COMP <GO>
MKTW vs MSFT // ALTMAN Z-SCORE & DEBT/EQUITY
MarketWise Inc. (Class A) (NASDAQ) VS. Microsoft Corporation (NASDAQ) • 15-METRIC TALLY: MKTW 4
— MSFT 9
▲ ALTMAN Z-SCORE & DEBT/EQUITY LEADER: MSFT
LAST: $19.97 (-1.04%) • MKT CAP: $315.0M
balance-sheet
1.59
LAST: $530.14 (-0.16%) • MKT CAP: $3.94T
balance-sheet
9.35
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (MKTW VS. MSFT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | MKTW | MSFT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 86.50% | 67.66% | +18.84 | MKTW | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 85.00% | 26.54% | +58.46 | MKTW | /roic <GO> |
| EV/EBITDA & P/E Valuation | 3.9x | 19.9x | -16.03 | MKTW | /valuation <GO> |
| Free Cash Flow Yield | 14.46% | 1.55% | +12.91 | MKTW | /fcf-yield <GO> |
| Operating Margin | 19.10% | 47.10% | -28.00 | MSFT | /operating-margins <GO> |
| Net Profit Margin | 1.70% | 41.17% | -39.47 | MSFT | /net-margins <GO> |
| Revenue Growth (YoY) | -19.70% | 17.91% | -37.61 | MSFT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.70% | -0.70 | MSFT | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity ACTIVE | 1.59 | 9.35 | -7.76 | MSFT | /balance-sheet <GO> |
| Piotroski F-Score Quality | 5/9 | 6/9 | -1.00 | MSFT | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 5.74% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 58.2 | 64.8 | -6.60 | MSFT | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.14 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 52.2x | 24.6x | +27.61 | MSFT | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $315.0M | $3.94T | -$3.94T | MSFT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | MKTW REV | MSFT REV | MKTW GROSS % | MSFT GROSS % | MKTW FCF | MSFT FCF |
|---|---|---|---|---|---|---|
| FY 2026 | — | $331.84B | — | 67.9% | — | $66.99B |
| FY 2025 | $328.1M | $281.72B | 86.5% | 68.8% | $45.6M | $71.61B |
| FY 2024 | $408.7M | $245.12B | 87.6% | 69.8% | -$22.3M | $74.07B |
| FY 2023 | $448.2M | $211.91B | — | 68.9% | $62.4M | $59.48B |
| FY 2022 | — | $198.27B | — | 68.4% | — | $65.15B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
MKTW // BETA —
MSFT // BETA 1.14