COMP <GO>
HOOD vs MS // RETURN ON INVESTED CAPITAL (ROIC)
Robinhood Markets Inc. (NASDAQ) VS. Morgan Stanley (NYSE) • 15-METRIC TALLY: HOOD 8
— MS 6
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: HOOD
LAST: $84.99 (-7.21%) • MKT CAP: $82.48B
roic
27.50%
LAST: $184.30 (-3.00%) • MKT CAP: $298.41B
roic
3.00%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (HOOD VS. MS)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | HOOD | 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 | 27.50% | 3.00% | +24.50 | HOOD | /roic <GO> |
| EV/EBITDA & P/E Valuation | 31.7x | 31.0x | +0.70 | MS | /valuation <GO> |
| Free Cash Flow Yield | 1.74% | -7.25% | +8.99 | HOOD | /fcf-yield <GO> |
| Operating Margin | 51.40% | 24.60% | +26.80 | HOOD | /operating-margins <GO> |
| Net Profit Margin | 42.10% | 20.20% | +21.90 | HOOD | /net-margins <GO> |
| Revenue Growth (YoY) | 51.60% | 5.50% | +46.10 | HOOD | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 2.21% | -2.21 | MS | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 2.18 | 0.46 | +1.72 | HOOD | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 5/9 | +3.00 | HOOD | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.60% | 7.00% | -0.40 | HOOD | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 29.3 | 43.3 | -13.99 | MS | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.90 | 1.04 | -0.14 | MS | /macro-sensitivity <GO> |
| Forward P/E Multiple | 36.8x | 16.5x | +20.30 | MS | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $82.48B | $298.41B | -$215.93B | MS | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | HOOD REV | MS REV | HOOD GROSS % | MS GROSS % | HOOD FCF | MS FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $4.47B | $0 | 44.0% | — | $1.44B | -$17.89B |
| FY 2024 | $2.95B | $0 | 44.0% | — | -$289.8M | $1.36B |
| FY 2023 | $1.86B | $0 | 44.0% | — | $1.10B | -$33.54B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
HOOD // BETA 0.90
MS // BETA 1.04