Morgan Stanley (MS) Competitors

$99.58
-0.94 (-0.94%)
(As of 05/16/2024 ET)

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

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

Morgan Stanley vs.

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

Morgan Stanley has a net margin of 9.57% compared to Morgan Stanley's net margin of 8.17%. The Goldman Sachs Group's return on equity of 10.88% beat Morgan Stanley's return on equity.

Company Net Margins Return on Equity Return on Assets
The Goldman Sachs Group8.17% 8.86% 0.58%
Morgan Stanley 9.57%10.88%0.84%

In the previous week, The Goldman Sachs Group had 18 more articles in the media than Morgan Stanley. MarketBeat recorded 51 mentions for The Goldman Sachs Group and 33 mentions for Morgan Stanley. The Goldman Sachs Group's average media sentiment score of 0.81 beat Morgan Stanley's score of 0.56 indicating that Morgan Stanley is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
The Goldman Sachs Group
20 Very Positive mention(s)
6 Positive mention(s)
15 Neutral mention(s)
3 Negative mention(s)
3 Very Negative mention(s)
Positive
Morgan Stanley
16 Very Positive mention(s)
4 Positive mention(s)
9 Neutral mention(s)
1 Negative mention(s)
1 Very Negative mention(s)
Positive

The Goldman Sachs Group pays an annual dividend of $11.00 per share and has a dividend yield of 2.4%. Morgan Stanley pays an annual dividend of $3.40 per share and has a dividend yield of 3.4%. The Goldman Sachs Group pays out 43.0% of its earnings in the form of a dividend. Morgan Stanley pays out 61.9% 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. The Goldman Sachs Group has increased its dividend for 3 consecutive years and Morgan Stanley has increased its dividend for 3 consecutive years.

The Goldman Sachs Group received 41 more outperform votes than Morgan Stanley when rated by MarketBeat users. However, 61.02% of users gave Morgan Stanley an outperform vote while only 60.25% of users gave The Goldman Sachs Group an outperform vote.

CompanyUnderperformOutperform
The Goldman Sachs GroupOutperform Votes
1237
60.25%
Underperform Votes
816
39.75%
Morgan StanleyOutperform Votes
1196
61.02%
Underperform Votes
764
38.98%

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
The Goldman Sachs Group$48.24B3.10$8.52B$25.6118.14
Morgan Stanley$51.25B3.16$9.09B$5.4918.14

The Goldman Sachs Group currently has a consensus target price of $440.57, indicating a potential downside of 5.15%. Morgan Stanley has a consensus target price of $98.30, indicating a potential downside of 1.28%. Given The Goldman Sachs Group's higher possible upside, analysts clearly believe Morgan Stanley is more favorable than The Goldman Sachs Group.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
The Goldman Sachs Group
0 Sell rating(s)
5 Hold rating(s)
16 Buy rating(s)
0 Strong Buy rating(s)
2.76
Morgan Stanley
0 Sell rating(s)
11 Hold rating(s)
8 Buy rating(s)
0 Strong Buy rating(s)
2.42

The Goldman Sachs Group has a beta of 1.4, suggesting that its share price is 40% more volatile than the S&P 500. Comparatively, Morgan Stanley has a beta of 1.41, suggesting that its share price is 41% more volatile than the S&P 500.

71.2% of The Goldman Sachs Group shares are held by institutional investors. Comparatively, 84.2% of Morgan Stanley shares are held by institutional investors. 0.5% of The Goldman Sachs Group shares are held by insiders. Comparatively, 0.2% of Morgan Stanley shares are held by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock is poised for long-term growth.

Summary

Morgan Stanley beats The Goldman Sachs Group on 13 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$161.83B$24.28B$9.34B$18.12B
Dividend Yield3.45%2.47%10.45%3.46%
P/E Ratio18.1418.0854.3025.61
Price / Sales3.165.023,462.8010.81
Price / Cash11.7216.7927.2219.66
Price / Book1.772.223.026.07
Net Income$9.09B$915.10M$997.37M$966.34M
7 Day Performance1.48%3.84%0.97%1.12%
1 Month Performance11.73%7.29%4.71%6.20%
1 Year Performance21.65%52.27%20.14%133.97%

Morgan Stanley Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
GS
The Goldman Sachs Group
4.467 of 5 stars
$458.47
+1.1%
$440.57
-3.9%
+44.7%$147.84B$108.42B17.9045,300Short Interest ↑
SCHW
Charles Schwab
4.4701 of 5 stars
$77.05
+3.1%
$74.47
-3.3%
+54.5%$136.94B$18.46B32.2433,000Insider Selling
BLK
BlackRock
4.4352 of 5 stars
$802.97
+1.6%
$845.42
+5.3%
+26.5%$119.59B$17.86B20.4119,800Dividend Announcement
Insider Selling
IBKR
Interactive Brokers Group
3.5955 of 5 stars
$121.80
+1.3%
$124.00
+1.8%
+59.3%$51.29B$7.78B20.822,932Short Interest ↑
HSBC
HSBC
2.112 of 5 stars
$44.69
+1.6%
N/A+16.5%$169.00B$63.82B7.71220,861Short Interest ↑
News Coverage
AXP
American Express
4.615 of 5 stars
$241.52
+1.2%
$210.71
-12.8%
+61.1%$173.73B$60.52B19.8974,600Insider Selling
Short Interest ↑
RY
Royal Bank of Canada
4.5937 of 5 stars
$104.28
-0.3%
$137.67
+32.0%
+8.5%$147.53B$87.48B13.1391,398Analyst Upgrade
News Coverage
MUFG
Mitsubishi UFJ Financial Group
4.2758 of 5 stars
$10.41
+1.2%
N/A+52.4%$128.37B$5.66T8.39121,800Upcoming Earnings
News Coverage
Positive News
PGR
Progressive
4.4447 of 5 stars
$213.67
+0.6%
$211.88
-0.8%
+58.5%$125.15B$62.11B21.8761,400Dividend Announcement
Analyst Forecast
Insider Selling
News Coverage
C
Citigroup
4.6832 of 5 stars
$63.58
+0.3%
$62.85
-1.1%
+39.5%$121.28B$156.82B18.81239,000

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This page (NYSE:MS) was last updated on 5/16/2024 by MarketBeat.com Staff

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