COMP <GO>
CLDT vs MS // ALTMAN Z-SCORE & DEBT/EQUITY
Chatham Lodging Trust of (NYSE) VS. Morgan Stanley (NYSE) • 15-METRIC TALLY: CLDT 5
— MS 5
■ METRIC PARITY
LAST: $14.75 (-1.53%) • MKT CAP: $697.6M
balance-sheet
—
LAST: $184.30 (-3.00%) • MKT CAP: $298.41B
balance-sheet
—
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (CLDT VS. MS)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | CLDT | MS | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 4.50% | 3.00% | +1.50 | CLDT | /roic <GO> |
| EV/EBITDA & P/E Valuation | 16.5x | 31.0x | -14.50 | CLDT | /valuation <GO> |
| Free Cash Flow Yield | 9.19% | -7.25% | +16.44 | CLDT | /fcf-yield <GO> |
| Operating Margin | 13.90% | 24.60% | -10.70 | MS | /operating-margins <GO> |
| Net Profit Margin | 5.10% | 20.20% | -15.10 | MS | /net-margins <GO> |
| Revenue Growth (YoY) | -7.00% | 5.50% | -12.50 | MS | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.53% | 2.21% | +0.32 | CLDT | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity ACTIVE | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 5/9 | 5/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 69.7 | 51.0 | +18.70 | CLDT | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.04 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 43.1x | 16.5x | +26.60 | MS | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $697.6M | $298.41B | -$297.71B | MS | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | CLDT REV | MS REV | CLDT GROSS % | MS GROSS % | CLDT FCF | MS FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $295.1M | $0 | — | — | $64.1M | -$17.89B |
| FY 2024 | $317.2M | $0 | — | — | $73.8M | $1.36B |
| FY 2023 | $311.1M | $0 | — | — | $76.4M | -$33.54B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
CLDT // BETA —
MS // BETA 1.04