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Morgan Stanley (MS) Competitors

$97.84
+0.61 (+0.63%)
(As of 05/31/2024 ET)

MS vs. GS, SCHW, RJF, LPLA, SF, EVR, LAZ, BGC, PIPR, and OPY

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), Raymond James (RJF), LPL Financial (LPLA), Stifel Financial (SF), Evercore (EVR), Lazard (LAZ), BGC Group (BGC), Piper Sandler Companies (PIPR), and Oppenheimer (OPY). These companies are all part of the "investment banking & brokerage" industry.

Morgan Stanley vs.

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

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.

The Goldman Sachs Group presently has a consensus target price of $440.57, indicating a potential downside of 3.49%. Morgan Stanley has a consensus target price of $98.30, indicating a potential upside of 0.47%. Given The Goldman Sachs Group's higher possible upside, analysts plainly 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

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%

The Goldman Sachs Group received 43 more outperform votes than Morgan Stanley when rated by MarketBeat users. However, 60.87% of users gave Morgan Stanley an outperform vote while only 60.15% of users gave The Goldman Sachs Group an outperform vote.

CompanyUnderperformOutperform
The Goldman Sachs GroupOutperform Votes
1244
60.15%
Underperform Votes
824
39.85%
Morgan StanleyOutperform Votes
1201
60.87%
Underperform Votes
772
39.13%

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 3.5%. 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 12 consecutive years and Morgan Stanley has increased its dividend for 10 consecutive years.

Morgan Stanley has lower revenue, but higher earnings 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.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
The Goldman Sachs Group$108.42B1.36$8.52B$25.6117.83
Morgan Stanley$96.19B1.65$9.09B$5.4917.82

71.2% of The Goldman Sachs Group shares are owned by institutional investors. Comparatively, 84.2% of Morgan Stanley shares are owned by institutional investors. 0.5% of The Goldman Sachs Group shares are owned by insiders. Comparatively, 0.2% of Morgan Stanley shares are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company will outperform the market over the long term.

In the previous week, The Goldman Sachs Group had 32 more articles in the media than Morgan Stanley. MarketBeat recorded 50 mentions for The Goldman Sachs Group and 18 mentions for Morgan Stanley. The Goldman Sachs Group's average media sentiment score of 0.79 beat Morgan Stanley's score of 0.52 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
15 Very Positive mention(s)
9 Positive mention(s)
22 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive
Morgan Stanley
13 Very Positive mention(s)
1 Positive mention(s)
2 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

Morgan Stanley beats The Goldman Sachs Group on 11 of the 21 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$159.01B$24.99B$9.85B$17.82B
Dividend Yield3.48%2.37%5.81%3.50%
P/E Ratio17.8217.8941.1623.67
Price / Sales1.655.16101.6810.17
Price / Cash11.6317.1215.9019.14
Price / Book1.742.193.155.90
Net Income$9.09B$915.10M$1.01B$976.46M
7 Day Performance-1.14%-0.65%0.39%0.62%
1 Month Performance5.60%3.93%2.45%3.61%
1 Year Performance16.01%49.30%15.42%20.81%

Morgan Stanley Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
GS
The Goldman Sachs Group
4.897 of 5 stars
$459.81
-0.3%
$440.57
-4.2%
+44.3%$148.71B$108.42B17.9545,300Options Volume
SCHW
Charles Schwab
4.6991 of 5 stars
$70.79
-2.0%
$75.12
+6.1%
+39.0%$128.44B$18.84B29.6233,000Analyst Forecast
Insider Selling
Options Volume
Analyst Revision
RJF
Raymond James
4.5994 of 5 stars
$123.53
-1.9%
$126.22
+2.2%
+34.7%$26.09B$12.99B14.9418,000Positive News
LPLA
LPL Financial
4.3371 of 5 stars
$282.85
-0.5%
$276.20
-2.4%
+46.2%$21.25B$10.05B21.368,400
SF
Stifel Financial
3.9856 of 5 stars
$80.37
-0.9%
$84.50
+5.1%
+44.5%$8.33B$4.35B18.269,000Short Interest ↑
EVR
Evercore
4.3395 of 5 stars
$201.99
-1.2%
$180.67
-10.6%
+87.3%$7.87B$2.43B31.712,195Short Interest ↓
News Coverage
LAZ
Lazard
4.1148 of 5 stars
$41.15
-1.1%
$45.67
+11.0%
+38.2%$4.69B$2.52B-117.573,291Positive News
High Trading Volume
BGC
BGC Group
3.2459 of 5 stars
$8.45
-2.4%
N/A+117.3%$4.27B$2.03B70.423,895Short Interest ↓
PIPR
Piper Sandler Companies
1.1339 of 5 stars
$210.52
-1.3%
$181.50
-13.8%
+66.2%$3.73B$1.34B35.801,725
OPY
Oppenheimer
1.326 of 5 stars
$45.62
+0.6%
N/A+16.9%$468.62M$1.25B12.302,942Short Interest ↑
Negative News

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This page (NYSE:MS) was last updated on 6/2/2024 by MarketBeat.com Staff

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