COMP <GO>
UDR vs MS // RETURN ON INVESTED CAPITAL (ROIC)
UDR Inc. (NYSE) VS. Morgan Stanley (NYSE) • 15-METRIC TALLY: UDR 11
— MS 3
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: UDR
LAST: $35.52 (+0.28%) • MKT CAP: $11.38B
roic
7.30%
LAST: $184.30 (-3.00%) • MKT CAP: $298.41B
roic
3.00%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (UDR VS. MS)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | UDR | 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 | 7.30% | 3.00% | +4.30 | UDR | /roic <GO> |
| EV/EBITDA & P/E Valuation | 25.4x | 31.0x | -5.60 | UDR | /valuation <GO> |
| Free Cash Flow Yield | 7.93% | -7.25% | +15.18 | UDR | /fcf-yield <GO> |
| Operating Margin | 75.00% | 24.60% | +50.40 | UDR | /operating-margins <GO> |
| Net Profit Margin | 68.00% | 20.20% | +47.80 | UDR | /net-margins <GO> |
| Revenue Growth (YoY) | 36.60% | 5.50% | +31.10 | UDR | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 4.99% | 2.21% | +2.78 | UDR | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.62 | 0.46 | +1.16 | UDR | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 5/9 | +4.00 | UDR | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.80% | 7.00% | -0.20 | UDR | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 56.7 | 43.3 | +13.38 | UDR | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.97 | 1.04 | -0.07 | MS | /macro-sensitivity <GO> |
| Forward P/E Multiple | 25.3x | 16.5x | +8.80 | MS | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $11.38B | $298.41B | -$287.03B | MS | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | UDR REV | MS REV | UDR GROSS % | MS GROSS % | UDR FCF | MS FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $11.4M | $0 | 44.0% | — | $902.4M | -$17.89B |
| FY 2024 | $8.3M | $0 | 44.0% | — | $876.5M | $1.36B |
| FY 2023 | $6.8M | $0 | 44.0% | — | $832.4M | -$33.54B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
UDR // BETA 0.97
MS // BETA 1.04