` Comparison: SWF, MS - Alpha Spread

SWF
vs
MS

Over the past 12 months, SWF has underperformed MS, delivering a return of +16% compared to the MS's +38% growth.

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SWF
MS
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Stocks Compared:
SWF MS
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Valuation Comparison

SWF Intrinsic Value
0.138 AUD
Overvaluation 50%
Intrinsic Value
Price
MS Intrinsic Value
402.55 USD
Undervaluation 56%
Intrinsic Value
Price
Company Last Price Intrinsic Value DCF Value Relative Value Wall St Target
Selfwealth Ltd
ASX:SWF
0.2775 AUD
Morgan Stanley
NYSE:MS
178.41 USD
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Valuation Scenario:
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Growth Comparison

Growth Over Time
SWF, MS

SWF
MS
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Revenue
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Company LTM Historical Growth Growth Streak % Positive Years Max Drawdown Volatility Forecasted Growth
3 Years 5 Years 10 Years 1 Year 3 Years
Selfwealth Ltd
Revenue
Morgan Stanley
Revenue

All metrics are calculated based on data from the last 10 years.

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Profitability Comparison

Free Cash Flow
SWF, MS

SWF
MS
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Free Cash Flow
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Company LTM Average Historical Growth FCF Margin Conversion
3 Years 5 Years 3 Years 5 Years 10 Years
Selfwealth Ltd
ASX:SWF
Morgan Stanley
NYSE:MS
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What is Free Cash Flow?

Gross Margin

SWF
70.6%
MS
55%
LTM 3Y Avg 5Y Avg 10Y Avg
Selfwealth Ltd
Morgan Stanley

Operating Margin

SWF
6.2%
MS
18.1%
LTM 3Y Avg 5Y Avg 10Y Avg
Selfwealth Ltd
Morgan Stanley

Net Margin

SWF
7.8%
MS
13.3%
LTM 3Y Avg 5Y Avg 10Y Avg
Selfwealth Ltd
Morgan Stanley

FCF Margin

SWF
-4.1%
MS
-5.8%
LTM 3Y Avg 5Y Avg 10Y Avg
Selfwealth Ltd
Morgan Stanley

ROE

SWF
16.6%
MS
14.6%
LTM 3Y Avg 5Y Avg 10Y Avg
Selfwealth Ltd
Morgan Stanley

ROA

SWF
1.2%
MS
1.2%
LTM 3Y Avg 5Y Avg 10Y Avg
Selfwealth Ltd
Morgan Stanley

ROIC

SWF
1%
MS
1.6%
LTM 3Y Avg 5Y Avg 10Y Avg
Selfwealth Ltd
Morgan Stanley

ROCE

SWF
12.9%
MS
3.5%
LTM 3Y Avg 5Y Avg 10Y Avg
Selfwealth Ltd
Morgan Stanley

Solvency Comparison

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Balance Sheet Comparison
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Stocks Performance

Stocks Performance
SWF, MS

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MS
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Performance Gap
SWF, MS

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SWF
MS
Difference
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1Y 3Y 5Y 10Y 15Y 20Y

Performance By Year
SWF, MS

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MS
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