COMP <GO>
WELL vs MS // OPTIONS IMPLIED MOVE & PUT/CALL SKEW
Welltower Inc. (NYSE) VS. Morgan Stanley (NYSE) • 15-METRIC TALLY: WELL 6
— MS 9
▲ OPTIONS IMPLIED MOVE & PUT/CALL SKEW LEADER: MS
LAST: $234.60 (+0.61%) • MKT CAP: $171.06B
options-implied-move
7.40%
LAST: $184.30 (-3.00%) • MKT CAP: $298.41B
options-implied-move
7.00%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (WELL VS. MS)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | WELL | MS | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 23.20% | 41.00% | -17.80 | MS | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 1.90% | 3.00% | -1.10 | MS | /roic <GO> |
| EV/EBITDA & P/E Valuation | 95.0x | 31.0x | +64.00 | MS | /valuation <GO> |
| Free Cash Flow Yield | 1.46% | -7.25% | +8.71 | WELL | /fcf-yield <GO> |
| Operating Margin | 13.50% | 24.60% | -11.10 | MS | /operating-margins <GO> |
| Net Profit Margin | 11.10% | 20.20% | -9.10 | MS | /net-margins <GO> |
| Revenue Growth (YoY) | 40.20% | 5.50% | +34.70 | WELL | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.10% | 2.21% | -1.11 | MS | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 4.97 | 0.46 | +4.51 | WELL | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 5/9 | +2.00 | WELL | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew ACTIVE | 7.40% | 7.00% | +0.40 | MS | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 52.6 | 43.3 | +9.35 | WELL | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.14 | 1.04 | +0.10 | WELL | /macro-sensitivity <GO> |
| Forward P/E Multiple | 140.0x | 16.5x | +123.50 | MS | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $171.06B | $298.41B | -$127.35B | MS | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | WELL REV | MS REV | WELL GROSS % | MS GROSS % | WELL FCF | MS FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $8.45B | $0 | 23.2% | — | $2.50B | -$17.89B |
| FY 2024 | $6.03B | $0 | 19.9% | — | $1.99B | $1.36B |
| FY 2023 | $4.75B | $0 | 44.0% | — | $1.39B | -$33.54B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
WELL // BETA 1.14
MS // BETA 1.04