COMP <GO>
WFC vs MS // OPERATING MARGIN
Wells Fargo & Company (NYSE) VS. Morgan Stanley (NYSE) • 15-METRIC TALLY: WFC 7
— MS 6
▲ OPERATING MARGIN LEADER: WFC
LAST: $83.40 (-1.66%) • MKT CAP: $254.59B
operating-margins
36.50%
LAST: $184.30 (-3.00%) • MKT CAP: $298.41B
operating-margins
24.60%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (WFC VS. MS)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | WFC | 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) | 2.70% | 3.00% | -0.30 | MS | /roic <GO> |
| EV/EBITDA & P/E Valuation | 28.6x | 31.0x | -2.40 | WFC | /valuation <GO> |
| Free Cash Flow Yield | -8.72% | -7.25% | -1.47 | MS | /fcf-yield <GO> |
| Operating Margin ACTIVE | 36.50% | 24.60% | +11.90 | WFC | /operating-margins <GO> |
| Net Profit Margin | 29.90% | 20.20% | +9.70 | WFC | /net-margins <GO> |
| Revenue Growth (YoY) | 14.30% | 5.50% | +8.80 | WFC | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.13% | 2.21% | -0.08 | MS | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.45 | 0.46 | -0.01 | MS | /balance-sheet <GO> |
| Piotroski F-Score Quality | 5/9 | 5/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.50% | 7.00% | -0.50 | WFC | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 51.1 | 43.3 | +7.85 | WFC | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.88 | 1.04 | -0.16 | MS | /macro-sensitivity <GO> |
| Forward P/E Multiple | 10.0x | 16.5x | -6.50 | WFC | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $254.59B | $298.41B | -$43.82B | MS | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | WFC REV | MS REV | WFC GROSS % | MS GROSS % | WFC FCF | MS FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $0 | $0 | — | — | -$19.00B | -$17.89B |
| FY 2024 | $0 | $0 | — | — | $3.04B | $1.36B |
| FY 2023 | $0 | $0 | — | — | $40.36B | -$33.54B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
WFC // BETA 0.88
MS // BETA 1.04