COMP <GO>
BOW vs MS // 10Y YIELD & FRED MACRO BETA
Bowhead Specialty Holdings Inc. (NYSE) VS. Morgan Stanley (NYSE) • 15-METRIC TALLY: BOW 4
— MS 4
■ METRIC PARITY
LAST: $34.03 (-0.29%) • MKT CAP: $1.12B
macro-sensitivity
—
LAST: $184.30 (-3.00%) • MKT CAP: $298.41B
macro-sensitivity
1.04
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (BOW VS. MS)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | BOW | MS | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 12.00% | 3.00% | +9.00 | BOW | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 31.0x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | — | -7.25% | — | TIE | /fcf-yield <GO> |
| Operating Margin | — | 24.60% | — | TIE | /operating-margins <GO> |
| Net Profit Margin | 9.80% | 20.20% | -10.40 | MS | /net-margins <GO> |
| Revenue Growth (YoY) | 29.60% | 5.50% | +24.10 | BOW | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 2.21% | -2.21 | MS | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 5/9 | +1.00 | BOW | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 57.2 | 51.0 | +6.20 | BOW | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | — | 1.04 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 17.6x | 16.5x | +1.10 | MS | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $1.12B | $298.41B | -$297.28B | MS | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | BOW REV | MS REV | BOW GROSS % | MS GROSS % | BOW FCF | MS FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $551.6M | $0 | — | — | $326.0M | -$17.89B |
| FY 2024 | $425.7M | $0 | — | — | $291.2M | $1.36B |
| FY 2023 | $283.4M | $0 | — | — | $236.2M | -$33.54B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
BOW // BETA —
MS // BETA 1.04