COMP <GO>
UBS vs MS // FREE CASH FLOW YIELD
UBS Group AG Registered (NYSE) VS. Morgan Stanley (NYSE) • 15-METRIC TALLY: UBS 4
— MS 8
▲ FREE CASH FLOW YIELD LEADER: UBS
LAST: $48.13 (+3.08%) • MKT CAP: $149.37B
fcf-yield
2.21%
LAST: $190.00 (-0.07%) • MKT CAP: $298.41B
fcf-yield
-7.25%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (UBS VS. MS)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | UBS | MS | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 9.90% | 3.00% | +6.90 | UBS | /roic <GO> |
| EV/EBITDA & P/E Valuation | 21.0x | 31.0x | -10.00 | UBS | /valuation <GO> |
| Free Cash Flow Yield ACTIVE | 2.21% | -7.25% | +9.46 | UBS | /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) | 1.10% | 5.50% | -4.40 | MS | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 2.21% | -2.21 | MS | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 5/9 | +2.00 | UBS | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 50.1 | 51.0 | -0.90 | MS | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.94 | 1.04 | -0.10 | MS | /macro-sensitivity <GO> |
| Forward P/E Multiple | 30.5x | 16.5x | +14.00 | MS | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $149.37B | $298.41B | -$149.04B | MS | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | UBS REV | MS REV | UBS GROSS % | MS GROSS % | UBS 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
UBS // BETA 0.94
MS // BETA 1.04