COMP <GO>
DOC vs MS // 10Y YIELD & FRED MACRO BETA
Healthpeak Properties Inc. (NYSE) VS. Morgan Stanley (NYSE) • 15-METRIC TALLY: DOC 6
— MS 7
▲ 10Y YIELD & FRED MACRO BETA LEADER: MS
LAST: $19.03 (+0.48%) • MKT CAP: $13.06B
macro-sensitivity
1.02
LAST: $184.30 (-3.00%) • MKT CAP: $298.41B
macro-sensitivity
1.04
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (DOC VS. MS)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | DOC | 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) | 0.60% | 3.00% | -2.40 | MS | /roic <GO> |
| EV/EBITDA & P/E Valuation | 95.0x | 31.0x | +64.00 | MS | /valuation <GO> |
| Free Cash Flow Yield | 9.38% | -7.25% | +16.63 | DOC | /fcf-yield <GO> |
| Operating Margin | 14.40% | 24.60% | -10.20 | MS | /operating-margins <GO> |
| Net Profit Margin | 11.80% | 20.20% | -8.40 | MS | /net-margins <GO> |
| Revenue Growth (YoY) | 6.20% | 5.50% | +0.70 | DOC | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 6.50% | 2.21% | +4.29 | DOC | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.12 | 0.46 | +0.66 | DOC | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 5/9 | +3.00 | DOC | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.00% | 7.00% | 0.00 | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 46.9 | 43.3 | +3.60 | DOC | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | 1.02 | 1.04 | -0.02 | MS | /macro-sensitivity <GO> |
| Forward P/E Multiple | 140.0x | 16.5x | +123.50 | MS | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $13.06B | $298.41B | -$285.35B | MS | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | DOC REV | MS REV | DOC GROSS % | MS GROSS % | DOC FCF | MS FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $604.0M | $0 | 44.0% | — | $1.22B | -$17.89B |
| FY 2024 | $568.5M | $0 | -89.1% | — | $1.04B | $1.36B |
| FY 2023 | $527.4M | $0 | 44.0% | — | $932.5M | -$33.54B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
DOC // BETA 1.02
MS // BETA 1.04