COMP <GO>
VCTR vs MS // PIOTROSKI F-SCORE QUALITY
Victory Capital Holdings Inc. (NASDAQ) VS. Morgan Stanley (NYSE) • 15-METRIC TALLY: VCTR 9
— MS 3
▲ PIOTROSKI F-SCORE QUALITY LEADER: VCTR
LAST: $113.81 (+1.73%) • MKT CAP: $7.00B
piotroski-score
9/9
LAST: $190.00 (-0.07%) • MKT CAP: $298.41B
piotroski-score
5/9
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (VCTR VS. MS)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | VCTR | MS | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 12.50% | 3.00% | +9.50 | VCTR | /roic <GO> |
| EV/EBITDA & P/E Valuation | 15.8x | 31.0x | -15.20 | VCTR | /valuation <GO> |
| Free Cash Flow Yield | 5.45% | -7.25% | +12.70 | VCTR | /fcf-yield <GO> |
| Operating Margin | 36.60% | 24.60% | +12.00 | VCTR | /operating-margins <GO> |
| Net Profit Margin | 25.30% | 20.20% | +5.10 | VCTR | /net-margins <GO> |
| Revenue Growth (YoY) | 46.20% | 5.50% | +40.70 | VCTR | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.24% | 2.21% | +0.03 | VCTR | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality ACTIVE | 9/9 | 5/9 | +4.00 | VCTR | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 58.7 | 51.0 | +7.70 | VCTR | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.99 | 1.04 | -0.05 | MS | /macro-sensitivity <GO> |
| Forward P/E Multiple | 17.8x | 16.5x | +1.30 | MS | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $7.00B | $298.41B | -$291.41B | MS | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | VCTR REV | MS REV | VCTR GROSS % | MS GROSS % | VCTR FCF | MS FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.31B | $0 | — | — | $381.3M | -$17.89B |
| FY 2024 | $893.5M | $0 | — | — | $338.7M | $1.36B |
| FY 2023 | $821.0M | $0 | — | — | $293.3M | -$33.54B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
VCTR // BETA 0.99
MS // BETA 1.04