COMP <GO>
WTM vs MS // ENTERPRISE SCALE & MARKET CAP
White Mountains Insurance Group Ltd. (NYSE) VS. Morgan Stanley (NYSE) • 15-METRIC TALLY: WTM 12
— MS 3
▲ ENTERPRISE SCALE & MARKET CAP LEADER: MS
LAST: $2,269.99 (+1.09%) • MKT CAP: $5.36B
market-cap
$5.36B
LAST: $184.30 (-3.00%) • MKT CAP: $298.41B
market-cap
$298.41B
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (WTM VS. MS)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | WTM | MS | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 95.90% | 41.00% | +54.90 | WTM | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 16.40% | 3.00% | +13.40 | WTM | /roic <GO> |
| EV/EBITDA & P/E Valuation | 4.3x | 31.0x | -26.70 | WTM | /valuation <GO> |
| Free Cash Flow Yield | 7.14% | -7.25% | +14.39 | WTM | /fcf-yield <GO> |
| Operating Margin | 36.10% | 24.60% | +11.50 | WTM | /operating-margins <GO> |
| Net Profit Margin | 29.60% | 20.20% | +9.40 | WTM | /net-margins <GO> |
| Revenue Growth (YoY) | 66.80% | 5.50% | +61.30 | WTM | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.05% | 2.21% | -2.16 | MS | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 2.00 | 0.46 | +1.54 | WTM | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 5/9 | +3.00 | WTM | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.10% | 7.00% | +0.10 | MS | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 76.3 | 43.3 | +33.00 | WTM | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.06 | 1.04 | +0.02 | WTM | /macro-sensitivity <GO> |
| Forward P/E Multiple | 4.2x | 16.5x | -12.30 | WTM | /forward-pe <GO> |
| Enterprise Scale & Market Cap ACTIVE | $5.36B | $298.41B | -$293.05B | MS | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | WTM REV | MS REV | WTM GROSS % | MS GROSS % | WTM FCF | MS FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $3.73B | $0 | 95.9% | — | $382.4M | -$17.89B |
| FY 2024 | $2.24B | $0 | 98.7% | — | $486.0M | $1.36B |
| FY 2023 | $2.17B | $0 | 44.0% | — | $306.6M | -$33.54B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
WTM // BETA 1.06
MS // BETA 1.04