NYSE:MS

Morgan Stanley Competitors

$78.59
-2.23 (-2.76 %)
(As of 04/16/2021 04:00 PM ET)
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Today's Range
$77.76
Now: $78.59
$81.68
50-Day Range
$76.87
MA: $80.54
$84.34
52-Week Range
$35.53
Now: $78.59
$86.64
Volume29.07 million shs
Average Volume11.53 million shs
Market Capitalization$147.01 billion
P/E Ratio13.25
Dividend Yield1.73%
Beta1.59

Competitors

Morgan Stanley (NYSE:MS) Vs. GS, SCHW, RJF, LPLA, SF, and EVR

Should you be buying MS stock or one of its competitors? Companies in the sub-industry of "investment banking & brokerage" are considered alternatives and competitors to Morgan Stanley, including The Goldman Sachs Group (GS), The Charles Schwab (SCHW), Raymond James (RJF), LPL Financial (LPLA), Stifel Financial (SF), and Evercore (EVR).

Morgan Stanley (NYSE:MS) and The Goldman Sachs Group (NYSE:GS) are both large-cap finance companies, but which is the better business? We will contrast the two companies based on the strength of their dividends, analyst recommendations, earnings, institutional ownership, profitability, valuation and risk.

Volatility and Risk

Morgan Stanley has a beta of 1.59, indicating that its stock price is 59% more volatile than the S&P 500. Comparatively, The Goldman Sachs Group has a beta of 1.5, indicating that its stock price is 50% more volatile than the S&P 500.

Profitability

This table compares Morgan Stanley and The Goldman Sachs Group's net margins, return on equity and return on assets.

Net MarginsReturn on EquityReturn on Assets
Morgan Stanley19.16%12.33%1.02%
The Goldman Sachs Group16.65%11.23%0.83%

Analyst Ratings

This is a breakdown of current ratings and recommmendations for Morgan Stanley and The Goldman Sachs Group, as reported by MarketBeat.com.

Sell RatingsHold RatingsBuy RatingsStrong Buy RatingsRating Score
Morgan Stanley061402.70
The Goldman Sachs Group151502.67

Morgan Stanley currently has a consensus price target of $69.8947, suggesting a potential downside of 11.06%. The Goldman Sachs Group has a consensus price target of $349.1429, suggesting a potential upside of 2.00%. Given The Goldman Sachs Group's higher probable upside, analysts plainly believe The Goldman Sachs Group is more favorable than Morgan Stanley.

Valuation & Earnings

This table compares Morgan Stanley and The Goldman Sachs Group's top-line revenue, earnings per share and valuation.

Gross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Morgan Stanley$53.82 billion2.73$9.04 billion$4.9815.78
The Goldman Sachs Group$53.92 billion2.20$8.47 billion$21.0316.28

Morgan Stanley has higher earnings, but lower revenue than The Goldman Sachs Group. Morgan Stanley is trading at a lower price-to-earnings ratio than The Goldman Sachs Group, indicating that it is currently the more affordable of the two stocks.

Institutional & Insider Ownership

76.8% of Morgan Stanley shares are owned by institutional investors. Comparatively, 68.1% of The Goldman Sachs Group shares are owned by institutional investors. 0.3% of Morgan Stanley shares are owned by insiders. Comparatively, 0.6% of The Goldman Sachs Group shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company is poised for long-term growth.

Dividends

Morgan Stanley pays an annual dividend of $1.40 per share and has a dividend yield of 1.8%. The Goldman Sachs Group pays an annual dividend of $5.00 per share and has a dividend yield of 1.5%. Morgan Stanley pays out 28.1% of its earnings in the form of a dividend. The Goldman Sachs Group pays out 23.8% 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. Morgan Stanley has increased its dividend for 1 consecutive years and The Goldman Sachs Group has increased its dividend for 1 consecutive years.

Summary

Morgan Stanley beats The Goldman Sachs Group on 9 of the 16 factors compared between the two stocks.

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

Volatility and Risk

Morgan Stanley has a beta of 1.59, indicating that its stock price is 59% more volatile than the S&P 500. Comparatively, The Charles Schwab has a beta of 1.17, indicating that its stock price is 17% more volatile than the S&P 500.

Profitability

This table compares Morgan Stanley and The Charles Schwab's net margins, return on equity and return on assets.

Net MarginsReturn on EquityReturn on Assets
Morgan Stanley19.16%12.33%1.02%
The Charles Schwab29.80%13.52%0.86%

Analyst Ratings

This is a breakdown of current ratings and recommmendations for Morgan Stanley and The Charles Schwab, as reported by MarketBeat.com.

Sell RatingsHold RatingsBuy RatingsStrong Buy RatingsRating Score
Morgan Stanley061402.70
The Charles Schwab05912.73

Morgan Stanley currently has a consensus price target of $69.8947, suggesting a potential downside of 11.06%. The Charles Schwab has a consensus price target of $67.10, suggesting a potential upside of 3.65%. Given The Charles Schwab's stronger consensus rating and higher probable upside, analysts plainly believe The Charles Schwab is more favorable than Morgan Stanley.

Valuation & Earnings

This table compares Morgan Stanley and The Charles Schwab's top-line revenue, earnings per share and valuation.

Gross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Morgan Stanley$53.82 billion2.73$9.04 billion$4.9815.78
The Charles Schwab$10.72 billion10.91$3.70 billion$2.7223.80

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

Institutional & Insider Ownership

76.8% of Morgan Stanley shares are owned by institutional investors. Comparatively, 77.5% of The Charles Schwab shares are owned by institutional investors. 0.3% of Morgan Stanley shares are owned by insiders. Comparatively, 10.8% of The Charles Schwab shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company is poised for long-term growth.

Dividends

Morgan Stanley pays an annual dividend of $1.40 per share and has a dividend yield of 1.8%. The Charles Schwab pays an annual dividend of $0.72 per share and has a dividend yield of 1.1%. Morgan Stanley pays out 28.1% of its earnings in the form of a dividend. The Charles Schwab pays out 26.5% 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. Morgan Stanley has increased its dividend for 1 consecutive years and The Charles Schwab has increased its dividend for 1 consecutive years.

Summary

The Charles Schwab beats Morgan Stanley on 10 of the 17 factors compared between the two stocks.

Morgan Stanley (NYSE:MS) and Raymond James (NYSE:RJF) are both large-cap finance companies, but which is the better business? We will contrast the two companies based on the strength of their dividends, analyst recommendations, earnings, institutional ownership, profitability, valuation and risk.

Valuation & Earnings

This table compares Morgan Stanley and Raymond James' top-line revenue, earnings per share and valuation.

Gross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Morgan Stanley$53.82 billion2.73$9.04 billion$4.9815.78
Raymond James$8.17 billion2.19$818 million$6.1121.24

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

Profitability

This table compares Morgan Stanley and Raymond James' net margins, return on equity and return on assets.

Net MarginsReturn on EquityReturn on Assets
Morgan Stanley19.16%12.33%1.02%
Raymond James10.02%12.29%1.88%

Dividends

Morgan Stanley pays an annual dividend of $1.40 per share and has a dividend yield of 1.8%. Raymond James pays an annual dividend of $1.56 per share and has a dividend yield of 1.2%. Morgan Stanley pays out 28.1% of its earnings in the form of a dividend. Raymond James pays out 25.5% 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. Morgan Stanley has increased its dividend for 1 consecutive years and Raymond James has increased its dividend for 1 consecutive years.

Analyst Ratings

This is a breakdown of current ratings and recommmendations for Morgan Stanley and Raymond James, as reported by MarketBeat.com.

Sell RatingsHold RatingsBuy RatingsStrong Buy RatingsRating Score
Morgan Stanley061402.70
Raymond James02902.82

Morgan Stanley currently has a consensus price target of $69.8947, suggesting a potential downside of 11.06%. Raymond James has a consensus price target of $120.80, suggesting a potential downside of 6.91%. Given Raymond James' stronger consensus rating and higher probable upside, analysts plainly believe Raymond James is more favorable than Morgan Stanley.

Volatility and Risk

Morgan Stanley has a beta of 1.59, indicating that its stock price is 59% more volatile than the S&P 500. Comparatively, Raymond James has a beta of 1.35, indicating that its stock price is 35% more volatile than the S&P 500.

Institutional & Insider Ownership

76.8% of Morgan Stanley shares are owned by institutional investors. Comparatively, 75.1% of Raymond James shares are owned by institutional investors. 0.3% of Morgan Stanley shares are owned by insiders. Comparatively, 10.8% of Raymond James shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company is poised for long-term growth.

Summary

Morgan Stanley beats Raymond James on 9 of the 16 factors compared between the two stocks.

LPL Financial (NASDAQ:LPLA) and Morgan Stanley (NYSE:MS) are both large-cap finance companies, but which is the better stock? We will contrast the two companies based on the strength of their dividends, institutional ownership, valuation, analyst recommendations, risk, earnings and profitability.

Valuation & Earnings

This table compares LPL Financial and Morgan Stanley's gross revenue, earnings per share and valuation.

Gross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
LPL Financial$5.62 billion2.10$559.88 million$7.1820.56
Morgan Stanley$53.82 billion2.73$9.04 billion$4.9815.78

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

Profitability

This table compares LPL Financial and Morgan Stanley's net margins, return on equity and return on assets.

Net MarginsReturn on EquityReturn on Assets
LPL Financial8.50%49.27%8.93%
Morgan Stanley19.16%12.33%1.02%

Dividends

LPL Financial pays an annual dividend of $1.00 per share and has a dividend yield of 0.7%. Morgan Stanley pays an annual dividend of $1.40 per share and has a dividend yield of 1.8%. LPL Financial pays out 13.9% of its earnings in the form of a dividend. Morgan Stanley pays out 28.1% 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. LPL Financial has increased its dividend for 1 consecutive years and Morgan Stanley has increased its dividend for 1 consecutive years.

Analyst Recommendations

This is a summary of recent ratings for LPL Financial and Morgan Stanley, as reported by MarketBeat.com.

Sell RatingsHold RatingsBuy RatingsStrong Buy RatingsRating Score
LPL Financial01802.89
Morgan Stanley061402.70

LPL Financial presently has a consensus target price of $125.45, suggesting a potential downside of 15.01%. Morgan Stanley has a consensus target price of $69.8947, suggesting a potential downside of 11.06%. Given Morgan Stanley's higher probable upside, analysts plainly believe Morgan Stanley is more favorable than LPL Financial.

Volatility and Risk

LPL Financial has a beta of 1.49, meaning that its share price is 49% more volatile than the S&P 500. Comparatively, Morgan Stanley has a beta of 1.59, meaning that its share price is 59% more volatile than the S&P 500.

Institutional & Insider Ownership

95.7% of LPL Financial shares are held by institutional investors. Comparatively, 76.8% of Morgan Stanley shares are held by institutional investors. 2.3% of LPL Financial shares are held by insiders. Comparatively, 0.3% of Morgan Stanley shares are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock will outperform the market over the long term.

Stifel Financial (NYSE:SF) and Morgan Stanley (NYSE:MS) are both finance companies, but which is the better stock? We will contrast the two companies based on the strength of their dividends, institutional ownership, valuation, analyst recommendations, risk, earnings and profitability.

Institutional & Insider Ownership

56.5% of Stifel Financial shares are held by institutional investors. Comparatively, 76.8% of Morgan Stanley shares are held by institutional investors. 3.7% of Stifel Financial shares are held by insiders. Comparatively, 0.3% of Morgan Stanley shares are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock will outperform the market over the long term.

Valuation & Earnings

This table compares Stifel Financial and Morgan Stanley's gross revenue, earnings per share and valuation.

Gross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Stifel Financial$3.34 billion2.20$448.40 millionN/AN/A
Morgan Stanley$53.82 billion2.73$9.04 billion$4.9815.78

Morgan Stanley has higher revenue and earnings than Stifel Financial.

Profitability

This table compares Stifel Financial and Morgan Stanley's net margins, return on equity and return on assets.

Net MarginsReturn on EquityReturn on Assets
Stifel Financial12.26%14.78%1.94%
Morgan Stanley19.16%12.33%1.02%

Volatility and Risk

Stifel Financial has a beta of 1.59, meaning that its share price is 59% more volatile than the S&P 500. Comparatively, Morgan Stanley has a beta of 1.59, meaning that its share price is 59% more volatile than the S&P 500.

Analyst Recommendations

This is a summary of recent ratings for Stifel Financial and Morgan Stanley, as reported by MarketBeat.com.

Sell RatingsHold RatingsBuy RatingsStrong Buy RatingsRating Score
Stifel Financial23101.83
Morgan Stanley061402.70

Stifel Financial presently has a consensus target price of $51.2222, suggesting a potential downside of 26.75%. Morgan Stanley has a consensus target price of $69.8947, suggesting a potential downside of 11.06%. Given Morgan Stanley's stronger consensus rating and higher probable upside, analysts plainly believe Morgan Stanley is more favorable than Stifel Financial.

Dividends

Stifel Financial pays an annual dividend of $0.60 per share and has a dividend yield of 0.9%. Morgan Stanley pays an annual dividend of $1.40 per share and has a dividend yield of 1.8%. Morgan Stanley pays out 28.1% of its earnings in the form of a dividend. Morgan Stanley has increased its dividend for 1 consecutive years. Morgan Stanley is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

Summary

Morgan Stanley beats Stifel Financial on 10 of the 15 factors compared between the two stocks.

Evercore (NYSE:EVR) and Morgan Stanley (NYSE:MS) are both finance companies, but which is the superior investment? We will contrast the two businesses based on the strength of their institutional ownership, dividends, analyst recommendations, risk, profitability, valuation and earnings.

Profitability

This table compares Evercore and Morgan Stanley's net margins, return on equity and return on assets.

Net MarginsReturn on EquityReturn on Assets
Evercore11.80%27.11%12.25%
Morgan Stanley19.16%12.33%1.02%

Dividends

Evercore pays an annual dividend of $2.44 per share and has a dividend yield of 1.8%. Morgan Stanley pays an annual dividend of $1.40 per share and has a dividend yield of 1.8%. Evercore pays out 31.7% of its earnings in the form of a dividend. Morgan Stanley pays out 28.1% 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. Evercore has increased its dividend for 12 consecutive years and Morgan Stanley has increased its dividend for 1 consecutive years. Morgan Stanley is clearly the better dividend stock, given its higher yield and lower payout ratio.

Analyst Ratings

This is a summary of recent recommendations and price targets for Evercore and Morgan Stanley, as reported by MarketBeat.com.

Sell RatingsHold RatingsBuy RatingsStrong Buy RatingsRating Score
Evercore01713.00
Morgan Stanley061402.70

Evercore presently has a consensus target price of $138.7778, suggesting a potential upside of 1.11%. Morgan Stanley has a consensus target price of $69.8947, suggesting a potential downside of 11.06%. Given Evercore's stronger consensus rating and higher probable upside, equities analysts clearly believe Evercore is more favorable than Morgan Stanley.

Insider and Institutional Ownership

88.8% of Evercore shares are owned by institutional investors. Comparatively, 76.8% of Morgan Stanley shares are owned by institutional investors. 9.8% of Evercore shares are owned by insiders. Comparatively, 0.3% of Morgan Stanley shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock will outperform the market over the long term.

Risk & Volatility

Evercore has a beta of 1.75, suggesting that its stock price is 75% more volatile than the S&P 500. Comparatively, Morgan Stanley has a beta of 1.59, suggesting that its stock price is 59% more volatile than the S&P 500.

Earnings & Valuation

This table compares Evercore and Morgan Stanley's gross revenue, earnings per share and valuation.

Gross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Evercore$2.01 billion2.87$297.44 million$7.7017.82
Morgan Stanley$53.82 billion2.73$9.04 billion$4.9815.78

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

Summary

Evercore beats Morgan Stanley on 12 of the 18 factors compared between the two stocks.


Morgan Stanley Competitors List

Competitor NameCompetitor BTM RankCompetitor PriceCompetitor Price ChangeCompetitor Market CapCompetitor RevenueCompetitor P/E RatioCompetitor Indicator(s)
The Goldman Sachs Group logo
GS
The Goldman Sachs Group
2.2$342.31-1.1%$118.37 billion$53.92 billion14.42Earnings Announcement
Dividend Announcement
Analyst Report
Analyst Revision
The Charles Schwab logo
SCHW
The Charles Schwab
1.9$64.74-1.2%$116.91 billion$10.72 billion29.97Earnings Announcement
Analyst Upgrade
Analyst Revision
News Coverage
Raymond James logo
RJF
Raymond James
1.9$129.76-0.2%$17.87 billion$8.17 billion22.30Analyst Report
News Coverage
LPL Financial logo
LPLA
LPL Financial
1.5$147.60-0.0%$11.79 billion$5.62 billion24.56
Stifel Financial logo
SF
Stifel Financial
1.0$69.93-1.3%$7.36 billion$3.34 billion18.93
Evercore logo
EVR
Evercore
2.4$137.25-2.2%$5.77 billion$2.01 billion24.60Analyst Report
Lazard logo
LAZ
Lazard
2.4$45.16-0.8%$4.74 billion$2.67 billion17.71Analyst Upgrade
BGC Partners logo
BGCP
BGC Partners
1.3$5.92-0.7%$2.19 billion$2.10 billion53.82Increase in Short Interest
Gap Up
Piper Jaffray Companies logo
PJC
Piper Jaffray Companies
1.7$81.10-0.0%$1.16 billion$800.99 million13.23Gap Down
Cowen logo
COWN
Cowen
1.7$38.68-2.4%$1.03 billion$1.05 billion9.32Analyst Downgrade
Oppenheimer logo
OPY
Oppenheimer
1.0$44.66-0.4%$566.29 million$1.03 billion9.02Decrease in Short Interest
Greenhill & Co., Inc. logo
GHL
Greenhill & Co., Inc.
1.4$18.91-4.8%$368.97 million$301.01 million-30.02
(FBRC) logo
FBRC
(FBRC)
1.1$17.55-0.0%$124.61 millionN/A0.00
This page was last updated on 4/18/2021 by MarketBeat.com Staff
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