COMP <GO>
WT vs MS // OPERATING MARGIN
WisdomTree Inc. (NYSE) VS. Morgan Stanley (NYSE) • 15-METRIC TALLY: WT 7
— MS 4
▲ OPERATING MARGIN LEADER: WT
LAST: $20.71 (-3.90%) • MKT CAP: $3.27B
operating-margins
35.30%
LAST: $184.30 (-3.00%) • MKT CAP: $298.41B
operating-margins
24.60%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (WT VS. MS)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | WT | MS | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 33.30% | 3.00% | +30.30 | WT | /roic <GO> |
| EV/EBITDA & P/E Valuation | 18.7x | 31.0x | -12.30 | WT | /valuation <GO> |
| Free Cash Flow Yield | 4.52% | -7.25% | +11.77 | WT | /fcf-yield <GO> |
| Operating Margin ACTIVE | 35.30% | 24.60% | +10.70 | WT | /operating-margins <GO> |
| Net Profit Margin | 22.90% | 20.20% | +2.70 | WT | /net-margins <GO> |
| Revenue Growth (YoY) | 15.40% | 5.50% | +9.90 | WT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.53% | 2.21% | -1.68 | MS | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 5/9 | +3.00 | WT | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 45.2 | 51.0 | -5.80 | MS | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.04 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 24.3x | 16.5x | +7.80 | MS | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $3.27B | $298.41B | -$295.14B | MS | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | WT REV | MS REV | WT GROSS % | MS GROSS % | WT FCF | MS FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $493.8M | $0 | — | — | $147.7M | -$17.89B |
| FY 2024 | $427.7M | $0 | — | — | $113.3M | $1.36B |
| FY 2023 | $349.0M | $0 | — | — | $85.6M | -$33.54B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
WT // BETA —
MS // BETA 1.04