WallStSmart

Cohen & Company Inc (COHN)vsMorgan Stanley (MS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Morgan Stanley generates 25933% more annual revenue ($77.83B vs $298.96M). MS leads profitability with a 25.9% profit margin vs 5.2%. COHN trades at a lower P/E of 3.2x. MS earns a higher WallStSmart Score of 73/100 (B).

COHN

Buy

65

out of 100

Grade: C+

Growth: 10.0Profit: 6.5Value: 6.7Quality: 6.5
Piotroski: 5/9Altman Z: 1.67

MS

Strong Buy

73

out of 100

Grade: B

Growth: 9.3Profit: 8.0Value: 5.7Quality: 4.5
Piotroski: 5/9Altman Z: 0.38

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

COHN5 strengths · Avg: 10.0/10
P/E RatioValuation
3.2x10/10

Attractively priced relative to earnings

Price/BookValuation
0.5x10/10

Reasonable price relative to book value

Return on EquityProfitability
30.3%10/10

Every $100 of equity generates 30 in profit

Revenue GrowthGrowth
107.3%10/10

Revenue surging 107.3% year-over-year

EPS GrowthGrowth
120.5%10/10

Earnings expanding 120.5% YoY

MS6 strengths · Avg: 9.2/10
Market CapQuality
$343.48B10/10

Mega-cap, among the largest globally

Operating MarginProfitability
41.6%10/10

Strong operational efficiency at 41.6%

EPS GrowthGrowth
62.4%10/10

Earnings expanding 62.4% YoY

Profit MarginProfitability
25.9%9/10

Keeps 26 of every $100 in revenue as profit

P/E RatioValuation
17.5x8/10

Attractively priced relative to earnings

Revenue GrowthGrowth
28.0%8/10

Revenue surging 28.0% year-over-year

Areas to Watch

COHN4 concerns · Avg: 3.3/10
Altman Z-ScoreHealth
1.674/10

Distress zone — elevated risk

Market CapQuality
$46.72M3/10

Smaller company, higher risk/reward

Profit MarginProfitability
5.2%3/10

5.2% margin — thin

Debt/EquityHealth
1.323/10

Elevated debt levels

MS3 concerns · Avg: 2.7/10
PEG RatioValuation
2.104/10

Expensive relative to growth rate

Free Cash FlowQuality
$-7.85B2/10

Negative free cash flow — burning cash

Altman Z-ScoreHealth
0.382/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : COHN

The strongest argument for COHN centers on P/E Ratio, Price/Book, Return on Equity. Revenue growth of 107.3% demonstrates continued momentum.

Bull Case : MS

The strongest argument for MS centers on Market Cap, Operating Margin, EPS Growth. Profitability is solid with margins at 25.9% and operating margin at 41.6%. Revenue growth of 28.0% demonstrates continued momentum.

Bear Case : COHN

The primary concerns for COHN are Altman Z-Score, Market Cap, Profit Margin.

Bear Case : MS

The primary concerns for MS are PEG Ratio, Free Cash Flow, Altman Z-Score.

Key Dynamics to Monitor

COHN profiles as a hypergrowth stock while MS is a growth play — different risk/reward profiles.

MS carries more volatility with a beta of 1.22 — expect wider price swings.

COHN is growing revenue faster at 107.3% — sustainability is the question.

COHN generates stronger free cash flow (-32M), providing more financial flexibility.

Bottom Line

MS scores higher overall (73/100 vs 65/100), backed by strong 25.9% margins and 28.0% revenue growth. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Cohen & Company Inc

FINANCIAL SERVICES · CAPITAL MARKETS · USA

Cohen & Company Inc. is a publicly owned investment manager. The company is headquartered in Philadelphia, Pennsylvania with additional offices in New York City; Boca Raton, Florida; Chicago, Illinois; Bethesda, Maryland; Boston, Massachusetts; Paris, France; and London, United Kingdom.

Morgan Stanley

FINANCIAL SERVICES · CAPITAL MARKETS · USA

Morgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in the Morgan Stanley Building, Midtown Manhattan, New York City.

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