COMP <GO>
WPC vs MS // RETURN ON INVESTED CAPITAL (ROIC)
W. P. Carey Inc. REIT (NYSE) VS. Morgan Stanley (NYSE) • 15-METRIC TALLY: WPC 10
— MS 2
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: WPC
LAST: $64.10 (-1.22%) • MKT CAP: $14.93B
roic
3.70%
LAST: $184.30 (-3.00%) • MKT CAP: $298.41B
roic
3.00%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (WPC VS. MS)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | WPC | 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 | 3.70% | 3.00% | +0.70 | WPC | /roic <GO> |
| EV/EBITDA & P/E Valuation | 29.8x | 31.0x | -1.20 | WPC | /valuation <GO> |
| Free Cash Flow Yield | 8.07% | -7.25% | +15.32 | WPC | /fcf-yield <GO> |
| Operating Margin | 33.10% | 24.60% | +8.50 | WPC | /operating-margins <GO> |
| Net Profit Margin | 27.20% | 20.20% | +7.00 | WPC | /net-margins <GO> |
| Revenue Growth (YoY) | 8.40% | 5.50% | +2.90 | WPC | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 5.29% | 2.21% | +3.08 | WPC | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.60 | 0.46 | +1.14 | WPC | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 5/9 | +4.00 | WPC | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.00% | 7.00% | 0.00 | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 46.9 | 43.3 | +3.61 | WPC | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.04 | 1.04 | 0.00 | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 29.8x | 16.5x | +13.30 | MS | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $14.93B | $298.41B | -$283.48B | MS | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | WPC REV | MS REV | WPC GROSS % | MS GROSS % | WPC FCF | MS FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.72B | $0 | 44.0% | — | $1.21B | -$17.89B |
| FY 2024 | $1.58B | $0 | 44.0% | — | $1.76B | $1.36B |
| FY 2023 | $1.74B | $0 | 44.0% | — | $995.1M | -$33.54B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
WPC // BETA 1.04
MS // BETA 1.04