COMP <GO>
FHB vs MS // RETURN ON INVESTED CAPITAL (ROIC)
First Hawaiian Inc. (NASDAQ) VS. Morgan Stanley (NYSE) • 15-METRIC TALLY: FHB 10
— MS 3
■ METRIC PARITY
LAST: $25.20 (-1.68%) • MKT CAP: $3.12B
roic
3.00%
LAST: $184.30 (-3.00%) • MKT CAP: $298.41B
roic
3.00%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (FHB VS. MS)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | FHB | 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) ACTIVE | 3.00% | 3.00% | 0.00 | TIE | /roic <GO> |
| EV/EBITDA & P/E Valuation | 24.7x | 31.0x | -6.30 | FHB | /valuation <GO> |
| Free Cash Flow Yield | 9.47% | -7.25% | +16.72 | FHB | /fcf-yield <GO> |
| Operating Margin | 38.30% | 24.60% | +13.70 | FHB | /operating-margins <GO> |
| Net Profit Margin | 31.40% | 20.20% | +11.20 | FHB | /net-margins <GO> |
| Revenue Growth (YoY) | 8.90% | 5.50% | +3.40 | FHB | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 4.20% | 2.21% | +1.99 | FHB | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.45 | 0.46 | -0.01 | MS | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 5/9 | +3.00 | FHB | /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 | 48.7 | 43.3 | +5.43 | FHB | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.12 | 1.04 | +0.08 | FHB | /macro-sensitivity <GO> |
| Forward P/E Multiple | 10.5x | 16.5x | -6.00 | FHB | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $3.12B | $298.41B | -$295.29B | MS | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | FHB REV | MS REV | FHB GROSS % | MS GROSS % | FHB FCF | MS FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $880.8M | $0 | 44.0% | — | $295.4M | -$17.89B |
| FY 2024 | $808.5M | $0 | 44.0% | — | $281.1M | $1.36B |
| FY 2023 | $836.9M | $0 | 44.0% | — | $217.4M | -$33.54B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
FHB // BETA 1.12
MS // BETA 1.04