COMP <GO>
EPR vs MS // OPTIONS IMPLIED MOVE & PUT/CALL SKEW
EPR Properties (NYSE) VS. Morgan Stanley (NYSE) • 15-METRIC TALLY: EPR 11
— MS 3
▲ OPTIONS IMPLIED MOVE & PUT/CALL SKEW LEADER: MS
LAST: $57.71 (-1.08%) • MKT CAP: $4.47B
options-implied-move
7.30%
LAST: $184.30 (-3.00%) • MKT CAP: $298.41B
options-implied-move
7.00%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (EPR VS. MS)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | EPR | 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) | 9.00% | 3.00% | +6.00 | EPR | /roic <GO> |
| EV/EBITDA & P/E Valuation | 13.1x | 31.0x | -17.90 | EPR | /valuation <GO> |
| Free Cash Flow Yield | 8.70% | -7.25% | +15.95 | EPR | /fcf-yield <GO> |
| Operating Margin | 57.70% | 24.60% | +33.10 | EPR | /operating-margins <GO> |
| Net Profit Margin | 38.30% | 20.20% | +18.10 | EPR | /net-margins <GO> |
| Revenue Growth (YoY) | 2.90% | 5.50% | -2.60 | MS | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 6.50% | 2.21% | +4.29 | EPR | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.61 | 0.46 | +1.15 | EPR | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 5/9 | +3.00 | EPR | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew ACTIVE | 7.30% | 7.00% | +0.30 | MS | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 56.7 | 43.3 | +13.37 | EPR | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.13 | 1.04 | +0.09 | EPR | /macro-sensitivity <GO> |
| Forward P/E Multiple | 15.2x | 16.5x | -1.30 | EPR | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $4.47B | $298.41B | -$293.94B | MS | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | EPR REV | MS REV | EPR GROSS % | MS GROSS % | EPR FCF | MS FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $718.4M | $0 | 44.0% | — | $388.6M | -$17.89B |
| FY 2024 | $698.1M | $0 | 44.0% | — | $129.2M | $1.36B |
| FY 2023 | $705.7M | $0 | 44.0% | — | $415.3M | -$33.54B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
EPR // BETA 1.13
MS // BETA 1.04