` Comparison: EFGZF vs MS - Alpha Spread

EFGZF
vs
MS

Over the past 12 months, EFGZF has underperformed MS, delivering a return of 0% compared to the MS's +26% growth.

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EFGZF
MS
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Valuation Comparison

EFGZF Intrinsic Value
1.22 USD
Undervaluation 58%
Intrinsic Value
Price
MS Intrinsic Value
317.855 USD
Undervaluation 44%
Intrinsic Value
Price
Company Last Price Intrinsic Value DCF Value Relative Value Wall St Target
EFG Holding Company SAE
OTC:EFGZF
0.51 USD
Morgan Stanley
NYSE:MS
176.755 USD
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Valuation Scenario:
Bear Case
Base Case
Bull Case

Growth Comparison

Growth Over Time
EFGZF, MS

EFGZF
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
EFG Holding Company SAE
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
EFGZF, MS

EFGZF
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
EFG Holding Company SAE
OTC:EFGZF
FCF is not applicable for financial companies
Morgan Stanley
NYSE:MS
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What is Free Cash Flow?

Gross Margin

EFGZF
MS
55.1%
LTM 3Y Avg 5Y Avg 10Y Avg
EFG Holding Company SAE
Not applicable for financial companies
Morgan Stanley

Operating Margin

EFGZF
MS
18.3%
LTM 3Y Avg 5Y Avg 10Y Avg
EFG Holding Company SAE
Not applicable for financial companies
Morgan Stanley

Net Margin

EFGZF
14.7%
MS
13.6%

FCF Margin

EFGZF
MS
-5.6%
LTM 3Y Avg 5Y Avg 10Y Avg
EFG Holding Company SAE
Not applicable for financial companies
Morgan Stanley

ROE

EFGZF
11.4%
MS
15.2%

ROA

EFGZF
1.8%
MS
1.3%

ROIC

EFGZF
MS
1.7%
LTM 3Y Avg 5Y Avg 10Y Avg
EFG Holding Company SAE
Not applicable for financial companies
Morgan Stanley

ROCE

EFGZF
MS
3.6%
LTM 3Y Avg 5Y Avg 10Y Avg
EFG Holding Company SAE
Not applicable for financial companies
Morgan Stanley

Solvency Comparison

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Balance Sheet Comparison
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Stocks Performance

Stocks Performance
EFGZF, MS

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Performance Gap
EFGZF, MS

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EFGZF
MS
Difference
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Performance By Year
EFGZF, MS

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EFGZF
MS
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