COMP <GO>
MS vs SCHW // ENTERPRISE SCALE & MARKET CAP
Morgan Stanley (NYSE) VS. Charles Schwab Corporation (NYSE) • 15-METRIC TALLY: MS 8
— SCHW 3
▲ ENTERPRISE SCALE & MARKET CAP LEADER: MS
LAST: $185.73 (+0.78%) • MKT CAP: $289.46B
market-cap
$289.46B
LAST: $88.71 (+0.75%) • MKT CAP: $152.27B
market-cap
$152.27B
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (MS VS. SCHW)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | MS | SCHW | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 3.00% | 0.00% | +3.00 | MS | /roic <GO> |
| EV/EBITDA & P/E Valuation | 31.0x | 95.0x | -64.00 | MS | /valuation <GO> |
| Free Cash Flow Yield | -7.25% | 5.66% | -12.91 | SCHW | /fcf-yield <GO> |
| Operating Margin | 24.60% | 0.00% | +24.60 | MS | /operating-margins <GO> |
| Net Profit Margin | 20.20% | 0.00% | +20.20 | MS | /net-margins <GO> |
| Revenue Growth (YoY) | 5.50% | 22.00% | -16.50 | SCHW | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.21% | 1.51% | +0.70 | MS | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 5/9 | 8/9 | -3.00 | SCHW | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 44.1 | 31.1 | +13.00 | MS | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.04 | 0.99 | +0.05 | MS | /macro-sensitivity <GO> |
| Forward P/E Multiple | 16.5x | — | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap ACTIVE | $289.46B | $152.27B | $137.19B | MS | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | MS REV | SCHW REV | MS GROSS % | SCHW GROSS % | MS FCF | SCHW FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $55.71B | $23.92B | — | — | -$17.89B | $8.76B |
| FY 2024 | $44.24B | $19.61B | — | — | $1.36B | $2.05B |
| FY 2023 | $30.02B | $18.84B | — | — | -$33.54B | $18.74B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
MS // BETA 1.04
SCHW // BETA 0.99