COMP <GO>
STT vs MS // PIOTROSKI F-SCORE QUALITY
State Street Corporation (NYSE) VS. Morgan Stanley (NYSE) • 15-METRIC TALLY: STT 8
— MS 6
▲ PIOTROSKI F-SCORE QUALITY LEADER: STT
LAST: $169.77 (-2.29%) • MKT CAP: $47.27B
piotroski-score
8/9
LAST: $184.30 (-3.00%) • MKT CAP: $298.41B
piotroski-score
5/9
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (STT VS. MS)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | STT | 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) | 2.30% | 3.00% | -0.70 | MS | /roic <GO> |
| EV/EBITDA & P/E Valuation | 32.4x | 31.0x | +1.40 | MS | /valuation <GO> |
| Free Cash Flow Yield | 22.00% | -7.25% | +29.25 | STT | /fcf-yield <GO> |
| Operating Margin | 25.80% | 24.60% | +1.20 | STT | /operating-margins <GO> |
| Net Profit Margin | 21.10% | 20.20% | +0.90 | STT | /net-margins <GO> |
| Revenue Growth (YoY) | 7.30% | 5.50% | +1.80 | STT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.37% | 2.21% | +0.16 | STT | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.45 | 0.46 | -0.01 | MS | /balance-sheet <GO> |
| Piotroski F-Score Quality ACTIVE | 8/9 | 5/9 | +3.00 | STT | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.30% | 7.00% | +0.30 | MS | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 41.5 | 43.3 | -1.78 | MS | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.11 | 1.04 | +0.07 | STT | /macro-sensitivity <GO> |
| Forward P/E Multiple | 15.0x | 16.5x | -1.50 | STT | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $47.27B | $298.41B | -$251.13B | MS | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | STT REV | MS REV | STT GROSS % | MS GROSS % | STT FCF | MS FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $13.94B | $0 | 44.0% | — | $10.84B | -$17.89B |
| FY 2024 | $13.00B | $0 | 44.0% | — | -$14.14B | $1.36B |
| FY 2023 | $11.95B | $0 | 44.0% | — | $152.5M | -$33.54B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
STT // BETA 1.11
MS // BETA 1.04