COMP <GO>
VTR vs MS // NET PROFIT MARGIN
Ventas Inc. (NYSE) VS. Morgan Stanley (NYSE) • 15-METRIC TALLY: VTR 7
— MS 7
▲ NET PROFIT MARGIN LEADER: MS
LAST: $84.80 (+1.30%) • MKT CAP: $44.27B
net-margins
10.90%
LAST: $184.30 (-3.00%) • MKT CAP: $298.41B
net-margins
20.20%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (VTR VS. MS)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | VTR | 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) | 3.60% | 3.00% | +0.60 | VTR | /roic <GO> |
| EV/EBITDA & P/E Valuation | 47.9x | 31.0x | +16.90 | MS | /valuation <GO> |
| Free Cash Flow Yield | 3.13% | -7.25% | +10.38 | VTR | /fcf-yield <GO> |
| Operating Margin | 13.90% | 24.60% | -10.70 | MS | /operating-margins <GO> |
| Net Profit Margin ACTIVE | 10.90% | 20.20% | -9.30 | MS | /net-margins <GO> |
| Revenue Growth (YoY) | 18.50% | 5.50% | +13.00 | VTR | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.94% | 2.21% | -0.27 | MS | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.98 | 0.46 | +1.52 | VTR | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 5/9 | +3.00 | VTR | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.90% | 7.00% | -0.10 | VTR | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 48.9 | 43.3 | +5.57 | VTR | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.00 | 1.04 | -0.04 | MS | /macro-sensitivity <GO> |
| Forward P/E Multiple | 58.6x | 16.5x | +42.10 | MS | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $44.27B | $298.41B | -$254.14B | MS | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | VTR REV | MS REV | VTR GROSS % | MS GROSS % | VTR FCF | MS FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $5.83B | $0 | 44.0% | — | $1.38B | -$17.89B |
| FY 2024 | $4.92B | $0 | 44.0% | — | $1.11B | $1.36B |
| FY 2023 | $4.50B | $0 | 44.0% | — | $917.5M | -$33.54B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
VTR // BETA 1.00
MS // BETA 1.04