Morgan Stanley (MS) Competitors

$98.13
+2.49 (+2.60%)
(As of 05/9/2024 ET)

MS vs. GS, SCHW, BLK, IBKR, RY, AXP, HSBC, PGR, MUFG, 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), Royal Bank of Canada (RY), American Express (AXP), HSBC (HSBC), Progressive (PGR), Mitsubishi UFJ Financial Group (MUFG), 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 investment? We will contrast the two businesses based on the strength of their earnings, valuation, dividends, profitability, risk, community ranking, analyst recommendations, institutional ownership and media sentiment.

In the previous week, The Goldman Sachs Group had 21 more articles in the media than Morgan Stanley. MarketBeat recorded 60 mentions for The Goldman Sachs Group and 39 mentions for Morgan Stanley. The Goldman Sachs Group's average media sentiment score of 0.59 beat Morgan Stanley's score of 0.51 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
22 Very Positive mention(s)
5 Positive mention(s)
21 Neutral mention(s)
3 Negative mention(s)
5 Very Negative mention(s)
Positive
Morgan Stanley
13 Very Positive mention(s)
3 Positive mention(s)
12 Neutral mention(s)
5 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 3.5%. 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 raised its dividend for 3 consecutive years and Morgan Stanley has raised its dividend for 3 consecutive years.

Morgan Stanley has lower revenue, but higher 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$108.42B1.36$8.52B$25.6117.79
Morgan Stanley$96.19B1.66$9.09B$5.4917.87

The Goldman Sachs Group received 41 more outperform votes than Morgan Stanley when rated by MarketBeat users. However, 61.01% of users gave Morgan Stanley an outperform vote while only 60.30% of users gave The Goldman Sachs Group an outperform vote.

CompanyUnderperformOutperform
The Goldman Sachs GroupOutperform Votes
1235
60.30%
Underperform Votes
813
39.70%
Morgan StanleyOutperform Votes
1194
61.01%
Underperform Votes
763
38.99%

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. 0.6% of The Goldman Sachs Group shares are held by company insiders. Comparatively, 0.2% of Morgan Stanley shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company will outperform the market over the long term.

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 10.87% beat Morgan Stanley's return on equity.

Company Net Margins Return on Equity Return on Assets
The Goldman Sachs Group8.17% 8.65% 0.58%
Morgan Stanley 9.57%10.87%0.85%

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

The Goldman Sachs Group currently has a consensus price target of $440.57, suggesting a potential downside of 3.29%. Morgan Stanley has a consensus price target of $98.30, suggesting a potential upside of 0.18%. 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

Summary

Morgan Stanley beats The Goldman Sachs Group on 12 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$159.62B$24.20B$9.21B$17.78B
Dividend Yield3.63%2.67%10.23%3.51%
P/E Ratio17.8714.4656.3925.12
Price / Sales1.665.00358.0911.03
Price / Cash11.1316.8716.7815.59
Price / Book1.772.202.475.09
Net Income$9.09B$914.76M$995.87M$968.04M
7 Day Performance5.91%0.96%1.49%2.59%
1 Month Performance4.30%-0.50%0.11%-0.55%
1 Year Performance16.31%44.85%18.27%103.03%

Morgan Stanley Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
GS
The Goldman Sachs Group
4.6638 of 5 stars
$443.74
+0.0%
$437.04
-1.5%
+36.9%$144.01B$108.42B17.3345,300Analyst Forecast
Analyst Revision
SCHW
Charles Schwab
4.6585 of 5 stars
$75.54
-1.7%
$74.47
-1.4%
+60.4%$134.16B$18.84B31.6133,000Insider Selling
Analyst Revision
BLK
BlackRock
4.6572 of 5 stars
$780.95
+0.8%
$845.42
+8.3%
+21.0%$116.31B$17.86B19.8519,800
IBKR
Interactive Brokers Group
3.6035 of 5 stars
$120.54
-1.2%
$124.00
+2.9%
+53.3%$50.75B$7.78B20.612,932Analyst Revision
RY
Royal Bank of Canada
4.3777 of 5 stars
$101.04
-0.8%
$137.67
+36.2%
+3.7%$142.95B$87.48B12.7391,398Positive News
AXP
American Express
4.6591 of 5 stars
$234.62
+0.1%
$210.71
-10.2%
+54.3%$168.76B$60.52B19.3374,600Dividend Increase
Insider Selling
HSBC
HSBC
3.2563 of 5 stars
$44.98
+0.4%
N/A+18.9%$170.10B$131.13B7.76220,861Options Volume
PGR
Progressive
4.7026 of 5 stars
$215.53
+0.0%
$211.88
-1.7%
+61.0%$126.24B$62.11B22.0661,400
MUFG
Mitsubishi UFJ Financial Group
4.1778 of 5 stars
$10.16
-0.6%
N/A+60.2%$125.29B$68.70B8.19121,800Positive News
C
Citigroup
4.917 of 5 stars
$62.00
-1.3%
$62.85
+1.4%
+35.4%$118.75B$156.82B18.34239,000Analyst Revision

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This page (NYSE:MS) was last updated on 5/9/2024 by MarketBeat.com Staff

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