COMP <GO>
TROW vs MS // ENTERPRISE SCALE & MARKET CAP
T. Rowe Price Group Inc. (NASDAQ) VS. Morgan Stanley (NYSE) • 15-METRIC TALLY: TROW 11
— MS 3
▲ ENTERPRISE SCALE & MARKET CAP LEADER: MS
LAST: $103.90 (-2.56%) • MKT CAP: $22.75B
market-cap
$22.75B
LAST: $184.30 (-3.00%) • MKT CAP: $298.41B
market-cap
$298.41B
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (TROW VS. MS)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | TROW | 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) | 20.50% | 3.00% | +17.50 | TROW | /roic <GO> |
| EV/EBITDA & P/E Valuation | 8.4x | 31.0x | -22.60 | TROW | /valuation <GO> |
| Free Cash Flow Yield | 6.50% | -7.25% | +13.75 | TROW | /fcf-yield <GO> |
| Operating Margin | 29.90% | 24.60% | +5.30 | TROW | /operating-margins <GO> |
| Net Profit Margin | 28.50% | 20.20% | +8.30 | TROW | /net-margins <GO> |
| Revenue Growth (YoY) | 3.10% | 5.50% | -2.40 | MS | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 5.03% | 2.21% | +2.82 | TROW | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 7.78 | 0.46 | +7.32 | TROW | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 5/9 | +1.00 | TROW | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.60% | 7.00% | -0.40 | TROW | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 49.4 | 43.3 | +6.10 | TROW | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.90 | 1.04 | -0.14 | MS | /macro-sensitivity <GO> |
| Forward P/E Multiple | 10.1x | 16.5x | -6.40 | TROW | /forward-pe <GO> |
| Enterprise Scale & Market Cap ACTIVE | $22.75B | $298.41B | -$275.66B | MS | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | TROW REV | MS REV | TROW GROSS % | MS GROSS % | TROW FCF | MS FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $7.31B | $0 | 44.0% | — | $1.48B | -$17.89B |
| FY 2024 | $7.09B | $0 | 44.0% | — | $1.26B | $1.36B |
| FY 2023 | $6.46B | $0 | 44.0% | — | $928.4M | -$33.54B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
TROW // BETA 0.90
MS // BETA 1.04