Morgan Stanley (MS) Competitors

$93.76
+1.67 (+1.81%)
(As of 04:00 PM ET)

MS vs. SCHW, GS, BLK, IBKR, HSBC, RY, AXP, PGR, MUFG, and C

Should you be buying Morgan Stanley stock or one of its competitors? The main competitors of Morgan Stanley include Charles Schwab (SCHW), The Goldman Sachs Group (GS), BlackRock (BLK), Interactive Brokers Group (IBKR), HSBC (HSBC), Royal Bank of Canada (RY), American Express (AXP), Progressive (PGR), Mitsubishi UFJ Financial Group (MUFG), and Citigroup (C). These companies are all part of the "finance" sector.

Morgan Stanley vs.

Morgan Stanley (NYSE:MS) and Charles Schwab (NYSE:SCHW) are both large-cap finance companies, but which is the better investment? We will contrast the two companies based on the strength of their dividends, risk, analyst recommendations, valuation, institutional ownership, profitability, community ranking, media sentiment and earnings.

Charles Schwab has a net margin of 26.14% compared to Morgan Stanley's net margin of 9.57%. Charles Schwab's return on equity of 19.86% beat Morgan Stanley's return on equity.

Company Net Margins Return on Equity Return on Assets
Morgan Stanley9.57% 10.87% 0.85%
Charles Schwab 26.14%19.86%1.19%

Morgan Stanley presently has a consensus target price of $98.07, indicating a potential upside of 4.93%. Charles Schwab has a consensus target price of $74.47, indicating a potential downside of 1.13%. Given Morgan Stanley's stronger consensus rating and higher possible upside, equities research analysts plainly believe Morgan Stanley is more favorable than Charles Schwab.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Morgan Stanley
0 Sell rating(s)
11 Hold rating(s)
8 Buy rating(s)
0 Strong Buy rating(s)
2.42
Charles Schwab
2 Sell rating(s)
5 Hold rating(s)
7 Buy rating(s)
0 Strong Buy rating(s)
2.36

Morgan Stanley received 335 more outperform votes than Charles Schwab when rated by MarketBeat users. However, 63.16% of users gave Charles Schwab an outperform vote while only 61.02% of users gave Morgan Stanley an outperform vote.

CompanyUnderperformOutperform
Morgan StanleyOutperform Votes
1182
61.02%
Underperform Votes
755
38.98%
Charles SchwabOutperform Votes
847
63.16%
Underperform Votes
494
36.84%

84.2% of Morgan Stanley shares are held by institutional investors. Comparatively, 84.4% of Charles Schwab shares are held by institutional investors. 0.2% of Morgan Stanley shares are held by insiders. Comparatively, 6.6% of Charles Schwab shares are held by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock is poised for long-term growth.

Morgan Stanley has higher revenue and earnings than Charles Schwab. Morgan Stanley is trading at a lower price-to-earnings ratio than Charles Schwab, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Morgan Stanley$96.19B1.58$9.09B$5.4917.04
Charles Schwab$18.84B7.10$5.07B$2.3931.51

Morgan Stanley pays an annual dividend of $3.40 per share and has a dividend yield of 3.6%. Charles Schwab pays an annual dividend of $1.00 per share and has a dividend yield of 1.3%. Morgan Stanley pays out 61.9% of its earnings in the form of a dividend. Charles Schwab pays out 41.8% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years.

In the previous week, Morgan Stanley had 18 more articles in the media than Charles Schwab. MarketBeat recorded 84 mentions for Morgan Stanley and 66 mentions for Charles Schwab. Morgan Stanley's average media sentiment score of 0.66 beat Charles Schwab's score of 0.61 indicating that Morgan Stanley is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Morgan Stanley
31 Very Positive mention(s)
9 Positive mention(s)
20 Neutral mention(s)
3 Negative mention(s)
3 Very Negative mention(s)
Positive
Charles Schwab
21 Very Positive mention(s)
21 Positive mention(s)
10 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Morgan Stanley has a beta of 1.43, indicating that its share price is 43% more volatile than the S&P 500. Comparatively, Charles Schwab has a beta of 1.01, indicating that its share price is 1% more volatile than the S&P 500.

Summary

Morgan Stanley beats Charles Schwab on 11 of the 20 factors compared between the two stocks.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding MS and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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MS vs. The Competition

MetricMorgan StanleySecurity brokers & dealers IndustryFinance SectorNYSE Exchange
Market Cap$152.20B$23.38B$8.17B$17.46B
Dividend Yield3.75%2.81%10.67%3.58%
P/E Ratio17.0413.1958.7121.86
Price / Sales1.584.963,595.7610.28
Price / Cash10.7816.1627.6514.95
Price / Book1.682.102.395.02
Net Income$9.09B$898.06M$987.75M$963.22M
7 Day Performance4.99%3.15%2.23%1.90%
1 Month Performance1.76%-1.48%-1.00%-1.99%
1 Year Performance2.69%45.79%13.35%95.73%

Morgan Stanley Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
SCHW
Charles Schwab
4.6317 of 5 stars
$73.05
+2.6%
$73.82
+1.1%
+38.0%$129.74B$18.84B28.7633,000Insider Selling
GS
The Goldman Sachs Group
4.5 of 5 stars
$396.51
-1.1%
$434.93
+9.7%
+22.2%$128.68B$108.42B17.3845,300
BLK
BlackRock
4.2432 of 5 stars
$749.02
-1.8%
$811.43
+8.3%
+11.6%$111.56B$17.86B19.0319,800
IBKR
Interactive Brokers Group
4.0357 of 5 stars
$107.39
-1.6%
$118.13
+10.0%
+39.4%$45.21B$7.78B18.972,932Dividend Increase
HSBC
HSBC
2.6326 of 5 stars
$39.65
-2.3%
$560.00
+1,312.4%
+16.6%$150.64B$131.13B6.96220,861
RY
Royal Bank of Canada
4.5046 of 5 stars
$96.38
-1.6%
$137.67
+42.8%
-0.7%$136.35B$87.48B12.1491,398
AXP
American Express
4.7363 of 5 stars
$218.40
flat
$201.62
-7.7%
+42.2%$158.09B$60.52B19.4874,600Earnings Report
Analyst Report
Analyst Revision
News Coverage
PGR
Progressive
4.6706 of 5 stars
$208.35
+0.9%
$208.31
0.0%
+55.5%$122.03B$62.11B21.3361,400
MUFG
Mitsubishi UFJ Financial Group
3.3021 of 5 stars
$9.77
-1.8%
N/A+55.7%$120.54B$68.70B7.88121,800News Coverage
C
Citigroup
4.9213 of 5 stars
$56.98
-2.7%
$62.91
+10.4%
+24.4%$109.13B$156.82B16.86239,000

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This page (NYSE:MS) was last updated on 4/23/2024 by MarketBeat.com Staff

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