COMP <GO>
SUI vs MS // RETURN ON INVESTED CAPITAL (ROIC)
Sun Communities Inc. (NYSE) VS. Morgan Stanley (NYSE) • 15-METRIC TALLY: SUI 10
— MS 4
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: SUI
LAST: $113.26 (+0.91%) • MKT CAP: $13.40B
roic
15.90%
LAST: $184.30 (-3.00%) • MKT CAP: $298.41B
roic
3.00%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SUI VS. MS)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | SUI | 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 | 15.90% | 3.00% | +12.90 | SUI | /roic <GO> |
| EV/EBITDA & P/E Valuation | 8.3x | 31.0x | -22.70 | SUI | /valuation <GO> |
| Free Cash Flow Yield | 5.68% | -7.25% | +12.93 | SUI | /fcf-yield <GO> |
| Operating Margin | 74.80% | 24.60% | +50.20 | SUI | /operating-margins <GO> |
| Net Profit Margin | 61.30% | 20.20% | +41.10 | SUI | /net-margins <GO> |
| Revenue Growth (YoY) | 2.00% | 5.50% | -3.50 | MS | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 2.21% | -2.21 | MS | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 2.78 | 0.46 | +2.32 | SUI | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 5/9 | +2.00 | SUI | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.60% | 7.00% | -0.40 | SUI | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 45.7 | 43.3 | +2.42 | SUI | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.91 | 1.04 | -0.13 | MS | /macro-sensitivity <GO> |
| Forward P/E Multiple | 8.8x | 16.5x | -7.70 | SUI | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $13.40B | $298.41B | -$285.01B | MS | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | SUI REV | MS REV | SUI GROSS % | MS GROSS % | SUI FCF | MS FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $2.31B | $0 | 44.0% | — | $760.4M | -$17.89B |
| FY 2024 | $2.26B | $0 | 44.0% | — | $759.3M | $1.36B |
| FY 2023 | $2.28B | $0 | 44.0% | — | $687.7M | -$33.54B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
SUI // BETA 0.91
MS // BETA 1.04