SCHW vs. MS, GS, RJF, LPLA, SF, EVR, LAZ, PIPR, BGC, and OPY
Should you be buying Charles Schwab stock or one of its competitors? The main competitors of Charles Schwab include Morgan Stanley (MS), The Goldman Sachs Group (GS), Raymond James (RJF), LPL Financial (LPLA), Stifel Financial (SF), Evercore (EVR), Lazard (LAZ), Piper Sandler Companies (PIPR), BGC Group (BGC), and Oppenheimer (OPY). These companies are all part of the "investment banking & brokerage" industry.
Charles Schwab vs.
Morgan Stanley (NYSE:MS) and Charles Schwab (NYSE:SCHW) are both large-cap finance companies, but which is the better stock? We will contrast the two businesses based on the strength of their profitability, earnings, dividends, media sentiment, analyst recommendations, institutional ownership, community ranking, risk and valuation.
In the previous week, Morgan Stanley had 40 more articles in the media than Charles Schwab. MarketBeat recorded 83 mentions for Morgan Stanley and 43 mentions for Charles Schwab. Charles Schwab's average media sentiment score of 1.18 beat Morgan Stanley's score of 0.89 indicating that Charles Schwab is being referred to more favorably in the news media.
84.2% of Morgan Stanley shares are held by institutional investors. Comparatively, 84.4% of Charles Schwab shares are held by institutional investors. 0.2% of Morgan Stanley shares are held by company insiders. Comparatively, 6.6% of Charles Schwab shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock will outperform the market over the long term.
Morgan Stanley received 410 more outperform votes than Charles Schwab when rated by MarketBeat users. However, 62.55% of users gave Charles Schwab an outperform vote while only 59.47% of users gave Morgan Stanley an outperform vote.
Morgan Stanley has higher revenue and earnings than Charles Schwab. Morgan Stanley is trading at a lower price-to-earnings ratio than Charles Schwab, indicating that it is currently the more affordable of the two stocks.
Morgan Stanley presently has a consensus target price of $131.27, indicating a potential downside of 4.03%. Charles Schwab has a consensus target price of $84.11, indicating a potential upside of 2.71%. Given Charles Schwab's stronger consensus rating and higher possible upside, analysts clearly believe Charles Schwab is more favorable than Morgan Stanley.
Morgan Stanley has a beta of 1.37, suggesting that its stock price is 37% more volatile than the S&P 500. Comparatively, Charles Schwab has a beta of 0.99, suggesting that its stock price is 1% less volatile than the S&P 500.
Charles Schwab has a net margin of 30.31% compared to Morgan Stanley's net margin of 12.48%. Charles Schwab's return on equity of 18.20% beat Morgan Stanley's return on equity.
Morgan Stanley pays an annual dividend of $3.70 per share and has a dividend yield of 2.7%. Charles Schwab pays an annual dividend of $1.00 per share and has a dividend yield of 1.2%. Morgan Stanley pays out 46.6% of its earnings in the form of a dividend. Charles Schwab pays out 33.4% 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 12 consecutive years. Morgan Stanley is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.
Summary
Charles Schwab beats Morgan Stanley on 13 of the 21 factors compared between the two stocks.
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New MarketBeat Followers Over Time
This chart shows the number of new MarketBeat users adding {thisCompany.Symbol} and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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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This page (NYSE:SCHW) was last updated on 2/4/2025 by MarketBeat.com Staff
