COMP <GO>
VRTS vs MS // OPERATING MARGIN
Virtus Investment Partners Inc. (NYSE) VS. Morgan Stanley (NYSE) • 15-METRIC TALLY: VRTS 4
— MS 7
▲ OPERATING MARGIN LEADER: MS
LAST: $118.23 (-5.39%) • MKT CAP: $827.6M
operating-margins
19.80%
LAST: $184.30 (-3.00%) • MKT CAP: $298.41B
operating-margins
24.60%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (VRTS VS. MS)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | VRTS | MS | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 14.30% | 3.00% | +11.30 | VRTS | /roic <GO> |
| EV/EBITDA & P/E Valuation | 4.7x | 31.0x | -26.30 | VRTS | /valuation <GO> |
| Free Cash Flow Yield | -8.95% | -7.25% | -1.70 | MS | /fcf-yield <GO> |
| Operating Margin ACTIVE | 19.80% | 24.60% | -4.80 | MS | /operating-margins <GO> |
| Net Profit Margin | 15.90% | 20.20% | -4.30 | MS | /net-margins <GO> |
| Revenue Growth (YoY) | -6.00% | 5.50% | -11.50 | MS | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 7.81% | 2.21% | +5.60 | VRTS | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 1/9 | 5/9 | -4.00 | MS | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 47.1 | 51.0 | -3.90 | MS | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.04 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 5.7x | 16.5x | -10.80 | VRTS | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $827.6M | $298.41B | -$297.58B | MS | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | VRTS REV | MS REV | VRTS GROSS % | MS GROSS % | VRTS FCF | MS FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $852.9M | $0 | — | — | -$74.1M | -$17.89B |
| FY 2024 | $906.9M | $0 | — | — | -$3.8M | $1.36B |
| FY 2023 | $845.3M | $0 | — | — | $237.2M | -$33.54B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
VRTS // BETA —
MS // BETA 1.04