COMP <GO>
HG vs MS // RETURN ON INVESTED CAPITAL (ROIC)
Hamilton Insurance Group Ltd. (Class B) (NYSE) VS. Morgan Stanley (NYSE) • 15-METRIC TALLY: HG 1
— MS 4
■ METRIC PARITY
LAST: $35.06 (+1.83%) • MKT CAP: $2.86B
roic
—
LAST: $184.30 (-3.00%) • MKT CAP: $298.41B
roic
3.00%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (HG VS. MS)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | HG | MS | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | — | 3.00% | — | TIE | /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 | — | 20.20% | — | TIE | /net-margins <GO> |
| Revenue Growth (YoY) | 24.70% | 5.50% | +19.20 | HG | /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 | 3/9 | 5/9 | -2.00 | MS | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 43.5 | 51.0 | -7.50 | MS | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.04 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | — | 16.5x | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $2.86B | $298.41B | -$295.54B | MS | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | HG REV | MS REV | HG GROSS % | MS GROSS % | HG FCF | MS FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $2.91B | $0 | — | — | $842.4M | -$17.89B |
| FY 2024 | $2.33B | $0 | — | — | $759.3M | $1.36B |
| FY 2023 | $1.57B | $0 | — | — | $283.2M | -$33.54B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
HG // BETA —
MS // BETA 1.04