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Morgan Stanley (MS) Competitors

$97.44
-1.23 (-1.25%)
(As of 11:51 AM 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.

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

Morgan Stanley pays an annual dividend of $3.40 per share and has a dividend yield of 3.4%. The Goldman Sachs Group pays an annual dividend of $11.00 per share and has a dividend yield of 2.4%. Morgan Stanley pays out 61.9% of its earnings in the form of a dividend. The Goldman Sachs Group pays out 43.0% 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 a beta of 1.41, meaning that its stock price is 41% more volatile than the S&P 500. Comparatively, The Goldman Sachs Group has a beta of 1.4, meaning that its stock price is 40% more volatile than the S&P 500.

The Goldman Sachs Group received 41 more outperform votes than Morgan Stanley when rated by MarketBeat users. However, 60.96% of users gave Morgan Stanley an outperform vote while only 60.22% of users gave The Goldman Sachs Group an outperform vote.

CompanyUnderperformOutperform
Morgan StanleyOutperform Votes
1199
60.96%
Underperform Votes
768
39.04%
The Goldman Sachs GroupOutperform Votes
1240
60.22%
Underperform Votes
819
39.78%

Morgan Stanley has higher earnings, but lower revenue 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
Morgan Stanley$96.19B1.67$9.09B$5.4917.97
The Goldman Sachs Group$108.42B1.37$8.52B$25.6117.95

Morgan Stanley presently has a consensus target price of $98.30, indicating a potential downside of 0.38%. The Goldman Sachs Group has a consensus target price of $440.57, indicating a potential downside of 4.19%. Given Morgan Stanley's higher possible upside, equities 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
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
0 Sell rating(s)
5 Hold rating(s)
16 Buy rating(s)
0 Strong Buy rating(s)
2.76

In the previous week, The Goldman Sachs Group had 24 more articles in the media than Morgan Stanley. MarketBeat recorded 52 mentions for The Goldman Sachs Group and 28 mentions for Morgan Stanley. The Goldman Sachs Group's average media sentiment score of 0.39 beat Morgan Stanley's score of 0.38 indicating that The Goldman Sachs Group is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Morgan Stanley
11 Very Positive mention(s)
2 Positive mention(s)
11 Neutral mention(s)
3 Negative mention(s)
0 Very Negative mention(s)
Neutral
The Goldman Sachs Group
14 Very Positive mention(s)
9 Positive mention(s)
17 Neutral mention(s)
10 Negative mention(s)
0 Very Negative mention(s)
Neutral

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

Company Net Margins Return on Equity Return on Assets
Morgan Stanley9.57% 10.88% 0.84%
The Goldman Sachs Group 8.17%8.86%0.58%

84.2% of Morgan Stanley shares are owned by institutional investors. Comparatively, 71.2% of The Goldman Sachs Group shares are owned by institutional investors. 0.2% of Morgan Stanley shares are owned by company insiders. Comparatively, 0.6% of The Goldman Sachs Group shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company will outperform the market over the long term.

Summary

Morgan Stanley beats The Goldman Sachs Group 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$160.37B$24.12B$9.33B$17.68B
Dividend Yield3.44%2.45%10.58%3.53%
P/E Ratio17.9718.3448.5025.83
Price / Sales1.675.13232.5610.26
Price / Cash11.7717.2916.8915.71
Price / Book1.782.252.475.08
Net Income$9.09B$915.10M$1.01B$975.92M
7 Day Performance-2.81%-1.79%-1.24%-1.61%
1 Month Performance6.30%3.43%1.85%4.32%
1 Year Performance17.62%46.17%25.10%23.08%

Morgan Stanley Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
GS
The Goldman Sachs Group
4.8889 of 5 stars
$459.81
-0.3%
$440.57
-4.2%
+38.5%$148.71B$108.42B17.9545,300Short Interest ↑
SCHW
Charles Schwab
4.6443 of 5 stars
$70.79
-2.0%
$75.12
+6.1%
+31.9%$128.44B$18.84B29.6233,000Analyst Forecast
Options Volume
Analyst Revision
RJF
Raymond James
4.7519 of 5 stars
$123.53
-1.9%
$126.22
+2.2%
+32.6%$26.09B$12.99B14.9418,000
LPLA
LPL Financial
4.3607 of 5 stars
$282.85
-0.5%
$276.20
-2.4%
+43.1%$21.25B$10.05B21.368,400
SF
Stifel Financial
3.9365 of 5 stars
$80.37
-0.9%
$84.50
+5.1%
+39.5%$8.33B$4.35B18.269,000Short Interest ↑
EVR
Evercore
4.353 of 5 stars
$201.99
-1.2%
$180.67
-10.6%
+84.1%$7.87B$2.43B31.712,195Short Interest ↓
News Coverage
LAZ
Lazard
3.8489 of 5 stars
$41.15
-1.1%
$45.67
+11.0%
+43.1%$4.69B$2.52B-117.573,291High Trading Volume
BGC
BGC Group
3.2673 of 5 stars
$8.45
-2.4%
N/A+92.5%$4.27B$2.03B70.423,895Short Interest ↓
News Coverage
PIPR
Piper Sandler Companies
1.2096 of 5 stars
$210.52
-1.3%
$181.50
-13.8%
+62.3%$3.73B$1.34B35.801,725Positive News
OPY
Oppenheimer
1.4242 of 5 stars
$45.62
+0.6%
N/A+23.0%$468.62M$1.25B12.302,942Short Interest ↑

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This page (NYSE:MS) was last updated on 5/29/2024 by MarketBeat.com Staff

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