COMP <GO>
STE vs MSA // GROSS PROFIT MARGIN
STERIS plc (Ireland) (NYSE) VS. MSA Safety Incorporated (NYSE) • 15-METRIC TALLY: STE 6
— MSA 7
▲ GROSS PROFIT MARGIN LEADER: MSA
LAST: $233.35 (+2.74%) • MKT CAP: $22.14B
gross-margins
44.20%
LAST: $186.44 (+4.41%) • MKT CAP: $6.89B
gross-margins
46.50%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (STE VS. MSA)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | STE | MSA | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin ACTIVE | 44.20% | 46.50% | -2.30 | MSA | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 10.10% | 16.60% | -6.50 | MSA | /roic <GO> |
| EV/EBITDA & P/E Valuation | 17.0x | 17.0x | 0.00 | TIE | /valuation <GO> |
| Free Cash Flow Yield | 4.30% | 4.27% | +0.03 | STE | /fcf-yield <GO> |
| Operating Margin | 18.60% | 19.80% | -1.20 | MSA | /operating-margins <GO> |
| Net Profit Margin | 13.20% | 14.90% | -1.70 | MSA | /net-margins <GO> |
| Revenue Growth (YoY) | 8.70% | 3.70% | +5.00 | STE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.07% | 1.19% | -0.12 | MSA | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 5.40 | 5.83 | -0.43 | MSA | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 7/9 | +2.00 | STE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 54.4 | 44.2 | +10.20 | STE | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.08 | 0.87 | +0.21 | STE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 26.9x | 23.1x | +3.80 | MSA | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $22.14B | $6.89B | $15.26B | STE | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | STE REV | MSA REV | STE GROSS % | MSA GROSS % | STE FCF | MSA FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $5.94B | $1.87B | 44.2% | 46.5% | $972.4M | $295.4M |
| FY 2024 | $5.46B | $1.81B | — | 47.6% | $778.0M | $242.2M |
| FY 2023 | $5.14B | $1.79B | — | — | $742.1M | $12.4M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
STE // BETA 1.08
MSA // BETA 0.87