COMP <GO>
IRT vs MS // RETURN ON INVESTED CAPITAL (ROIC)
Independence Realty Trust Inc. (NYSE) VS. Morgan Stanley (NYSE) • 15-METRIC TALLY: IRT 2
— MS 6
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: MS
LAST: $14.80 (+2.42%) • MKT CAP: $3.49B
roic
1.60%
LAST: $190.00 (-0.07%) • MKT CAP: $298.41B
roic
3.00%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (IRT VS. MS)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | IRT | MS | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 1.60% | 3.00% | -1.40 | MS | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 31.0x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 8.09% | -7.25% | +15.34 | IRT | /fcf-yield <GO> |
| Operating Margin | — | 24.60% | — | TIE | /operating-margins <GO> |
| Net Profit Margin | 8.60% | 20.20% | -11.60 | MS | /net-margins <GO> |
| Revenue Growth (YoY) | 2.80% | 5.50% | -2.70 | MS | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 4.43% | 2.21% | +2.22 | IRT | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | 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 | 48.4 | 51.0 | -2.60 | MS | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.04 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 57.4x | 16.5x | +40.90 | MS | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $3.49B | $298.41B | -$294.92B | MS | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | IRT REV | MS REV | IRT GROSS % | MS GROSS % | IRT FCF | MS FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $657.7M | $0 | — | — | $282.1M | -$17.89B |
| FY 2024 | $640.0M | $0 | — | — | $259.8M | $1.36B |
| FY 2023 | $661.0M | $0 | — | — | $262.2M | -$33.54B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
IRT // BETA —
MS // BETA 1.04