COMP <GO>
SMA vs MS // ALTMAN Z-SCORE & DEBT/EQUITY
SmartStop Self Storage REIT Inc. (NYSE) VS. Morgan Stanley (NYSE) • 15-METRIC TALLY: SMA 5
— MS 4
■ METRIC PARITY
LAST: $35.76 (+1.53%) • MKT CAP: $1.98B
balance-sheet
—
LAST: $190.00 (-0.07%) • MKT CAP: $298.41B
balance-sheet
—
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SMA VS. MS)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | SMA | MS | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 4.10% | 3.00% | +1.10 | SMA | /roic <GO> |
| EV/EBITDA & P/E Valuation | 32.6x | 31.0x | +1.60 | MS | /valuation <GO> |
| Free Cash Flow Yield | 4.29% | -7.25% | +11.54 | SMA | /fcf-yield <GO> |
| Operating Margin | 21.00% | 24.60% | -3.60 | MS | /operating-margins <GO> |
| Net Profit Margin | -0.60% | 20.20% | -20.80 | MS | /net-margins <GO> |
| Revenue Growth (YoY) | 18.60% | 5.50% | +13.10 | SMA | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 3.78% | 2.21% | +1.57 | SMA | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity ACTIVE | — | — | — | 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 | 72.3 | 51.0 | +21.33 | SMA | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.04 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | — | 16.5x | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $1.98B | $298.41B | -$296.43B | MS | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | SMA REV | MS REV | SMA GROSS % | MS GROSS % | SMA FCF | MS FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $281.1M | $0 | — | — | $85.0M | -$17.89B |
| FY 2024 | $237.0M | $0 | — | — | $64.0M | $1.36B |
| FY 2023 | $233.0M | $0 | — | — | $73.2M | -$33.54B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
SMA // BETA —
MS // BETA 1.04