COMP <GO>
INVH vs MS // RETURN ON INVESTED CAPITAL (ROIC)
Invitation Homes Inc. (NYSE) VS. Morgan Stanley (NYSE) • 15-METRIC TALLY: INVH 9
— MS 5
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: INVH
LAST: $26.56 (-0.30%) • MKT CAP: $15.73B
roic
4.30%
LAST: $184.30 (-3.00%) • MKT CAP: $298.41B
roic
3.00%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (INVH VS. MS)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | INVH | 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 | 4.30% | 3.00% | +1.30 | INVH | /roic <GO> |
| EV/EBITDA & P/E Valuation | 23.6x | 31.0x | -7.40 | INVH | /valuation <GO> |
| Free Cash Flow Yield | 6.89% | -7.25% | +14.14 | INVH | /fcf-yield <GO> |
| Operating Margin | 26.30% | 24.60% | +1.70 | INVH | /operating-margins <GO> |
| Net Profit Margin | 21.50% | 20.20% | +1.30 | INVH | /net-margins <GO> |
| Revenue Growth (YoY) | 4.20% | 5.50% | -1.30 | MS | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 4.53% | 2.21% | +2.32 | INVH | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.44 | 0.46 | +0.98 | INVH | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 5/9 | +4.00 | INVH | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.70% | 7.00% | -0.30 | INVH | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 42.5 | 43.3 | -0.74 | MS | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.93 | 1.04 | -0.11 | MS | /macro-sensitivity <GO> |
| Forward P/E Multiple | 24.9x | 16.5x | +8.40 | MS | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $15.73B | $298.41B | -$282.67B | MS | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | INVH REV | MS REV | INVH GROSS % | MS GROSS % | INVH FCF | MS FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $2.73B | $0 | 44.0% | — | $1.08B | -$17.89B |
| FY 2024 | $2.62B | $0 | 44.0% | — | $964.0M | $1.36B |
| FY 2023 | $2.43B | $0 | 44.0% | — | $997.6M | -$33.54B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
INVH // BETA 0.93
MS // BETA 1.04