COMP <GO>
UMH vs MS // FORWARD P/E MULTIPLE
UMH Properties Inc. (NYSE) VS. Morgan Stanley (NYSE) • 15-METRIC TALLY: UMH 4
— MS 4
■ METRIC PARITY
LAST: $15.15 (-0.39%) • MKT CAP: $1.30B
forward-pe
—
LAST: $184.30 (-3.00%) • MKT CAP: $298.41B
forward-pe
16.5x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (UMH VS. MS)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | UMH | MS | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 0.70% | 3.00% | -2.30 | MS | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 31.0x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 6.31% | -7.25% | +13.56 | UMH | /fcf-yield <GO> |
| Operating Margin | — | 24.60% | — | TIE | /operating-margins <GO> |
| Net Profit Margin | 2.30% | 20.20% | -17.90 | MS | /net-margins <GO> |
| Revenue Growth (YoY) | 8.80% | 5.50% | +3.30 | UMH | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 5.48% | 2.21% | +3.27 | UMH | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 5/9 | +1.00 | UMH | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 47.1 | 51.0 | -3.90 | MS | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.04 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple ACTIVE | — | 16.5x | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $1.30B | $298.41B | -$297.11B | MS | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | UMH REV | MS REV | UMH GROSS % | MS GROSS % | UMH FCF | MS FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $261.8M | $0 | — | — | $82.0M | -$17.89B |
| FY 2024 | $240.6M | $0 | — | — | $81.6M | $1.36B |
| FY 2023 | $220.9M | $0 | — | — | $120.1M | -$33.54B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
UMH // BETA —
MS // BETA 1.04