COMP <GO>
USB vs MS // ENTERPRISE SCALE & MARKET CAP
U.S. Bancorp (NYSE) VS. Morgan Stanley (NYSE) • 15-METRIC TALLY: USB 9
— MS 4
▲ ENTERPRISE SCALE & MARKET CAP LEADER: MS
LAST: $59.45 (-1.96%) • MKT CAP: $94.48B
market-cap
$94.48B
LAST: $184.30 (-3.00%) • MKT CAP: $298.41B
market-cap
$298.41B
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (USB VS. MS)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | USB | 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) | 3.00% | 3.00% | 0.00 | TIE | /roic <GO> |
| EV/EBITDA & P/E Valuation | 26.6x | 31.0x | -4.40 | USB | /valuation <GO> |
| Free Cash Flow Yield | 7.07% | -7.25% | +14.32 | USB | /fcf-yield <GO> |
| Operating Margin | 32.20% | 24.60% | +7.60 | USB | /operating-margins <GO> |
| Net Profit Margin | 26.40% | 20.20% | +6.20 | USB | /net-margins <GO> |
| Revenue Growth (YoY) | 4.40% | 5.50% | -1.10 | MS | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 3.35% | 2.21% | +1.14 | USB | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.45 | 0.46 | -0.01 | MS | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 5/9 | +3.00 | USB | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.80% | 7.00% | -0.20 | USB | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 52.0 | 43.3 | +8.73 | USB | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.96 | 1.04 | -0.08 | MS | /macro-sensitivity <GO> |
| Forward P/E Multiple | 11.6x | 16.5x | -4.90 | USB | /forward-pe <GO> |
| Enterprise Scale & Market Cap ACTIVE | $94.48B | $298.41B | -$203.93B | MS | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | USB REV | MS REV | USB GROSS % | MS GROSS % | USB FCF | MS FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $28.66B | $0 | 44.0% | — | $6.68B | -$17.89B |
| FY 2024 | $27.45B | $0 | 44.0% | — | $10.11B | $1.36B |
| FY 2023 | $28.14B | $0 | 44.0% | — | $7.13B | -$33.54B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
USB // BETA 0.96
MS // BETA 1.04