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 23.3 | 43.3 | -19.96 | MS | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.90 | 1.04 | -0.14 | MS | /macro-sensitivity <GO> |
| Forward P/E Multiple | 18.2x | 16.5x | +1.70 | MS | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $6.62B | $298.41B | -$291.78B | MS | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | SNEX REV | MS REV | SNEX GROSS % | MS GROSS % | SNEX FCF | MS FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $132.38B | $0 | 3.1% | — | $4.32B | -$17.89B |
| FY 2024 | $99.89B | $0 | 3.4% | — | $441.7M | $1.36B |
| FY 2023 | $60.86B | $0 | 44.0% | — | -$2.76B | -$33.54B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
SNEX // BETA 0.90
MS // BETA 1.04