COMP <GO>
PS vs TROW // NET PROFIT MARGIN
Pershing Square Inc. (NYSE) VS. T. Rowe Price Group Inc. (NASDAQ) • 15-METRIC TALLY: PS 0
— TROW 3
■ METRIC PARITY
LAST: $45.66 (-7.10%) • MKT CAP: $19.66B
net-margins
—
LAST: $103.90 (-2.56%) • MKT CAP: $22.75B
net-margins
28.50%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (PS VS. TROW)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | PS | TROW | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | — | 20.50% | — | TIE | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 8.4x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | — | 6.50% | — | TIE | /fcf-yield <GO> |
| Operating Margin | — | 29.90% | — | TIE | /operating-margins <GO> |
| Net Profit Margin ACTIVE | — | 28.50% | — | TIE | /net-margins <GO> |
| Revenue Growth (YoY) | — | 3.10% | — | TIE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 5.03% | -5.03 | TROW | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | — | 6/9 | — | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 52.6 | 57.3 | -4.70 | TROW | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 0.90 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | — | 10.1x | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $19.66B | $22.75B | -$3.09B | TROW | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | PS REV | TROW REV | PS GROSS % | TROW GROSS % | PS FCF | TROW FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $0 | $7.31B | — | — | — | $1.48B |
| FY 2024 | — | $7.09B | — | — | — | $1.26B |
| FY 2023 | — | $6.46B | — | — | — | $928.4M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
PS // BETA —
TROW // BETA 0.90