COMP <GO>
MCHB vs MS // OPTIONS IMPLIED MOVE & PUT/CALL SKEW
Mechanics Bancorp (Class A) (NASDAQ) VS. Morgan Stanley (NYSE) • 15-METRIC TALLY: MCHB 4
— MS 5
■ METRIC PARITY
LAST: $14.64 (-0.20%) • MKT CAP: $3.23B
options-implied-move
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LAST: $184.30 (-3.00%) • MKT CAP: $298.41B
options-implied-move
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15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (MCHB VS. MS)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | MCHB | MS | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 9.30% | 3.00% | +6.30 | MCHB | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 31.0x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 5.79% | -7.25% | +13.04 | MCHB | /fcf-yield <GO> |
| Operating Margin | — | 24.60% | — | TIE | /operating-margins <GO> |
| Net Profit Margin | 68.00% | 20.20% | +47.80 | MCHB | /net-margins <GO> |
| Revenue Growth (YoY) | 3.30% | 5.50% | -2.20 | MS | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.50% | 2.21% | -0.71 | MS | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 4/9 | 5/9 | -1.00 | MS | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew ACTIVE | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 44.6 | 51.0 | -6.40 | MS | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.04 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 11.3x | 16.5x | -5.20 | MCHB | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $3.23B | $298.41B | -$295.18B | MS | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | MCHB REV | MS REV | MCHB GROSS % | MS GROSS % | MCHB FCF | MS FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $49.7M | $0 | — | — | $187.1M | -$17.89B |
| FY 2024 | $48.1M | $0 | — | — | $285.9M | $1.36B |
| FY 2023 | $0 | $0 | — | — | $8.0M | -$33.54B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
MCHB // BETA —
MS // BETA 1.04