COMP <GO>
ARE vs MS // RETURN ON INVESTED CAPITAL (ROIC)
Alexandria Real Estate Equities Inc. (NYSE) VS. Morgan Stanley (NYSE) • 15-METRIC TALLY: ARE 5
— MS 8
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: MS
LAST: $40.20 (-0.99%) • MKT CAP: $7.07B
roic
-6.50%
LAST: $184.30 (-3.00%) • MKT CAP: $298.41B
roic
3.00%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (ARE VS. MS)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | ARE | MS | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | 41.00% | 0.00 | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | -6.50% | 3.00% | -9.50 | MS | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 31.0x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 18.74% | -7.25% | +25.99 | ARE | /fcf-yield <GO> |
| Operating Margin | -60.00% | 24.60% | -84.60 | MS | /operating-margins <GO> |
| Net Profit Margin | -60.00% | 20.20% | -80.20 | MS | /net-margins <GO> |
| Revenue Growth (YoY) | 3.30% | 5.50% | -2.20 | MS | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 11.50% | 2.21% | +9.29 | ARE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.70 | 0.46 | +0.24 | ARE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 5/9 | +1.00 | ARE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.80% | 7.00% | -0.20 | ARE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 33.6 | 43.3 | -9.71 | MS | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.96 | 1.04 | -0.08 | MS | /macro-sensitivity <GO> |
| Forward P/E Multiple | 27.0x | 16.5x | +10.50 | MS | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $7.07B | $298.41B | -$291.34B | MS | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | ARE REV | MS REV | ARE GROSS % | MS GROSS % | ARE FCF | MS FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $0 | $0 | — | — | $1.41B | -$17.89B |
| FY 2024 | $0 | $0 | — | — | $1.50B | $1.36B |
| FY 2023 | $0 | $0 | — | — | $1.63B | -$33.54B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
ARE // BETA 0.96
MS // BETA 1.04