Cypress Private Wealth provides financial guidance and insights, specializing in wealth management, retirement planning, and estate strategies. The firm serves clients from various backgrounds, including retirees, working professionals, and small business owners.

Cypress Private Wealth

BlackRock, Inc. is an American multinational investment company and the world's largest asset manager, with $10 trillion in assets as of December 31, 2023. It provides investment, advisory, and risk management solutions to clients worldwide.

Sue Wagner

Laurence D. Fink

Robert S. Kapito

BlackRock, Inc.

Eight Roads is a global investment firm that manages about $8 billion of assets across offices in China, India, Japan, and the UK. It focuses on growth equity and venture capital investments, supporting entrepreneurs and companies with strategic advice and access to global markets.

Tao Huang

Eight Roads

Morgan Stanley, a financial holding company, provides various financial products and services to corporations, governments, financial institutions, and individuals in the Americas, Europe, the Middle East, Africa, and Asia. It operates through Institutional Securities, Wealth Management, and Investment Management segments. The Institutional Securities segment offers capital raising and financial advisory services, including services related to the underwriting of debt, equity, and other securities, as well as advice on mergers and acquisitions, restructurings, real estate, and project finance. This segment also provides sales and trading services, such as sales, financing, prime brokerage, and market-making services in equity and fixed income products consisting of foreign exchange and commodities; corporate and commercial real estate loans, which provides secured lending facilities and financing for sales and trading customers, and asset-backed and mortgage lending; and wealth management services, investment, and research services. The Wealth Management segment offers financial advisor-led brokerage and investment advisory services; self-directed brokerage services; financial and wealth planning services; workplace services, including stock plan administration; annuity and insurance products; securities-based lending, residential real estate loans, and other lending products; banking; and retirement plan services to individual investors and small to medium-sized businesses and institutions. The Investment Management segment provides equity, fixed income, liquidity, and alternative/other products to benefit/defined contribution plans, foundations, endowments, government entities, sovereign wealth funds, insurance companies, and third-party fund sponsors and corporations through institutional and intermediary channels. Morgan Stanley was founded in 1924 and is headquartered in New York, New York.

Metric
Company Name	Cypress Private Wealth	BlackRock, Inc.	Eight Roads	Morgan Stanley
Symbol				MS
MSH ID	COM:CYPRESSPW	COM:BLACKROCK	COM:EIGHTROADS	COM:MORGANSTANLEY
Market	PRIVATE	STOCKS	PRIVATE	STOCKS
Sector	Financial Services & Finance	Financial Services & Finance	Financial Services & Finance	Financial Services
Industry	Wealth Management	Financial Services & Finance	Financial Services	Financial - Capital Markets
Country	US	US	BM	US
Stage
Employee Count		25.02K	205	80K
Website	cypresspw.com	blackrock.com	eightroads.com	morganstanley.com
LinkedIn		blackrock	eight-roads	morgan-stanley
Founders

Metric
Market Cap		251.22M	168.14B
Enterprise Value
Monthly Web Traffic	37	3.82M	5.11M
Web Traffic Growth		0.09	-0.06
Valuation
Raised Capital		2.50B

Metric
Revenue				50.67B
Revenue (LTM)
Revenue (NTM)
Gross Profit				50.67B
EBITDA				15.93B
Operating Income				11.67B
Net Income				9.09B
EPS				5.24
Diluted EPS				5.18
Revenue 2022
Revenue 2023
Revenue 2024
Revenue 2025
Revenue 2026

Metric
Revenue Growth (LTM)
Revenue Growth (NTM)
Gross Profit Growth (LTM)
EBITDA Growth (LTM)
Net Income Growth (LTM)
14-Day Growth Score
28-Day Growth Score
90-Day Growth Score
365-Day Growth Score

Metric
Gross Profit Margin				0.77
Operating Profit Margin				0.46
EBITDA Margin				0.31
Net Profit Margin				0.19
Return on Equity				0.11
Return on Assets				0.01
Return on Capital Employed				0.02

COM:CYPRESSPW

Cypress Private Wealth

Company Overview

Market Metrics

Financial Performance

Growth Metrics

Profitability Ratios

Valuation Multiples

Operational Metrics

Cash Flow Metrics

Balance Sheet Metrics

Efficiency Metrics

Metric
P/E Ratio				14.26
P/B Ratio				1.41
Revenue Multiple (LTM)
Revenue Multiple (NTM)
EBITDA Multiple (LTM)
EBITDA Multiple (NTM)
Price to Sales Ratio				3.44
EV Multiple				31.12

Metric
Days Sales Outstanding				552.51
Days Payables Outstanding				3.29K
Days Inventory Outstanding
Operating Cycle
Cash Conversion Cycle
Asset Turnover				0.05

Metric
Operating Cash Flow				-33.54B
Free Cash Flow				-36.95B
Cash Flow to Debt
Operating Cash Flow/Sales				-0.23
Free Cash Flow Yield				-0.23

Metric
Cash & Equivalents				58.66B
Accounts Receivable				602M
Inventory				-765.38B
Goodwill				16.71B
Debt to Capitalization				0.80
Debt to Assets				0.22
Current Ratio				0.52
Quick Ratio				1.82

Metric
Rule of 40 (LTM)
Rule of 40 (NTM)
Stock Comp to Revenue				0.04
R&D to Revenue
SG&A to Revenue				0.16