COMP <GO>
PJT vs MORN // RETURN ON INVESTED CAPITAL (ROIC)
PJT Partners Inc. (NYSE) VS. Morningstar Inc. (NASDAQ) • 15-METRIC TALLY: PJT 5
— MORN 7
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: PJT
LAST: $149.71 (-1.49%) • MKT CAP: $6.14B
roic
34.80%
LAST: $226.19 (+1.64%) • MKT CAP: $8.39B
roic
22.90%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (PJT VS. MORN)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | PJT | MORN | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 34.80% | 22.90% | +11.90 | PJT | /roic <GO> |
| EV/EBITDA & P/E Valuation | 23.4x | 13.6x | +9.80 | MORN | /valuation <GO> |
| Free Cash Flow Yield | 7.71% | 5.36% | +2.35 | PJT | /fcf-yield <GO> |
| Operating Margin | 13.00% | 21.50% | -8.50 | MORN | /operating-margins <GO> |
| Net Profit Margin | 10.60% | 16.80% | -6.20 | MORN | /net-margins <GO> |
| Revenue Growth (YoY) | 14.90% | 7.50% | +7.40 | PJT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.39% | 0.93% | -0.54 | MORN | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 7/9 | +1.00 | PJT | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 55.9 | 64.4 | -8.50 | MORN | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.08 | 1.06 | +0.02 | PJT | /macro-sensitivity <GO> |
| Forward P/E Multiple | 29.1x | 18.7x | +10.40 | MORN | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $6.14B | $8.39B | -$2.25B | MORN | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | PJT REV | MORN REV | PJT GROSS % | MORN GROSS % | PJT FCF | MORN FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.70B | $2.45B | — | 61.0% | $480.4M | $442.6M |
| FY 2024 | $1.48B | $2.28B | — | 60.6% | $527.7M | $448.9M |
| FY 2023 | $1.15B | $2.04B | — | — | $390.0M | $224.7M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
PJT // BETA 1.08
MORN // BETA 1.06