COMP <GO>
IVT vs MS // FREE CASH FLOW YIELD
InvenTrust Properties Corp. (NYSE) VS. Morgan Stanley (NYSE) • 15-METRIC TALLY: IVT 6
— MS 5
▲ FREE CASH FLOW YIELD LEADER: IVT
LAST: $31.03 (+3.16%) • MKT CAP: $2.42B
fcf-yield
6.42%
LAST: $190.00 (-0.07%) • MKT CAP: $298.41B
fcf-yield
-7.25%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (IVT VS. MS)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | IVT | MS | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 2.60% | 3.00% | -0.40 | MS | /roic <GO> |
| EV/EBITDA & P/E Valuation | 40.3x | 31.0x | +9.30 | MS | /valuation <GO> |
| Free Cash Flow Yield ACTIVE | 6.42% | -7.25% | +13.67 | IVT | /fcf-yield <GO> |
| Operating Margin | 20.10% | 24.60% | -4.50 | MS | /operating-margins <GO> |
| Net Profit Margin | 37.20% | 20.20% | +17.00 | IVT | /net-margins <GO> |
| Revenue Growth (YoY) | 9.20% | 5.50% | +3.70 | IVT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 3.01% | 2.21% | +0.80 | IVT | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 5/9 | +1.00 | IVT | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 57.7 | 51.0 | +6.66 | IVT | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.04 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 20.2x | 16.5x | +3.70 | MS | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $2.42B | $298.41B | -$295.99B | MS | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | IVT REV | MS REV | IVT GROSS % | MS GROSS % | IVT FCF | MS FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $299.2M | $0 | — | — | $155.4M | -$17.89B |
| FY 2024 | $274.0M | $0 | — | — | $136.9M | $1.36B |
| FY 2023 | $258.7M | $0 | — | — | $129.6M | -$33.54B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
IVT // BETA —
MS // BETA 1.04