COMP <GO>
MYFW vs MS // RETURN ON INVESTED CAPITAL (ROIC)
First Western Financial Inc. (NASDAQ) VS. Morgan Stanley (NYSE) • 15-METRIC TALLY: MYFW 4
— MS 5
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: MYFW
LAST: $31.46 (-0.22%) • MKT CAP: $307.2M
roic
5.00%
LAST: $190.00 (-0.07%) • MKT CAP: $298.41B
roic
3.00%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (MYFW VS. MS)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | MYFW | MS | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 5.00% | 3.00% | +2.00 | MYFW | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 31.0x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | -1.88% | -7.25% | +5.37 | MYFW | /fcf-yield <GO> |
| Operating Margin | — | 24.60% | — | TIE | /operating-margins <GO> |
| Net Profit Margin | 13.60% | 20.20% | -6.60 | MS | /net-margins <GO> |
| Revenue Growth (YoY) | 7.60% | 5.50% | +2.10 | MYFW | /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 | 61.2 | 51.0 | +10.20 | MYFW | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.04 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 21.7x | 16.5x | +5.20 | MS | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $307.2M | $298.41B | -$298.10B | MS | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | MYFW REV | MS REV | MYFW GROSS % | MS GROSS % | MYFW FCF | MS FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $96.9M | $0 | — | — | -$5.8M | -$17.89B |
| FY 2024 | $90.1M | $0 | — | — | -$607.0K | $1.36B |
| FY 2023 | $82.7M | $0 | — | — | $21.9M | -$33.54B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
MYFW // BETA —
MS // BETA 1.04