COMP <GO>
MS vs BLK // DIVIDEND YIELD & FCF PAYOUT SAFETY
Morgan Stanley (NYSE) VS. BlackRock Inc. (NYSE) • 15-METRIC TALLY: MS 3
— BLK 9
▲ DIVIDEND YIELD & FCF PAYOUT SAFETY LEADER: MS
LAST: $184.30 (-3.00%) • MKT CAP: $298.41B
dividend-safety
2.21%
LAST: $1,147.54 (-2.44%) • MKT CAP: $182.16B
dividend-safety
0.00%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (MS VS. BLK)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | MS | BLK | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 3.00% | 6.20% | -3.20 | BLK | /roic <GO> |
| EV/EBITDA & P/E Valuation | 31.0x | 29.4x | +1.60 | BLK | /valuation <GO> |
| Free Cash Flow Yield | -7.25% | 1.95% | -9.20 | BLK | /fcf-yield <GO> |
| Operating Margin | 24.60% | 29.10% | -4.50 | BLK | /operating-margins <GO> |
| Net Profit Margin | 20.20% | 22.90% | -2.70 | BLK | /net-margins <GO> |
| Revenue Growth (YoY) | 5.50% | 18.70% | -13.20 | BLK | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety ACTIVE | 2.21% | 0.00% | +2.21 | MS | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 5/9 | 7/9 | -2.00 | BLK | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 51.0 | 63.5 | -12.50 | BLK | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.04 | 1.13 | -0.09 | BLK | /macro-sensitivity <GO> |
| Forward P/E Multiple | 16.5x | 27.6x | -11.10 | MS | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $298.41B | $182.16B | $116.24B | MS | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | MS REV | BLK REV | MS GROSS % | BLK GROSS % | MS FCF | BLK FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $0 | $24.22B | — | — | -$17.89B | $3.55B |
| FY 2024 | $0 | $20.41B | — | — | $1.36B | $4.70B |
| FY 2023 | $0 | $17.86B | — | — | -$33.54B | $3.36B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
MS // BETA 1.04
BLK // BETA 1.13