COMP <GO>
SMA vs BXMT // RETURN ON INVESTED CAPITAL (ROIC)
SmartStop Self Storage REIT Inc. (NYSE) VS. Blackstone Mortgage Trust Inc. (NYSE) • 15-METRIC TALLY: SMA 4
— BXMT 1
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: SMA
LAST: $36.65 (-1.61%) • MKT CAP: $2.06B
roic
4.10%
LAST: $11.08 (-1.95%) • MKT CAP: $1.88B
roic
3.10%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SMA VS. BXMT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | SMA | BXMT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 4.10% | 3.10% | +1.00 | SMA | /roic <GO> |
| EV/EBITDA & P/E Valuation | 32.6x | — | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 4.29% | 15.06% | -10.77 | BXMT | /fcf-yield <GO> |
| Operating Margin | 21.00% | — | — | TIE | /operating-margins <GO> |
| Net Profit Margin | -0.60% | — | — | TIE | /net-margins <GO> |
| Revenue Growth (YoY) | 18.60% | — | — | TIE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 3.78% | 0.00% | +3.78 | SMA | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 5/9 | 5/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 71.1 | 52.6 | +18.50 | SMA | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | — | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | — | 15.5x | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $2.06B | $1.88B | $186.8M | SMA | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | SMA REV | BXMT REV | SMA GROSS % | BXMT GROSS % | SMA FCF | BXMT FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $281.1M | $8.40B | — | — | $85.0M | $275.9M |
| FY 2024 | $237.0M | $8.32B | — | — | $64.0M | $366.5M |
| FY 2023 | $233.0M | $1.74B | — | — | $73.2M | $458.8M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
SMA // BETA —
BXMT // BETA —