COMP <GO>
OHI vs MS // RETURN ON INVESTED CAPITAL (ROIC)
Omega Healthcare Investors Inc. (NYSE) VS. Morgan Stanley (NYSE) • 15-METRIC TALLY: OHI 7
— MS 7
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: MS
LAST: $46.98 (+0.30%) • MKT CAP: $14.19B
roic
0.00%
LAST: $184.30 (-3.00%) • MKT CAP: $298.41B
roic
3.00%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (OHI VS. MS)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | OHI | 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 | 0.00% | 3.00% | -3.00 | MS | /roic <GO> |
| EV/EBITDA & P/E Valuation | 95.0x | 31.0x | +64.00 | MS | /valuation <GO> |
| Free Cash Flow Yield | 5.81% | -7.25% | +13.06 | OHI | /fcf-yield <GO> |
| Operating Margin | 0.10% | 24.60% | -24.50 | MS | /operating-margins <GO> |
| Net Profit Margin | 0.10% | 20.20% | -20.10 | MS | /net-margins <GO> |
| Revenue Growth (YoY) | 13.20% | 5.50% | +7.70 | OHI | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 5.50% | 2.21% | +3.29 | OHI | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 2.89 | 0.46 | +2.43 | OHI | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 5/9 | +4.00 | OHI | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.20% | 7.00% | +0.20 | MS | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 56.8 | 43.3 | +13.51 | OHI | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.08 | 1.04 | +0.04 | OHI | /macro-sensitivity <GO> |
| Forward P/E Multiple | 140.0x | 16.5x | +123.50 | MS | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $14.19B | $298.41B | -$284.21B | MS | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | OHI REV | MS REV | OHI GROSS % | MS GROSS % | OHI FCF | MS FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.19B | $0 | 44.0% | — | $825.0M | -$17.89B |
| FY 2024 | $1.05B | $0 | 44.0% | — | $702.1M | $1.36B |
| FY 2023 | $949.7M | $0 | 44.0% | — | $575.0M | -$33.54B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
OHI // BETA 1.08
MS // BETA 1.04