COMP <GO>
SATA vs MS // PIOTROSKI F-SCORE QUALITY
Strive Inc. Variable Rate Series A Perpetual Preferred Stock (NASDAQ) VS. Morgan Stanley (NYSE) • 15-METRIC TALLY: SATA 7
— MS 7
▲ PIOTROSKI F-SCORE QUALITY LEADER: SATA
SATA — Strive Inc. Variable Rate Series A Perpetual Preferred Stock SUPERIOR
ROARABLE C+ • RQD 68/100
LAST: $94.86 (-3.18%) • MKT CAP: $12.48B
piotroski-score
9/9
LAST: $184.30 (-3.00%) • MKT CAP: $298.41B
piotroski-score
5/9
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SATA VS. MS)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | SATA | 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) | 38.50% | 3.00% | +35.50 | SATA | /roic <GO> |
| EV/EBITDA & P/E Valuation | 20.0x | 31.0x | -11.00 | SATA | /valuation <GO> |
| Free Cash Flow Yield | 2.21% | -7.25% | +9.46 | SATA | /fcf-yield <GO> |
| Operating Margin | 13.90% | 24.60% | -10.70 | MS | /operating-margins <GO> |
| Net Profit Margin | 10.90% | 20.20% | -9.30 | MS | /net-margins <GO> |
| Revenue Growth (YoY) | 180.00% | 5.50% | +174.50 | SATA | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 2.21% | -2.21 | MS | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 26.00 | 0.46 | +25.54 | SATA | /balance-sheet <GO> |
| Piotroski F-Score Quality ACTIVE | 9/9 | 5/9 | +4.00 | SATA | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.80% | 7.00% | -0.20 | SATA | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 25.0 | 43.3 | -18.28 | MS | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.97 | 1.04 | -0.07 | MS | /macro-sensitivity <GO> |
| Forward P/E Multiple | 27.6x | 16.5x | +11.10 | MS | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $12.48B | $298.41B | -$285.93B | MS | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | SATA REV | MS REV | SATA GROSS % | MS GROSS % | SATA FCF | MS FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $0 | $0 | — | — | $0 | -$17.89B |
| FY 2024 | $3.6M | $0 | 44.0% | — | -$21.6M | $1.36B |
| FY 2023 | $277.0K | $0 | 44.0% | — | -$3.8M | -$33.54B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
SATA // BETA 0.97
MS // BETA 1.04