COMP <GO>
SPG vs MS // 10Y YIELD & FRED MACRO BETA
Simon Property Group Inc. (NYSE) VS. Morgan Stanley (NYSE) • 15-METRIC TALLY: SPG 9
— MS 3
■ METRIC PARITY
LAST: $217.75 (+0.94%) • MKT CAP: $69.80B
macro-sensitivity
1.04
LAST: $184.30 (-3.00%) • MKT CAP: $298.41B
macro-sensitivity
1.04
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SPG VS. MS)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | SPG | 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) | 13.50% | 3.00% | +10.50 | SPG | /roic <GO> |
| EV/EBITDA & P/E Valuation | 24.3x | 31.0x | -6.70 | SPG | /valuation <GO> |
| Free Cash Flow Yield | 5.52% | -7.25% | +12.77 | SPG | /fcf-yield <GO> |
| Operating Margin | 49.90% | 24.60% | +25.30 | SPG | /operating-margins <GO> |
| Net Profit Margin | 38.90% | 20.20% | +18.70 | SPG | /net-margins <GO> |
| Revenue Growth (YoY) | 6.70% | 5.50% | +1.20 | SPG | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 2.21% | -2.21 | MS | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.62 | 0.46 | +1.16 | SPG | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 5/9 | +2.00 | SPG | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.00% | 7.00% | 0.00 | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 68.5 | 43.3 | +25.23 | SPG | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | 1.04 | 1.04 | 0.00 | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 26.2x | 16.5x | +9.70 | MS | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $69.80B | $298.41B | -$228.61B | MS | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | SPG REV | MS REV | SPG GROSS % | MS GROSS % | SPG FCF | MS FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $6.36B | $0 | 44.0% | — | $3.85B | -$17.89B |
| FY 2024 | $5.96B | $0 | 44.0% | — | $3.55B | $1.36B |
| FY 2023 | $5.66B | $0 | 44.0% | — | $3.68B | -$33.54B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
SPG // BETA 1.04
MS // BETA 1.04