COMP <GO>
SUNS vs IOR // EV/EBITDA & P/E VALUATION
Sunrise Realty Trust Inc. (NASDAQ) VS. Income Opportunity Realty Investors Inc. (NYSE) • 15-METRIC TALLY: SUNS 4
— IOR 2
■ METRIC PARITY
LAST: $6.59 (-3.37%) • MKT CAP: $89.1M
valuation
—
LAST: $18.52 (0.00%) • MKT CAP: $75.3M
valuation
—
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SUNS VS. IOR)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | SUNS | IOR | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 6.70% | -0.20% | +6.90 | SUNS | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | — | — | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | -3.85% | -0.10% | -3.75 | IOR | /fcf-yield <GO> |
| Operating Margin | — | — | — | TIE | /operating-margins <GO> |
| Net Profit Margin | 56.30% | — | — | TIE | /net-margins <GO> |
| Revenue Growth (YoY) | 103.00% | — | — | TIE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 3/9 | 1/9 | +2.00 | SUNS | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 40.3 | 58.1 | -17.76 | IOR | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | — | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 6.1x | 17.6x | -11.50 | SUNS | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $89.1M | $75.3M | $13.8M | SUNS | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | SUNS REV | IOR REV | SUNS GROSS % | IOR GROSS % | SUNS FCF | IOR FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $21.6M | $0 | — | — | -$3.4M | -$77.0K |
| FY 2024 | $10.6M | $0 | — | — | $1.6M | $713.0K |
| FY 2023 | — | $0 | — | — | — | $973.0K |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
SUNS // BETA —
IOR // BETA —