COMP <GO>
BWIN vs MS // ENTERPRISE SCALE & MARKET CAP
The Baldwin Insurance Group Inc. (NASDAQ) VS. Morgan Stanley (NYSE) • 15-METRIC TALLY: BWIN 6
— MS 8
▲ ENTERPRISE SCALE & MARKET CAP LEADER: MS
LAST: $31.93 (+0.31%) • MKT CAP: $4.44B
market-cap
$4.44B
LAST: $184.30 (-3.00%) • MKT CAP: $298.41B
market-cap
$298.41B
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (BWIN VS. MS)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | BWIN | MS | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | 41.00% | 0.00 | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 3.60% | 3.00% | +0.60 | BWIN | /roic <GO> |
| EV/EBITDA & P/E Valuation | 41.8x | 31.0x | +10.80 | MS | /valuation <GO> |
| Free Cash Flow Yield | -2.18% | -7.25% | +5.07 | BWIN | /fcf-yield <GO> |
| Operating Margin | 4.90% | 24.60% | -19.70 | MS | /operating-margins <GO> |
| Net Profit Margin | -3.60% | 20.20% | -23.80 | MS | /net-margins <GO> |
| Revenue Growth (YoY) | 8.50% | 5.50% | +3.00 | BWIN | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 2.21% | -2.21 | MS | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.37 | 0.46 | +0.91 | BWIN | /balance-sheet <GO> |
| Piotroski F-Score Quality | 4/9 | 5/9 | -1.00 | MS | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.30% | 7.00% | +0.30 | MS | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 56.4 | 43.3 | +13.10 | BWIN | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.12 | 1.04 | +0.08 | BWIN | /macro-sensitivity <GO> |
| Forward P/E Multiple | 29.0x | 16.5x | +12.50 | MS | /forward-pe <GO> |
| Enterprise Scale & Market Cap ACTIVE | $4.44B | $298.41B | -$293.97B | MS | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | BWIN REV | MS REV | BWIN GROSS % | MS GROSS % | BWIN FCF | MS FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.49B | $0 | 44.0% | — | -$96.6M | -$17.89B |
| FY 2024 | $1.38B | $0 | 44.0% | — | -$10.5M | $1.36B |
| FY 2023 | $1.21B | $0 | 44.0% | — | -$54.5M | -$33.54B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
BWIN // BETA 1.12
MS // BETA 1.04