COMP <GO>
SKWD vs MS // REVENUE GROWTH (YOY)
Skyward Specialty Insurance Group Inc. (NASDAQ) VS. Morgan Stanley (NYSE) • 15-METRIC TALLY: SKWD 6
— MS 3
▲ REVENUE GROWTH (YOY) LEADER: SKWD
LAST: $58.51 (+0.95%) • MKT CAP: $2.60B
revenue-growth
16.00%
LAST: $190.00 (-0.07%) • MKT CAP: $298.41B
revenue-growth
5.50%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SKWD VS. MS)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | SKWD | MS | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 16.80% | 3.00% | +13.80 | SKWD | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 31.0x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 15.50% | -7.25% | +22.75 | SKWD | /fcf-yield <GO> |
| Operating Margin | — | 24.60% | — | TIE | /operating-margins <GO> |
| Net Profit Margin | 68.00% | 20.20% | +47.80 | SKWD | /net-margins <GO> |
| Revenue Growth (YoY) ACTIVE | 16.00% | 5.50% | +10.50 | SKWD | /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 | 6/9 | 5/9 | +1.00 | SKWD | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 48.9 | 51.0 | -2.10 | MS | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.04 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 12.9x | 16.5x | -3.60 | SKWD | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $2.60B | $298.41B | -$295.81B | MS | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | SKWD REV | MS REV | SKWD GROSS % | MS GROSS % | SKWD FCF | MS FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $12.4M | $0 | — | — | $402.6M | -$17.89B |
| FY 2024 | $10.7M | $0 | — | — | $300.9M | $1.36B |
| FY 2023 | $9.8M | $0 | — | — | $338.2M | -$33.54B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
SKWD // BETA —
MS // BETA 1.04