COMP <GO>
WTW vs MS // RETURN ON INVESTED CAPITAL (ROIC)
Willis Towers Watson Public Limited Company (NASDAQ) VS. Morgan Stanley (NYSE) • 15-METRIC TALLY: WTW 6
— MS 6
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: WTW
LAST: $320.73 (-0.28%) • MKT CAP: $29.79B
roic
16.60%
LAST: $190.00 (-0.07%) • MKT CAP: $298.41B
roic
3.00%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (WTW VS. MS)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | WTW | MS | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 16.60% | 3.00% | +13.60 | WTW | /roic <GO> |
| EV/EBITDA & P/E Valuation | 12.5x | 31.0x | -18.50 | WTW | /valuation <GO> |
| Free Cash Flow Yield | 4.52% | -7.25% | +11.77 | WTW | /fcf-yield <GO> |
| Operating Margin | 23.50% | 24.60% | -1.10 | MS | /operating-margins <GO> |
| Net Profit Margin | 16.90% | 20.20% | -3.30 | MS | /net-margins <GO> |
| Revenue Growth (YoY) | -2.30% | 5.50% | -7.80 | MS | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.20% | 2.21% | -1.01 | MS | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 5/9 | +3.00 | WTW | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 56.8 | 51.0 | +5.80 | WTW | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.12 | 1.04 | +0.08 | WTW | /macro-sensitivity <GO> |
| Forward P/E Multiple | 17.3x | 16.5x | +0.80 | MS | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $29.79B | $298.41B | -$268.62B | MS | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | WTW REV | MS REV | WTW GROSS % | MS GROSS % | WTW FCF | MS FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $9.52B | $0 | — | — | $1.35B | -$17.89B |
| FY 2024 | $9.74B | $0 | — | — | $1.07B | $1.36B |
| FY 2023 | $9.30B | $0 | — | — | $926.3M | -$33.54B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
WTW // BETA 1.12
MS // BETA 1.04